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IMPPP vs. NC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IMPPP vs. NC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Imperial Petroleum Inc. (IMPPP) and NACCO Industries, Inc. (NC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IMPPP achieves a 2.87% return, which is significantly lower than NC's 5.58% return.


IMPPP

1D
-0.61%
1M
1.51%
YTD
2.87%
6M
0.54%
1Y
13.16%
3Y*
20.76%
5Y*
10Y*

NC

1D
1.56%
1M
5.22%
YTD
5.58%
6M
6.14%
1Y
31.76%
3Y*
16.97%
5Y*
17.91%
10Y*
1.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IMPPP vs. NC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IMPPP
Imperial Petroleum Inc.
2.87%14.37%30.25%13.89%31.00%19.02%
NC
NACCO Industries, Inc.
5.58%68.74%-15.91%-1.51%6.71%17.79%

Correlation

The correlation between IMPPP and NC is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.00

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

-0.02

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2021

0.01

Fundamentals

Market Cap

IMPPP:

$1.25B

NC:

$387.27M

EPS

IMPPP:

$1.66

NC:

$2.87

PE Ratio

IMPPP:

15.73

NC:

17.84

PS Ratio

IMPPP:

5.51

NC:

1.40

PB Ratio

IMPPP:

2.23

NC:

0.89

Total Revenue (TTM)

IMPPP:

$190.63M

NC:

$274.40M

Gross Profit (TTM)

IMPPP:

$65.04M

NC:

$42.94M

EBITDA (TTM)

IMPPP:

$91.98M

NC:

-$5.34M

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Return for Risk

IMPPP vs. NC — Risk / Return Rank

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

IMPPP
IMPPP Risk / Return Rank: 7676
Overall Rank
IMPPP Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
IMPPP Sortino Ratio Rank: 6868
Sortino Ratio Rank
IMPPP Omega Ratio Rank: 7171
Omega Ratio Rank
IMPPP Calmar Ratio Rank: 8282
Calmar Ratio Rank
IMPPP Martin Ratio Rank: 8383
Martin Ratio Rank

NC
NC Risk / Return Rank: 6666
Overall Rank
NC Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
NC Sortino Ratio Rank: 6363
Sortino Ratio Rank
NC Omega Ratio Rank: 6060
Omega Ratio Rank
NC Calmar Ratio Rank: 7171
Calmar Ratio Rank
NC Martin Ratio Rank: 6868
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.

IMPPP vs. NC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Imperial Petroleum Inc. (IMPPP) and NACCO Industries, Inc. (NC). 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.


IMPPPNCDifference
Sharpe ratioReturn per unit of total volatility

+0.31

Sortino ratioReturn per unit of downside risk

+0.27

Omega ratioGain probability vs. loss probability

1.22

1.16

+0.06

Calmar ratioReturn relative to maximum drawdown

2.78

1.63

+1.16

Martin ratioReturn relative to average drawdown

7.17

2.96

+4.21

IMPPP vs. NC - Sharpe Ratio Comparison

The current IMPPP Sharpe Ratio is 1.07, which is higher than the NC Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of IMPPP and NC, 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

IMPPP vs. NC - Drawdown Comparison

The maximum IMPPP drawdown since its inception was -15.83%, smaller than the maximum NC drawdown of -91.50%. Use the drawdown chart below to compare losses from any high point for IMPPP and NC.


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Drawdown Indicators


IMPPPNCDifference

Max Drawdown

Largest peak-to-trough decline

-15.83%

-91.50%

+75.67%

Max Drawdown (1Y)

Largest decline over 1 year

-4.75%

-19.61%

+14.86%

Max Drawdown (3Y)

Largest decline over 3 years

-7.19%

-31.24%

+24.05%

Max Drawdown (5Y)

Largest decline over 5 years

-55.01%

Max Drawdown (10Y)

Largest decline over 10 years

-80.21%

Current Drawdown

Current decline from peak

-1.17%

-34.63%

+33.46%

Average Drawdown

Average peak-to-trough decline

-3.14%

-36.54%

+33.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.84%

10.74%

-8.90%

Volatility

IMPPP vs. NC - Volatility Comparison

The current volatility for Imperial Petroleum Inc. (IMPPP) is 2.88%, while NACCO Industries, Inc. (NC) has a volatility of 7.23%. This indicates that IMPPP experiences smaller price fluctuations and is considered to be less risky than NC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IMPPPNCDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.88%

7.23%

-4.35%

Volatility (6M)

Calculated over the trailing 6-month period

9.49%

29.83%

-20.34%

Volatility (1Y)

Calculated over the trailing 1-year period

12.41%

42.53%

-30.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.40%

46.76%

-21.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.40%

50.36%

-24.96%

Dividends

IMPPP vs. NC - Dividend Comparison

IMPPP's dividend yield for the trailing twelve months is around 8.35%, more than NC's 1.99% yield.


PositionTTM20252024202320222021202020192018201720162015
IMPPP
Imperial Petroleum Inc.
8.35%8.42%11.04%10.32%10.54%0.93%0.00%0.00%0.00%0.00%0.00%0.00%
NC
NACCO Industries, Inc.
1.99%2.01%3.02%2.36%2.16%2.16%2.92%1.57%1.95%2.60%1.18%2.48%

Financials

IMPPP vs. NC - Financials Comparison

This section allows you to compare key financial metrics between Imperial Petroleum Inc. and NACCO Industries, 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


0.0020.00M40.00M60.00M80.00M20222023202420252026
61.71M
62.78M
(IMPPP) Total Revenue
(NC) Total Revenue
Values in USD except per share items

IMPPP vs. NC - Profitability Comparison

The chart below illustrates the profitability comparison between Imperial Petroleum Inc. and NACCO Industries, 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%20222023202420252026
45.9%
22.8%
Portfolio components
IMPPP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Imperial Petroleum Inc. reported a gross profit of 28.34M and revenue of 61.71M. Therefore, the gross margin over that period was 45.9%.

NC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a gross profit of 14.29M and revenue of 62.78M. Therefore, the gross margin over that period was 22.8%.

IMPPP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Imperial Petroleum Inc. reported an operating income of 26.50M and revenue of 61.71M, resulting in an operating margin of 42.9%.

NC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported an operating income of 16.57M and revenue of 62.78M, resulting in an operating margin of 26.4%.

IMPPP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Imperial Petroleum Inc. reported a net income of 28.02M and revenue of 61.71M, resulting in a net margin of 45.4%.

NC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a net income of 8.84M and revenue of 62.78M, resulting in a net margin of 14.1%.


Frequently Asked Questions


IMPPP and NC have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NC has higher volatility (7.23%) compared to IMPPP (2.88%). In terms of maximum drawdown, IMPPP dropped -15.83% vs NC's -91.50%.

IMPPP currently has the higher Sharpe Ratio (1.07 vs 0.75), 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 IMPPP and NC

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