KAI vs. LLY
KAI (Kadant Inc.) and LLY (Eli Lilly and Company) are both stocks. KAI operates in Specialty Industrial Machinery (Industrials), while LLY operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, KAI returned 21.05%/yr vs 32.66%/yr for LLY. At a 0.18 correlation, their price movements are largely independent.
Performance
KAI vs. LLY - Performance Comparison
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Returns By Period
In the year-to-date period, KAI achieves a 9.80% return, which is significantly higher than LLY's 0.72% return. Over the past 10 years, KAI has underperformed LLY with an annualized return of 21.05%, while LLY has yielded a comparatively higher 32.66% annualized return.
KAI
- 1D
- -2.88%
- 1M
- 9.05%
- YTD
- 9.80%
- 6M
- 7.26%
- 1Y
- 0.20%
- 3Y*
- 16.07%
- 5Y*
- 13.43%
- 10Y*
- 21.05%
LLY
- 1D
- 1.37%
- 1M
- 11.64%
- YTD
- 0.72%
- 6M
- 4.73%
- 1Y
- 44.70%
- 3Y*
- 35.56%
- 5Y*
- 41.13%
- 10Y*
- 32.66%
KAI vs. LLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KAI Kadant Inc. | 9.80% | -17.03% | 23.59% | 58.69% | -22.50% | 64.41% | 35.18% | 30.68% | -18.14% | 65.97% |
LLY Eli Lilly and Company | 0.72% | 40.25% | 33.30% | 60.91% | 34.26% | 66.08% | 31.04% | 16.14% | 40.45% | 17.83% |
Correlation
The correlation between KAI and LLY is -0.00, 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 | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 1992 | 0.18 |
The correlation between KAI and LLY shifts across timeframes, from -0.00 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KAI:
$3.69B
LLY:
$966.48B
KAI:
$8.77
LLY:
$28.14
KAI:
35.61
LLY:
38.33
KAI:
5.59
LLY:
0.77
KAI:
3.36
LLY:
13.41
KAI:
4.17
LLY:
30.98
KAI:
$1.09B
LLY:
$72.25B
KAI:
$492.10M
LLY:
$59.75B
KAI:
$216.11M
LLY:
$32.97B
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Return for Risk
KAI vs. LLY — Risk / Return Rank
KAI
LLY
KAI vs. LLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kadant Inc. (KAI) and Eli Lilly and Company (LLY). 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.
| KAI | LLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.24 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.90 | -1.89 |
| Martin ratioReturn relative to average drawdown | 0.01 | 4.73 | -4.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KAI | LLY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.19 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 1.26 | -0.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.09 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.57 | -0.35 |
Drawdowns
KAI vs. LLY - Drawdown Comparison
The maximum KAI drawdown since its inception was -93.36%, which is greater than LLY's maximum drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for KAI and LLY.
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Drawdown Indicators
| KAI | LLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.36% | -68.24% | -25.12% |
Max Drawdown (1Y)Largest decline over 1 year | -30.91% | -23.64% | -7.27% |
Max Drawdown (3Y)Largest decline over 3 years | -41.23% | -34.48% | -6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -41.23% | -34.48% | -6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -51.98% | -34.48% | -17.50% |
Current DrawdownCurrent decline from peak | -25.69% | -4.26% | -21.43% |
Average DrawdownAverage peak-to-trough decline | -47.87% | -19.22% | -28.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.86% | 9.49% | +4.37% |
Volatility
KAI vs. LLY - Volatility Comparison
Kadant Inc. (KAI) has a higher volatility of 16.20% compared to Eli Lilly and Company (LLY) at 9.16%. This indicates that KAI's price experiences larger fluctuations and is considered to be riskier than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAI | LLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.20% | 9.16% | +7.04% |
Volatility (6M)Calculated over the trailing 6-month period | 28.83% | 26.81% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.15% | 37.88% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.15% | 32.79% | +1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.96% | 30.14% | +4.82% |
Dividends
KAI vs. LLY - Dividend Comparison
KAI's dividend yield for the trailing twelve months is around 0.44%, less than LLY's 0.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAI Kadant Inc. | 0.44% | 0.47% | 0.36% | 0.40% | 0.58% | 0.43% | 0.67% | 0.86% | 1.07% | 0.82% | 1.21% | 1.63% |
LLY Eli Lilly and Company | 0.60% | 0.56% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% |
Financials
KAI vs. LLY - Financials Comparison
This section allows you to compare key financial metrics between Kadant Inc. and Eli Lilly and 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.
Total Revenue: Total amount of money received from sales and other business activities
KAI vs. LLY - Profitability Comparison
KAI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kadant Inc. reported a gross profit of 126.70M and revenue of 281.51M. Therefore, the gross margin over that period was 45.0%.
LLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a gross profit of 15.64B and revenue of 19.80B. Therefore, the gross margin over that period was 79.0%.
KAI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kadant Inc. reported an operating income of 40.11M and revenue of 281.51M, resulting in an operating margin of 14.3%.
LLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported an operating income of 9.19B and revenue of 19.80B, resulting in an operating margin of 46.4%.
KAI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kadant Inc. reported a net income of 25.51M and revenue of 281.51M, resulting in a net margin of 9.1%.
LLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a net income of 7.40B and revenue of 19.80B, resulting in a net margin of 37.4%.
Frequently Asked Questions
KAI and LLY have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KAI has higher volatility (16.20%) compared to LLY (9.16%). In terms of maximum drawdown, KAI dropped -93.36% vs LLY's -68.24%.
LLY currently has the higher Sharpe Ratio (1.19 vs 0.01), 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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