IMI.L vs. SSEZY
IMI.L (IMI plc) and SSEZY (SSE PLC ADR) are both stocks. IMI.L operates in Specialty Industrial Machinery (Industrials), while SSEZY operates in Utilities - Diversified (Utilities). Over the past 10 years, IMI.L returned 13.97%/yr vs 11.51%/yr for SSEZY. At a 0.17 correlation, their price movements are largely independent.
Performance
IMI.L vs. SSEZY - Performance Comparison
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Different Trading Currencies
IMI.L is traded in GBp, while SSEZY is traded in USD. To make them comparable, the SSEZY values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IMI.L achieves a 13.62% return, which is significantly higher than SSEZY's 9.83% return. Over the past 10 years, IMI.L has outperformed SSEZY with an annualized return of 13.97%, while SSEZY has yielded a comparatively lower 11.51% annualized return.
IMI.L
- 1D
- 0.07%
- 1M
- -2.23%
- YTD
- 13.62%
- 6M
- 14.73%
- 1Y
- 43.03%
- 3Y*
- 21.27%
- 5Y*
- 11.96%
- 10Y*
- 13.97%
SSEZY
- 1D
- 0.15%
- 1M
- -5.52%
- YTD
- 9.83%
- 6M
- 10.76%
- 1Y
- 41.17%
- 3Y*
- 12.95%
- 5Y*
- 14.37%
- 10Y*
- 11.51%
IMI.L vs. SSEZY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMI.L IMI plc | 13.62% | 38.84% | 9.92% | 33.09% | -24.41% | 51.38% | 5.92% | 30.29% | -26.49% | 32.46% |
SSEZY SSE PLC ADR | 9.83% | 44.55% | -12.83% | 17.06% | 8.72% | 16.72% | 9.50% | 44.71% | -12.46% | -7.25% |
Correlation
The correlation between IMI.L and SSEZY is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.17 |
Fundamentals
IMI.L:
£6.97B
SSEZY:
$38.88B
IMI.L:
£2.00
SSEZY:
$2.08
IMI.L:
14.04
SSEZY:
15.47
IMI.L:
1.77
SSEZY:
1.83
IMI.L:
6.28
SSEZY:
2.48
IMI.L:
£3.97B
SSEZY:
$20.39B
IMI.L:
£1.87B
SSEZY:
$7.78B
IMI.L:
£889.00M
SSEZY:
$6.60B
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Return for Risk
IMI.L vs. SSEZY — Risk / Return Rank
IMI.L
SSEZY
IMI.L vs. SSEZY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IMI plc (IMI.L) and SSE PLC ADR (SSEZY). 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.
| IMI.L | SSEZY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.29 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 2.34 | +0.97 |
| Martin ratioReturn relative to average drawdown | 11.94 | 5.82 | +6.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IMI.L | SSEZY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 1.41 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.61 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.45 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.33 | +0.05 |
Drawdowns
IMI.L vs. SSEZY - Drawdown Comparison
The maximum IMI.L drawdown since its inception was -63.24%, which is greater than SSEZY's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for IMI.L and SSEZY.
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Drawdown Indicators
| IMI.L | SSEZY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -37.39% | -25.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.88% | -17.70% | +4.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -26.72% | +5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -26.72% | -13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -49.36% | -36.57% | -12.79% |
Current DrawdownCurrent decline from peak | -3.65% | -12.92% | +9.27% |
Average DrawdownAverage peak-to-trough decline | -18.11% | -10.37% | -7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 7.10% | -3.53% |
Volatility
IMI.L vs. SSEZY - Volatility Comparison
The current volatility for IMI plc (IMI.L) is 7.32%, while SSE PLC ADR (SSEZY) has a volatility of 10.66%. This indicates that IMI.L experiences smaller price fluctuations and is considered to be less risky than SSEZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMI.L | SSEZY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 10.66% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 18.19% | 19.50% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 29.40% | -7.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.63% | 23.69% | +1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.62% | 25.75% | +1.87% |
Dividends
IMI.L vs. SSEZY - Dividend Comparison
IMI.L's dividend yield for the trailing twelve months is around 1.22%, less than SSEZY's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMI.L IMI plc | 1.22% | 1.29% | 1.60% | 1.57% | 1.87% | 1.32% | 5.14% | 3.47% | 4.22% | 2.92% | 3.70% | 4.40% |
SSEZY SSE PLC ADR | 2.66% | 3.79% | 3.82% | 4.93% | 5.34% | 4.97% | 5.10% | 6.28% | 8.83% | 8.43% | 14.56% | 5.92% |
Financials
IMI.L vs. SSEZY - Financials Comparison
This section allows you to compare key financial metrics between IMI plc and SSE PLC ADR. 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
IMI.L vs. SSEZY - Profitability Comparison
IMI.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IMI plc reported a gross profit of 569.50M and revenue of 1.21B. Therefore, the gross margin over that period was 47.0%.
SSEZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SSE PLC ADR reported a gross profit of 2.31B and revenue of 5.64B. Therefore, the gross margin over that period was 41.0%.
IMI.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IMI plc reported an operating income of 252.00M and revenue of 1.21B, resulting in an operating margin of 20.8%.
SSEZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SSE PLC ADR reported an operating income of 1.52B and revenue of 5.64B, resulting in an operating margin of 27.0%.
IMI.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IMI plc reported a net income of 194.20M and revenue of 1.21B, resulting in a net margin of 16.0%.
SSEZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SSE PLC ADR reported a net income of 930.37M and revenue of 5.64B, resulting in a net margin of 16.5%.
Frequently Asked Questions
IMI.L and SSEZY have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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