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HCC vs. STLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HCC vs. STLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Warrior Met Coal, Inc. (HCC) and Steel Dynamics, Inc. (STLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HCC achieves a -9.77% return, which is significantly lower than STLD's 49.08% return.


HCC

1D
-1.23%
1M
-1.76%
6M
-10.91%
YTD
-9.77%
1Y
54.87%
3Y*
22.03%
5Y*
36.36%
10Y*
ALL TIME*
31.04%

STLD

1D
-0.49%
1M
14.01%
6M
40.67%
YTD
49.08%
1Y
107.78%
3Y*
34.78%
5Y*
33.27%
10Y*
27.79%
ALL TIME*
16.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$60.38M$54.26M$71.70M
$317.28M$281.08M$296.06M

HCC vs. STLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HCC
Warrior Met Coal, Inc.
-9.77%63.49%-9.79%81.59%41.03%21.82%2.30%1.98%23.20%131.47%
STLD
Steel Dynamics, Inc.
49.08%50.70%-1.99%22.75%60.14%71.42%12.46%16.78%-29.02%29.10%

Correlation

The correlation between HCC and STLD is 0.24, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.24

Correlation (3Y)
Balances recent behavior with more history.

0.31

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.34

Correlation (All Time)
Calculated using the full available price history since Apr 13, 2017

0.40

The correlation between HCC and STLD shifts across timeframes, from 0.24 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HCC:

$4.19B

STLD:

$36.01B

EPS

HCC:

$2.61

STLD:

$11.03

PE Ratio

HCC:

30.43

STLD:

22.79

PS Ratio

HCC:

2.85

STLD:

1.78

PB Ratio

HCC:

1.90

STLD:

3.85

Total Revenue (TTM)

HCC:

$1.47B

STLD:

$20.54B

Gross Profit (TTM)

HCC:

$887.07M

STLD:

$3.00B

EBITDA (TTM)

HCC:

$296.72M

STLD:

$2.97B

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Return for Risk

HCC vs. STLD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HCC
HCC Risk / Return Rank: 7676
Overall Rank
HCC Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
HCC Sortino Ratio Rank: 7777
Sortino Ratio Rank
HCC Omega Ratio Rank: 7575
Omega Ratio Rank
HCC Calmar Ratio Rank: 7878
Calmar Ratio Rank
HCC Martin Ratio Rank: 7676
Martin Ratio Rank

STLD
STLD Risk / Return Rank: 9595
Overall Rank
STLD Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
STLD Sortino Ratio Rank: 9595
Sortino Ratio Rank
STLD Omega Ratio Rank: 9393
Omega Ratio Rank
STLD Calmar Ratio Rank: 9494
Calmar Ratio Rank
STLD Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HCC vs. STLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Warrior Met Coal, Inc. (HCC) and Steel Dynamics, Inc. (STLD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HCCSTLDDifference
Sharpe ratioReturn per unit of total volatility

-1.80

Sortino ratioReturn per unit of downside risk

-1.52

Omega ratioGain probability vs. loss probability

1.22

1.42

-0.19

Calmar ratioReturn relative to maximum drawdown

1.88

4.56

-2.68

Martin ratioReturn relative to average drawdown

4.20

13.00

-8.79

HCC vs. STLD - Sharpe Ratio Comparison

The current HCC Sharpe Ratio is 1.05, which is lower than the STLD Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of HCC and STLD, 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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Drawdowns

HCC vs. STLD - Drawdown Comparison

The maximum HCC drawdown since its inception was -64.81%, smaller than the maximum STLD drawdown of -87.05%. Use the drawdown chart below to compare losses from any high point for HCC and STLD.


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Drawdown Indicators


HCCSTLDDifference

Max Drawdown

Largest peak-to-trough decline

-64.81%

-87.05%

+22.24%

Max Drawdown (1Y)

Largest decline over 1 year

-29.51%

-21.88%

-7.63%

Max Drawdown (3Y)

Largest decline over 3 years

-45.53%

-28.66%

-16.87%

Max Drawdown (5Y)

Largest decline over 5 years

-45.53%

-32.20%

-13.33%

Max Drawdown (10Y)

Largest decline over 10 years

-68.46%

Current Drawdown

Current decline from peak

-27.99%

-10.94%

-17.05%

Average Drawdown

Average peak-to-trough decline

-18.19%

-33.18%

+14.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.17%

7.70%

+5.47%

Volatility

HCC vs. STLD - Volatility Comparison

Warrior Met Coal, Inc. (HCC) has a higher volatility of 9.55% compared to Steel Dynamics, Inc. (STLD) at 8.59%. This indicates that HCC's price experiences larger fluctuations and is considered to be riskier than STLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HCCSTLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.55%

8.59%

+0.96%

Volatility (6M)

Calculated over the trailing 6-month period

36.22%

27.04%

+9.18%

Volatility (1Y)

Calculated over the trailing 1-year period

53.05%

35.08%

+17.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.24%

38.08%

+11.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.34%

39.40%

+12.94%

Dividends

HCC vs. STLD - Dividend Comparison

HCC's dividend yield for the trailing twelve months is around 0.40%, less than STLD's 0.82% yield.


PositionTTM20252024202320222021202020192018201720162015
HCC
Warrior Met Coal, Inc.
0.40%0.36%1.51%1.90%4.45%0.78%0.94%21.85%27.91%45.17%0.00%0.00%
STLD
Steel Dynamics, Inc.
0.82%1.18%1.61%1.44%1.39%1.68%2.71%2.82%2.50%1.44%1.57%3.08%

Financials

HCC vs. STLD - Financials Comparison

This section allows you to compare key financial metrics between Warrior Met Coal, Inc. and Steel Dynamics, 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


Values in USD except per share items

HCC vs. STLD - Profitability Comparison

The chart below illustrates the profitability comparison between Warrior Met Coal, Inc. and Steel Dynamics, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

HCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Warrior Met Coal, Inc. reported a gross profit of 450.26M and revenue of 458.59M. Therefore, the gross margin over that period was 98.2%.

STLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Steel Dynamics, Inc. reported a gross profit of 958.97M and revenue of 6.09B. Therefore, the gross margin over that period was 15.7%.

HCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Warrior Met Coal, Inc. reported an operating income of 79.37M and revenue of 458.59M, resulting in an operating margin of 17.3%.

STLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Steel Dynamics, Inc. reported an operating income of 765.52M and revenue of 6.09B, resulting in an operating margin of 12.6%.

HCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Warrior Met Coal, Inc. reported a net income of 72.34M and revenue of 458.59M, resulting in a net margin of 15.8%.

STLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Steel Dynamics, Inc. reported a net income of 534.09M and revenue of 6.09B, resulting in a net margin of 8.8%.


Frequently Asked Questions


HCC and STLD 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.

HCC has higher volatility (9.55%) compared to STLD (8.59%). In terms of maximum drawdown, HCC dropped -64.81% vs STLD's -87.05%.

STLD currently has the higher Sharpe Ratio (2.85 vs 1.05), 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.

Portfolio Optimizer

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