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GHM vs. DIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GHM vs. DIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Graham Corporation (GHM) and The Walt Disney Company (DIS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GHM achieves a 48.44% return, which is significantly higher than DIS's -13.10% return. Over the past 10 years, GHM has outperformed DIS with an annualized return of 19.36%, while DIS has yielded a comparatively lower 0.98% annualized return.


GHM

1D
-10.98%
1M
-2.90%
YTD
48.44%
6M
61.84%
1Y
127.00%
3Y*
94.29%
5Y*
46.89%
10Y*
19.36%

DIS

1D
-0.84%
1M
-8.47%
YTD
-13.10%
6M
-7.52%
1Y
-12.24%
3Y*
3.25%
5Y*
-10.48%
10Y*
0.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GHM vs. DIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GHM
Graham Corporation
48.44%44.43%134.42%97.19%-22.67%-15.50%-28.39%-2.28%10.81%-3.80%
DIS
The Walt Disney Company
-13.10%3.30%24.44%4.26%-43.91%-14.51%25.27%33.51%3.61%4.76%

Correlation

The correlation between GHM and DIS is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.22

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

0.22

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

0.23

Correlation (All Time)
Calculated using the full available price history since Mar 18, 1992

0.19

Fundamentals

Market Cap

GHM:

$1.06B

DIS:

$175.20B

EPS

GHM:

$1.12

DIS:

$6.25

PE Ratio

GHM:

84.78

DIS:

15.81

PEG Ratio

GHM:

0.28

DIS:

0.21

PS Ratio

GHM:

4.32

DIS:

1.82

PB Ratio

GHM:

7.57

DIS:

1.61

Total Revenue (TTM)

GHM:

$245.29M

DIS:

$97.26B

Gross Profit (TTM)

GHM:

$57.75M

DIS:

$36.14B

EBITDA (TTM)

GHM:

$14.76M

DIS:

$20.74B

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Return for Risk

GHM vs. DIS — Risk / Return Rank

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

GHM
GHM Risk / Return Rank: 9191
Overall Rank
GHM Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
GHM Sortino Ratio Rank: 8686
Sortino Ratio Rank
GHM Omega Ratio Rank: 8686
Omega Ratio Rank
GHM Calmar Ratio Rank: 9595
Calmar Ratio Rank
GHM Martin Ratio Rank: 9494
Martin Ratio Rank

DIS
DIS Risk / Return Rank: 2121
Overall Rank
DIS Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
DIS Sortino Ratio Rank: 1919
Sortino Ratio Rank
DIS Omega Ratio Rank: 1919
Omega Ratio Rank
DIS Calmar Ratio Rank: 2525
Calmar Ratio Rank
DIS Martin Ratio Rank: 2222
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.

GHM vs. DIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Graham Corporation (GHM) and The Walt Disney Company (DIS). 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.


GHMDISDifference
Sharpe ratioReturn per unit of total volatility

+2.96

Sortino ratioReturn per unit of downside risk

+3.29

Omega ratioGain probability vs. loss probability

1.36

0.93

+0.43

Calmar ratioReturn relative to maximum drawdown

7.01

-0.49

+7.51

Martin ratioReturn relative to average drawdown

17.15

-1.00

+18.15

GHM vs. DIS - Sharpe Ratio Comparison

The current GHM Sharpe Ratio is 2.46, which is higher than the DIS Sharpe Ratio of -0.51. The chart below compares the historical Sharpe Ratios of GHM and DIS, 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


GHMDISDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

-0.51

+2.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.96

-0.36

+1.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.03

+0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.34

-0.10

Drawdowns

GHM vs. DIS - Drawdown Comparison

The maximum GHM drawdown since its inception was -86.11%, roughly equal to the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for GHM and DIS.


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Drawdown Indicators


GHMDISDifference

Max Drawdown

Largest peak-to-trough decline

-86.11%

-85.66%

-0.45%

Max Drawdown (1Y)

Largest decline over 1 year

-18.21%

-24.97%

+6.76%

Max Drawdown (3Y)

Largest decline over 3 years

-46.46%

-32.86%

-13.60%

Max Drawdown (5Y)

Largest decline over 5 years

-53.16%

-57.33%

+4.17%

Max Drawdown (10Y)

Largest decline over 10 years

-74.83%

-60.72%

-14.11%

Current Drawdown

Current decline from peak

-11.69%

-49.88%

+38.19%

Average Drawdown

Average peak-to-trough decline

-47.40%

-26.77%

-20.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.43%

12.23%

-4.80%

Volatility

GHM vs. DIS - Volatility Comparison

Graham Corporation (GHM) has a higher volatility of 17.57% compared to The Walt Disney Company (DIS) at 6.12%. This indicates that GHM's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GHMDISDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.57%

6.12%

+11.45%

Volatility (6M)

Calculated over the trailing 6-month period

38.60%

19.37%

+19.23%

Volatility (1Y)

Calculated over the trailing 1-year period

52.09%

24.33%

+27.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.21%

29.33%

+19.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.13%

28.77%

+16.36%

Dividends

GHM vs. DIS - Dividend Comparison

GHM has not paid dividends to shareholders, while DIS's dividend yield for the trailing twelve months is around 1.26%.


PositionTTM20252024202320222021202020192018201720162015
DIS
The Walt Disney Company
1.26%1.10%0.85%0.33%0.00%0.00%0.00%1.22%1.57%1.51%1.43%1.30%
GHM
Graham Corporation
0.00%0.00%0.00%0.00%0.00%3.54%2.90%1.92%1.66%1.72%1.63%1.90%

Financials

GHM vs. DIS - Financials Comparison

This section allows you to compare key financial metrics between Graham Corporation and The Walt Disney Company. 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


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
67.08M
25.17B
(GHM) Total Revenue
(DIS) Total Revenue
Values in USD except per share items

GHM vs. DIS - Profitability Comparison

The chart below illustrates the profitability comparison between Graham Corporation and The Walt Disney Company 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%20222023202420252026
23.4%
36.8%
Portfolio components
GHM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Graham Corporation reported a gross profit of 15.69M and revenue of 67.08M. Therefore, the gross margin over that period was 23.4%.

DIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.

GHM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Graham Corporation reported an operating income of 1.72M and revenue of 67.08M, resulting in an operating margin of 2.6%.

DIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.

GHM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Graham Corporation reported a net income of 1.97M and revenue of 67.08M, resulting in a net margin of 2.9%.

DIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.


Frequently Asked Questions


GHM and DIS have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GHM has higher volatility (17.57%) compared to DIS (6.12%). In terms of maximum drawdown, GHM dropped -86.11% vs DIS's -85.66%.

GHM currently has the higher Sharpe Ratio (2.46 vs -0.51), 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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