HEIA.AS vs. WKL.AS
Compare and contrast key facts about Heineken N.V. (HEIA.AS) and Wolters Kluwer N.V. (WKL.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEIA.AS or WKL.AS.
Performance
HEIA.AS vs. WKL.AS - Performance Comparison
Returns By Period
In the year-to-date period, HEIA.AS achieves a -20.51% return, which is significantly lower than WKL.AS's 21.39% return. Over the past 10 years, HEIA.AS has underperformed WKL.AS with an annualized return of 3.12%, while WKL.AS has yielded a comparatively higher 23.11% annualized return.
HEIA.AS
-20.51%
-8.53%
-25.29%
-12.19%
-3.54%
3.12%
WKL.AS
21.39%
-3.18%
5.23%
27.54%
20.74%
23.11%
Fundamentals
| HEIA.AS | WKL.AS | |
|---|---|---|
| Market Cap | €40.80B | €37.59B |
| EPS | €1.88 | €4.28 |
| PE Ratio | 38.11 | 37.32 |
| PEG Ratio | 0.88 | 3.77 |
| Total Revenue (TTM) | €15.84B | €2.86B |
| Gross Profit (TTM) | €1.46B | €1.84B |
| EBITDA (TTM) | €3.31B | €918.00M |
Key characteristics
| HEIA.AS | WKL.AS | |
|---|---|---|
| Sharpe Ratio | -0.68 | 1.62 |
| Sortino Ratio | -0.77 | 2.15 |
| Omega Ratio | 0.89 | 1.29 |
| Calmar Ratio | -0.43 | 3.97 |
| Martin Ratio | -1.17 | 9.66 |
| Ulcer Index | 11.28% | 2.67% |
| Daily Std Dev | 19.46% | 15.86% |
| Max Drawdown | -58.39% | -80.22% |
| Current Drawdown | -30.12% | -5.09% |
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Correlation
The correlation between HEIA.AS and WKL.AS is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
HEIA.AS vs. WKL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heineken N.V. (HEIA.AS) and Wolters Kluwer N.V. (WKL.AS). 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.
Dividends
HEIA.AS vs. WKL.AS - Dividend Comparison
HEIA.AS's dividend yield for the trailing twelve months is around 2.41%, more than WKL.AS's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEIA.AS Heineken N.V. | 2.41% | 2.09% | 1.66% | 0.99% | 1.14% | 1.74% | 1.97% | 1.56% | 1.94% | 1.50% | 1.51% | 1.87% |
WKL.AS Wolters Kluwer N.V. | 1.42% | 1.48% | 1.70% | 1.38% | 1.82% | 1.58% | 1.92% | 1.84% | 2.21% | 2.87% | 2.76% | 3.33% |
Drawdowns
HEIA.AS vs. WKL.AS - Drawdown Comparison
The maximum HEIA.AS drawdown since its inception was -58.39%, smaller than the maximum WKL.AS drawdown of -80.22%. Use the drawdown chart below to compare losses from any high point for HEIA.AS and WKL.AS. For additional features, visit the drawdowns tool.
Volatility
HEIA.AS vs. WKL.AS - Volatility Comparison
Heineken N.V. (HEIA.AS) and Wolters Kluwer N.V. (WKL.AS) have volatilities of 6.62% and 6.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEIA.AS vs. WKL.AS - Financials Comparison
This section allows you to compare key financial metrics between Heineken N.V. and Wolters Kluwer N.V.. 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