HOLN.SW vs. SIKA.SW
Compare and contrast key facts about Holcim AG (HOLN.SW) and Sika AG (SIKA.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOLN.SW or SIKA.SW.
Key characteristics
| HOLN.SW | SIKA.SW | |
|---|---|---|
| YTD Return | 39.97% | -12.58% |
| 1Y Return | 49.68% | 0.96% |
| 3Y Return (Ann) | 28.07% | -11.73% |
| 5Y Return (Ann) | 16.25% | 7.89% |
| 10Y Return (Ann) | 7.47% | 16.55% |
| Sharpe Ratio | 2.54 | 0.10 |
| Sortino Ratio | 3.18 | 0.29 |
| Omega Ratio | 1.45 | 1.04 |
| Calmar Ratio | 3.53 | 0.06 |
| Martin Ratio | 13.53 | 0.27 |
| Ulcer Index | 3.58% | 8.11% |
| Daily Std Dev | 19.05% | 22.23% |
| Max Drawdown | -76.42% | -94.75% |
| Current Drawdown | -3.15% | -36.03% |
Fundamentals
| HOLN.SW | SIKA.SW | |
|---|---|---|
| Market Cap | CHF 50.35B | CHF 38.36B |
| EPS | CHF 5.33 | CHF 7.65 |
| PE Ratio | 16.81 | 31.25 |
| PEG Ratio | 2.73 | 1.91 |
| Total Revenue (TTM) | CHF 19.78B | CHF 11.73B |
| Gross Profit (TTM) | CHF 8.56B | CHF 5.10B |
| EBITDA (TTM) | CHF 4.36B | CHF 2.26B |
Correlation
The correlation between HOLN.SW and SIKA.SW is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HOLN.SW vs. SIKA.SW - Performance Comparison
In the year-to-date period, HOLN.SW achieves a 39.97% return, which is significantly higher than SIKA.SW's -12.58% return. Over the past 10 years, HOLN.SW has underperformed SIKA.SW with an annualized return of 7.47%, while SIKA.SW has yielded a comparatively higher 16.55% 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. SIKA.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Holcim AG (HOLN.SW) and Sika AG (SIKA.SW). 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. SIKA.SW - Dividend Comparison
HOLN.SW's dividend yield for the trailing twelve months is around 3.14%, more than SIKA.SW's 0.69% yield.
Drawdowns
HOLN.SW vs. SIKA.SW - Drawdown Comparison
The maximum HOLN.SW drawdown since its inception was -76.42%, smaller than the maximum SIKA.SW drawdown of -94.75%. Use the drawdown chart below to compare losses from any high point for HOLN.SW and SIKA.SW. For additional features, visit the drawdowns tool.
Volatility
HOLN.SW vs. SIKA.SW - Volatility Comparison
The current volatility for Holcim AG (HOLN.SW) is 6.29%, while Sika AG (SIKA.SW) has a volatility of 6.63%. This indicates that HOLN.SW experiences smaller price fluctuations and is considered to be less risky than SIKA.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HOLN.SW vs. SIKA.SW - Financials Comparison
This section allows you to compare key financial metrics between Holcim AG and Sika AG. 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