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JPSWY vs. ATLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JPSWY vs. ATLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Japan Steel Works Ltd ADR (JPSWY) and Atlanticus Holdings Corporation (ATLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JPSWY achieves a 0.58% return, which is significantly lower than ATLC's 14.01% return. Over the past 10 years, JPSWY has underperformed ATLC with an annualized return of 10.45%, while ATLC has yielded a comparatively higher 37.59% annualized return.


JPSWY

1D
0.00%
1M
-15.74%
YTD
0.58%
6M
-11.94%
1Y
-7.06%
3Y*
33.26%
5Y*
12.15%
10Y*
10.45%

ATLC

1D
-8.24%
1M
0.88%
YTD
14.01%
6M
30.14%
1Y
52.20%
3Y*
28.17%
5Y*
14.85%
10Y*
37.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPSWY vs. ATLC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JPSWY
Japan Steel Works Ltd ADR
0.58%28.99%118.93%-10.60%-39.55%8.69%57.88%8.19%-43.82%97.14%
ATLC
Atlanticus Holdings Corporation
14.01%20.03%44.25%47.60%-63.26%189.57%173.36%147.53%51.67%-15.47%

Correlation

The correlation between JPSWY and ATLC is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

-0.07

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (10Y)
Calculated over the trailing 10-year period

-0.03

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2005

-0.01

Fundamentals

EPS

JPSWY:

$132.50

ATLC:

$9.21

PE Ratio

JPSWY:

0.19

ATLC:

8.29

PS Ratio

JPSWY:

0.01

ATLC:

0.88

Total Revenue (TTM)

JPSWY:

$278.58B

ATLC:

$1.25B

Gross Profit (TTM)

JPSWY:

$65.14B

ATLC:

$961.18M

EBITDA (TTM)

JPSWY:

$30.68B

ATLC:

$28.39M

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Return for Risk

JPSWY vs. ATLC — Risk / Return Rank

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

JPSWY
JPSWY Risk / Return Rank: 4141
Overall Rank
JPSWY Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
JPSWY Sortino Ratio Rank: 4444
Sortino Ratio Rank
JPSWY Omega Ratio Rank: 4444
Omega Ratio Rank
JPSWY Calmar Ratio Rank: 4242
Calmar Ratio Rank
JPSWY Martin Ratio Rank: 4141
Martin Ratio Rank

ATLC
ATLC Risk / Return Rank: 6767
Overall Rank
ATLC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ATLC Sortino Ratio Rank: 6767
Sortino Ratio Rank
ATLC Omega Ratio Rank: 6565
Omega Ratio Rank
ATLC Calmar Ratio Rank: 6767
Calmar Ratio Rank
ATLC Martin Ratio Rank: 6464
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.

JPSWY vs. ATLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Japan Steel Works Ltd ADR (JPSWY) and Atlanticus Holdings Corporation (ATLC). 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.


JPSWYATLCDifference

Sharpe ratio

Return per unit of total volatility

-0.07

1.01

-1.08

Sortino ratio

Return per unit of downside risk

0.60

1.60

-1.01

Omega ratio

Gain probability vs. loss probability

1.08

1.20

-0.12

Calmar ratio

Return relative to maximum drawdown

0.08

1.42

-1.33

Martin ratio

Return relative to average drawdown

0.16

2.72

-2.56

JPSWY vs. ATLC - Sharpe Ratio Comparison

The current JPSWY Sharpe Ratio is -0.07, which is lower than the ATLC Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of JPSWY and ATLC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JPSWYATLCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.07

1.01

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.27

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

0.55

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

0.10

-0.02

Drawdowns

JPSWY vs. ATLC - Drawdown Comparison

The maximum JPSWY drawdown since its inception was -89.35%, smaller than the maximum ATLC drawdown of -97.95%. Use the drawdown chart below to compare losses from any high point for JPSWY and ATLC.


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Drawdown Indicators


JPSWYATLCDifference

Max Drawdown

Largest peak-to-trough decline

-89.35%

-97.95%

+8.60%

Max Drawdown (1Y)

Largest decline over 1 year

-41.31%

-37.02%

-4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-41.34%

-45.43%

+4.09%

Max Drawdown (5Y)

Largest decline over 5 years

-56.56%

-74.90%

+18.34%

Max Drawdown (10Y)

Largest decline over 10 years

-86.74%

-74.90%

-11.84%

Current Drawdown

Current decline from peak

-43.88%

-15.19%

-28.69%

Average Drawdown

Average peak-to-trough decline

-59.46%

-72.30%

+12.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.95%

19.25%

+2.70%

Volatility

JPSWY vs. ATLC - Volatility Comparison

Japan Steel Works Ltd ADR (JPSWY) has a higher volatility of 23.11% compared to Atlanticus Holdings Corporation (ATLC) at 19.33%. This indicates that JPSWY's price experiences larger fluctuations and is considered to be riskier than ATLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPSWYATLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.11%

19.33%

+3.78%

Volatility (6M)

Calculated over the trailing 6-month period

63.38%

39.85%

+23.53%

Volatility (1Y)

Calculated over the trailing 1-year period

97.10%

52.21%

+44.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.80%

54.30%

+12.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

102.76%

68.77%

+33.99%

Dividends

JPSWY vs. ATLC - Dividend Comparison

Neither JPSWY nor ATLC has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ATLC
Atlanticus Holdings Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JPSWY
Japan Steel Works Ltd ADR
0.00%0.66%0.64%0.00%0.00%0.00%0.00%0.00%0.00%0.35%11.31%1.06%

Financials

JPSWY vs. ATLC - Financials Comparison

This section allows you to compare key financial metrics between Japan Steel Works Ltd ADR and Atlanticus Holdings Corporation. 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


0.0020.00B40.00B60.00B80.00B20222023202420252026
75.06B
679.53M
(JPSWY) Total Revenue
(ATLC) Total Revenue
Values in USD except per share items

JPSWY vs. ATLC - Profitability Comparison

The chart below illustrates the profitability comparison between Japan Steel Works Ltd ADR and Atlanticus Holdings Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
24.4%
95.8%
Portfolio components
JPSWY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Japan Steel Works Ltd ADR reported a gross profit of 18.29B and revenue of 75.06B. Therefore, the gross margin over that period was 24.4%.

ATLC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Atlanticus Holdings Corporation reported a gross profit of 650.89M and revenue of 679.53M. Therefore, the gross margin over that period was 95.8%.

JPSWY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Japan Steel Works Ltd ADR reported an operating income of 7.92B and revenue of 75.06B, resulting in an operating margin of 10.6%.

ATLC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Atlanticus Holdings Corporation reported an operating income of 55.00K and revenue of 679.53M, resulting in an operating margin of 0.0%.

JPSWY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Japan Steel Works Ltd ADR reported a net income of 4.38B and revenue of 75.06B, resulting in a net margin of 5.8%.

ATLC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Atlanticus Holdings Corporation reported a net income of 41.87M and revenue of 679.53M, resulting in a net margin of 6.2%.


Frequently Asked Questions


JPSWY and ATLC have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPSWY has higher volatility (23.11%) compared to ATLC (19.33%). In terms of maximum drawdown, JPSWY dropped -89.35% vs ATLC's -97.95%.

ATLC currently has the higher Sharpe Ratio (1.01 vs -0.07), 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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