JRONY vs. WPM
Compare and contrast key facts about Jerónimo Martins ADR (JRONY) and Wheaton Precious Metals Corp. (WPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JRONY or WPM.
Key characteristics
| JRONY | WPM | |
|---|---|---|
| YTD Return | -22.02% | 21.27% |
| 1Y Return | -17.42% | 34.61% |
| 3Y Return (Ann) | -4.94% | 11.12% |
| 5Y Return (Ann) | 6.26% | 18.67% |
| 10Y Return (Ann) | 11.94% | 12.72% |
| Sharpe Ratio | -0.61 | 1.15 |
| Sortino Ratio | -0.67 | 1.64 |
| Omega Ratio | 0.91 | 1.21 |
| Calmar Ratio | -0.43 | 1.26 |
| Martin Ratio | -1.00 | 4.82 |
| Ulcer Index | 18.69% | 7.03% |
| Daily Std Dev | 30.54% | 29.54% |
| Max Drawdown | -62.30% | -86.74% |
| Current Drawdown | -33.56% | -13.42% |
Fundamentals
| JRONY | WPM | |
|---|---|---|
| Market Cap | $12.60B | $27.12B |
| EPS | $2.17 | $1.34 |
| PE Ratio | 18.48 | 44.54 |
| PEG Ratio | 0.00 | 2.40 |
| Total Revenue (TTM) | $24.46B | $893.55M |
| Gross Profit (TTM) | $15.16B | $542.47M |
| EBITDA (TTM) | $14.57B | $451.72M |
Correlation
The correlation between JRONY and WPM is 0.12, 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.
Performance
JRONY vs. WPM - Performance Comparison
In the year-to-date period, JRONY achieves a -22.02% return, which is significantly lower than WPM's 21.27% return. Over the past 10 years, JRONY has underperformed WPM with an annualized return of 11.94%, while WPM has yielded a comparatively higher 12.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JRONY vs. WPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jerónimo Martins ADR (JRONY) and Wheaton Precious Metals Corp. (WPM). 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.
Dividends
JRONY vs. WPM - Dividend Comparison
JRONY's dividend yield for the trailing twelve months is around 3.67%, more than WPM's 1.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRONY Jerónimo Martins ADR | 3.67% | 2.38% | 3.83% | 1.52% | 2.37% | 2.20% | 6.33% | 3.33% | 2.29% | 5.16% | 4.17% | 1.96% |
WPM Wheaton Precious Metals Corp. | 1.04% | 1.22% | 1.54% | 1.33% | 1.01% | 1.21% | 1.84% | 1.49% | 1.09% | 1.61% | 1.28% | 2.23% |
Drawdowns
JRONY vs. WPM - Drawdown Comparison
The maximum JRONY drawdown since its inception was -62.30%, smaller than the maximum WPM drawdown of -86.74%. Use the drawdown chart below to compare losses from any high point for JRONY and WPM. For additional features, visit the drawdowns tool.
Volatility
JRONY vs. WPM - Volatility Comparison
Jerónimo Martins ADR (JRONY) and Wheaton Precious Metals Corp. (WPM) have volatilities of 11.02% and 10.98%, 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.
Financials
JRONY vs. WPM - Financials Comparison
This section allows you to compare key financial metrics between Jerónimo Martins ADR and Wheaton Precious Metals Corp.. 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