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ITRI vs. GE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ITRI and GE 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.


Performance

ITRI vs. GE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Itron, Inc. (ITRI) and General Electric Company (GE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ITRI:

0.17

GE:

1.32

Sortino Ratio

ITRI:

0.55

GE:

1.79

Omega Ratio

ITRI:

1.07

GE:

1.27

Calmar Ratio

ITRI:

0.27

GE:

2.15

Martin Ratio

ITRI:

0.62

GE:

6.68

Ulcer Index

ITRI:

11.40%

GE:

6.87%

Daily Std Dev

ITRI:

33.40%

GE:

34.22%

Max Drawdown

ITRI:

-94.36%

GE:

-85.53%

Current Drawdown

ITRI:

-7.74%

GE:

0.00%

Fundamentals

Market Cap

ITRI:

$5.23B

GE:

$247.17B

EPS

ITRI:

$5.48

GE:

$6.35

PE Ratio

ITRI:

20.95

GE:

36.50

PEG Ratio

ITRI:

0.76

GE:

8.56

PS Ratio

ITRI:

2.14

GE:

6.23

PB Ratio

ITRI:

3.52

GE:

12.84

Total Revenue (TTM)

ITRI:

$2.44B

GE:

$39.68B

Gross Profit (TTM)

ITRI:

$846.65M

GE:

$15.12B

EBITDA (TTM)

ITRI:

$352.55M

GE:

$9.83B

Returns By Period

In the year-to-date period, ITRI achieves a 5.75% return, which is significantly lower than GE's 39.22% return. Over the past 10 years, ITRI has outperformed GE with an annualized return of 12.22%, while GE has yielded a comparatively lower 7.29% annualized return.


ITRI

YTD

5.75%

1M

11.20%

6M

-0.07%

1Y

5.29%

5Y*

14.22%

10Y*

12.22%

GE

YTD

39.22%

1M

27.50%

6M

31.46%

1Y

45.93%

5Y*

50.51%

10Y*

7.29%

*Annualized

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Risk-Adjusted Performance

ITRI vs. GE — Risk-Adjusted Performance Rank

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

ITRI
The Risk-Adjusted Performance Rank of ITRI is 5757
Overall Rank
The Sharpe Ratio Rank of ITRI is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of ITRI is 5252
Sortino Ratio Rank
The Omega Ratio Rank of ITRI is 5252
Omega Ratio Rank
The Calmar Ratio Rank of ITRI is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ITRI is 5959
Martin Ratio Rank

GE
The Risk-Adjusted Performance Rank of GE is 8888
Overall Rank
The Sharpe Ratio Rank of GE is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of GE is 8383
Sortino Ratio Rank
The Omega Ratio Rank of GE is 8585
Omega Ratio Rank
The Calmar Ratio Rank of GE is 9494
Calmar Ratio Rank
The Martin Ratio Rank of GE is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ITRI vs. GE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Itron, Inc. (ITRI) and General Electric Company (GE). 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.


The current ITRI Sharpe Ratio is 0.17, which is lower than the GE Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of ITRI and GE, 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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Dividends

ITRI vs. GE - Dividend Comparison

ITRI has not paid dividends to shareholders, while GE's dividend yield for the trailing twelve months is around 0.52%.


TTM20242023202220212020201920182017201620152014
ITRI
Itron, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GE
General Electric Company
0.52%0.67%0.25%0.38%0.34%0.37%0.36%4.89%4.81%2.94%2.95%3.52%

Drawdowns

ITRI vs. GE - Drawdown Comparison

The maximum ITRI drawdown since its inception was -94.36%, which is greater than GE's maximum drawdown of -85.53%. Use the drawdown chart below to compare losses from any high point for ITRI and GE. For additional features, visit the drawdowns tool.


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Volatility

ITRI vs. GE - Volatility Comparison

Itron, Inc. (ITRI) has a higher volatility of 7.68% compared to General Electric Company (GE) at 7.01%. This indicates that ITRI's price experiences larger fluctuations and is considered to be riskier than GE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ITRI vs. GE - Financials Comparison

This section allows you to compare key financial metrics between Itron, Inc. and General Electric Company. 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


0.005.00B10.00B15.00B20.00B20212022202320242025
607.15M
9.94B
(ITRI) Total Revenue
(GE) Total Revenue
Values in USD except per share items

ITRI vs. GE - Profitability Comparison

The chart below illustrates the profitability comparison between Itron, Inc. and General Electric Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%40.0%20212022202320242025
35.8%
39.7%
(ITRI) Gross Margin
(GE) Gross Margin
ITRI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Itron, Inc. reported a gross profit of 217.22M and revenue of 607.15M. Therefore, the gross margin over that period was 35.8%.

GE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, General Electric Company reported a gross profit of 3.94B and revenue of 9.94B. Therefore, the gross margin over that period was 39.7%.

ITRI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Itron, Inc. reported an operating income of 76.21M and revenue of 607.15M, resulting in an operating margin of 12.6%.

GE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, General Electric Company reported an operating income of 1.94B and revenue of 9.94B, resulting in an operating margin of 19.6%.

ITRI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Itron, Inc. reported a net income of 65.47M and revenue of 607.15M, resulting in a net margin of 10.8%.

GE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, General Electric Company reported a net income of 1.98B and revenue of 9.94B, resulting in a net margin of 19.9%.