PortfoliosLab logoPortfoliosLab logo
HTHIY vs. TCEHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HTHIY vs. TCEHY - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, HTHIY achieves a 5.58% return, which is significantly higher than TCEHY's -23.11% return. Over the past 10 years, HTHIY has outperformed TCEHY with an annualized return of 22.28%, while TCEHY has yielded a comparatively lower 11.45% annualized return.


HTHIY

1D
0.24%
1M
6.36%
YTD
5.58%
6M
4.14%
1Y
18.36%
3Y*
40.09%
5Y*
24.55%
10Y*
22.28%

TCEHY

1D
0.09%
1M
-2.45%
YTD
-23.11%
6M
-24.66%
1Y
-10.45%
3Y*
11.74%
5Y*
-3.81%
10Y*
11.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HTHIY vs. TCEHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HTHIY
Hitachi Ltd ADR
5.58%26.95%71.97%43.04%-6.74%36.49%-5.96%59.42%-32.14%47.89%
TCEHY
Tencent Holdings Limited
-23.11%45.23%41.92%-5.48%-24.97%-18.69%50.09%21.93%-23.83%115.30%

Correlation

The correlation between HTHIY and TCEHY is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Apr 30, 2012

0.28

Fundamentals

Market Cap

HTHIY:

$148.30B

TCEHY:

$533.69B

EPS

HTHIY:

$137.13

TCEHY:

$25.30

PE Ratio

HTHIY:

0.24

TCEHY:

2.30

PEG Ratio

HTHIY:

0.02

TCEHY:

0.29

PS Ratio

HTHIY:

0.02

TCEHY:

0.70

PB Ratio

HTHIY:

0.02

TCEHY:

0.48

Total Revenue (TTM)

HTHIY:

$8.49T

TCEHY:

$763.32B

Gross Profit (TTM)

HTHIY:

$2.57T

TCEHY:

$422.60B

EBITDA (TTM)

HTHIY:

$1.52T

TCEHY:

$324.78B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HTHIY vs. TCEHY — Risk / Return Rank

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

HTHIY
HTHIY Risk / Return Rank: 5555
Overall Rank
HTHIY Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
HTHIY Sortino Ratio Rank: 5252
Sortino Ratio Rank
HTHIY Omega Ratio Rank: 5050
Omega Ratio Rank
HTHIY Calmar Ratio Rank: 5757
Calmar Ratio Rank
HTHIY Martin Ratio Rank: 5757
Martin Ratio Rank

TCEHY
TCEHY Risk / Return Rank: 2828
Overall Rank
TCEHY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
TCEHY Sortino Ratio Rank: 2424
Sortino Ratio Rank
TCEHY Omega Ratio Rank: 2424
Omega Ratio Rank
TCEHY Calmar Ratio Rank: 3232
Calmar Ratio Rank
TCEHY Martin Ratio Rank: 3131
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. TCEHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) and Tencent Holdings Limited (TCEHY). 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.


HTHIYTCEHYDifference
Sharpe ratioReturn per unit of total volatility

+0.80

Sortino ratioReturn per unit of downside risk

+1.24

Omega ratioGain probability vs. loss probability

1.11

0.96

+0.15

Calmar ratioReturn relative to maximum drawdown

0.70

-0.29

+0.98

Martin ratioReturn relative to average drawdown

1.52

-0.63

+2.15

HTHIY vs. TCEHY - Sharpe Ratio Comparison

The current HTHIY Sharpe Ratio is 0.46, which is higher than the TCEHY Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of HTHIY and TCEHY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


HTHIYTCEHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.46

-0.34

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

-0.09

+0.81

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.30

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.65

-0.22

Drawdowns

HTHIY vs. TCEHY - Drawdown Comparison

The maximum HTHIY drawdown since its inception was -52.86%, smaller than the maximum TCEHY drawdown of -73.17%. Use the drawdown chart below to compare losses from any high point for HTHIY and TCEHY.


Loading charts...

Drawdown Indicators


HTHIYTCEHYDifference

Max Drawdown

Largest peak-to-trough decline

-52.86%

-73.17%

+20.31%

Max Drawdown (1Y)

Largest decline over 1 year

-26.43%

-36.75%

+10.32%

Max Drawdown (3Y)

Largest decline over 3 years

-34.05%

-36.75%

+2.70%

Max Drawdown (5Y)

Largest decline over 5 years

-35.47%

-66.67%

+31.20%

Max Drawdown (10Y)

Largest decline over 10 years

-44.98%

-73.17%

+28.19%

Current Drawdown

Current decline from peak

-13.72%

-33.71%

+19.99%

Average Drawdown

Average peak-to-trough decline

-15.83%

-19.66%

+3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.09%

16.68%

-4.59%

Volatility

HTHIY vs. TCEHY - Volatility Comparison

The current volatility for Hitachi Ltd ADR (HTHIY) is 11.44%, while Tencent Holdings Limited (TCEHY) has a volatility of 12.73%. This indicates that HTHIY experiences smaller price fluctuations and is considered to be less risky than TCEHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HTHIYTCEHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.44%

12.73%

-1.29%

Volatility (6M)

Calculated over the trailing 6-month period

31.15%

24.43%

+6.72%

Volatility (1Y)

Calculated over the trailing 1-year period

40.08%

30.75%

+9.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.34%

43.23%

-8.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.47%

38.83%

-7.36%

Dividends

HTHIY vs. TCEHY - Dividend Comparison

HTHIY has not paid dividends to shareholders, while TCEHY's dividend yield for the trailing twelve months is around 1.16%.


PositionTTM20252024202320222021202020192018201720162015
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%
TCEHY
Tencent Holdings Limited
1.16%0.76%0.82%6.67%4.15%0.35%0.19%0.23%0.26%0.29%0.51%0.21%

Financials

HTHIY vs. TCEHY - Financials Comparison

This section allows you to compare key financial metrics between Hitachi Ltd ADR and Tencent Holdings Limited. 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


0.00500.00B1.00T1.50T2.00T2.50T3.00T3.50T20222023202420252026
3.14T
195.27B
(HTHIY) Total Revenue
(TCEHY) Total Revenue
Values in USD except per share items

HTHIY vs. TCEHY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20222023202420252026
30.6%
54.6%
Portfolio components
HTHIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hitachi Ltd ADR reported a gross profit of 961.99B and revenue of 3.14T. Therefore, the gross margin over that period was 30.6%.

TCEHY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tencent Holdings Limited reported a gross profit of 106.58B and revenue of 195.27B. Therefore, the gross margin over that period was 54.6%.

HTHIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hitachi Ltd ADR reported an operating income of 380.42B and revenue of 3.14T, resulting in an operating margin of 12.1%.

TCEHY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tencent Holdings Limited reported an operating income of 65.72B and revenue of 195.27B, resulting in an operating margin of 33.7%.

HTHIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hitachi Ltd ADR reported a net income of 166.82B and revenue of 3.14T, resulting in a net margin of 5.3%.

TCEHY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tencent Holdings Limited reported a net income of 57.74B and revenue of 195.27B, resulting in a net margin of 29.6%.


Frequently Asked Questions


HTHIY and TCEHY have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TCEHY has higher volatility (12.73%) compared to HTHIY (11.44%). In terms of maximum drawdown, HTHIY dropped -52.86% vs TCEHY's -73.17%.

HTHIY currently has the higher Sharpe Ratio (0.46 vs -0.34), 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.

Portfolio Optimizer

Find the right allocation for HTHIY and TCEHY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer