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GATX vs. SONY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GATX vs. SONY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GATX Corporation (GATX) and Sony Group Corporation (SONY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GATX achieves a 2.00% return, which is significantly higher than SONY's -13.48% return. Over the past 10 years, GATX has outperformed SONY with an annualized return of 16.67%, while SONY has yielded a comparatively lower 15.40% annualized return.


GATX

1D
0.77%
1M
-7.54%
YTD
2.00%
6M
4.94%
1Y
11.38%
3Y*
13.13%
5Y*
14.35%
10Y*
16.67%

SONY

1D
1.19%
1M
9.93%
YTD
-13.48%
6M
-19.60%
1Y
-16.69%
3Y*
4.55%
5Y*
3.10%
10Y*
15.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GATX vs. SONY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GATX
GATX Corporation
2.00%11.09%31.10%15.22%4.17%27.88%3.24%19.76%16.65%3.78%
SONY
Sony Group Corporation
-13.48%21.65%12.49%24.95%-39.26%25.64%49.70%41.89%7.96%61.31%

Correlation

The correlation between GATX and SONY is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Nov 5, 1987

0.28

Fundamentals

Market Cap

GATX:

$6.15B

SONY:

$133.70B

EPS

GATX:

$9.50

SONY:

-$57.09

PS Ratio

GATX:

3.25

SONY:

0.01

PB Ratio

GATX:

2.22

SONY:

0.02

Total Revenue (TTM)

GATX:

$1.90B

SONY:

$12.60T

Gross Profit (TTM)

GATX:

$638.60M

SONY:

$3.88T

EBITDA (TTM)

GATX:

$892.00M

SONY:

$2.87T

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Return for Risk

GATX vs. SONY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GATX
GATX Risk / Return Rank: 5555
Overall Rank
GATX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
GATX Sortino Ratio Rank: 5151
Sortino Ratio Rank
GATX Omega Ratio Rank: 5252
Omega Ratio Rank
GATX Calmar Ratio Rank: 5656
Calmar Ratio Rank
GATX Martin Ratio Rank: 5858
Martin Ratio Rank

SONY
SONY Risk / Return Rank: 2121
Overall Rank
SONY Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
SONY Sortino Ratio Rank: 1616
Sortino Ratio Rank
SONY Omega Ratio Rank: 1818
Omega Ratio Rank
SONY Calmar Ratio Rank: 2626
Calmar Ratio Rank
SONY Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GATX vs. SONY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GATX Corporation (GATX) and Sony Group Corporation (SONY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GATXSONYDifference
Sharpe ratioReturn per unit of total volatility

+1.06

Sortino ratioReturn per unit of downside risk

+1.53

Omega ratioGain probability vs. loss probability

1.11

0.92

+0.18

Calmar ratioReturn relative to maximum drawdown

0.63

-0.48

+1.11

Martin ratioReturn relative to average drawdown

1.55

-0.88

+2.43

GATX vs. SONY - Sharpe Ratio Comparison

The current GATX Sharpe Ratio is 0.49, which is higher than the SONY Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of GATX and SONY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GATXSONYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

-0.57

+1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.11

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.54

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.23

+0.13

Drawdowns

GATX vs. SONY - Drawdown Comparison

The maximum GATX drawdown since its inception was -72.08%, smaller than the maximum SONY drawdown of -93.18%. Use the drawdown chart below to compare losses from any high point for GATX and SONY.


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Drawdown Indicators


GATXSONYDifference

Max Drawdown

Largest peak-to-trough decline

-72.08%

-93.18%

+21.10%

Max Drawdown (1Y)

Largest decline over 1 year

-18.05%

-35.10%

+17.05%

Max Drawdown (3Y)

Largest decline over 3 years

-23.00%

-35.10%

+12.10%

Max Drawdown (5Y)

Largest decline over 5 years

-31.92%

-50.56%

+18.64%

Max Drawdown (10Y)

Largest decline over 10 years

-38.32%

-50.56%

+12.24%

Current Drawdown

Current decline from peak

-14.14%

-26.80%

+12.66%

Average Drawdown

Average peak-to-trough decline

-16.57%

-42.18%

+25.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.36%

18.93%

-11.57%

Volatility

GATX vs. SONY - Volatility Comparison

The current volatility for GATX Corporation (GATX) is 7.59%, while Sony Group Corporation (SONY) has a volatility of 10.40%. This indicates that GATX experiences smaller price fluctuations and is considered to be less risky than SONY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GATXSONYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.59%

10.40%

-2.81%

Volatility (6M)

Calculated over the trailing 6-month period

18.15%

20.42%

-2.27%

Volatility (1Y)

Calculated over the trailing 1-year period

23.21%

29.55%

-6.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.54%

28.97%

-3.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.91%

28.79%

+1.12%

Dividends

GATX vs. SONY - Dividend Comparison

GATX's dividend yield for the trailing twelve months is around 1.44%, more than SONY's 0.36% yield.


PositionTTM20252024202320222021202020192018201720162015
GATX
GATX Corporation
1.44%1.44%1.50%1.83%1.96%1.92%2.31%2.22%2.49%2.70%2.60%3.57%
SONY
Sony Group Corporation
0.36%0.59%0.58%0.59%0.69%0.43%0.46%0.54%0.56%0.45%0.63%0.34%

Financials

GATX vs. SONY - Financials Comparison

This section allows you to compare key financial metrics between GATX Corporation and Sony Group Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00T2.00T3.00T4.00T20222023202420252026
583.70M
3.09T
(GATX) Total Revenue
(SONY) Total Revenue
Values in USD except per share items

GATX vs. SONY - Profitability Comparison

The chart below illustrates the profitability comparison between GATX Corporation and Sony Group Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%202220232024202520260
30.8%
Portfolio components
GATX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported a gross profit of 0.00 and revenue of 583.70M. Therefore, the gross margin over that period was 0.0%.

SONY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported a gross profit of 951.43B and revenue of 3.09T. Therefore, the gross margin over that period was 30.8%.

GATX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported an operating income of 79.50M and revenue of 583.70M, resulting in an operating margin of 13.6%.

SONY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported an operating income of 292.32B and revenue of 3.09T, resulting in an operating margin of 9.5%.

GATX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported a net income of 85.50M and revenue of 583.70M, resulting in a net margin of 14.7%.

SONY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported a net income of 84.39B and revenue of 3.09T, resulting in a net margin of 2.7%.


Frequently Asked Questions


GATX and SONY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SONY has higher volatility (10.40%) compared to GATX (7.59%). In terms of maximum drawdown, GATX dropped -72.08% vs SONY's -93.18%.

GATX currently has the higher Sharpe Ratio (0.49 vs -0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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