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KEX vs. ZIM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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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KEX vs. ZIM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
KEX
Kirby Corporation
20.60%4.14%34.81%21.96%8.30%13.55%
ZIM
ZIM Integrated Shipping Services Ltd.
28.30%28.11%176.93%-21.06%-52.70%463.11%

Fundamentals

EPS

KEX:

$5.44

ZIM:

$3.98

PE Ratio

KEX:

24.44

ZIM:

6.63

PEG Ratio

KEX:

0.53

ZIM:

0.04

PS Ratio

KEX:

2.25

ZIM:

0.46

Total Revenue (TTM)

KEX:

$3.31B

ZIM:

$6.90B

Gross Profit (TTM)

KEX:

$856.36M

ZIM:

$1.16B

EBITDA (TTM)

KEX:

$694.77M

ZIM:

$2.27B

Returns By Period

In the year-to-date period, KEX achieves a 20.60% return, which is significantly lower than ZIM's 28.30% return.


KEX

1D
-0.97%
1M
2.37%
YTD
20.60%
6M
59.23%
1Y
31.55%
3Y*
24.00%
5Y*
17.15%
10Y*
8.21%

ZIM

1D
1.82%
1M
-5.52%
YTD
28.30%
6M
104.13%
1Y
98.85%
3Y*
37.85%
5Y*
32.97%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

KEX vs. ZIM — Risk / Return Rank

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

KEX
KEX Risk / Return Rank: 6666
Overall Rank
KEX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
KEX Sortino Ratio Rank: 6262
Sortino Ratio Rank
KEX Omega Ratio Rank: 7171
Omega Ratio Rank
KEX Calmar Ratio Rank: 6363
Calmar Ratio Rank
KEX Martin Ratio Rank: 6363
Martin Ratio Rank

ZIM
ZIM Risk / Return Rank: 8484
Overall Rank
ZIM Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
ZIM Sortino Ratio Rank: 8686
Sortino Ratio Rank
ZIM Omega Ratio Rank: 8383
Omega Ratio Rank
ZIM Calmar Ratio Rank: 8484
Calmar Ratio Rank
ZIM Martin Ratio Rank: 8181
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.

KEX vs. ZIM - Risk-Adjusted Trends 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.


KEXZIMDifference

Sharpe ratio

Return per unit of total volatility

0.82

1.57

-0.75

Sortino ratio

Return per unit of downside risk

1.25

2.42

-1.17

Omega ratio

Gain probability vs. loss probability

1.22

1.30

-0.08

Calmar ratio

Return relative to maximum drawdown

0.95

2.68

-1.73

Martin ratio

Return relative to average drawdown

2.27

6.03

-3.76

KEX vs. ZIM - Sharpe Ratio Comparison

The current KEX Sharpe Ratio is 0.82, which is lower than the ZIM Sharpe Ratio of 1.57. 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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Sharpe Ratios by Period


KEXZIMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

1.57

-0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.49

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.80

-0.60

Correlation

The correlation between KEX and ZIM is 0.24, 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.


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 7.55%.


TTM20252024202320222021
KEX
Kirby Corporation
0.00%0.00%0.00%0.00%0.00%0.00%
ZIM
ZIM Integrated Shipping Services Ltd.
7.55%20.16%22.40%64.84%160.27%7.65%

Drawdowns

KEX vs. ZIM - Drawdown Comparison

The maximum KEX drawdown since its inception was -75.42%, 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.


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Drawdown Indicators


KEXZIMDifference

Max Drawdown

Largest peak-to-trough decline

-75.42%

-84.68%

+9.26%

Max Drawdown (1Y)

Largest decline over 1 year

-33.83%

-32.64%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-38.76%

-84.68%

+45.92%

Max Drawdown (10Y)

Largest decline over 10 years

-63.34%

Current Drawdown

Current decline from peak

-2.54%

-6.94%

+4.40%

Average Drawdown

Average peak-to-trough decline

-28.76%

-41.12%

+12.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.11%

14.49%

-0.38%

Volatility

KEX vs. ZIM - Volatility Comparison

The current volatility for Kirby Corporation (KEX) is 7.94%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 9.55%. 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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Volatility by Period


KEXZIMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.94%

9.55%

-1.61%

Volatility (6M)

Calculated over the trailing 6-month period

21.58%

40.45%

-18.87%

Volatility (1Y)

Calculated over the trailing 1-year period

38.60%

63.53%

-24.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.30%

67.47%

-35.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.01%

68.52%

-32.51%

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


0.001.00B2.00B3.00B4.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
871.16M
1.48B
(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

-20.0%0.0%20.0%40.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
25.7%
5.6%
Portfolio components
KEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kirby Corporation reported a gross profit of 223.80M and revenue of 871.16M. Therefore, the gross margin over that period was 25.7%.

ZIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 83.60M and revenue of 1.48B. Therefore, the gross margin over that period was 5.6%.

KEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kirby Corporation reported an operating income of 126.22M and revenue of 871.16M, resulting in an operating margin of 14.5%.

ZIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of 3.20M and revenue of 1.48B, resulting in an operating margin of 0.2%.

KEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kirby Corporation reported a net income of 92.50M and revenue of 871.16M, resulting in a net margin of 10.6%.

ZIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ZIM Integrated Shipping Services Ltd. reported a net income of 38.10M and revenue of 1.48B, resulting in a net margin of 2.6%.