HOLN.SW vs. CX
Compare and contrast key facts about Holcim AG (HOLN.SW) and CEMEX, S.A.B. de C.V. (CX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOLN.SW or CX.
Key characteristics
| HOLN.SW | CX | |
|---|---|---|
| YTD Return | 40.57% | -29.21% |
| 1Y Return | 52.44% | -19.79% |
| 3Y Return (Ann) | 28.13% | -5.85% |
| 5Y Return (Ann) | 16.41% | 8.81% |
| 10Y Return (Ann) | 7.44% | -6.49% |
| Sharpe Ratio | 2.85 | -0.56 |
| Sortino Ratio | 3.50 | -0.61 |
| Omega Ratio | 1.50 | 0.93 |
| Calmar Ratio | 3.88 | -0.26 |
| Martin Ratio | 15.32 | -0.92 |
| Ulcer Index | 3.57% | 22.70% |
| Daily Std Dev | 19.19% | 37.10% |
| Max Drawdown | -76.42% | -93.80% |
| Current Drawdown | -2.73% | -79.12% |
Fundamentals
| HOLN.SW | CX | |
|---|---|---|
| Market Cap | CHF 50.35B | $8.34B |
| EPS | CHF 5.33 | $0.20 |
| PE Ratio | 16.81 | 27.25 |
| PEG Ratio | 2.73 | 0.11 |
| Total Revenue (TTM) | CHF 19.78B | $16.96B |
| Gross Profit (TTM) | CHF 8.56B | $5.59B |
| EBITDA (TTM) | CHF 4.36B | $2.87B |
Correlation
The correlation between HOLN.SW and CX is 0.35, 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.
Performance
HOLN.SW vs. CX - Performance Comparison
In the year-to-date period, HOLN.SW achieves a 40.57% return, which is significantly higher than CX's -29.21% return. Over the past 10 years, HOLN.SW has outperformed CX with an annualized return of 7.44%, while CX has yielded a comparatively lower -6.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HOLN.SW vs. CX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Holcim AG (HOLN.SW) and CEMEX, S.A.B. de C.V. (CX). 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
HOLN.SW vs. CX - Dividend Comparison
HOLN.SW's dividend yield for the trailing twelve months is around 3.12%, more than CX's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOLN.SW Holcim AG | 3.12% | 3.79% | 4.59% | 4.30% | 4.11% | 3.72% | 4.94% | 3.64% | 2.80% | 4.99% | 3.29% | 3.30% |
CX CEMEX, S.A.B. de C.V. | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 2.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HOLN.SW vs. CX - Drawdown Comparison
The maximum HOLN.SW drawdown since its inception was -76.42%, smaller than the maximum CX drawdown of -93.80%. Use the drawdown chart below to compare losses from any high point for HOLN.SW and CX. For additional features, visit the drawdowns tool.
Volatility
HOLN.SW vs. CX - Volatility Comparison
The current volatility for Holcim AG (HOLN.SW) is 6.30%, while CEMEX, S.A.B. de C.V. (CX) has a volatility of 16.42%. This indicates that HOLN.SW experiences smaller price fluctuations and is considered to be less risky than CX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HOLN.SW vs. CX - Financials Comparison
This section allows you to compare key financial metrics between Holcim AG and CEMEX, S.A.B. de C.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