III.L vs. FICO
Compare and contrast key facts about 3I Group plc (III.L) and Fair Isaac Corporation (FICO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: III.L or FICO.
Key characteristics
| III.L | FICO | |
|---|---|---|
| YTD Return | 44.48% | 101.89% |
| 1Y Return | 74.73% | 135.78% |
| 3Y Return (Ann) | 37.87% | 84.86% |
| 5Y Return (Ann) | 29.36% | 47.56% |
| 10Y Return (Ann) | 28.04% | 41.98% |
| Sharpe Ratio | 3.16 | 4.77 |
| Sortino Ratio | 3.93 | 4.78 |
| Omega Ratio | 1.55 | 1.70 |
| Calmar Ratio | 8.69 | 8.58 |
| Martin Ratio | 24.73 | 28.77 |
| Ulcer Index | 2.98% | 5.01% |
| Daily Std Dev | 23.28% | 30.08% |
| Max Drawdown | -87.59% | -79.26% |
| Current Drawdown | -0.97% | 0.00% |
Fundamentals
| III.L | FICO | |
|---|---|---|
| Market Cap | £33.36B | $57.22B |
| EPS | £3.97 | $20.52 |
| PE Ratio | 8.71 | 114.52 |
| Total Revenue (TTM) | £2.24B | $1.72B |
| Gross Profit (TTM) | £2.23B | $1.37B |
| EBITDA (TTM) | £2.15B | $747.03M |
Correlation
The correlation between III.L and FICO is 0.21, 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.
Performance
III.L vs. FICO - Performance Comparison
In the year-to-date period, III.L achieves a 44.48% return, which is significantly lower than FICO's 101.89% return. Over the past 10 years, III.L has underperformed FICO with an annualized return of 28.04%, while FICO has yielded a comparatively higher 41.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
III.L vs. FICO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Group plc (III.L) and Fair Isaac Corporation (FICO). 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.
Dividends
III.L vs. FICO - Dividend Comparison
III.L's dividend yield for the trailing twelve months is around 1.76%, while FICO has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
III.L 3I Group plc | 1.76% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
FICO Fair Isaac Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.07% | 0.08% | 0.11% | 0.13% |
Drawdowns
III.L vs. FICO - Drawdown Comparison
The maximum III.L drawdown since its inception was -87.59%, which is greater than FICO's maximum drawdown of -79.26%. Use the drawdown chart below to compare losses from any high point for III.L and FICO. For additional features, visit the drawdowns tool.
Volatility
III.L vs. FICO - Volatility Comparison
The current volatility for 3I Group plc (III.L) is 8.81%, while Fair Isaac Corporation (FICO) has a volatility of 9.97%. This indicates that III.L experiences smaller price fluctuations and is considered to be less risky than FICO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
III.L vs. FICO - Financials Comparison
This section allows you to compare key financial metrics between 3I Group plc and Fair Isaac 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.
Total Revenue: Total amount of money received from sales and other business activities