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ITOCY vs. BYDDY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ITOCY vs. BYDDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Itochu Corp ADR (ITOCY) and BYD Company Limited ADR (BYDDY). The values are adjusted to include any dividend payments, if applicable.

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ITOCY vs. BYDDY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ITOCY
Itochu Corp ADR
3.84%30.16%22.57%30.30%1.54%6.60%24.95%38.77%-5.54%46.71%
BYDDY
BYD Company Limited ADR
9.99%7.97%24.81%13.06%-27.17%28.02%432.95%-21.04%-27.71%69.09%

Fundamentals

Market Cap

ITOCY:

$45.98B

BYDDY:

$121.43B

EPS

ITOCY:

$156.04

BYDDY:

$3.60

PE Ratio

ITOCY:

0.08

BYDDY:

3.70

PEG Ratio

ITOCY:

0.00

BYDDY:

0.03

PS Ratio

ITOCY:

0.01

BYDDY:

0.15

PB Ratio

ITOCY:

0.01

BYDDY:

0.53

Total Revenue (TTM)

ITOCY:

$14.80T

BYDDY:

$799.66B

Gross Profit (TTM)

ITOCY:

$2.45T

BYDDY:

$138.56B

EBITDA (TTM)

ITOCY:

$1.15T

BYDDY:

$39.74B

Returns By Period

In the year-to-date period, ITOCY achieves a 3.84% return, which is significantly lower than BYDDY's 9.99% return. Over the past 10 years, ITOCY has underperformed BYDDY with an annualized return of 20.24%, while BYDDY has yielded a comparatively higher 22.47% annualized return.


ITOCY

1D
2.98%
1M
-5.93%
YTD
3.84%
6M
15.59%
1Y
40.13%
3Y*
27.55%
5Y*
15.71%
10Y*
20.24%

BYDDY

1D
-2.27%
1M
5.21%
YTD
9.99%
6M
-5.87%
1Y
-18.23%
3Y*
11.85%
5Y*
12.76%
10Y*
22.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ITOCY vs. BYDDY — Risk / Return Rank

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

ITOCY
ITOCY Risk / Return Rank: 8080
Overall Rank
ITOCY Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ITOCY Sortino Ratio Rank: 7878
Sortino Ratio Rank
ITOCY Omega Ratio Rank: 7575
Omega Ratio Rank
ITOCY Calmar Ratio Rank: 8181
Calmar Ratio Rank
ITOCY Martin Ratio Rank: 8686
Martin Ratio Rank

BYDDY
BYDDY Risk / Return Rank: 2424
Overall Rank
BYDDY Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
BYDDY Sortino Ratio Rank: 2121
Sortino Ratio Rank
BYDDY Omega Ratio Rank: 2222
Omega Ratio Rank
BYDDY Calmar Ratio Rank: 2525
Calmar Ratio Rank
BYDDY Martin Ratio Rank: 2929
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.

ITOCY vs. BYDDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Itochu Corp ADR (ITOCY) and BYD Company Limited ADR (BYDDY). 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.


ITOCYBYDDYDifference

Sharpe ratio

Return per unit of total volatility

1.38

-0.43

+1.80

Sortino ratio

Return per unit of downside risk

2.04

-0.36

+2.40

Omega ratio

Gain probability vs. loss probability

1.25

0.96

+0.30

Calmar ratio

Return relative to maximum drawdown

2.54

-0.48

+3.02

Martin ratio

Return relative to average drawdown

8.46

-0.72

+9.18

ITOCY vs. BYDDY - Sharpe Ratio Comparison

The current ITOCY Sharpe Ratio is 1.38, which is higher than the BYDDY Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of ITOCY and BYDDY, 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


ITOCYBYDDYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

-0.43

+1.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.28

+0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.48

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.18

+0.24

Correlation

The correlation between ITOCY and BYDDY is 0.20, 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

ITOCY vs. BYDDY - Dividend Comparison

ITOCY has not paid dividends to shareholders, while BYDDY's dividend yield for the trailing twelve months is around 1.32%.


TTM20252024202320222021202020192018201720162015
ITOCY
Itochu Corp ADR
0.00%1.07%1.35%0.00%0.00%0.00%0.00%1.85%3.93%2.83%3.68%3.30%
BYDDY
BYD Company Limited ADR
1.32%1.45%1.26%0.60%0.07%0.07%0.03%0.47%0.28%0.52%1.92%0.00%

Drawdowns

ITOCY vs. BYDDY - Drawdown Comparison

The maximum ITOCY drawdown since its inception was -69.11%, smaller than the maximum BYDDY drawdown of -97.38%. Use the drawdown chart below to compare losses from any high point for ITOCY and BYDDY.


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Drawdown Indicators


ITOCYBYDDYDifference

Max Drawdown

Largest peak-to-trough decline

-69.11%

-97.38%

+28.27%

Max Drawdown (1Y)

Largest decline over 1 year

-16.23%

-42.29%

+26.06%

Max Drawdown (5Y)

Largest decline over 5 years

-30.18%

-48.16%

+17.98%

Max Drawdown (10Y)

Largest decline over 10 years

-30.18%

-58.18%

+28.00%

Current Drawdown

Current decline from peak

-10.44%

-31.80%

+21.36%

Average Drawdown

Average peak-to-trough decline

-14.26%

-64.07%

+49.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.86%

28.38%

-23.52%

Volatility

ITOCY vs. BYDDY - Volatility Comparison

The current volatility for Itochu Corp ADR (ITOCY) is 10.29%, while BYD Company Limited ADR (BYDDY) has a volatility of 16.03%. This indicates that ITOCY experiences smaller price fluctuations and is considered to be less risky than BYDDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ITOCYBYDDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.29%

16.03%

-5.74%

Volatility (6M)

Calculated over the trailing 6-month period

20.91%

27.76%

-6.85%

Volatility (1Y)

Calculated over the trailing 1-year period

29.31%

42.95%

-13.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.11%

46.20%

-20.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.99%

47.20%

-23.21%

Financials

ITOCY vs. BYDDY - Financials Comparison

This section allows you to compare key financial metrics between Itochu Corp ADR and BYD Company Limited 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


0.001.00T2.00T3.00T4.00TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
3.80T
234.42B
(ITOCY) Total Revenue
(BYDDY) Total Revenue
Values in USD except per share items

ITOCY vs. BYDDY - Profitability Comparison

The chart below illustrates the profitability comparison between Itochu Corp ADR and BYD Company Limited ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

12.0%14.0%16.0%18.0%20.0%22.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
16.5%
16.0%
Portfolio components
ITOCY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported a gross profit of 627.33B and revenue of 3.80T. Therefore, the gross margin over that period was 16.5%.

BYDDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BYD Company Limited ADR reported a gross profit of 37.53B and revenue of 234.42B. Therefore, the gross margin over that period was 16.0%.

ITOCY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported an operating income of 175.41B and revenue of 3.80T, resulting in an operating margin of 4.6%.

BYDDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BYD Company Limited ADR reported an operating income of 9.51B and revenue of 234.42B, resulting in an operating margin of 4.1%.

ITOCY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported a net income of 208.72B and revenue of 3.80T, resulting in a net margin of 5.5%.

BYDDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BYD Company Limited ADR reported a net income of 9.16B and revenue of 234.42B, resulting in a net margin of 3.9%.