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KMTUY vs. KUBTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KMTUY vs. KUBTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Komatsu Ltd. (KMTUY) and Kubota Corp ADR (KUBTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KMTUY achieves a 26.87% return, which is significantly higher than KUBTY's 22.53% return. Over the past 10 years, KMTUY has outperformed KUBTY with an annualized return of 9.19%, while KUBTY has yielded a comparatively lower 2.97% annualized return.


KMTUY

1D
-0.84%
1M
2.62%
YTD
26.87%
6M
26.39%
1Y
29.79%
3Y*
17.46%
5Y*
10.51%
10Y*
9.19%

KUBTY

1D
1.97%
1M
1.06%
YTD
22.53%
6M
20.69%
1Y
59.69%
3Y*
6.47%
5Y*
-3.30%
10Y*
2.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KMTUY vs. KUBTY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KMTUY
Komatsu Ltd.
26.87%19.17%7.41%20.24%-7.62%-15.58%15.15%11.61%-40.55%61.31%
KUBTY
Kubota Corp ADR
22.53%23.00%-21.68%9.84%-38.98%1.25%39.67%12.14%-28.61%38.79%

Correlation

The correlation between KMTUY and KUBTY is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.56

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

0.56

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

0.59

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

0.53

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2013

0.52

The correlation between KMTUY and KUBTY has been stable across timeframes, ranging from 0.52 to 0.59 - a consistent structural relationship.

Fundamentals

Market Cap

KMTUY:

$36.32B

KUBTY:

$19.51B

EPS

KMTUY:

¥419.22

KUBTY:

¥972.91

PE Ratio

KMTUY:

15.54

KUBTY:

14.26

PEG Ratio

KMTUY:

0.86

KUBTY:

1.99

PS Ratio

KMTUY:

1.41

KUBTY:

1.00

PB Ratio

KMTUY:

1.67

KUBTY:

1.17

Total Revenue (TTM)

KMTUY:

¥4.19T

KUBTY:

¥3.16T

Gross Profit (TTM)

KMTUY:

¥1.28T

KUBTY:

¥935.53B

EBITDA (TTM)

KMTUY:

¥754.46B

KUBTY:

¥454.31B

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Komatsu Ltd.

Kubota Corp ADR

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KUBTY vs. ^GSPC

Return for Risk

KMTUY vs. KUBTY — Risk / Return Rank

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

KMTUY
KMTUY Risk / Return Rank: 6666
Overall Rank
KMTUY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
KMTUY Sortino Ratio Rank: 6565
Sortino Ratio Rank
KMTUY Omega Ratio Rank: 6363
Omega Ratio Rank
KMTUY Calmar Ratio Rank: 6666
Calmar Ratio Rank
KMTUY Martin Ratio Rank: 6565
Martin Ratio Rank

KUBTY
KUBTY Risk / Return Rank: 8181
Overall Rank
KUBTY Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
KUBTY Sortino Ratio Rank: 8484
Sortino Ratio Rank
KUBTY Omega Ratio Rank: 8181
Omega Ratio Rank
KUBTY Calmar Ratio Rank: 7878
Calmar Ratio Rank
KUBTY Martin Ratio Rank: 7878
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.

KMTUY vs. KUBTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Komatsu Ltd. (KMTUY) and Kubota Corp ADR (KUBTY). 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.


KMTUYKUBTYDifference
Sharpe ratioReturn per unit of total volatility

-0.67

Sortino ratioReturn per unit of downside risk

-1.06

Omega ratioGain probability vs. loss probability

1.17

1.29

-0.12

Calmar ratioReturn relative to maximum drawdown

1.17

2.13

-0.95

Martin ratioReturn relative to average drawdown

2.34

5.08

-2.74

KMTUY vs. KUBTY - Sharpe Ratio Comparison

The current KMTUY Sharpe Ratio is 0.83, which is lower than the KUBTY Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of KMTUY and KUBTY, 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

KMTUY vs. KUBTY - Drawdown Comparison

The maximum KMTUY drawdown since its inception was -75.37%, which is greater than KUBTY's maximum drawdown of -57.35%. Use the drawdown chart below to compare losses from any high point for KMTUY and KUBTY.


