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KEN vs. ELEZY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KEN vs. ELEZY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kenon Holdings Ltd. (KEN) and Endesa SA ADR (ELEZY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KEN achieves a 14.26% return, which is significantly lower than ELEZY's 25.49% return.


KEN

1D
0.54%
1M
-20.01%
YTD
14.26%
6M
23.62%
1Y
115.93%
3Y*
57.99%
5Y*
31.84%
10Y*
41.88%

ELEZY

1D
-0.05%
1M
1.64%
YTD
25.49%
6M
26.41%
1Y
48.09%
3Y*
34.31%
5Y*
17.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

KEN vs. ELEZY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KEN
Kenon Holdings Ltd.
14.26%126.18%62.44%-19.16%-23.73%93.65%57.17%50.73%23.06%28.49%
ELEZY
Endesa SA ADR
25.49%75.81%9.78%19.46%-14.63%-12.87%6.49%22.67%-0.34%-4.48%

Correlation

The correlation between KEN and ELEZY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

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

0.09

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

0.12

Correlation (All Time)
Calculated using the full available price history since Oct 3, 2017

0.09

Fundamentals

Market Cap

KEN:

$3.84B

ELEZY:

$45.94B

EPS

KEN:

$1.54

ELEZY:

€1.11

PE Ratio

KEN:

46.98

ELEZY:

17.23

PEG Ratio

KEN:

7.89

ELEZY:

0.40

PS Ratio

KEN:

3.80

ELEZY:

1.89

PB Ratio

KEN:

2.56

ELEZY:

4.63

Total Revenue (TTM)

KEN:

$1.01B

ELEZY:

€21.28B

Gross Profit (TTM)

KEN:

$166.82M

ELEZY:

€1.31B

EBITDA (TTM)

KEN:

$339.95M

ELEZY:

€1.08B

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Return for Risk

KEN vs. ELEZY — Risk / Return Rank

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

KEN
KEN Risk / Return Rank: 9393
Overall Rank
KEN Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
KEN Sortino Ratio Rank: 9292
Sortino Ratio Rank
KEN Omega Ratio Rank: 9191
Omega Ratio Rank
KEN Calmar Ratio Rank: 9191
Calmar Ratio Rank
KEN Martin Ratio Rank: 9595
Martin Ratio Rank

ELEZY
ELEZY Risk / Return Rank: 8787
Overall Rank
ELEZY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ELEZY Sortino Ratio Rank: 8484
Sortino Ratio Rank
ELEZY Omega Ratio Rank: 8181
Omega Ratio Rank
ELEZY Calmar Ratio Rank: 9191
Calmar Ratio Rank
ELEZY Martin Ratio Rank: 9191
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.

KEN vs. ELEZY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kenon Holdings Ltd. (KEN) and Endesa SA ADR (ELEZY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KENELEZYDifference
Sharpe ratioReturn per unit of total volatility

+1.15

Sortino ratioReturn per unit of downside risk

+0.90

Omega ratioGain probability vs. loss probability

1.44

1.30

+0.14

Calmar ratioReturn relative to maximum drawdown

4.42

4.44

-0.02

Martin ratioReturn relative to average drawdown

17.27

11.94

+5.34

KEN vs. ELEZY - Sharpe Ratio Comparison

The current KEN Sharpe Ratio is 2.96, which is higher than the ELEZY Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of KEN and ELEZY, 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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Drawdowns

KEN vs. ELEZY - Drawdown Comparison

The maximum KEN drawdown since its inception was -69.20%, which is greater than ELEZY's maximum drawdown of -50.29%. Use the drawdown chart below to compare losses from any high point for KEN and ELEZY.


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Drawdown Indicators


KENELEZYDifference

Max Drawdown

Largest peak-to-trough decline

-69.20%

-50.29%

-18.91%

Max Drawdown (1Y)

Largest decline over 1 year

-26.41%

-10.89%

-15.52%

Max Drawdown (3Y)

Largest decline over 3 years

-32.27%

-20.80%

-11.47%

Max Drawdown (5Y)

Largest decline over 5 years

-69.20%

-43.16%

-26.04%

Max Drawdown (10Y)

Largest decline over 10 years

-69.20%

Current Drawdown

Current decline from peak

-24.16%

-2.63%

-21.53%

Average Drawdown

Average peak-to-trough decline

-23.19%

-15.71%

-7.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.74%

4.04%

+2.70%

Volatility

KEN vs. ELEZY - Volatility Comparison

Kenon Holdings Ltd. (KEN) has a higher volatility of 14.84% compared to Endesa SA ADR (ELEZY) at 8.62%. This indicates that KEN's price experiences larger fluctuations and is considered to be riskier than ELEZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KENELEZYDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.84%

8.62%

+6.22%

Volatility (6M)

Calculated over the trailing 6-month period

30.71%

21.47%

+9.24%

Volatility (1Y)

Calculated over the trailing 1-year period

39.55%

26.85%

+12.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.79%

31.24%

+8.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.93%

36.11%

+5.82%

Dividends

KEN vs. ELEZY - Dividend Comparison

KEN's dividend yield for the trailing twelve months is around 5.31%, more than ELEZY's 3.50% yield.


PositionTTM20252024202320222021202020192018201720162015
ELEZY
Endesa SA ADR
3.50%4.12%2.49%11.14%5.31%9.35%2.10%2.80%0.00%0.00%0.00%0.00%
KEN
Kenon Holdings Ltd.
5.31%7.24%11.18%11.46%25.00%7.35%7.41%5.75%96.34%0.00%0.00%45.52%

Financials

KEN vs. ELEZY - Financials Comparison

This section allows you to compare key financial metrics between Kenon Holdings Ltd. and Endesa SA ADR. 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


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
317.00M
5.73B
(KEN) Total Revenue
(ELEZY) Total Revenue
Please note, different currencies. KEN values in USD, ELEZY values in EUR

KEN vs. ELEZY - Profitability Comparison

The chart below illustrates the profitability comparison between Kenon Holdings Ltd. and Endesa SA ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
14.8%
36.8%
Portfolio components
KEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported a gross profit of 47.00M and revenue of 317.00M. Therefore, the gross margin over that period was 14.8%.

ELEZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Endesa SA ADR reported a gross profit of 2.11B and revenue of 5.73B. Therefore, the gross margin over that period was 36.8%.

KEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported an operating income of 4.00M and revenue of 317.00M, resulting in an operating margin of 1.3%.

ELEZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Endesa SA ADR reported an operating income of 1.15B and revenue of 5.73B, resulting in an operating margin of 20.1%.

KEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported a net income of 26.00M and revenue of 317.00M, resulting in a net margin of 8.2%.

ELEZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Endesa SA ADR reported a net income of 725.00M and revenue of 5.73B, resulting in a net margin of 12.7%.


Frequently Asked Questions


KEN and ELEZY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KEN has higher volatility (14.84%) compared to ELEZY (8.62%). In terms of maximum drawdown, KEN dropped -69.20% vs ELEZY's -50.29%.

KEN currently has the higher Sharpe Ratio (2.96 vs 1.80), 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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