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KLIC vs. OPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KLIC vs. OPXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kulicke and Soffa Industries, Inc. (KLIC) and Optex Systems Holdings Inc. Common Stock (OPXS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KLIC achieves a 173.99% return, which is significantly higher than OPXS's -7.90% return. Over the past 10 years, KLIC has outperformed OPXS with an annualized return of 28.18%, while OPXS has yielded a comparatively lower 22.24% annualized return.


KLIC

1D
1.93%
1M
19.19%
YTD
173.99%
6M
169.84%
1Y
276.62%
3Y*
32.85%
5Y*
19.34%
10Y*
28.18%

OPXS

1D
0.38%
1M
20.31%
YTD
-7.90%
6M
-7.44%
1Y
21.83%
3Y*
59.97%
5Y*
55.42%
10Y*
22.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KLIC vs. OPXS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KLIC
Kulicke and Soffa Industries, Inc.
173.99%-0.28%-13.23%25.45%-25.78%92.36%19.43%36.94%-15.34%52.60%
OPXS
Optex Systems Holdings Inc. Common Stock
-7.90%106.71%4.66%122.19%57.75%5.06%-9.64%50.38%23.80%70.34%

Correlation

The correlation between KLIC and OPXS 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

0.11

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

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

0.10

Correlation (All Time)
Calculated using the full available price history since May 4, 2009

0.05

The correlation between KLIC and OPXS shifts across timeframes, from 0.05 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS

KLIC:

$1.05

OPXS:

$127.40

PE Ratio

KLIC:

118.86

OPXS:

0.10

PEG Ratio

KLIC:

1.06

OPXS:

0.00

PS Ratio

KLIC:

8.52

OPXS:

0.02

Total Revenue (TTM)

KLIC:

$768.22M

OPXS:

$3.78B

Gross Profit (TTM)

KLIC:

$369.11M

OPXS:

$1.45B

EBITDA (TTM)

KLIC:

$79.58M

OPXS:

$664.48M

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Return for Risk

KLIC vs. OPXS — Risk / Return Rank

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

KLIC
KLIC Risk / Return Rank: 9999
Overall Rank
KLIC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
KLIC Sortino Ratio Rank: 9898
Sortino Ratio Rank
KLIC Omega Ratio Rank: 9898
Omega Ratio Rank
KLIC Calmar Ratio Rank: 9999
Calmar Ratio Rank
KLIC Martin Ratio Rank: 9999
Martin Ratio Rank

OPXS
OPXS Risk / Return Rank: 5454
Overall Rank
OPXS Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
OPXS Sortino Ratio Rank: 5454
Sortino Ratio Rank
OPXS Omega Ratio Rank: 5252
Omega Ratio Rank
OPXS Calmar Ratio Rank: 5454
Calmar Ratio Rank
OPXS Martin Ratio Rank: 5454
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.

KLIC vs. OPXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kulicke and Soffa Industries, Inc. (KLIC) and Optex Systems Holdings Inc. Common Stock (OPXS). 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.


KLICOPXSDifference
Sharpe ratioReturn per unit of total volatility

+5.39

Sortino ratioReturn per unit of downside risk

+4.53

Omega ratioGain probability vs. loss probability

1.70

1.11

+0.59

Calmar ratioReturn relative to maximum drawdown

15.49

0.52

+14.96

Martin ratioReturn relative to average drawdown

43.66

1.01

+42.64

KLIC vs. OPXS - Sharpe Ratio Comparison

The current KLIC Sharpe Ratio is 5.70, which is higher than the OPXS Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of KLIC and OPXS, 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

KLIC vs. OPXS - Drawdown Comparison

The maximum KLIC drawdown since its inception was -97.35%, roughly equal to the maximum OPXS drawdown of -99.87%. Use the drawdown chart below to compare losses from any high point for KLIC and OPXS.


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Drawdown Indicators


KLICOPXSDifference

Max Drawdown

Largest peak-to-trough decline

-97.35%

-99.87%

+2.52%

Max Drawdown (1Y)

Largest decline over 1 year

-17.99%

-41.80%

+23.81%

Max Drawdown (3Y)

Largest decline over 3 years

-52.47%

-45.68%

-6.79%

Max Drawdown (5Y)

Largest decline over 5 years

-60.44%

-45.68%

-14.76%

Max Drawdown (10Y)

Largest decline over 10 years

-60.44%

-76.40%

+15.96%

Current Drawdown

Current decline from peak

0.00%

-96.96%

+96.96%

Average Drawdown

Average peak-to-trough decline

-56.44%

-95.70%

+39.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.37%

21.56%

-15.19%

Volatility

KLIC vs. OPXS - Volatility Comparison

The current volatility for Kulicke and Soffa Industries, Inc. (KLIC) is 16.72%, while Optex Systems Holdings Inc. Common Stock (OPXS) has a volatility of 18.97%. This indicates that KLIC experiences smaller price fluctuations and is considered to be less risky than OPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KLICOPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.72%

18.97%

-2.25%

Volatility (6M)

Calculated over the trailing 6-month period

38.66%

45.73%

-7.07%

Volatility (1Y)

Calculated over the trailing 1-year period

49.00%

71.91%

-22.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.32%

54.33%

-9.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.02%

60.05%

-16.03%

Dividends

KLIC vs. OPXS - Dividend Comparison

KLIC's dividend yield for the trailing twelve months is around 0.66%, while OPXS has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
KLIC
Kulicke and Soffa Industries, Inc.
0.66%1.80%1.73%1.41%1.58%0.97%1.57%1.76%1.78%0.00%
OPXS
Optex Systems Holdings Inc. Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.05%3.64%

Financials

KLIC vs. OPXS - Financials Comparison

This section allows you to compare key financial metrics between Kulicke and Soffa Industries, Inc. and Optex Systems Holdings Inc. Common Stock. 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


0.001.00B2.00B3.00B4.00B20222023202420252026
242.62M
3.75B
(KLIC) Total Revenue
(OPXS) Total Revenue
Values in USD except per share items

KLIC vs. OPXS - Profitability Comparison

The chart below illustrates the profitability comparison between Kulicke and Soffa Industries, Inc. and Optex Systems Holdings Inc. Common Stock over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%20222023202420252026
49.5%
38.3%
Portfolio components
KLIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kulicke and Soffa Industries, Inc. reported a gross profit of 120.01M and revenue of 242.62M. Therefore, the gross margin over that period was 49.5%.

OPXS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported a gross profit of 1.44B and revenue of 3.75B. Therefore, the gross margin over that period was 38.3%.

KLIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kulicke and Soffa Industries, Inc. reported an operating income of 37.01M and revenue of 242.62M, resulting in an operating margin of 15.3%.

OPXS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported an operating income of 660.00M and revenue of 3.75B, resulting in an operating margin of 17.6%.

KLIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kulicke and Soffa Industries, Inc. reported a net income of 35.15M and revenue of 242.62M, resulting in a net margin of 14.5%.

OPXS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported a net income of 660.00M and revenue of 3.75B, resulting in a net margin of 17.6%.


Frequently Asked Questions


KLIC and OPXS 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.

OPXS has higher volatility (18.97%) compared to KLIC (16.72%). In terms of maximum drawdown, KLIC dropped -97.35% vs OPXS's -99.87%.

KLIC currently has the higher Sharpe Ratio (5.70 vs 0.31), 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.

Portfolio Optimizer

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