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Drawdown Indicators


KMTUYKUBTYDifference

Max Drawdown

Largest peak-to-trough decline

-75.37%

-57.35%

-18.02%

Max Drawdown (1Y)

Largest decline over 1 year

-25.52%

-28.22%

+2.70%

Max Drawdown (3Y)

Largest decline over 3 years

-25.52%

-36.44%

+10.92%

Max Drawdown (5Y)

Largest decline over 5 years

-35.87%

-54.24%

+18.37%

Max Drawdown (10Y)

Largest decline over 10 years

-64.68%

-57.35%

-7.33%

Current Drawdown

Current decline from peak

-21.16%

-28.96%

+7.80%

Average Drawdown

Average peak-to-trough decline

-32.47%

-24.39%

-8.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.75%

11.78%

+0.97%

Volatility

KMTUY vs. KUBTY - Volatility Comparison

Komatsu Ltd. (KMTUY) has a higher volatility of 13.35% compared to Kubota Corp ADR (KUBTY) at 10.49%. This indicates that KMTUY's price experiences larger fluctuations and is considered to be riskier than KUBTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KMTUYKUBTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.35%

10.49%

+2.86%

Volatility (6M)

Calculated over the trailing 6-month period

29.36%

31.22%

-1.86%

Volatility (1Y)

Calculated over the trailing 1-year period

36.24%

40.02%

-3.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.86%

30.76%

-0.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.11%

29.28%

+0.83%

Dividends

KMTUY vs. KUBTY - Dividend Comparison

KMTUY has not paid dividends to shareholders, while KUBTY's dividend yield for the trailing twelve months is around 0.98%.


PositionTTM20252024202320222021202020192018201720162015
KMTUY
Komatsu Ltd.
0.00%2.31%2.02%0.00%0.00%0.00%0.00%0.00%0.00%0.72%2.32%2.88%
KUBTY
Kubota Corp ADR
0.98%1.21%1.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.97%2.37%

Financials

KMTUY vs. KUBTY - Financials Comparison

This section allows you to compare key financial metrics between Komatsu Ltd. and Kubota Corp 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


600.00B800.00B1.00T1.20T20222023202420252026
1.24T
824.89B
(KMTUY) Total Revenue
(KUBTY) Total Revenue
Values in JPY except per share items

KMTUY vs. KUBTY - Profitability Comparison

The chart below illustrates the profitability comparison between Komatsu Ltd. and Kubota Corp ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%20222023202420252026
28.2%
31.6%
Portfolio components
KMTUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Komatsu Ltd. reported a gross profit of 349.43B and revenue of 1.24T. Therefore, the gross margin over that period was 28.2%.

KUBTY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kubota Corp ADR reported a gross profit of 260.92B and revenue of 824.89B. Therefore, the gross margin over that period was 31.6%.

KMTUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Komatsu Ltd. reported an operating income of 154.06B and revenue of 1.24T, resulting in an operating margin of 12.4%.

KUBTY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kubota Corp ADR reported an operating income of 101.25B and revenue of 824.89B, resulting in an operating margin of 12.3%.

KMTUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Komatsu Ltd. reported a net income of 108.34B and revenue of 1.24T, resulting in a net margin of 8.7%.

KUBTY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kubota Corp ADR reported a net income of 74.63B and revenue of 824.89B, resulting in a net margin of 9.1%.


Frequently Asked Questions


KMTUY and KUBTY have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KMTUY has higher volatility (13.35%) compared to KUBTY (10.49%). In terms of maximum drawdown, KMTUY dropped -75.37% vs KUBTY's -57.35%.

KUBTY currently has the higher Sharpe Ratio (1.50 vs 0.83), 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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