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HBM vs. FSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HBM vs. FSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hudbay Minerals Inc. (HBM) and Fortuna Silver Mines Inc. (FSM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HBM achieves a 31.58% return, which is significantly higher than FSM's -10.60% return. Over the past 10 years, HBM has outperformed FSM with an annualized return of 18.60%, while FSM has yielded a comparatively lower 3.04% annualized return.


HBM

1D
1.75%
1M
4.36%
YTD
31.58%
6M
50.45%
1Y
171.66%
3Y*
77.46%
5Y*
30.42%
10Y*
18.60%

FSM

1D
0.92%
1M
-18.49%
YTD
-10.60%
6M
-4.88%
1Y
23.00%
3Y*
35.95%
5Y*
5.60%
10Y*
3.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HBM vs. FSM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HBM
Hudbay Minerals Inc.
31.58%145.46%47.03%9.24%-29.87%3.82%69.50%-11.77%-46.20%54.77%
FSM
Fortuna Silver Mines Inc.
-10.60%128.67%11.14%2.93%-3.85%-52.67%101.96%12.09%-30.27%-7.61%

Correlation

The correlation between HBM and FSM is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.63

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

0.55

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

0.54

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

0.43

Correlation (All Time)
Calculated using the full available price history since Feb 13, 2009

0.41

Over the past year, HBM and FSM have become more correlated (0.63) than their long-term average of 0.41, meaning their price movements have been converging.

Fundamentals

Market Cap

HBM:

$10.41B

FSM:

$2.92B

EPS

HBM:

$1.65

FSM:

$1.06

PE Ratio

HBM:

15.79

FSM:

8.25

PEG Ratio

HBM:

0.11

FSM:

0.12

PS Ratio

HBM:

4.39

FSM:

2.57

PB Ratio

HBM:

2.94

FSM:

1.65

Total Revenue (TTM)

HBM:

$2.37B

FSM:

$1.10B

Gross Profit (TTM)

HBM:

$828.54M

FSM:

$598.05M

EBITDA (TTM)

HBM:

$1.54B

FSM:

$743.42M

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Return for Risk

HBM vs. FSM — Risk / Return Rank

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

HBM
HBM Risk / Return Rank: 9292
Overall Rank
HBM Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
HBM Sortino Ratio Rank: 9090
Sortino Ratio Rank
HBM Omega Ratio Rank: 9090
Omega Ratio Rank
HBM Calmar Ratio Rank: 9191
Calmar Ratio Rank
HBM Martin Ratio Rank: 9393
Martin Ratio Rank

FSM
FSM Risk / Return Rank: 5555
Overall Rank
FSM Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FSM Sortino Ratio Rank: 5353
Sortino Ratio Rank
FSM Omega Ratio Rank: 5353
Omega Ratio Rank
FSM Calmar Ratio Rank: 5757
Calmar Ratio Rank
FSM Martin Ratio Rank: 5858
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.

HBM vs. FSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hudbay Minerals Inc. (HBM) and Fortuna Silver Mines Inc. (FSM). 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.


HBMFSMDifference
Sharpe ratioReturn per unit of total volatility

+2.55

Sortino ratioReturn per unit of downside risk

+2.18

Omega ratioGain probability vs. loss probability

1.41

1.12

+0.30

Calmar ratioReturn relative to maximum drawdown

4.78

0.62

+4.16

Martin ratioReturn relative to average drawdown

15.13

1.51

+13.62

HBM vs. FSM - Sharpe Ratio Comparison

The current HBM Sharpe Ratio is 2.96, which is higher than the FSM Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of HBM and FSM, 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


HBMFSMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.96

0.41

+2.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.10

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.05

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.13

+0.08

Drawdowns

HBM vs. FSM - Drawdown Comparison

The maximum HBM drawdown since its inception was -92.21%, roughly equal to the maximum FSM drawdown of -92.25%. Use the drawdown chart below to compare losses from any high point for HBM and FSM.


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Drawdown Indicators


HBMFSMDifference

Max Drawdown

Largest peak-to-trough decline

-92.21%

-92.25%

+0.04%

Max Drawdown (1Y)

Largest decline over 1 year

-36.16%

-37.26%

+1.10%

Max Drawdown (3Y)

Largest decline over 3 years

-41.11%

-37.26%

-3.85%

Max Drawdown (5Y)

Largest decline over 5 years

-63.33%

-69.35%

+6.02%

Max Drawdown (10Y)

Largest decline over 10 years

-86.34%

-81.07%

-5.27%

Current Drawdown

Current decline from peak

-18.07%

-35.80%

+17.73%

Average Drawdown

Average peak-to-trough decline

-52.50%

-45.17%

-7.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.40%

15.37%

-3.97%

Volatility

HBM vs. FSM - Volatility Comparison

Hudbay Minerals Inc. (HBM) has a higher volatility of 25.29% compared to Fortuna Silver Mines Inc. (FSM) at 15.57%. This indicates that HBM's price experiences larger fluctuations and is considered to be riskier than FSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HBMFSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.29%

15.57%

+9.72%

Volatility (6M)

Calculated over the trailing 6-month period

46.90%

44.86%

+2.04%

Volatility (1Y)

Calculated over the trailing 1-year period

58.55%

57.05%

+1.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.36%

57.36%

-2.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.79%

59.44%

-0.65%

Dividends

HBM vs. FSM - Dividend Comparison

HBM's dividend yield for the trailing twelve months is around 0.05%, while FSM has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FSM
Fortuna Silver Mines Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HBM
Hudbay Minerals Inc.
0.05%0.07%0.17%0.31%0.32%0.22%0.21%0.36%0.38%0.23%0.35%0.52%

Financials

HBM vs. FSM - Financials Comparison

This section allows you to compare key financial metrics between Hudbay Minerals Inc. and Fortuna Silver Mines Inc.. 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


100.00M200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
745.43M
342.47M
(HBM) Total Revenue
(FSM) Total Revenue
Values in USD except per share items

HBM vs. FSM - Profitability Comparison

The chart below illustrates the profitability comparison between Hudbay Minerals Inc. and Fortuna Silver Mines Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%20222023202420252026
45.7%
61.9%
Portfolio components
HBM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported a gross profit of 340.81M and revenue of 745.43M. Therefore, the gross margin over that period was 45.7%.

FSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortuna Silver Mines Inc. reported a gross profit of 211.84M and revenue of 342.47M. Therefore, the gross margin over that period was 61.9%.

HBM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported an operating income of 297.62M and revenue of 745.43M, resulting in an operating margin of 39.9%.

FSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortuna Silver Mines Inc. reported an operating income of 182.18M and revenue of 342.47M, resulting in an operating margin of 53.2%.

HBM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hudbay Minerals Inc. reported a net income of 187.76M and revenue of 745.43M, resulting in a net margin of 25.2%.

FSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortuna Silver Mines Inc. reported a net income of 111.01M and revenue of 342.47M, resulting in a net margin of 32.4%.


Frequently Asked Questions


HBM and FSM have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HBM has higher volatility (25.29%) compared to FSM (15.57%). In terms of maximum drawdown, HBM dropped -92.21% vs FSM's -92.25%.

HBM currently has the higher Sharpe Ratio (2.96 vs 0.41), 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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