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IDR vs. PHIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IDR vs. PHIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Idaho Strategic Resources, Inc. (IDR) and PHINIA Inc. (PHIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDR achieves a -28.64% return, which is significantly lower than PHIN's 30.30% return.


IDR

1D
-6.62%
1M
-25.55%
6M
-37.86%
YTD
-28.64%
1Y
47.79%
3Y*
72.74%
5Y*
45.05%
10Y*
32.96%

PHIN

1D
1.89%
1M
-0.80%
6M
16.49%
YTD
30.30%
1Y
70.02%
3Y*
45.61%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDR vs. PHIN - Yearly Performance Comparison


2026 (YTD)202520242023
IDR
Idaho Strategic Resources, Inc.
-28.64%295.49%60.95%23.90%
PHIN
PHINIA Inc.
30.30%32.99%62.69%2.87%

Correlation

The correlation between IDR and PHIN is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

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

0.09

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2023

0.10

The correlation between IDR and PHIN shifts across timeframes, from 0.09 (3 years) to 0.21 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

IDR:

$454.69M

PHIN:

$3.00B

EPS

IDR:

$1.41

PHIN:

$3.60

PE Ratio

IDR:

20.40

PHIN:

22.49

PEG Ratio

IDR:

0.03

PHIN:

1.21

PS Ratio

IDR:

8.80

PHIN:

0.89

PB Ratio

IDR:

3.94

PHIN:

2.02

Total Revenue (TTM)

IDR:

$49.61M

PHIN:

$3.57B

Gross Profit (TTM)

IDR:

$23.05M

PHIN:

$763.00M

EBITDA (TTM)

IDR:

$24.61M

PHIN:

$374.00M

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Return for Risk

IDR vs. PHIN — Risk / Return Rank

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

IDR
IDR Risk / Return Rank: 6464
Overall Rank
IDR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
IDR Sortino Ratio Rank: 6565
Sortino Ratio Rank
IDR Omega Ratio Rank: 6262
Omega Ratio Rank
IDR Calmar Ratio Rank: 6565
Calmar Ratio Rank
IDR Martin Ratio Rank: 6363
Martin Ratio Rank

PHIN
PHIN Risk / Return Rank: 9090
Overall Rank
PHIN Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
PHIN Sortino Ratio Rank: 9191
Sortino Ratio Rank
PHIN Omega Ratio Rank: 8989
Omega Ratio Rank
PHIN Calmar Ratio Rank: 8989
Calmar Ratio Rank
PHIN Martin Ratio Rank: 8989
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.

IDR vs. PHIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Idaho Strategic Resources, Inc. (IDR) and PHINIA Inc. (PHIN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IDRPHINDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-1.59

Omega ratioGain probability vs. loss probability

1.15

1.36

-0.21

Calmar ratioReturn relative to maximum drawdown

0.96

3.46

-2.49

Martin ratioReturn relative to average drawdown

1.85

9.38

-7.52

IDR vs. PHIN - Sharpe Ratio Comparison

The current IDR Sharpe Ratio is 0.55, which is lower than the PHIN Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of IDR and PHIN, 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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Drawdowns

IDR vs. PHIN - Drawdown Comparison

The maximum IDR drawdown since its inception was -93.44%, which is greater than PHIN's maximum drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for IDR and PHIN.


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Drawdown Indicators


IDRPHINDifference

Max Drawdown

Largest peak-to-trough decline

-93.44%

-34.71%

-58.73%

Max Drawdown (1Y)

Largest decline over 1 year

-49.96%

-20.37%

-29.59%

Max Drawdown (3Y)

Largest decline over 3 years

-49.96%

-32.86%

-17.10%

Max Drawdown (5Y)

Largest decline over 5 years

-62.42%

Max Drawdown (10Y)

Largest decline over 10 years

-62.42%

Current Drawdown

Current decline from peak

-45.39%

-4.85%

-40.54%

Average Drawdown

Average peak-to-trough decline

-47.21%

-11.93%

-35.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.85%

7.49%

+18.36%

Volatility

IDR vs. PHIN - Volatility Comparison

Idaho Strategic Resources, Inc. (IDR) has a higher volatility of 16.54% compared to PHINIA Inc. (PHIN) at 12.73%. This indicates that IDR's price experiences larger fluctuations and is considered to be riskier than PHIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDRPHINDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.54%

12.73%

+3.81%

Volatility (6M)

Calculated over the trailing 6-month period

60.88%

25.69%

+35.19%

Volatility (1Y)

Calculated over the trailing 1-year period

87.33%

31.36%

+55.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.14%

42.62%

+30.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

85.77%

42.62%

+43.15%

Dividends

IDR vs. PHIN - Dividend Comparison

IDR has not paid dividends to shareholders, while PHIN's dividend yield for the trailing twelve months is around 1.41%.


PositionTTM202520242023
IDR
Idaho Strategic Resources, Inc.
0.00%0.00%0.00%0.00%
PHIN
PHINIA Inc.
1.41%1.72%2.08%1.65%

Financials

IDR vs. PHIN - Financials Comparison

This section allows you to compare key financial metrics between Idaho Strategic Resources, Inc. and PHINIA 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


0.00200.00M400.00M600.00M800.00M1.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
14.48M
878.00M
(IDR) Total Revenue
(PHIN) Total Revenue
Values in USD except per share items

IDR vs. PHIN - Profitability Comparison

The chart below illustrates the profitability comparison between Idaho Strategic Resources, Inc. and PHINIA Inc. 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%0.0%20.0%40.0%60.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
56.5%
21.4%
Portfolio components
IDR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Idaho Strategic Resources, Inc. reported a gross profit of 8.18M and revenue of 14.48M. Therefore, the gross margin over that period was 56.5%.

PHIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, PHINIA Inc. reported a gross profit of 188.00M and revenue of 878.00M. Therefore, the gross margin over that period was 21.4%.

IDR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Idaho Strategic Resources, Inc. reported an operating income of 7.58M and revenue of 14.48M, resulting in an operating margin of 52.4%.

PHIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, PHINIA Inc. reported an operating income of 69.00M and revenue of 878.00M, resulting in an operating margin of 7.9%.

IDR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Idaho Strategic Resources, Inc. reported a net income of 6.39M and revenue of 14.48M, resulting in a net margin of 44.1%.

PHIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, PHINIA Inc. reported a net income of 37.00M and revenue of 878.00M, resulting in a net margin of 4.2%.


Frequently Asked Questions


IDR and PHIN have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IDR has higher volatility (16.54%) compared to PHIN (12.73%). In terms of maximum drawdown, IDR dropped -93.44% vs PHIN's -34.71%.

PHIN currently has the higher Sharpe Ratio (2.25 vs 0.55), 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 IDR and PHIN

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