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IBDRY vs. ENPH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between IBDRY and ENPH is 0.12, 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.


-0.50.00.51.00.1

Performance

IBDRY vs. ENPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Iberdrola SA (IBDRY) and Enphase Energy, Inc. (ENPH). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%AugustSeptemberOctoberNovemberDecember2025
5.74%
-43.66%
IBDRY
ENPH

Key characteristics

Sharpe Ratio

IBDRY:

0.61

ENPH:

-0.67

Sortino Ratio

IBDRY:

0.91

ENPH:

-0.79

Omega Ratio

IBDRY:

1.11

ENPH:

0.91

Calmar Ratio

IBDRY:

0.75

ENPH:

-0.52

Martin Ratio

IBDRY:

1.84

ENPH:

-1.59

Ulcer Index

IBDRY:

5.88%

ENPH:

26.85%

Daily Std Dev

IBDRY:

17.80%

ENPH:

63.51%

Max Drawdown

IBDRY:

-78.93%

ENPH:

-95.97%

Current Drawdown

IBDRY:

-12.42%

ENPH:

-80.52%

Fundamentals

Market Cap

IBDRY:

$86.35B

ENPH:

$8.84B

EPS

IBDRY:

$4.12

ENPH:

$0.46

PE Ratio

IBDRY:

13.18

ENPH:

142.28

PEG Ratio

IBDRY:

2.61

ENPH:

1.25

Total Revenue (TTM)

IBDRY:

$33.12B

ENPH:

$947.67M

Gross Profit (TTM)

IBDRY:

$11.89B

ENPH:

$423.93M

EBITDA (TTM)

IBDRY:

$14.97B

ENPH:

$107.37M

Returns By Period

In the year-to-date period, IBDRY achieves a -1.54% return, which is significantly higher than ENPH's -4.70% return. Over the past 10 years, IBDRY has underperformed ENPH with an annualized return of 12.04%, while ENPH has yielded a comparatively higher 19.82% annualized return.


IBDRY

YTD

-1.54%

1M

-1.45%

6M

5.75%

1Y

9.19%

5Y*

9.79%

10Y*

12.04%

ENPH

YTD

-4.70%

1M

-11.36%

6M

-43.66%

1Y

-40.62%

5Y*

16.32%

10Y*

19.82%

*Annualized

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Risk-Adjusted Performance

IBDRY vs. ENPH — Risk-Adjusted Performance Rank

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

IBDRY
The Risk-Adjusted Performance Rank of IBDRY is 6767
Overall Rank
The Sharpe Ratio Rank of IBDRY is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of IBDRY is 6161
Sortino Ratio Rank
The Omega Ratio Rank of IBDRY is 5959
Omega Ratio Rank
The Calmar Ratio Rank of IBDRY is 7777
Calmar Ratio Rank
The Martin Ratio Rank of IBDRY is 6868
Martin Ratio Rank

ENPH
The Risk-Adjusted Performance Rank of ENPH is 1414
Overall Rank
The Sharpe Ratio Rank of ENPH is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of ENPH is 1616
Sortino Ratio Rank
The Omega Ratio Rank of ENPH is 1818
Omega Ratio Rank
The Calmar Ratio Rank of ENPH is 1717
Calmar Ratio Rank
The Martin Ratio Rank of ENPH is 55
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.

IBDRY vs. ENPH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Iberdrola SA (IBDRY) and Enphase Energy, Inc. (ENPH). 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.


Sharpe ratio
The chart of Sharpe ratio for IBDRY, currently valued at 0.61, compared to the broader market-2.000.002.000.61-0.67
The chart of Sortino ratio for IBDRY, currently valued at 0.91, compared to the broader market-4.00-2.000.002.004.000.91-0.79
The chart of Omega ratio for IBDRY, currently valued at 1.11, compared to the broader market0.501.001.502.001.110.91
The chart of Calmar ratio for IBDRY, currently valued at 0.75, compared to the broader market0.002.004.006.000.75-0.52
The chart of Martin ratio for IBDRY, currently valued at 1.84, compared to the broader market0.0010.0020.001.84-1.59
IBDRY
ENPH

The current IBDRY Sharpe Ratio is 0.61, which is higher than the ENPH Sharpe Ratio of -0.67. The chart below compares the historical Sharpe Ratios of IBDRY and ENPH, 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-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
0.61
-0.67
IBDRY
ENPH

Dividends

IBDRY vs. ENPH - Dividend Comparison

IBDRY's dividend yield for the trailing twelve months is around 2.84%, while ENPH has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
IBDRY
Iberdrola SA
2.84%4.38%4.18%4.15%4.34%3.16%3.85%4.79%4.33%4.71%2.24%7.71%
ENPH
Enphase Energy, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IBDRY vs. ENPH - Drawdown Comparison

The maximum IBDRY drawdown since its inception was -78.93%, smaller than the maximum ENPH drawdown of -95.97%. Use the drawdown chart below to compare losses from any high point for IBDRY and ENPH. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-12.42%
-80.52%
IBDRY
ENPH

Volatility

IBDRY vs. ENPH - Volatility Comparison

The current volatility for Iberdrola SA (IBDRY) is 5.22%, while Enphase Energy, Inc. (ENPH) has a volatility of 15.80%. This indicates that IBDRY experiences smaller price fluctuations and is considered to be less risky than ENPH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
5.22%
15.80%
IBDRY
ENPH

Financials

IBDRY vs. ENPH - Financials Comparison

This section allows you to compare key financial metrics between Iberdrola SA and Enphase Energy, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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