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HTHIY vs. ET
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HTHIY vs. ET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hitachi Ltd ADR (HTHIY) and Energy Transfer LP (ET). The values are adjusted to include any dividend payments, if applicable.

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HTHIY vs. ET - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HTHIY
Hitachi Ltd ADR
-4.07%26.95%71.97%43.04%-6.74%36.49%-5.96%59.42%-32.14%47.89%
ET
Energy Transfer LP
17.51%-9.37%53.87%27.87%55.74%42.96%-44.92%5.88%-17.74%-4.66%

Fundamentals

Market Cap

HTHIY:

$67.58B

ET:

$69.42B

EPS

HTHIY:

$281.48

ET:

$1.37

PE Ratio

HTHIY:

0.11

ET:

13.90

PS Ratio

HTHIY:

0.01

ET:

0.82

PB Ratio

HTHIY:

0.01

ET:

1.42

Total Revenue (TTM)

HTHIY:

$8.12T

ET:

$82.63B

Gross Profit (TTM)

HTHIY:

$2.42T

ET:

$18.01B

EBITDA (TTM)

HTHIY:

$1.38T

ET:

$14.93B

Returns By Period

In the year-to-date period, HTHIY achieves a -4.07% return, which is significantly lower than ET's 17.51% return. Over the past 10 years, HTHIY has outperformed ET with an annualized return of 21.57%, while ET has yielded a comparatively lower 20.33% annualized return.


HTHIY

1D
2.82%
1M
-6.23%
YTD
-4.07%
6M
13.93%
1Y
30.02%
3Y*
40.16%
5Y*
27.49%
10Y*
21.57%

ET

1D
-1.45%
1M
-0.42%
YTD
17.51%
6M
16.34%
1Y
9.61%
3Y*
24.91%
5Y*
29.13%
10Y*
20.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HTHIY vs. ET — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTHIY
HTHIY Risk / Return Rank: 6262
Overall Rank
HTHIY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
HTHIY Sortino Ratio Rank: 6060
Sortino Ratio Rank
HTHIY Omega Ratio Rank: 5858
Omega Ratio Rank
HTHIY Calmar Ratio Rank: 6363
Calmar Ratio Rank
HTHIY Martin Ratio Rank: 6565
Martin Ratio Rank

ET
ET Risk / Return Rank: 5353
Overall Rank
ET Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
ET Sortino Ratio Rank: 4747
Sortino Ratio Rank
ET Omega Ratio Rank: 4848
Omega Ratio Rank
ET Calmar Ratio Rank: 5656
Calmar Ratio Rank
ET Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTHIY vs. ET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) and Energy Transfer LP (ET). 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.


HTHIYETDifference

Sharpe ratio

Return per unit of total volatility

0.69

0.41

+0.28

Sortino ratio

Return per unit of downside risk

1.20

0.72

+0.48

Omega ratio

Gain probability vs. loss probability

1.15

1.10

+0.05

Calmar ratio

Return relative to maximum drawdown

1.05

0.60

+0.44

Martin ratio

Return relative to average drawdown

2.77

1.67

+1.09

HTHIY vs. ET - Sharpe Ratio Comparison

The current HTHIY Sharpe Ratio is 0.69, which is higher than the ET Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of HTHIY and ET, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HTHIYETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.69

0.41

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

1.15

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.56

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.35

+0.05

Correlation

The correlation between HTHIY and ET is 0.23, 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.


Dividends

HTHIY vs. ET - Dividend Comparison

HTHIY has not paid dividends to shareholders, while ET's dividend yield for the trailing twelve months is around 6.97%.


TTM20252024202320222021202020192018201720162015
HTHIY
Hitachi Ltd ADR
0.00%0.49%0.56%0.00%0.00%0.00%0.00%0.00%0.00%1.70%1.99%0.00%
ET
Energy Transfer LP
6.97%7.97%6.51%8.95%7.33%7.41%17.27%9.51%9.24%6.66%5.90%7.42%

Drawdowns

HTHIY vs. ET - Drawdown Comparison

The maximum HTHIY drawdown since its inception was -52.86%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for HTHIY and ET.


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Drawdown Indicators


HTHIYETDifference

Max Drawdown

Largest peak-to-trough decline

-52.86%

-87.81%

+34.95%

Max Drawdown (1Y)

Largest decline over 1 year

-26.43%

-17.33%

-9.10%

Max Drawdown (5Y)

Largest decline over 5 years

-35.47%

-25.82%

-9.65%

Max Drawdown (10Y)

Largest decline over 10 years

-44.98%

-72.82%

+27.84%

Current Drawdown

Current decline from peak

-21.61%

-3.30%

-18.31%

Average Drawdown

Average peak-to-trough decline

-15.81%

-25.95%

+10.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.99%

6.24%

+3.75%

Volatility

HTHIY vs. ET - Volatility Comparison

Hitachi Ltd ADR (HTHIY) has a higher volatility of 16.16% compared to Energy Transfer LP (ET) at 5.02%. This indicates that HTHIY's price experiences larger fluctuations and is considered to be riskier than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HTHIYETDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.16%

5.02%

+11.14%

Volatility (6M)

Calculated over the trailing 6-month period

31.90%

11.78%

+20.12%

Volatility (1Y)

Calculated over the trailing 1-year period

43.76%

23.83%

+19.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.88%

25.47%

+8.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.44%

36.63%

-5.19%

Financials

HTHIY vs. ET - Financials Comparison

This section allows you to compare key financial metrics between Hitachi Ltd ADR and Energy Transfer LP. 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


0.00500.00B1.00T1.50T2.00T2.50T3.00TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.76T
22.41B
(HTHIY) Total Revenue
(ET) Total Revenue
Values in USD except per share items

HTHIY vs. ET - Profitability Comparison

The chart below illustrates the profitability comparison between Hitachi Ltd ADR and Energy Transfer LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
29.8%
25.8%
Portfolio components
HTHIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Hitachi Ltd ADR reported a gross profit of 823.65B and revenue of 2.76T. Therefore, the gross margin over that period was 29.8%.

ET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Energy Transfer LP reported a gross profit of 5.78B and revenue of 22.41B. Therefore, the gross margin over that period was 25.8%.

HTHIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Hitachi Ltd ADR reported an operating income of 323.41B and revenue of 2.76T, resulting in an operating margin of 11.7%.

ET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Energy Transfer LP reported an operating income of 2.37B and revenue of 22.41B, resulting in an operating margin of 10.6%.

HTHIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Hitachi Ltd ADR reported a net income of 168.69B and revenue of 2.76T, resulting in a net margin of 6.1%.

ET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Energy Transfer LP reported a net income of 1.46B and revenue of 22.41B, resulting in a net margin of 6.5%.