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KEX vs. ZIM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KEX and ZIM is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

KEX vs. ZIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kirby Corporation (KEX) and ZIM Integrated Shipping Services Ltd. (ZIM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

KEX:

-0.33

ZIM:

0.47

Sortino Ratio

KEX:

-0.15

ZIM:

1.42

Omega Ratio

KEX:

0.98

ZIM:

1.18

Calmar Ratio

KEX:

-0.25

ZIM:

0.87

Martin Ratio

KEX:

-0.57

ZIM:

3.12

Ulcer Index

KEX:

14.63%

ZIM:

18.31%

Daily Std Dev

KEX:

32.30%

ZIM:

77.99%

Max Drawdown

KEX:

-72.25%

ZIM:

-84.68%

Current Drawdown

KEX:

-20.45%

ZIM:

-48.62%

Fundamentals

Market Cap

KEX:

$5.91B

ZIM:

$1.72B

EPS

KEX:

$5.05

ZIM:

$17.82

PE Ratio

KEX:

20.56

ZIM:

0.80

PS Ratio

KEX:

1.82

ZIM:

0.20

PB Ratio

KEX:

1.75

ZIM:

0.43

Total Revenue (TTM)

KEX:

$2.46B

ZIM:

$6.87B

Gross Profit (TTM)

KEX:

$625.50M

ZIM:

$2.56B

EBITDA (TTM)

KEX:

$496.48M

ZIM:

$3.33B

Returns By Period

In the year-to-date period, KEX achieves a -1.84% return, which is significantly higher than ZIM's -19.15% return.


KEX

YTD

-1.84%

1M

11.40%

6M

-18.41%

1Y

-9.67%

5Y*

15.12%

10Y*

2.44%

ZIM

YTD

-19.15%

1M

13.25%

6M

-16.02%

1Y

25.63%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

KEX vs. ZIM — Risk-Adjusted Performance Rank

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

KEX
The Risk-Adjusted Performance Rank of KEX is 3535
Overall Rank
The Sharpe Ratio Rank of KEX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of KEX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of KEX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of KEX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of KEX is 4040
Martin Ratio Rank

ZIM
The Risk-Adjusted Performance Rank of ZIM is 7676
Overall Rank
The Sharpe Ratio Rank of ZIM is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of ZIM is 7676
Sortino Ratio Rank
The Omega Ratio Rank of ZIM is 7474
Omega Ratio Rank
The Calmar Ratio Rank of ZIM is 8282
Calmar Ratio Rank
The Martin Ratio Rank of ZIM is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KEX vs. ZIM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kirby Corporation (KEX) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.


The current KEX Sharpe Ratio is -0.33, which is lower than the ZIM Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of KEX and ZIM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

KEX vs. ZIM - Dividend Comparison

KEX has not paid dividends to shareholders, while ZIM's dividend yield for the trailing twelve months is around 55.92%.


TTM2024202320222021
KEX
Kirby Corporation
0.00%0.00%0.00%0.00%0.00%
ZIM
ZIM Integrated Shipping Services Ltd.
55.92%22.40%64.84%160.27%7.65%

Drawdowns

KEX vs. ZIM - Drawdown Comparison

The maximum KEX drawdown since its inception was -72.25%, smaller than the maximum ZIM drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for KEX and ZIM. For additional features, visit the drawdowns tool.


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Volatility

KEX vs. ZIM - Volatility Comparison

The current volatility for Kirby Corporation (KEX) is 9.48%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 20.81%. This indicates that KEX experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

KEX vs. ZIM - Financials Comparison

This section allows you to compare key financial metrics between Kirby Corporation and ZIM Integrated Shipping Services Ltd.. 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


0.001.00B2.00B3.00B4.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
802.32M
2.17B
(KEX) Total Revenue
(ZIM) Total Revenue
Values in USD except per share items

KEX vs. ZIM - Profitability Comparison

The chart below illustrates the profitability comparison between Kirby Corporation and ZIM Integrated Shipping Services Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
24.5%
33.7%
(KEX) Gross Margin
(ZIM) Gross Margin
KEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Kirby Corporation reported a gross profit of 196.42M and revenue of 802.32M. Therefore, the gross margin over that period was 24.5%.

ZIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, ZIM Integrated Shipping Services Ltd. reported a gross profit of 731.00M and revenue of 2.17B. Therefore, the gross margin over that period was 33.7%.

KEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Kirby Corporation reported an operating income of 50.15M and revenue of 802.32M, resulting in an operating margin of 6.3%.

ZIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, ZIM Integrated Shipping Services Ltd. reported an operating income of 657.60M and revenue of 2.17B, resulting in an operating margin of 30.3%.

KEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Kirby Corporation reported a net income of 42.82M and revenue of 802.32M, resulting in a net margin of 5.3%.

ZIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, ZIM Integrated Shipping Services Ltd. reported a net income of 561.50M and revenue of 2.17B, resulting in a net margin of 25.9%.