HESAY vs. AAPL
HESAY (Hermes International SA) and AAPL (Apple Inc) are both stocks. HESAY operates in Luxury Goods (Consumer Cyclical), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, HESAY returned 19.56%/yr vs 29.36%/yr for AAPL. At a 0.25 correlation, their price movements are largely independent.
Performance
HESAY vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, HESAY achieves a -20.12% return, which is significantly lower than AAPL's 7.29% return. Over the past 10 years, HESAY has underperformed AAPL with an annualized return of 19.56%, while AAPL has yielded a comparatively higher 29.36% annualized return.
HESAY
- 1D
- 1.27%
- 1M
- 7.58%
- YTD
- -20.12%
- 6M
- -20.92%
- 1Y
- -24.62%
- 3Y*
- -1.83%
- 5Y*
- 7.14%
- 10Y*
- 19.56%
AAPL
- 1D
- -1.52%
- 1M
- -3.03%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 48.78%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
HESAY vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HESAY Hermes International SA | -20.12% | 4.83% | 13.70% | 38.27% | -11.23% | 63.06% | 44.39% | 37.55% | 4.07% | 32.55% |
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between HESAY and AAPL is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2009 | 0.25 |
The correlation between HESAY and AAPL shifts across timeframes, from 0.25 (all time) to 0.38 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HESAY:
$205.94B
AAPL:
$4.30T
HESAY:
€8.67
AAPL:
$8.24
HESAY:
19.54
AAPL:
35.35
HESAY:
1.17
AAPL:
4.65
HESAY:
5.72
AAPL:
9.60
HESAY:
9.45
AAPL:
40.37
HESAY:
€31.11B
AAPL:
$451.44B
HESAY:
€22.00B
AAPL:
$216.07B
HESAY:
€15.00B
AAPL:
$153.63B
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Return for Risk
HESAY vs. AAPL — Risk / Return Rank
HESAY
AAPL
HESAY vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hermes International SA (HESAY) and Apple Inc (AAPL). 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.
| HESAY | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.95 | ||
| Sortino ratioReturn per unit of downside risk | -4.08 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.38 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 3.40 | -4.14 |
| Martin ratioReturn relative to average drawdown | -1.32 | 8.47 | -9.79 |
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Drawdowns
HESAY vs. AAPL - Drawdown Comparison
The maximum HESAY drawdown since its inception was -45.60%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for HESAY and AAPL.
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Drawdown Indicators
| HESAY | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.60% | -81.80% | +36.20% |
Max Drawdown (1Y)Largest decline over 1 year | -36.48% | -13.80% | -22.68% |
Max Drawdown (3Y)Largest decline over 3 years | -38.23% | -33.36% | -4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -45.60% | -33.36% | -12.24% |
Max Drawdown (10Y)Largest decline over 10 years | -45.60% | -38.52% | -7.08% |
Current DrawdownCurrent decline from peak | -33.22% | -7.64% | -25.58% |
Average DrawdownAverage peak-to-trough decline | -10.86% | -29.59% | +18.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.32% | 5.53% | +14.79% |
Volatility
HESAY vs. AAPL - Volatility Comparison
Hermes International SA (HESAY) has a higher volatility of 7.31% compared to Apple Inc (AAPL) at 6.73%. This indicates that HESAY's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HESAY | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 6.73% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 23.41% | 16.53% | +6.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.47% | 22.64% | +7.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.54% | 27.52% | +4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.98% | 28.92% | -0.94% |
Dividends
HESAY vs. AAPL - Dividend Comparison
HESAY's dividend yield for the trailing twelve months is around 1.07%, more than AAPL's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
HESAY Hermes International SA | 1.07% | 1.18% | 1.13% | 0.67% | 0.57% | 0.31% | 0.46% | 0.68% | 0.91% | 1.55% | 1.81% | 2.54% |
Financials
HESAY vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Hermes International SA and Apple 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.
Total Revenue: Total amount of money received from sales and other business activities
HESAY vs. AAPL - Profitability Comparison
HESAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a gross profit of 5.66B and revenue of 7.91B. Therefore, the gross margin over that period was 71.6%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
HESAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported an operating income of 3.91B and revenue of 7.91B, resulting in an operating margin of 49.5%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
HESAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a net income of 2.26B and revenue of 7.91B, resulting in a net margin of 28.6%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
HESAY and AAPL have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HESAY has higher volatility (7.31%) compared to AAPL (6.73%). In terms of maximum drawdown, HESAY dropped -45.60% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.07 vs -0.88), 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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