KUBTY vs. KMTUY

Last updated Jul 17, 2026

KUBTY (Kubota Corp ADR) and KMTUY (Komatsu Ltd.) are both stocks. Both operate in the Farm & Heavy Construction Machinery industry within the Industrials sector. Over the past 10 years, KUBTY returned 2.10%/yr vs 8.28%/yr for KMTUY. A 0.53 correlation means they provide meaningful diversification when combined.

Performance

KUBTY vs. KMTUY - Performance Comparison

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

Returns By Period

In the year-to-date period, KUBTY achieves a 20.51% return, which is significantly lower than KMTUY's 24.41% return. Over the past 10 years, KUBTY has underperformed KMTUY with an annualized return of 2.10%, while KMTUY has yielded a comparatively higher 8.28% annualized return.

KUBTY

• 1D: -0.71%
• 1M: -5.92%
• 6M: 8.93%
• YTD: 20.51%
• 1Y: 56.54%
• 3Y*: 6.16%
• 5Y*: -3.03%
• 10Y*: 2.10%

KMTUY

• 1D: 0.74%
• 1M: -5.32%
• 6M: 14.29%
• YTD: 24.41%
• 1Y: 21.28%
• 3Y*: 15.00%
• 5Y*: 10.81%
• 10Y*: 8.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

KUBTY vs. KMTUY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KUBTY Kubota Corp ADR	20.51%	23.00%	-21.68%	9.84%	-38.98%	1.25%	39.67%	12.14%	-28.61%	38.79%
KMTUY Komatsu Ltd.	24.41%	19.17%	7.41%	20.24%	-7.62%	-15.58%	15.15%	11.61%	-40.55%	61.31%

Correlation

The correlation between KUBTY and KMTUY 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	0.57
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	0.53

The correlation between KUBTY and KMTUY has been stable across timeframes, ranging from 0.53 to 0.59 - a consistent structural relationship.

Fundamentals

Market Cap KUBTY : $19.23B KMTUY : $35.59B
EPS KUBTY : ¥974.71 KMTUY : ¥420.94
PE Ratio KUBTY : 14.06 KMTUY : 15.24
PEG Ratio KUBTY : 1.97 KMTUY : 0.84
PS Ratio KUBTY : 0.99 KMTUY : 1.39
PB Ratio KUBTY : 1.16 KMTUY : 1.64
Total Revenue (TTM) KUBTY : ¥3.16T KMTUY : ¥4.19T
Gross Profit (TTM) KUBTY : ¥935.53B KMTUY : ¥1.28T
EBITDA (TTM) KUBTY : ¥454.31B KMTUY : ¥754.46B

Return for Risk

KUBTY vs. KMTUY — Risk / Return Rank

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

KUBTY

KUBTY Risk / Return Rank: 81
KUBTY Sharpe Ratio Rank: 84
KUBTY Sortino Ratio Rank: 85
KUBTY Omega Ratio Rank: 81
KUBTY Calmar Ratio Rank: 78
KUBTY Martin Ratio Rank: 77

KMTUY

KMTUY Risk / Return Rank: 61
KMTUY Sharpe Ratio Rank: 64
KMTUY Sortino Ratio Rank: 60
KMTUY Omega Ratio Rank: 59
KMTUY Calmar Ratio Rank: 63
KMTUY Martin Ratio Rank: 61

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.

KUBTY vs. KMTUY - Risk-Adjusted Trends Comparison

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

	KUBTY	KMTUY	Difference
Sharpe ratio: Return per unit of total volatility	1.42	0.58	+0.85
Sortino ratio: Return per unit of downside risk	2.38	1.08	+1.30
Omega ratio: Gain probability vs. loss probability	1.28	1.13	+0.15
Calmar ratio: Return relative to maximum drawdown	2.01	0.84	+1.18
Martin ratio: Return relative to average drawdown	4.44	1.54	+2.90

KUBTY vs. KMTUY - Sharpe Ratio Comparison

The current KUBTY Sharpe Ratio is 1.42, which is higher than the KMTUY Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of KUBTY and KMTUY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

KUBTY vs. KMTUY - Drawdown Comparison

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

Drawdown Indicators

	KUBTY	KMTUY	Difference
Max Drawdown Largest peak-to-trough decline	-57.35%	-75.37%	+18.02%
Max Drawdown (1Y) Largest decline over 1 year	-28.22%	-25.52%	-2.70%
Max Drawdown (3Y) Largest decline over 3 years	-36.44%	-25.52%	-10.92%
Max Drawdown (5Y) Largest decline over 5 years	-54.24%	-35.87%	-18.37%
Max Drawdown (10Y) Largest decline over 10 years	-57.35%	-64.68%	+7.33%
Current Drawdown Current decline from peak	-30.14%	-22.69%	-7.45%
Average Drawdown Average peak-to-trough decline	-24.41%	-32.43%	+8.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.77%	13.88%	-1.11%

Volatility

KUBTY vs. KMTUY - Volatility Comparison

The current volatility for Kubota Corp ADR (KUBTY) is 8.29%, while Komatsu Ltd. (KMTUY) has a volatility of 10.15%. This indicates that KUBTY experiences smaller price fluctuations and is considered to be less risky than KMTUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KUBTY	KMTUY	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.29%	10.15%	-1.86%
Volatility (6M) Calculated over the trailing 6-month period	31.14%	30.50%	+0.64%
Volatility (1Y) Calculated over the trailing 1-year period	39.96%	37.12%	+2.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.74%	30.03%	+0.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.22%	30.09%	-0.87%

Dividends

KUBTY vs. KMTUY - Dividend Comparison

Neither KUBTY nor KMTUY has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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	0.00%	1.21%	1.44%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.97%	2.37%

Financials

KUBTY vs. KMTUY - Profitability Comparison

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

KUBTY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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 - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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 - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 - Operating Margin

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

KUBTY - Net Margin

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

KMTUY - Net Margin

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

Frequently Asked Questions

Can I hold both KUBTY and KMTUY in my portfolio?

KUBTY and KMTUY 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.

Which is riskier, KUBTY or KMTUY?

KMTUY has higher volatility (10.15%) compared to KUBTY (8.29%). In terms of maximum drawdown, KUBTY dropped -57.35% vs KMTUY's -75.37%.

Which has better risk-adjusted returns?

KUBTY currently has the higher Sharpe Ratio (1.42 vs 0.58), 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.