ITOCY vs. SSUMY
ITOCY (Itochu Corp ADR) and SSUMY (Sumitomo Corp ADR) are both stocks. Both operate in the Conglomerates industry within the Industrials sector. Over the past 10 years, ITOCY returned 18.15%/yr vs 15.55%/yr for SSUMY. A 0.62 correlation means they provide meaningful diversification when combined.
Performance
ITOCY vs. SSUMY - Performance Comparison
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Returns By Period
In the year-to-date period, ITOCY achieves a -11.46% return, which is significantly lower than SSUMY's 13.85% return. Over the past 10 years, ITOCY has outperformed SSUMY with an annualized return of 18.15%, while SSUMY has yielded a comparatively lower 15.55% annualized return.
ITOCY
- 1D
- -2.05%
- 1M
- -8.30%
- YTD
- -11.46%
- 6M
- -7.86%
- 1Y
- 8.78%
- 3Y*
- 13.72%
- 5Y*
- 14.18%
- 10Y*
- 18.15%
SSUMY
- 1D
- -2.39%
- 1M
- -12.11%
- YTD
- 13.85%
- 6M
- 12.17%
- 1Y
- 59.05%
- 3Y*
- 24.22%
- 5Y*
- 24.42%
- 10Y*
- 15.55%
ITOCY vs. SSUMY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITOCY Itochu Corp ADR | -11.46% | 30.16% | 22.57% | 30.30% | 1.54% | 6.60% | 24.95% | 38.77% | -5.54% | 46.71% |
SSUMY Sumitomo Corp ADR | 13.85% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
Correlation
The correlation between ITOCY and SSUMY is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.62 |
The correlation between ITOCY and SSUMY shifts across timeframes, from 0.62 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ITOCY:
$78.26B
SSUMY:
$47.13B
ITOCY:
¥86.32
SSUMY:
¥505.22
ITOCY:
20.96
SSUMY:
12.59
ITOCY:
0.64
SSUMY:
0.96
ITOCY:
1.27
SSUMY:
1.03
ITOCY:
1.91
SSUMY:
1.64
ITOCY:
¥15.03T
SSUMY:
¥7.44T
ITOCY:
¥2.51T
SSUMY:
¥1.53T
ITOCY:
¥1.26T
SSUMY:
¥697.96B
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Return for Risk
ITOCY vs. SSUMY — Risk / Return Rank
ITOCY
SSUMY
ITOCY vs. SSUMY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Itochu Corp ADR (ITOCY) and Sumitomo Corp ADR (SSUMY). 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.
| ITOCY | SSUMY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.33 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 2.82 | -2.45 |
| Martin ratioReturn relative to average drawdown | 0.97 | 7.42 | -6.45 |
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Drawdowns
ITOCY vs. SSUMY - Drawdown Comparison
The maximum ITOCY drawdown since its inception was -69.11%, roughly equal to the maximum SSUMY drawdown of -68.39%. Use the drawdown chart below to compare losses from any high point for ITOCY and SSUMY.
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Drawdown Indicators
| ITOCY | SSUMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.11% | -68.39% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -23.63% | -21.05% | -2.58% |
Max Drawdown (3Y)Largest decline over 3 years | -26.47% | -28.69% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -30.18% | -32.33% | +2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -30.18% | -43.45% | +13.27% |
Current DrawdownCurrent decline from peak | -23.63% | -19.20% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -14.28% | -22.16% | +7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.08% | 7.98% | +1.10% |
Volatility
ITOCY vs. SSUMY - Volatility Comparison
The current volatility for Itochu Corp ADR (ITOCY) is 6.03%, while Sumitomo Corp ADR (SSUMY) has a volatility of 8.49%. This indicates that ITOCY experiences smaller price fluctuations and is considered to be less risky than SSUMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITOCY | SSUMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 8.49% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 21.19% | 27.98% | -6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.04% | 32.76% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.24% | 27.10% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.96% | 25.22% | -1.26% |
Dividends
ITOCY vs. SSUMY - Dividend Comparison
Neither ITOCY nor SSUMY has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSUMY Sumitomo Corp ADR | 0.00% | 1.27% | 2.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 3.94% | 3.97% |
Financials
ITOCY vs. SSUMY - Financials Comparison
This section allows you to compare key financial metrics between Itochu Corp ADR and Sumitomo Corp 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.
Total Revenue: Total amount of money received from sales and other business activities
ITOCY vs. SSUMY - Profitability Comparison
ITOCY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported a gross profit of 666.75B and revenue of 3.91T. Therefore, the gross margin over that period was 17.1%.
SSUMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a gross profit of 430.76B and revenue of 1.99T. Therefore, the gross margin over that period was 21.6%.
ITOCY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported an operating income of 178.67B and revenue of 3.91T, resulting in an operating margin of 4.6%.
SSUMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported an operating income of 119.24B and revenue of 1.99T, resulting in an operating margin of 6.0%.
ITOCY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported a net income of 198.57B and revenue of 3.91T, resulting in a net margin of 5.1%.
SSUMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a net income of 195.40B and revenue of 1.99T, resulting in a net margin of 9.8%.
Frequently Asked Questions
ITOCY and SSUMY have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSUMY has higher volatility (8.49%) compared to ITOCY (6.03%). In terms of maximum drawdown, ITOCY dropped -69.11% vs SSUMY's -68.39%.
SSUMY currently has the higher Sharpe Ratio (1.81 vs 0.33), 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.
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