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IMPUY vs. FRES.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

IMPUY vs. FRES.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Impala Platinum Holdings Limited ADR (IMPUY) and Fresnillo plc (FRES.L). The values are adjusted to include any dividend payments, if applicable.

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IMPUY vs. FRES.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IMPUY
Impala Platinum Holdings Limited ADR
-4.91%236.44%-4.39%-58.79%-4.08%10.90%42.27%307.97%-3.09%-17.99%
FRES.L
Fresnillo plc
3.68%511.09%4.36%-29.44%-7.20%-19.52%84.40%-20.96%-41.76%30.31%
Different Trading Currencies

IMPUY is traded in USD, while FRES.L is traded in GBp. To make them comparable, the FRES.L values have been converted to USD using the latest available exchange rates.

Fundamentals

Market Cap

IMPUY:

$13.17B

FRES.L:

£25.76B

EPS

IMPUY:

-$10.34

FRES.L:

£2.08

PS Ratio

IMPUY:

0.07

FRES.L:

3.21

PB Ratio

IMPUY:

0.14

FRES.L:

5.56

Total Revenue (TTM)

IMPUY:

$186.32B

FRES.L:

£8.03B

Gross Profit (TTM)

IMPUY:

$14.03B

FRES.L:

£3.75B

EBITDA (TTM)

IMPUY:

$28.96B

FRES.L:

£3.90B

Returns By Period

In the year-to-date period, IMPUY achieves a -4.91% return, which is significantly lower than FRES.L's 3.68% return. Over the past 10 years, IMPUY has outperformed FRES.L with an annualized return of 20.09%, while FRES.L has yielded a comparatively lower 16.07% annualized return.


IMPUY

1D
-0.58%
1M
-30.52%
YTD
-4.91%
6M
13.56%
1Y
130.62%
3Y*
18.56%
5Y*
-1.15%
10Y*
20.09%

FRES.L

1D
6.51%
1M
-15.78%
YTD
3.68%
6M
46.62%
1Y
300.05%
3Y*
76.82%
5Y*
34.14%
10Y*
16.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

IMPUY vs. FRES.L — Risk / Return Rank

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

IMPUY
IMPUY Risk / Return Rank: 8383
Overall Rank
IMPUY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IMPUY Sortino Ratio Rank: 8080
Sortino Ratio Rank
IMPUY Omega Ratio Rank: 8080
Omega Ratio Rank
IMPUY Calmar Ratio Rank: 8282
Calmar Ratio Rank
IMPUY Martin Ratio Rank: 8484
Martin Ratio Rank

FRES.L
FRES.L Risk / Return Rank: 9898
Overall Rank
FRES.L Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FRES.L Sortino Ratio Rank: 9898
Sortino Ratio Rank
FRES.L Omega Ratio Rank: 9797
Omega Ratio Rank
FRES.L Calmar Ratio Rank: 9898
Calmar Ratio Rank
FRES.L Martin Ratio Rank: 9999
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.

IMPUY vs. FRES.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Impala Platinum Holdings Limited ADR (IMPUY) and Fresnillo plc (FRES.L). 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.


IMPUYFRES.LDifference

Sharpe ratio

Return per unit of total volatility

1.76

5.35

-3.59

Sortino ratio

Return per unit of downside risk

2.17

4.33

-2.16

Omega ratio

Gain probability vs. loss probability

1.29

1.57

-0.28

Calmar ratio

Return relative to maximum drawdown

2.67

9.34

-6.67

Martin ratio

Return relative to average drawdown

7.72

29.08

-21.36

IMPUY vs. FRES.L - Sharpe Ratio Comparison

The current IMPUY Sharpe Ratio is 1.76, which is lower than the FRES.L Sharpe Ratio of 5.35. The chart below compares the historical Sharpe Ratios of IMPUY and FRES.L, 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


IMPUYFRES.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

5.35

-3.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

0.77

-0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.36

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.23

+0.21

Correlation

The correlation between IMPUY and FRES.L is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

IMPUY vs. FRES.L - Dividend Comparison

IMPUY's dividend yield for the trailing twelve months is around 2.29%, more than FRES.L's 1.90% yield.


TTM20252024202320222021202020192018201720162015
IMPUY
Impala Platinum Holdings Limited ADR
2.29%0.60%0.00%6.42%7.65%9.50%2.18%0.00%0.00%0.00%0.00%0.00%
FRES.L
Fresnillo plc
1.90%2.00%1.35%1.98%2.44%2.66%1.00%2.35%3.49%1.74%0.74%0.47%

Drawdowns

IMPUY vs. FRES.L - Drawdown Comparison

The maximum IMPUY drawdown since its inception was -82.06%, smaller than the maximum FRES.L drawdown of -86.78%. Use the drawdown chart below to compare losses from any high point for IMPUY and FRES.L.


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Drawdown Indicators


IMPUYFRES.LDifference

Max Drawdown

Largest peak-to-trough decline

-82.06%

-82.36%

+0.30%

Max Drawdown (1Y)

Largest decline over 1 year

-44.16%

-31.03%

-13.13%

Max Drawdown (5Y)

Largest decline over 5 years

-82.06%

-53.75%

-28.31%

Max Drawdown (10Y)

Largest decline over 10 years

-82.06%

-74.47%

-7.59%

Current Drawdown

Current decline from peak

-36.26%

-21.40%

-14.86%

Average Drawdown

Average peak-to-trough decline

-38.57%

-40.49%

+1.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.27%

9.76%

+5.51%

Volatility

IMPUY vs. FRES.L - Volatility Comparison

Impala Platinum Holdings Limited ADR (IMPUY) has a higher volatility of 25.68% compared to Fresnillo plc (FRES.L) at 19.41%. This indicates that IMPUY's price experiences larger fluctuations and is considered to be riskier than FRES.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IMPUYFRES.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.68%

19.41%

+6.27%

Volatility (6M)

Calculated over the trailing 6-month period

55.51%

44.28%

+11.23%

Volatility (1Y)

Calculated over the trailing 1-year period

74.97%

55.66%

+19.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

60.24%

44.15%

+16.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.20%

44.98%

+17.22%

Financials

IMPUY vs. FRES.L - Financials Comparison

This section allows you to compare key financial metrics between Impala Platinum Holdings Limited ADR and Fresnillo plc. 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


0.0020.00B40.00B60.00B80.00B20212022202320242025
57.89B
2.59B
(IMPUY) Total Revenue
(FRES.L) Total Revenue
Please note, different currencies. IMPUY values in USD, FRES.L values in GBp

IMPUY vs. FRES.L - Profitability Comparison

The chart below illustrates the profitability comparison between Impala Platinum Holdings Limited ADR and Fresnillo plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%20212022202320242025
22.1%
57.7%
Portfolio components
IMPUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Impala Platinum Holdings Limited ADR reported a gross profit of 12.80B and revenue of 57.89B. Therefore, the gross margin over that period was 22.1%.

FRES.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fresnillo plc reported a gross profit of 1.50B and revenue of 2.59B. Therefore, the gross margin over that period was 57.7%.

IMPUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Impala Platinum Holdings Limited ADR reported an operating income of 12.79B and revenue of 57.89B, resulting in an operating margin of 22.1%.

FRES.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fresnillo plc reported an operating income of 1.39B and revenue of 2.59B, resulting in an operating margin of 53.5%.

IMPUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Impala Platinum Holdings Limited ADR reported a net income of 8.87B and revenue of 57.89B, resulting in a net margin of 15.3%.

FRES.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fresnillo plc reported a net income of 994.96M and revenue of 2.59B, resulting in a net margin of 38.4%.