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LOT vs. POWL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LOT vs. POWL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lotus Technology Inc (LOT) and Powell Industries, Inc. (POWL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LOT achieves a -7.80% return, which is significantly lower than POWL's 182.31% return.


LOT

1D
-1.52%
1M
5.69%
YTD
-7.80%
6M
-1.52%
1Y
-40.09%
3Y*
5Y*
10Y*

POWL

1D
0.22%
1M
11.07%
YTD
182.31%
6M
178.20%
1Y
419.37%
3Y*
145.78%
5Y*
95.35%
10Y*
41.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LOT vs. POWL - Yearly Performance Comparison


2026 (YTD)20252024
LOT
Lotus Technology Inc
-7.80%-60.94%-73.28%
POWL
Powell Industries, Inc.
182.31%44.49%42.65%

Correlation

The correlation between LOT and POWL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

Correlation (All Time)
Calculated using the full available price history since Feb 23, 2024

0.08

The correlation between LOT and POWL shifts across timeframes, from 0.08 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LOT:

$843.10M

POWL:

$10.95B

EPS

LOT:

-$0.71

POWL:

$5.12

PS Ratio

LOT:

1.63

POWL:

9.67

Total Revenue (TTM)

LOT:

$519.10M

POWL:

$1.13B

Gross Profit (TTM)

LOT:

$45.21M

POWL:

$340.78M

EBITDA (TTM)

LOT:

-$368.46M

POWL:

$236.11M

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Return for Risk

LOT vs. POWL — Risk / Return Rank

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

LOT
LOT Risk / Return Rank: 1616
Overall Rank
LOT Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
LOT Sortino Ratio Rank: 1515
Sortino Ratio Rank
LOT Omega Ratio Rank: 1616
Omega Ratio Rank
LOT Calmar Ratio Rank: 1616
Calmar Ratio Rank
LOT Martin Ratio Rank: 2020
Martin Ratio Rank

POWL
POWL Risk / Return Rank: 9898
Overall Rank
POWL Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
POWL Sortino Ratio Rank: 9898
Sortino Ratio Rank
POWL Omega Ratio Rank: 9797
Omega Ratio Rank
POWL Calmar Ratio Rank: 9898
Calmar Ratio Rank
POWL Martin Ratio Rank: 9999
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.

LOT vs. POWL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lotus Technology Inc (LOT) and Powell Industries, Inc. (POWL). 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.


LOTPOWLDifference
Sharpe ratioReturn per unit of total volatility

-7.87

Sortino ratioReturn per unit of downside risk

-6.16

Omega ratioGain probability vs. loss probability

0.91

1.67

-0.76

Calmar ratioReturn relative to maximum drawdown

-0.69

13.69

-14.39

Martin ratioReturn relative to average drawdown

-1.02

44.07

-45.09

LOT vs. POWL - Sharpe Ratio Comparison

The current LOT Sharpe Ratio is -0.63, which is lower than the POWL Sharpe Ratio of 7.24. The chart below compares the historical Sharpe Ratios of LOT and POWL, 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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Sharpe Ratios by Period


LOTPOWLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.63

7.24

-7.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.76

0.29

-1.04

Drawdowns

LOT vs. POWL - Drawdown Comparison

The maximum LOT drawdown since its inception was -92.49%, which is greater than POWL's maximum drawdown of -73.10%. Use the drawdown chart below to compare losses from any high point for LOT and POWL.


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Drawdown Indicators


LOTPOWLDifference

Max Drawdown

Largest peak-to-trough decline

-92.49%

-73.10%

-19.39%

Max Drawdown (1Y)

Largest decline over 1 year

-58.04%

-30.88%

-27.16%

Max Drawdown (3Y)

Largest decline over 3 years

-55.76%

Max Drawdown (5Y)

Largest decline over 5 years

-55.76%

Max Drawdown (10Y)

Largest decline over 10 years

-68.85%

Current Drawdown

Current decline from peak

-90.88%

-6.90%

-83.98%

Average Drawdown

Average peak-to-trough decline

-76.12%

-36.12%

-40.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

39.51%

9.57%

+29.94%

Volatility

LOT vs. POWL - Volatility Comparison

Lotus Technology Inc (LOT) has a higher volatility of 26.58% compared to Powell Industries, Inc. (POWL) at 19.61%. This indicates that LOT's price experiences larger fluctuations and is considered to be riskier than POWL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LOTPOWLDifference

Volatility (1M)

Calculated over the trailing 1-month period

26.58%

19.61%

+6.97%

Volatility (6M)

Calculated over the trailing 6-month period

48.16%

42.55%

+5.61%

Volatility (1Y)

Calculated over the trailing 1-year period

63.92%

58.36%

+5.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

85.34%

64.06%

+21.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

85.34%

54.66%

+30.68%

Dividends

LOT vs. POWL - Dividend Comparison

LOT has not paid dividends to shareholders, while POWL's dividend yield for the trailing twelve months is around 0.12%.


PositionTTM20252024202320222021202020192018201720162015
LOT
Lotus Technology 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%
POWL
Powell Industries, Inc.
0.12%0.34%0.48%1.19%2.96%3.53%3.53%2.12%4.16%3.63%2.67%4.00%

Financials

LOT vs. POWL - Financials Comparison

This section allows you to compare key financial metrics between Lotus Technology Inc and Powell Industries, Inc.. 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


0.00100.00M200.00M300.00M400.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
163.98M
296.62M
(LOT) Total Revenue
(POWL) Total Revenue
Values in USD except per share items

LOT vs. POWL - Profitability Comparison

The chart below illustrates the profitability comparison between Lotus Technology Inc and Powell Industries, Inc. 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%0.0%10.0%20.0%30.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
10.1%
29.7%
Portfolio components
LOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lotus Technology Inc reported a gross profit of 16.52M and revenue of 163.98M. Therefore, the gross margin over that period was 10.1%.

POWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported a gross profit of 87.94M and revenue of 296.62M. Therefore, the gross margin over that period was 29.7%.

LOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lotus Technology Inc reported an operating income of -117.05M and revenue of 163.98M, resulting in an operating margin of -71.4%.

POWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported an operating income of 57.58M and revenue of 296.62M, resulting in an operating margin of 19.4%.

LOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lotus Technology Inc reported a net income of -86.07M and revenue of 163.98M, resulting in a net margin of -52.5%.

POWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported a net income of 45.89M and revenue of 296.62M, resulting in a net margin of 15.5%.


Frequently Asked Questions


LOT and POWL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LOT has higher volatility (26.58%) compared to POWL (19.61%). In terms of maximum drawdown, LOT dropped -92.49% vs POWL's -73.10%.

POWL currently has the higher Sharpe Ratio (7.24 vs -0.63), 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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