KVHI vs. UBS
KVHI (KVH Industries, Inc.) and UBS (UBS Group AG) are both stocks. KVHI operates in Communication Equipment (Technology), while UBS operates in Banks - Diversified (Financial Services). Over the past 10 years, KVHI returned 0.02%/yr vs 15.45%/yr for UBS. At a 0.28 correlation, their price movements are largely independent.
Performance
KVHI vs. UBS - Performance Comparison
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Returns By Period
In the year-to-date period, KVHI achieves a 20.66% return, which is significantly higher than UBS's 4.26% return. Over the past 10 years, KVHI has underperformed UBS with an annualized return of 0.02%, while UBS has yielded a comparatively higher 15.45% annualized return.
KVHI
- 1D
- 4.21%
- 1M
- -10.82%
- YTD
- 20.66%
- 6M
- 42.30%
- 1Y
- 60.50%
- 3Y*
- -3.95%
- 5Y*
- -9.69%
- 10Y*
- 0.02%
UBS
- 1D
- 0.74%
- 1M
- 8.10%
- YTD
- 4.26%
- 6M
- 24.41%
- 1Y
- 47.03%
- 3Y*
- 38.09%
- 5Y*
- 26.84%
- 10Y*
- 15.45%
KVHI vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KVHI KVH Industries, Inc. | 20.66% | 22.28% | 8.37% | -48.53% | 11.21% | -19.03% | 1.98% | 8.16% | -0.58% | -12.29% |
UBS UBS Group AG | 4.26% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
Correlation
The correlation between KVHI and UBS 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 | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2014 | 0.28 |
The correlation between KVHI and UBS shifts across timeframes, from 0.17 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KVHI:
$163.38M
UBS:
$192.80B
KVHI:
-$0.26
UBS:
$2.24
KVHI:
1.38
UBS:
2.60
KVHI:
1.24
UBS:
2.08
KVHI:
$117.91M
UBS:
$64.08B
KVHI:
$20.06M
UBS:
$42.48B
KVHI:
-$551.00K
UBS:
$11.15B
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Return for Risk
KVHI vs. UBS — Risk / Return Rank
KVHI
UBS
KVHI vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KVH Industries, Inc. (KVHI) and UBS Group AG (UBS). 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.
| KVHI | UBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.81 | +0.15 |
| Martin ratioReturn relative to average drawdown | 6.95 | 4.81 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KVHI | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.83 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.89 | -1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.51 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.40 | -0.39 |
Drawdowns
KVHI vs. UBS - Drawdown Comparison
The maximum KVHI drawdown since its inception was -91.15%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for KVHI and UBS.
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Drawdown Indicators
| KVHI | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.15% | -61.38% | -29.77% |
Max Drawdown (1Y)Largest decline over 1 year | -30.97% | -26.07% | -4.90% |
Max Drawdown (3Y)Largest decline over 3 years | -56.92% | -27.00% | -29.92% |
Max Drawdown (5Y)Largest decline over 5 years | -69.27% | -33.41% | -35.86% |
Max Drawdown (10Y)Largest decline over 10 years | -71.49% | -61.38% | -10.11% |
Current DrawdownCurrent decline from peak | -74.52% | -1.96% | -72.56% |
Average DrawdownAverage peak-to-trough decline | -62.12% | -19.26% | -42.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.73% | 9.81% | -1.08% |
Volatility
KVHI vs. UBS - Volatility Comparison
KVH Industries, Inc. (KVHI) has a higher volatility of 27.41% compared to UBS Group AG (UBS) at 7.53%. This indicates that KVHI's price experiences larger fluctuations and is considered to be riskier than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KVHI | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.41% | 7.53% | +19.88% |
Volatility (6M)Calculated over the trailing 6-month period | 44.83% | 20.60% | +24.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.33% | 25.92% | +27.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.84% | 30.31% | +12.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.54% | 30.38% | +13.16% |
Dividends
KVHI vs. UBS - Dividend Comparison
KVHI has not paid dividends to shareholders, while UBS's dividend yield for the trailing twelve months is around 1.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KVHI KVH Industries, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBS UBS Group AG | 1.15% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
Financials
KVHI vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between KVH Industries, Inc. and UBS Group AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
KVHI vs. UBS - Profitability Comparison
KVHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KVH Industries, Inc. reported a gross profit of 0.00 and revenue of 32.32M. Therefore, the gross margin over that period was 0.0%.
UBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported a gross profit of 14.51B and revenue of 20.20B. Therefore, the gross margin over that period was 71.8%.
KVHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KVH Industries, Inc. reported an operating income of -118.00K and revenue of 32.32M, resulting in an operating margin of -0.4%.
UBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported an operating income of 3.77B and revenue of 20.20B, resulting in an operating margin of 18.7%.
KVHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KVH Industries, Inc. reported a net income of 588.00K and revenue of 32.32M, resulting in a net margin of 1.8%.
UBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported a net income of 2.98B and revenue of 20.20B, resulting in a net margin of 14.8%.
Frequently Asked Questions
KVHI and UBS 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.
KVHI has higher volatility (27.41%) compared to UBS (7.53%). In terms of maximum drawdown, KVHI dropped -91.15% vs UBS's -61.38%.
UBS currently has the higher Sharpe Ratio (1.83 vs 1.14), 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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