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HY vs. REVG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HY vs. REVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hyster-Yale Materials Handling, Inc. (HY) and REV Group, Inc. (REVG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HY achieves a 22.33% return, which is significantly higher than REVG's 5.08% return.


HY

1D
-1.90%
1M
-6.61%
YTD
22.33%
6M
5.65%
1Y
-10.12%
3Y*
-8.77%
5Y*
-10.97%
10Y*
-2.72%

REVG

1D
0.00%
1M
0.00%
YTD
5.08%
6M
13.15%
1Y
72.25%
3Y*
90.70%
5Y*
32.82%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HY vs. REVG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HY
Hyster-Yale Materials Handling, Inc.
22.33%-39.45%-16.27%153.37%-35.94%-29.47%3.87%-2.66%-25.91%36.45%
REVG
REV Group, Inc.
5.08%91.79%108.93%46.01%-9.35%62.15%-26.83%65.71%-76.63%30.83%

Correlation

The correlation between HY and REVG is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.42

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

0.46

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

0.47

Correlation (All Time)
Calculated using the full available price history since Jan 30, 2017

0.46

Fundamentals

Market Cap

HY:

$635.14M

REVG:

$3.15B

EPS

HY:

-$5.59

REVG:

$1.93

PS Ratio

HY:

0.17

REVG:

1.28

PB Ratio

HY:

1.48

REVG:

7.57

Total Revenue (TTM)

HY:

$3.65B

REVG:

$2.46B

Gross Profit (TTM)

HY:

$580.60M

REVG:

$369.80M

EBITDA (TTM)

HY:

-$200.00K

REVG:

$168.60M

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Return for Risk

HY vs. REVG — Risk / Return Rank

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

HY
HY Risk / Return Rank: 3131
Overall Rank
HY Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
HY Sortino Ratio Rank: 3131
Sortino Ratio Rank
HY Omega Ratio Rank: 3030
Omega Ratio Rank
HY Calmar Ratio Rank: 3232
Calmar Ratio Rank
HY Martin Ratio Rank: 3131
Martin Ratio Rank

REVG
REVG Risk / Return Rank: 8989
Overall Rank
REVG Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
REVG Sortino Ratio Rank: 9191
Sortino Ratio Rank
REVG Omega Ratio Rank: 9494
Omega Ratio Rank
REVG Calmar Ratio Rank: 8383
Calmar Ratio Rank
REVG Martin Ratio Rank: 8585
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.

HY vs. REVG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hyster-Yale Materials Handling, Inc. (HY) and REV Group, Inc. (REVG). 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.


HYREVGDifference
Sharpe ratioReturn per unit of total volatility

-2.48

Sortino ratioReturn per unit of downside risk

-3.41

Omega ratioGain probability vs. loss probability

1.00

1.54

-0.53

Calmar ratioReturn relative to maximum drawdown

-0.26

3.23

-3.49

Martin ratioReturn relative to average drawdown

-0.55

8.95

-9.50

HY vs. REVG - Sharpe Ratio Comparison

The current HY Sharpe Ratio is -0.22, which is lower than the REVG Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of HY and REVG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HYREVGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.22

2.26

-2.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

0.76

-0.99

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.27

-0.23

Drawdowns

HY vs. REVG - Drawdown Comparison

The maximum HY drawdown since its inception was -77.61%, smaller than the maximum REVG drawdown of -88.07%. Use the drawdown chart below to compare losses from any high point for HY and REVG.


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Drawdown Indicators


HYREVGDifference

Max Drawdown

Largest peak-to-trough decline

-77.61%

-88.07%

+10.46%

Max Drawdown (1Y)

Largest decline over 1 year

-38.95%

-23.48%

-15.47%

Max Drawdown (3Y)

Largest decline over 3 years

-66.38%

-23.48%

-42.90%

Max Drawdown (5Y)

Largest decline over 5 years

-70.62%

-48.36%

-22.26%

Max Drawdown (10Y)

Largest decline over 10 years

-77.61%

Current Drawdown

Current decline from peak

-57.87%

-7.32%

-50.55%

Average Drawdown

Average peak-to-trough decline

-37.59%

-40.94%

+3.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.41%

8.32%

+10.09%

Volatility

HY vs. REVG - Volatility Comparison

Hyster-Yale Materials Handling, Inc. (HY) has a higher volatility of 16.90% compared to REV Group, Inc. (REVG) at 0.00%. This indicates that HY's price experiences larger fluctuations and is considered to be riskier than REVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYREVGDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.90%

0.00%

+16.90%

Volatility (6M)

Calculated over the trailing 6-month period

37.58%

14.01%

+23.57%

Volatility (1Y)

Calculated over the trailing 1-year period

47.32%

33.52%

+13.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.96%

43.99%

+3.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.34%

51.60%

-5.26%

Dividends

HY vs. REVG - Dividend Comparison

HY's dividend yield for the trailing twelve months is around 4.05%, more than REVG's 0.28% yield.


PositionTTM20252024202320222021202020192018201720162015
HY
Hyster-Yale Materials Handling, Inc.
4.05%4.81%2.70%2.09%5.10%3.13%2.13%2.14%1.99%1.41%1.83%2.15%
REVG
REV Group, Inc.
0.28%0.39%10.07%1.10%1.58%1.06%1.14%1.64%2.66%0.46%0.00%0.00%

Financials

HY vs. REVG - Financials Comparison

This section allows you to compare key financial metrics between Hyster-Yale Materials Handling, Inc. and REV Group, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M600.00M700.00M800.00M900.00M1.00B1.10B1.20B20222023202420252026
795.20M
664.40M
(HY) Total Revenue
(REVG) Total Revenue
Values in USD except per share items

HY vs. REVG - Profitability Comparison

The chart below illustrates the profitability comparison between Hyster-Yale Materials Handling, Inc. and REV Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%20222023202420252026
15.7%
15.4%
Portfolio components
HY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hyster-Yale Materials Handling, Inc. reported a gross profit of 124.80M and revenue of 795.20M. Therefore, the gross margin over that period was 15.7%.

REVG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, REV Group, Inc. reported a gross profit of 102.60M and revenue of 664.40M. Therefore, the gross margin over that period was 15.4%.

HY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hyster-Yale Materials Handling, Inc. reported an operating income of -28.00M and revenue of 795.20M, resulting in an operating margin of -3.5%.

REVG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, REV Group, Inc. reported an operating income of 57.60M and revenue of 664.40M, resulting in an operating margin of 8.7%.

HY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hyster-Yale Materials Handling, Inc. reported a net income of -30.50M and revenue of 795.20M, resulting in a net margin of -3.8%.

REVG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, REV Group, Inc. reported a net income of 28.90M and revenue of 664.40M, resulting in a net margin of 4.4%.


Frequently Asked Questions


HY and REVG have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HY has higher volatility (16.90%) compared to REVG (0.00%). In terms of maximum drawdown, HY dropped -77.61% vs REVG's -88.07%.

REVG currently has the higher Sharpe Ratio (2.26 vs -0.22), 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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