KWHIY vs. PBR
Compare and contrast key facts about Kawasaki Heavy Industries Ltd ADR (KWHIY) and Petróleo Brasileiro S.A. - Petrobras (PBR).
Performance
KWHIY vs. PBR - Performance Comparison
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KWHIY vs. PBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 43.38% | 44.36% | 113.86% | -5.41% | 24.97% | -17.66% | 4.24% | 1.23% | -39.85% | 14.23% |
PBR Petróleo Brasileiro S.A. - Petrobras | 75.11% | -1.01% | -8.38% | 71.48% | 47.76% | 20.44% | -28.83% | 24.65% | 27.68% | 1.78% |
Fundamentals
KWHIY:
$15.82B
PBR:
$133.72B
KWHIY:
$265.13
PBR:
$3.12
KWHIY:
0.14
PBR:
6.65
KWHIY:
0.00
PBR:
0.17
KWHIY:
0.01
PBR:
1.47
KWHIY:
0.02
PBR:
1.76
KWHIY:
$2.30T
PBR:
$90.81B
KWHIY:
$442.38B
PBR:
$43.25B
KWHIY:
$234.78B
PBR:
$43.02B
Returns By Period
In the year-to-date period, KWHIY achieves a 43.38% return, which is significantly lower than PBR's 75.11% return. Over the past 10 years, KWHIY has underperformed PBR with an annualized return of 13.48%, while PBR has yielded a comparatively higher 25.41% annualized return.
KWHIY
- 1D
- 2.56%
- 1M
- -18.58%
- YTD
- 43.38%
- 6M
- 44.39%
- 1Y
- 57.82%
- 3Y*
- 63.11%
- 5Y*
- 31.59%
- 10Y*
- 13.48%
PBR
- 1D
- -0.29%
- 1M
- 24.77%
- YTD
- 75.11%
- 6M
- 67.34%
- 1Y
- 55.45%
- 3Y*
- 40.62%
- 5Y*
- 45.76%
- 10Y*
- 25.41%
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Return for Risk
KWHIY vs. PBR — Risk / Return Rank
KWHIY
PBR
KWHIY vs. PBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kawasaki Heavy Industries Ltd ADR (KWHIY) and Petróleo Brasileiro S.A. - Petrobras (PBR). 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.
| KWHIY | PBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.70 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.21 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.46 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.56 | 4.75 | -0.19 |
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
| KWHIY | PBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.70 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 1.21 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.53 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.21 | +0.03 |
Correlation
The correlation between KWHIY and PBR is 0.19, 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
KWHIY vs. PBR - Dividend Comparison
KWHIY has not paid dividends to shareholders, while PBR's dividend yield for the trailing twelve months is around 4.05%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 0.00% | 0.84% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 3.33% |
PBR Petróleo Brasileiro S.A. - Petrobras | 4.05% | 7.10% | 14.73% | 10.91% | 55.64% | 18.95% | 0.84% | 1.59% | 1.03% | 0.00% | 0.00% |
Drawdowns
KWHIY vs. PBR - Drawdown Comparison
The maximum KWHIY drawdown since its inception was -71.68%, smaller than the maximum PBR drawdown of -95.62%. Use the drawdown chart below to compare losses from any high point for KWHIY and PBR.
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Drawdown Indicators
| KWHIY | PBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -95.62% | +23.94% |
Max Drawdown (1Y)Largest decline over 1 year | -25.58% | -22.41% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -41.26% | -39.62% | -1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -71.68% | -75.13% | +3.45% |
Current DrawdownCurrent decline from peak | -20.95% | -14.69% | -6.26% |
Average DrawdownAverage peak-to-trough decline | -33.56% | -52.99% | +19.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.81% | 11.58% | +1.23% |
Volatility
KWHIY vs. PBR - Volatility Comparison
Kawasaki Heavy Industries Ltd ADR (KWHIY) has a higher volatility of 12.22% compared to Petróleo Brasileiro S.A. - Petrobras (PBR) at 11.44%. This indicates that KWHIY's price experiences larger fluctuations and is considered to be riskier than PBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KWHIY | PBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.22% | 11.44% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 38.96% | 21.99% | +16.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.75% | 32.81% | +22.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.96% | 38.03% | +9.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.52% | 47.66% | -4.14% |
Financials
KWHIY vs. PBR - Financials Comparison
This section allows you to compare key financial metrics between Kawasaki Heavy Industries Ltd ADR and Petróleo Brasileiro S.A. - Petrobras. 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
KWHIY vs. PBR - Profitability Comparison
KWHIY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kawasaki Heavy Industries Ltd ADR reported a gross profit of 121.83B and revenue of 575.35B. Therefore, the gross margin over that period was 21.2%.
PBR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Petróleo Brasileiro S.A. - Petrobras reported a gross profit of 11.64B and revenue of 25.22B. Therefore, the gross margin over that period was 46.1%.
KWHIY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kawasaki Heavy Industries Ltd ADR reported an operating income of 41.88B and revenue of 575.35B, resulting in an operating margin of 7.3%.
PBR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Petróleo Brasileiro S.A. - Petrobras reported an operating income of 5.24B and revenue of 25.22B, resulting in an operating margin of 20.8%.
KWHIY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kawasaki Heavy Industries Ltd ADR reported a net income of 44.56B and revenue of 575.35B, resulting in a net margin of 7.7%.
PBR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Petróleo Brasileiro S.A. - Petrobras reported a net income of 3.36B and revenue of 25.22B, resulting in a net margin of 13.3%.