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IMI.L vs. SSEZY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

IMI.L vs. SSEZY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in IMI plc (IMI.L) and SSE PLC ADR (SSEZY). The values are adjusted to include any dividend payments, if applicable.

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IMI.L vs. SSEZY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IMI.L
IMI plc
5.63%38.84%9.92%33.09%-24.41%51.38%5.92%30.29%-26.49%32.46%
SSEZY
SSE PLC ADR
23.59%44.55%-12.83%17.06%8.72%16.72%9.50%44.71%-12.46%-7.25%
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.

Fundamentals

Market Cap

IMI.L:

£6.29B

SSEZY:

$39.94B

EPS

IMI.L:

£2.00

SSEZY:

$2.69

PE Ratio

IMI.L:

12.68

SSEZY:

13.39

PEG Ratio

IMI.L:

0.89

SSEZY:

0.04

PS Ratio

IMI.L:

1.60

SSEZY:

1.81

PB Ratio

IMI.L:

5.67

SSEZY:

2.99

Total Revenue (TTM)

IMI.L:

£3.97B

SSEZY:

$22.02B

Gross Profit (TTM)

IMI.L:

£1.87B

SSEZY:

$8.88B

EBITDA (TTM)

IMI.L:

£889.00M

SSEZY:

$7.47B

Returns By Period

In the year-to-date period, IMI.L achieves a 5.63% return, which is significantly lower than SSEZY's 23.59% return. Over the past 10 years, IMI.L has outperformed SSEZY with an annualized return of 14.32%, while SSEZY has yielded a comparatively lower 13.13% annualized return.


IMI.L

1D
0.00%
1M
-7.33%
YTD
5.63%
6M
14.06%
1Y
40.92%
3Y*
21.86%
5Y*
16.37%
10Y*
14.32%

SSEZY

1D
2.30%
1M
-0.06%
YTD
23.59%
6M
55.56%
1Y
74.70%
3Y*
19.09%
5Y*
18.22%
10Y*
13.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

IMI.L vs. SSEZY — Risk / Return Rank

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

IMI.L
IMI.L Risk / Return Rank: 8383
Overall Rank
IMI.L Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
IMI.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
IMI.L Omega Ratio Rank: 8080
Omega Ratio Rank
IMI.L Calmar Ratio Rank: 8282
Calmar Ratio Rank
IMI.L Martin Ratio Rank: 8888
Martin Ratio Rank

SSEZY
SSEZY Risk / Return Rank: 9393
Overall Rank
SSEZY Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SSEZY Sortino Ratio Rank: 9595
Sortino Ratio Rank
SSEZY Omega Ratio Rank: 9494
Omega Ratio Rank
SSEZY Calmar Ratio Rank: 9191
Calmar Ratio Rank
SSEZY Martin Ratio Rank: 9292
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.

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.LSSEZYDifference

Sharpe ratio

Return per unit of total volatility

1.76

2.68

-0.92

Sortino ratio

Return per unit of downside risk

2.33

3.86

-1.53

Omega ratio

Gain probability vs. loss probability

1.32

1.51

-0.19

Calmar ratio

Return relative to maximum drawdown

3.56

4.32

-0.76

Martin ratio

Return relative to average drawdown

14.88

12.60

+2.28

IMI.L vs. SSEZY - Sharpe Ratio Comparison

The current IMI.L Sharpe Ratio is 1.76, which is lower than the SSEZY Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of IMI.L and SSEZY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IMI.LSSEZYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

2.68

-0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.79

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.52

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.36

+0.01

Correlation

The correlation between IMI.L and SSEZY is 0.17, 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.


Dividends

IMI.L vs. SSEZY - Dividend Comparison

IMI.L's dividend yield for the trailing twelve months is around 1.27%, less than SSEZY's 2.38% yield.


TTM20252024202320222021202020192018201720162015
IMI.L
IMI plc
2.10%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
2.38%3.79%3.82%4.93%5.34%4.97%5.10%6.28%8.83%8.43%14.56%5.92%

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.LSSEZYDifference

Max Drawdown

Largest peak-to-trough decline

-63.24%

-54.69%

-8.55%

Max Drawdown (1Y)

Largest decline over 1 year

-14.30%

-17.81%

+3.51%

Max Drawdown (5Y)

Largest decline over 5 years

-40.63%

-31.90%

-8.73%

Max Drawdown (10Y)

Largest decline over 10 years

-49.36%

-42.77%

-6.59%

Current Drawdown

Current decline from peak

-12.88%

-2.22%

-10.66%

Average Drawdown

Average peak-to-trough decline

-18.17%

-15.62%

-2.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

6.03%

-2.20%

Volatility

IMI.L vs. SSEZY - Volatility Comparison

IMI plc (IMI.L) has a higher volatility of 10.72% compared to SSE PLC ADR (SSEZY) at 8.99%. This indicates that IMI.L's price experiences larger fluctuations and is considered to be riskier 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.LSSEZYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.72%

8.99%

+1.73%

Volatility (6M)

Calculated over the trailing 6-month period

16.13%

21.68%

-5.55%

Volatility (1Y)

Calculated over the trailing 1-year period

23.26%

28.09%

-4.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.81%

23.21%

+2.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.53%

25.47%

+2.06%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B6.00B7.00B20212022202320242025
1.21B
6.22B
(IMI.L) Total Revenue
(SSEZY) Total Revenue
Please note, different currencies. IMI.L values in GBp, SSEZY values in USD

IMI.L vs. SSEZY - Profitability Comparison

The chart below illustrates the profitability comparison between IMI plc and SSE PLC ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%45.0%50.0%20212022202320242025
47.0%
34.6%
Portfolio components
IMI.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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 Apr 2026, SSE PLC ADR reported a gross profit of 2.15B and revenue of 6.22B. Therefore, the gross margin over that period was 34.6%.

IMI.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 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 Apr 2026, SSE PLC ADR reported an operating income of 806.59M and revenue of 6.22B, resulting in an operating margin of 13.0%.

IMI.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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 Apr 2026, SSE PLC ADR reported a net income of 392.02M and revenue of 6.22B, resulting in a net margin of 6.3%.