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KAI vs. UBER
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KAI vs. UBER - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kadant Inc. (KAI) and Uber Technologies, Inc. (UBER). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KAI achieves a 9.80% return, which is significantly higher than UBER's -12.26% 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%

UBER

1D
0.10%
1M
-3.03%
YTD
-12.26%
6M
-20.94%
1Y
-13.13%
3Y*
21.74%
5Y*
7.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

KAI vs. UBER - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
KAI
Kadant Inc.
9.80%-17.03%23.59%58.69%-22.50%64.41%35.18%19.94%
UBER
Uber Technologies, Inc.
-12.26%35.46%-2.03%148.97%-41.02%-17.78%71.49%-28.46%

Correlation

The correlation between KAI and UBER is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.27

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

0.32

Correlation (All Time)
Calculated using the full available price history since May 13, 2019

0.32

The correlation between KAI and UBER shifts across timeframes, from 0.17 (1 year) to 0.32 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

KAI:

$3.69B

UBER:

$148.50B

EPS

KAI:

$8.77

UBER:

$4.05

PE Ratio

KAI:

35.61

UBER:

17.68

PEG Ratio

KAI:

5.59

UBER:

0.11

PS Ratio

KAI:

3.36

UBER:

2.81

PB Ratio

KAI:

4.17

UBER:

6.00

Total Revenue (TTM)

KAI:

$1.09B

UBER:

$53.69B

Gross Profit (TTM)

KAI:

$492.10M

UBER:

$22.03B

EBITDA (TTM)

KAI:

$216.11M

UBER:

$5.85B

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Return for Risk

KAI vs. UBER — Risk / Return Rank

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

KAI
KAI Risk / Return Rank: 3838
Overall Rank
KAI Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
KAI Sortino Ratio Rank: 3737
Sortino Ratio Rank
KAI Omega Ratio Rank: 3636
Omega Ratio Rank
KAI Calmar Ratio Rank: 4040
Calmar Ratio Rank
KAI Martin Ratio Rank: 3939
Martin Ratio Rank

UBER
UBER Risk / Return Rank: 2424
Overall Rank
UBER Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
UBER Sortino Ratio Rank: 2121
Sortino Ratio Rank
UBER Omega Ratio Rank: 2222
Omega Ratio Rank
UBER Calmar Ratio Rank: 2626
Calmar Ratio Rank
UBER Martin Ratio Rank: 2626
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.

KAI vs. UBER - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kadant Inc. (KAI) and Uber Technologies, Inc. (UBER). 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.


KAIUBERDifference
Sharpe ratioReturn per unit of total volatility

+0.41

Sortino ratioReturn per unit of downside risk

+0.69

Omega ratioGain probability vs. loss probability

1.03

0.96

+0.08

Calmar ratioReturn relative to maximum drawdown

0.01

-0.43

+0.43

Martin ratioReturn relative to average drawdown

0.01

-0.76

+0.78

KAI vs. UBER - Sharpe Ratio Comparison

The current KAI Sharpe Ratio is 0.01, which is higher than the UBER Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of KAI and UBER, 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


KAIUBERDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

-0.40

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.17

+0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.16

+0.07

Drawdowns

KAI vs. UBER - Drawdown Comparison

The maximum KAI drawdown since its inception was -93.36%, which is greater than UBER's maximum drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for KAI and UBER.


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Drawdown Indicators


KAIUBERDifference

Max Drawdown

Largest peak-to-trough decline

-93.36%

-68.05%

-25.31%

Max Drawdown (1Y)

Largest decline over 1 year

-30.91%

-30.89%

-0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-41.23%

-30.89%

-10.34%

Max Drawdown (5Y)

Largest decline over 5 years

-41.23%

-60.45%

+19.22%

Max Drawdown (10Y)

Largest decline over 10 years

-51.98%

Current Drawdown

Current decline from peak

-25.69%

-28.38%

+2.69%

Average Drawdown

Average peak-to-trough decline

-47.87%

-25.67%

-22.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.86%

17.22%

-3.36%

Volatility

KAI vs. UBER - Volatility Comparison

Kadant Inc. (KAI) has a higher volatility of 16.20% compared to Uber Technologies, Inc. (UBER) at 11.90%. This indicates that KAI's price experiences larger fluctuations and is considered to be riskier than UBER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KAIUBERDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.20%

11.90%

+4.30%

Volatility (6M)

Calculated over the trailing 6-month period

28.83%

24.22%

+4.61%

Volatility (1Y)

Calculated over the trailing 1-year period

38.15%

32.60%

+5.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.15%

44.84%

-10.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.96%

50.70%

-15.74%

Dividends

KAI vs. UBER - Dividend Comparison

KAI's dividend yield for the trailing twelve months is around 0.44%, while UBER has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
UBER
Uber Technologies, 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%

Financials

KAI vs. UBER - Financials Comparison

This section allows you to compare key financial metrics between Kadant Inc. and Uber Technologies, Inc.. 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


0.005.00B10.00B15.00B20222023202420252026
281.51M
13.20B
(KAI) Total Revenue
(UBER) Total Revenue
Values in USD except per share items

KAI vs. UBER - Profitability Comparison

The chart below illustrates the profitability comparison between Kadant Inc. and Uber Technologies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

36.0%38.0%40.0%42.0%44.0%46.0%48.0%50.0%20222023202420252026
45.0%
45.0%
Portfolio components
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%.

UBER - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported a gross profit of 5.95B and revenue of 13.20B. Therefore, the gross margin over that period was 45.0%.

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%.

UBER - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported an operating income of 1.92B and revenue of 13.20B, resulting in an operating margin of 14.6%.

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%.

UBER - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported a net income of 263.00M and revenue of 13.20B, resulting in a net margin of 2.0%.


Frequently Asked Questions


KAI and UBER have a correlation of 0.17, 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 UBER (11.90%). In terms of maximum drawdown, KAI dropped -93.36% vs UBER's -68.05%.

KAI currently has the higher Sharpe Ratio (0.01 vs -0.40), 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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