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LOTBY vs. CHLSY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LOTBY and CHLSY is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.0

Performance

LOTBY vs. CHLSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lotus Bakeries NV (LOTBY) and Chocoladefabriken Lindt & Sprüngli AG (CHLSY). The values are adjusted to include any dividend payments, if applicable.

-100.00%-50.00%0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
139.34%
-89.06%
LOTBY
CHLSY

Key characteristics

Sharpe Ratio

LOTBY:

1.98

CHLSY:

-0.31

Sortino Ratio

LOTBY:

279.19

CHLSY:

-0.11

Omega Ratio

LOTBY:

211.11

CHLSY:

0.98

Calmar Ratio

LOTBY:

19.02

CHLSY:

-0.18

Martin Ratio

LOTBY:

795.85

CHLSY:

-1.24

Ulcer Index

LOTBY:

0.15%

CHLSY:

12.99%

Daily Std Dev

LOTBY:

61.84%

CHLSY:

52.00%

Max Drawdown

LOTBY:

-12.85%

CHLSY:

-89.61%

Current Drawdown

LOTBY:

0.00%

CHLSY:

-89.06%

Fundamentals

Market Cap

LOTBY:

$11.68B

CHLSY:

$25.51B

EPS

LOTBY:

$1.84

CHLSY:

$0.33

PE Ratio

LOTBY:

78.11

CHLSY:

33.13

Total Revenue (TTM)

LOTBY:

$1.16B

CHLSY:

$5.33B

Gross Profit (TTM)

LOTBY:

$334.16M

CHLSY:

$2.89B

EBITDA (TTM)

LOTBY:

$167.90M

CHLSY:

$732.00M

Returns By Period

In the year-to-date period, LOTBY achieves a 122.56% return, which is significantly higher than CHLSY's -13.94% return.


LOTBY

YTD

122.56%

1M

0.00%

6M

35.59%

1Y

122.56%

5Y*

N/A

10Y*

N/A

CHLSY

YTD

-13.94%

1M

-13.70%

6M

-11.65%

1Y

-16.10%

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LOTBY vs. CHLSY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lotus Bakeries NV (LOTBY) and Chocoladefabriken Lindt & Sprüngli AG (CHLSY). 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.


Sharpe ratio
The chart of Sharpe ratio for LOTBY, currently valued at 1.98, compared to the broader market-4.00-2.000.002.001.98-0.31
The chart of Sortino ratio for LOTBY, currently valued at 279.19, compared to the broader market-4.00-2.000.002.004.00279.19-0.11
The chart of Omega ratio for LOTBY, currently valued at 211.11, compared to the broader market0.501.001.502.00211.110.98
The chart of Calmar ratio for LOTBY, currently valued at 19.02, compared to the broader market0.002.004.006.0019.02-0.18
The chart of Martin ratio for LOTBY, currently valued at 795.85, compared to the broader market-5.000.005.0010.0015.0020.0025.00795.85-1.24
LOTBY
CHLSY

The current LOTBY Sharpe Ratio is 1.98, which is higher than the CHLSY Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of LOTBY and CHLSY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.98
-0.31
LOTBY
CHLSY

Dividends

LOTBY vs. CHLSY - Dividend Comparison

LOTBY's dividend yield for the trailing twelve months is around 0.44%, less than CHLSY's 1.45% yield.


TTM20232022
LOTBY
Lotus Bakeries NV
0.44%1.49%0.72%
CHLSY
Chocoladefabriken Lindt & Sprüngli AG
1.45%1.17%0.00%

Drawdowns

LOTBY vs. CHLSY - Drawdown Comparison

The maximum LOTBY drawdown since its inception was -12.85%, smaller than the maximum CHLSY drawdown of -89.61%. Use the drawdown chart below to compare losses from any high point for LOTBY and CHLSY. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember0
-89.06%
LOTBY
CHLSY

Volatility

LOTBY vs. CHLSY - Volatility Comparison

The current volatility for Lotus Bakeries NV (LOTBY) is 0.00%, while Chocoladefabriken Lindt & Sprüngli AG (CHLSY) has a volatility of 14.11%. This indicates that LOTBY experiences smaller price fluctuations and is considered to be less risky than CHLSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember0
14.11%
LOTBY
CHLSY

Financials

LOTBY vs. CHLSY - Financials Comparison

This section allows you to compare key financial metrics between Lotus Bakeries NV and Chocoladefabriken Lindt & Sprüngli 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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