INVP.L vs. EXO.AS
Compare and contrast key facts about Investec plc (INVP.L) and Exor N.V. (EXO.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INVP.L or EXO.AS.
Correlation
The correlation between INVP.L and EXO.AS is 0.42, 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.
Performance
INVP.L vs. EXO.AS - Performance Comparison
Key characteristics
INVP.L:
0.54
EXO.AS:
-0.24
INVP.L:
0.89
EXO.AS:
-0.21
INVP.L:
1.11
EXO.AS:
0.97
INVP.L:
0.74
EXO.AS:
-0.26
INVP.L:
2.15
EXO.AS:
-0.51
INVP.L:
6.09%
EXO.AS:
8.48%
INVP.L:
24.42%
EXO.AS:
17.94%
INVP.L:
-74.12%
EXO.AS:
-16.61%
INVP.L:
-11.90%
EXO.AS:
-10.70%
Fundamentals
INVP.L:
£3.42B
EXO.AS:
€31.44B
INVP.L:
£0.70
EXO.AS:
€76.00
INVP.L:
7.56
EXO.AS:
1.23
Returns By Period
In the year-to-date period, INVP.L achieves a -1.93% return, which is significantly lower than EXO.AS's 5.82% return.
INVP.L
-1.93%
2.11%
-3.29%
15.10%
16.61%
8.74%
EXO.AS
5.82%
6.18%
-0.16%
-1.51%
N/A
N/A
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Risk-Adjusted Performance
INVP.L vs. EXO.AS — Risk-Adjusted Performance Rank
INVP.L
EXO.AS
INVP.L vs. EXO.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Investec plc (INVP.L) and Exor N.V. (EXO.AS). 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
INVP.L vs. EXO.AS - Dividend Comparison
INVP.L's dividend yield for the trailing twelve months is around 6.65%, more than EXO.AS's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INVP.L Investec plc | 6.65% | 6.53% | 6.21% | 5.38% | 4.90% | 3.13% | 7.58% | 7.62% | 6.02% | 5.50% | 6.01% | 4.94% |
EXO.AS Exor N.V. | 0.49% | 0.52% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INVP.L vs. EXO.AS - Drawdown Comparison
The maximum INVP.L drawdown since its inception was -74.12%, which is greater than EXO.AS's maximum drawdown of -16.61%. Use the drawdown chart below to compare losses from any high point for INVP.L and EXO.AS. For additional features, visit the drawdowns tool.
Volatility
INVP.L vs. EXO.AS - Volatility Comparison
Investec plc (INVP.L) and Exor N.V. (EXO.AS) have volatilities of 7.39% and 7.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
INVP.L vs. EXO.AS - Financials Comparison
This section allows you to compare key financial metrics between Investec plc and Exor N.V.. 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