GEF-B vs. EDPFY
GEF-B (Greif Inc) and EDPFY (EDP Energias de Portugal SA ADR) are both stocks. GEF-B operates in Packaging & Containers (Consumer Cyclical), while EDPFY operates in Utilities - Diversified (Utilities). Over the past 10 years, GEF-B returned 10.21%/yr vs 10.11%/yr for EDPFY. At a 0.19 correlation, their price movements are largely independent.
Performance
GEF-B vs. EDPFY - Performance Comparison
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Returns By Period
In the year-to-date period, GEF-B achieves a 6.81% return, which is significantly lower than EDPFY's 16.92% return. Both investments have delivered pretty close results over the past 10 years, with GEF-B having a 10.21% annualized return and EDPFY not far behind at 10.11%.
GEF-B
- 1D
- 0.34%
- 1M
- -2.14%
- YTD
- 6.81%
- 6M
- 15.87%
- 1Y
- 39.41%
- 3Y*
- 8.38%
- 5Y*
- 11.01%
- 10Y*
- 10.21%
EDPFY
- 1D
- 0.92%
- 1M
- -2.44%
- YTD
- 16.92%
- 6M
- 19.09%
- 1Y
- 32.32%
- 3Y*
- 6.51%
- 5Y*
- 3.34%
- 10Y*
- 10.11%
GEF-B vs. EDPFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEF-B Greif Inc | 6.81% | 15.77% | 7.79% | -11.91% | 36.86% | 29.04% | -0.34% | 21.61% | -33.85% | 7.02% |
EDPFY EDP Energias de Portugal SA ADR | 16.92% | 51.44% | -32.70% | 5.27% | -5.36% | -13.34% | 63.23% | 31.19% | 7.07% | 20.29% |
Correlation
The correlation between GEF-B and EDPFY is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.19 |
Fundamentals
GEF-B:
$4.50B
EDPFY:
$21.21B
GEF-B:
$17.56
EDPFY:
$2.71
GEF-B:
4.50
EDPFY:
18.96
GEF-B:
0.10
EDPFY:
13.07
GEF-B:
1.30
EDPFY:
1.34
GEF-B:
1.53
EDPFY:
1.80
GEF-B:
$3.35B
EDPFY:
$15.60B
GEF-B:
$756.10M
EDPFY:
$4.29B
GEF-B:
$509.70M
EDPFY:
$5.39B
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Return for Risk
GEF-B vs. EDPFY — Risk / Return Rank
GEF-B
EDPFY
GEF-B vs. EDPFY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Greif Inc (GEF-B) and EDP Energias de Portugal SA ADR (EDPFY). 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.
| GEF-B | EDPFY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.41 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.84 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.07 | -0.10 |
Martin ratioReturn relative to average drawdown | 4.16 | 5.22 | -1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GEF-B | EDPFY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.41 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.13 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.36 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.14 | +0.21 |
Drawdowns
GEF-B vs. EDPFY - Drawdown Comparison
The maximum GEF-B drawdown since its inception was -63.05%, smaller than the maximum EDPFY drawdown of -67.95%. Use the drawdown chart below to compare losses from any high point for GEF-B and EDPFY.
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Drawdown Indicators
| GEF-B | EDPFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.05% | -67.95% | +4.90% |
Max Drawdown (1Y)Largest decline over 1 year | -18.97% | -16.26% | -2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -28.37% | -37.52% | +9.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.55% | -42.71% | +13.16% |
Max Drawdown (10Y)Largest decline over 10 years | -50.81% | -48.34% | -2.47% |
Current DrawdownCurrent decline from peak | -14.69% | -3.72% | -10.97% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -28.37% | +14.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.98% | 6.44% | +2.54% |
Volatility
GEF-B vs. EDPFY - Volatility Comparison
Greif Inc (GEF-B) has a higher volatility of 8.28% compared to EDP Energias de Portugal SA ADR (EDPFY) at 6.28%. This indicates that GEF-B's price experiences larger fluctuations and is considered to be riskier than EDPFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEF-B | EDPFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 6.28% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 19.20% | 17.41% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.30% | 22.99% | +7.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.54% | 26.60% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.47% | 27.82% | +7.65% |
Dividends
GEF-B vs. EDPFY - Dividend Comparison
GEF-B's dividend yield for the trailing twelve months is around 4.20%, less than EDPFY's 4.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDPFY EDP Energias de Portugal SA ADR | 4.69% | 4.95% | 6.52% | 4.16% | 4.01% | 4.15% | 4.87% | 4.91% | 6.74% | 6.11% | 10.79% | 5.70% |
GEF-B Greif Inc | 4.20% | 4.40% | 4.67% | 4.62% | 3.67% | 4.50% | 5.44% | 3.81% | 4.32% | 3.62% | 3.72% | 5.87% |
Financials
GEF-B vs. EDPFY - Financials Comparison
This section allows you to compare key financial metrics between Greif Inc and EDP Energias de Portugal SA ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
GEF-B vs. EDPFY - Profitability Comparison
GEF-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Greif Inc reported a gross profit of 247.00M and revenue of 1.07B. Therefore, the gross margin over that period was 23.0%.
EDPFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EDP Energias de Portugal SA ADR reported a gross profit of 933.10M and revenue of 4.12B. Therefore, the gross margin over that period was 22.7%.
GEF-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Greif Inc reported an operating income of 55.30M and revenue of 1.07B, resulting in an operating margin of 5.2%.
EDPFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EDP Energias de Portugal SA ADR reported an operating income of 933.10M and revenue of 4.12B, resulting in an operating margin of 22.7%.
GEF-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Greif Inc reported a net income of 12.60M and revenue of 1.07B, resulting in a net margin of 1.2%.
EDPFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EDP Energias de Portugal SA ADR reported a net income of 384.22M and revenue of 4.12B, resulting in a net margin of 9.3%.
Frequently Asked Questions
GEF-B and EDPFY have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GEF-B has higher volatility (8.28%) compared to EDPFY (6.28%). In terms of maximum drawdown, GEF-B dropped -63.05% vs EDPFY's -67.95%.
EDPFY currently has the higher Sharpe Ratio (1.41 vs 1.31), 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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