PortfoliosLab logo
HY vs. TM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HY and TM is 0.54, 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

HY vs. TM - Performance Comparison

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

50.00%100.00%150.00%200.00%250.00%December2025FebruaryMarchAprilMay
35.29%
244.79%
HY
TM

Key characteristics

Sharpe Ratio

HY:

-1.09

TM:

-0.54

Sortino Ratio

HY:

-0.65

TM:

-0.71

Omega Ratio

HY:

0.91

TM:

0.92

Calmar Ratio

HY:

-0.53

TM:

-0.49

Martin Ratio

HY:

-1.00

TM:

-0.90

Ulcer Index

HY:

31.39%

TM:

19.73%

Daily Std Dev

HY:

45.69%

TM:

30.27%

Max Drawdown

HY:

-77.60%

TM:

-60.34%

Current Drawdown

HY:

-55.41%

TM:

-24.55%

Fundamentals

Market Cap

HY:

$702.11M

TM:

$250.85B

EPS

HY:

$5.59

TM:

$26.37

PE Ratio

HY:

7.09

TM:

7.30

PEG Ratio

HY:

1.61

TM:

1.54

PS Ratio

HY:

0.17

TM:

0.01

PB Ratio

HY:

1.41

TM:

1.00

Total Revenue (TTM)

HY:

$4.16B

TM:

$35.67T

Gross Profit (TTM)

HY:

$837.50M

TM:

$7.25T

EBITDA (TTM)

HY:

$202.90M

TM:

$6.60T

Returns By Period

In the year-to-date period, HY achieves a -21.64% return, which is significantly lower than TM's -3.64% return. Over the past 10 years, HY has underperformed TM with an annualized return of -3.76%, while TM has yielded a comparatively higher 6.12% annualized return.


HY

YTD

-21.64%

1M

1.17%

6M

-24.77%

1Y

-48.64%

5Y*

4.12%

10Y*

-3.76%

TM

YTD

-3.64%

1M

7.69%

6M

9.01%

1Y

-16.28%

5Y*

11.50%

10Y*

6.12%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

HY vs. TM — Risk-Adjusted Performance Rank

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

HY
The Risk-Adjusted Performance Rank of HY is 1818
Overall Rank
The Sharpe Ratio Rank of HY is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of HY is 2020
Sortino Ratio Rank
The Omega Ratio Rank of HY is 1919
Omega Ratio Rank
The Calmar Ratio Rank of HY is 1818
Calmar Ratio Rank
The Martin Ratio Rank of HY is 2828
Martin Ratio Rank

TM
The Risk-Adjusted Performance Rank of TM is 2222
Overall Rank
The Sharpe Ratio Rank of TM is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of TM is 1818
Sortino Ratio Rank
The Omega Ratio Rank of TM is 2121
Omega Ratio Rank
The Calmar Ratio Rank of TM is 2121
Calmar Ratio Rank
The Martin Ratio Rank of TM is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HY vs. TM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hyster-Yale Materials Handling, Inc. (HY) and Toyota Motor Corporation (TM). 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.


The current HY Sharpe Ratio is -1.09, which is lower than the TM Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of HY and TM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50December2025FebruaryMarchAprilMay
-1.09
-0.54
HY
TM

Dividends

HY vs. TM - Dividend Comparison

HY's dividend yield for the trailing twelve months is around 3.53%, more than TM's 1.39% yield.


TTM20242023202220212020201920182017201620152014
HY
Hyster-Yale Materials Handling, Inc.
3.53%2.70%2.09%5.10%3.13%2.13%2.14%1.99%1.41%1.83%2.15%1.47%
TM
Toyota Motor Corporation
1.39%2.81%2.45%2.90%2.45%2.74%2.86%3.40%2.96%3.23%2.96%2.57%

Drawdowns

HY vs. TM - Drawdown Comparison

The maximum HY drawdown since its inception was -77.60%, which is greater than TM's maximum drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for HY and TM. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%December2025FebruaryMarchAprilMay
-55.41%
-24.55%
HY
TM

Volatility

HY vs. TM - Volatility Comparison

Hyster-Yale Materials Handling, Inc. (HY) has a higher volatility of 10.91% compared to Toyota Motor Corporation (TM) at 7.62%. This indicates that HY's price experiences larger fluctuations and is considered to be riskier than TM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
10.91%
7.62%
HY
TM

Financials

HY vs. TM - Financials Comparison

This section allows you to compare key financial metrics between Hyster-Yale Materials Handling, Inc. and Toyota Motor Corporation. 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


0.002.00T4.00T6.00T8.00T10.00T12.00T20212022202320242025
910.40M
12.39T
(HY) Total Revenue
(TM) Total Revenue
Values in USD except per share items

HY vs. TM - Profitability Comparison

The chart below illustrates the profitability comparison between Hyster-Yale Materials Handling, Inc. and Toyota Motor Corporation 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%20212022202320242025
19.5%
19.2%
(HY) Gross Margin
(TM) Gross Margin
HY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hyster-Yale Materials Handling, Inc. reported a gross profit of 177.70M and revenue of 910.40M. Therefore, the gross margin over that period was 19.5%.

TM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Toyota Motor Corporation reported a gross profit of 2.38T and revenue of 12.39T. Therefore, the gross margin over that period was 19.2%.

HY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hyster-Yale Materials Handling, Inc. reported an operating income of 21.50M and revenue of 910.40M, resulting in an operating margin of 2.4%.

TM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Toyota Motor Corporation reported an operating income of 1.22T and revenue of 12.39T, resulting in an operating margin of 9.8%.

HY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hyster-Yale Materials Handling, Inc. reported a net income of 8.60M and revenue of 910.40M, resulting in a net margin of 0.9%.

TM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Toyota Motor Corporation reported a net income of 2.19T and revenue of 12.39T, resulting in a net margin of 17.7%.