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

Performance

ITOCY vs. MITSY - Performance Comparison

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

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ITOCY vs. MITSY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ITOCY
Itochu Corp ADR
0.83%30.16%22.57%30.30%1.54%6.60%24.95%38.77%-5.54%46.71%
MITSY
Mitsui & Company Ltd
32.22%43.31%13.10%28.00%23.12%28.70%4.06%14.13%-4.90%20.93%

Fundamentals

Market Cap

ITOCY:

$44.65B

MITSY:

$111.11B

EPS

ITOCY:

$156.04

MITSY:

$6.04K

PE Ratio

ITOCY:

0.08

MITSY:

0.13

PEG Ratio

ITOCY:

0.00

MITSY:

0.00

PS Ratio

ITOCY:

0.01

MITSY:

0.01

PB Ratio

ITOCY:

0.01

MITSY:

0.01

Total Revenue (TTM)

ITOCY:

$14.80T

MITSY:

$14.16T

Gross Profit (TTM)

ITOCY:

$2.45T

MITSY:

$1.32T

EBITDA (TTM)

ITOCY:

$1.15T

MITSY:

$1.04T

Returns By Period

In the year-to-date period, ITOCY achieves a 0.83% return, which is significantly lower than MITSY's 32.22% return. Over the past 10 years, ITOCY has underperformed MITSY with an annualized return of 19.89%, while MITSY has yielded a comparatively higher 22.19% annualized return.


ITOCY

1D
2.08%
1M
-11.52%
YTD
0.83%
6M
10.79%
1Y
37.08%
3Y*
26.31%
5Y*
15.03%
10Y*
19.89%

MITSY

1D
-1.52%
1M
3.30%
YTD
32.22%
6M
56.16%
1Y
104.11%
3Y*
36.93%
5Y*
31.31%
10Y*
22.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ITOCY vs. MITSY — Risk / Return Rank

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

ITOCY
ITOCY Risk / Return Rank: 7979
Overall Rank
ITOCY Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ITOCY Sortino Ratio Rank: 7777
Sortino Ratio Rank
ITOCY Omega Ratio Rank: 7474
Omega Ratio Rank
ITOCY Calmar Ratio Rank: 8080
Calmar Ratio Rank
ITOCY Martin Ratio Rank: 8585
Martin Ratio Rank

MITSY
MITSY Risk / Return Rank: 9898
Overall Rank
MITSY Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
MITSY Sortino Ratio Rank: 9898
Sortino Ratio Rank
MITSY Omega Ratio Rank: 9696
Omega Ratio Rank
MITSY Calmar Ratio Rank: 9898
Calmar Ratio Rank
MITSY 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.

ITOCY vs. MITSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Itochu Corp ADR (ITOCY) and Mitsui & Company Ltd (MITSY). 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.


ITOCYMITSYDifference

Sharpe ratio

Return per unit of total volatility

1.28

3.42

-2.15

Sortino ratio

Return per unit of downside risk

1.92

4.22

-2.30

Omega ratio

Gain probability vs. loss probability

1.24

1.54

-0.30

Calmar ratio

Return relative to maximum drawdown

2.27

9.97

-7.70

Martin ratio

Return relative to average drawdown

7.64

34.55

-26.91

ITOCY vs. MITSY - Sharpe Ratio Comparison

The current ITOCY Sharpe Ratio is 1.28, which is lower than the MITSY Sharpe Ratio of 3.42. The chart below compares the historical Sharpe Ratios of ITOCY and MITSY, 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


ITOCYMITSYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

3.42

-2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

1.08

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.84

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.44

-0.02

Correlation

The correlation between ITOCY and MITSY is 0.62, 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

ITOCY vs. MITSY - Dividend Comparison

Neither ITOCY nor MITSY has paid dividends to shareholders.


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%
MITSY
Mitsui & Company Ltd
0.00%1.17%1.61%0.00%0.00%0.00%0.00%0.00%0.00%1.65%3.82%0.00%

Drawdowns

ITOCY vs. MITSY - Drawdown Comparison

The maximum ITOCY drawdown since its inception was -69.11%, which is greater than MITSY's maximum drawdown of -44.45%. Use the drawdown chart below to compare losses from any high point for ITOCY and MITSY.


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Drawdown Indicators


ITOCYMITSYDifference

Max Drawdown

Largest peak-to-trough decline

-69.11%

-44.45%

-24.66%

Max Drawdown (1Y)

Largest decline over 1 year

-16.23%

-9.92%

-6.31%

Max Drawdown (5Y)

Largest decline over 5 years

-30.18%

-33.95%

+3.77%

Max Drawdown (10Y)

Largest decline over 10 years

-30.18%

-33.95%

+3.77%

Current Drawdown

Current decline from peak

-13.03%

-4.61%

-8.42%

Average Drawdown

Average peak-to-trough decline

-14.26%

-16.13%

+1.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.82%

2.93%

+1.89%

Volatility

ITOCY vs. MITSY - Volatility Comparison

Itochu Corp ADR (ITOCY) and Mitsui & Company Ltd (MITSY) have volatilities of 10.57% and 10.89%, 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.


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Volatility by Period


ITOCYMITSYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.57%

10.89%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

20.72%

21.44%

-0.72%

Volatility (1Y)

Calculated over the trailing 1-year period

29.18%

30.62%

-1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.07%

29.21%

-3.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.97%

26.37%

-2.40%

Financials

ITOCY vs. MITSY - Financials Comparison

This section allows you to compare key financial metrics between Itochu Corp ADR and Mitsui & Company Ltd. 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


2.60T2.80T3.00T3.20T3.40T3.60T3.80TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
3.80T
3.66T
(ITOCY) Total Revenue
(MITSY) Total Revenue
Values in USD except per share items

ITOCY vs. MITSY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

8.0%10.0%12.0%14.0%16.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
16.5%
9.7%
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%.

MITSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mitsui & Company Ltd reported a gross profit of 354.04B and revenue of 3.66T. Therefore, the gross margin over that period was 9.7%.

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%.

MITSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mitsui & Company Ltd reported an operating income of 123.35B and revenue of 3.66T, resulting in an operating margin of 3.4%.

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%.

MITSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mitsui & Company Ltd reported a net income of 191.61B and revenue of 3.66T, resulting in a net margin of 5.2%.