LOTBY vs. CHLSY
LOTBY (Lotus Bakeries NV) and CHLSY (Chocoladefabriken Lindt & Sprüngli AG) are both stocks. Both are in the Consumer Defensive sector — LOTBY in Packaged Foods, CHLSY in Confectioners. Over the past 3 years, LOTBY returned 26.33%/yr vs -0.96%/yr for CHLSY. Their 0.02 correlation means their historical movements had little consistent relationship.
Performance
LOTBY vs. CHLSY - Performance Comparison
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Returns By Period
In the year-to-date period, LOTBY achieves a 45.89% return, which is significantly higher than CHLSY's -18.82% return.
LOTBY
- 1D
- 0.00%
- 1M
- -2.70%
- 6M
- 25.32%
- YTD
- 45.89%
- 1Y
- 71.31%
- 3Y*
- 26.33%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.55%
CHLSY
- 1D
- -0.52%
- 1M
- -4.33%
- 6M
- -17.85%
- YTD
- -18.82%
- 1Y
- -19.77%
- 3Y*
- -0.96%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -42.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.04M | $1.06M | $1.20M | |
LOTBY Lotus Bakeries NV | $203.82 | $4.82K | $2.52K |
LOTBY vs. CHLSY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LOTBY Lotus Bakeries NV | 45.89% | -18.87% | 70.33% | 12.91% | -5.41% |
CHLSY Chocoladefabriken Lindt & Sprüngli AG | -18.82% | 27.88% | -7.36% | -87.30% | 0.00% |
Correlation
The correlation between LOTBY and CHLSY is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2022 | 0.02 |
Fundamentals
LOTBY:
$10.35B
CHLSY:
$26.51B
LOTBY:
€2.58B
CHLSY:
CHF 11.63B
LOTBY:
€863.89M
CHLSY:
CHF 5.21B
LOTBY:
€498.30M
CHLSY:
CHF 2.46B
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Return for Risk
LOTBY vs. CHLSY — Risk / Return Rank
LOTBY
CHLSY
LOTBY vs. CHLSY - Risk-Adjusted Trends 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.
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.
| LOTBY | CHLSY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.07 | ||
| Sortino ratioReturn per unit of downside risk | +4.11 | ||
| Omega ratioGain probability vs. loss probability | 2.46 | 0.94 | +1.52 |
| Calmar ratioReturn relative to maximum drawdown | 3.96 | -0.62 | +4.57 |
| Martin ratioReturn relative to average drawdown | 7.60 | -1.09 | +8.69 |
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Drawdowns
LOTBY vs. CHLSY - Drawdown Comparison
The maximum LOTBY drawdown since its inception was -47.12%, smaller than the maximum CHLSY drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for LOTBY and CHLSY.
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Drawdown Indicators
| LOTBY | CHLSY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -89.62% | +42.50% |
Max Drawdown (1Y)Largest decline over 1 year | -18.21% | -33.93% | +15.72% |
Max Drawdown (3Y)Largest decline over 3 years | -47.12% | -34.51% | -12.61% |
Current DrawdownCurrent decline from peak | -9.42% | -87.79% | +78.37% |
Average DrawdownAverage peak-to-trough decline | -14.54% | -78.21% | +63.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.44% | 19.18% | -9.74% |
Volatility
LOTBY vs. CHLSY - Volatility Comparison
The current volatility for Lotus Bakeries NV (LOTBY) is 8.11%, while Chocoladefabriken Lindt & Sprüngli AG (CHLSY) has a volatility of 9.13%. 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.
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Volatility by Period
| LOTBY | CHLSY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 9.13% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 34.00% | 30.45% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.90% | 41.61% | +4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.32% | 62.02% | -22.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.32% | 62.02% | -22.70% |
Dividends
LOTBY vs. CHLSY - Dividend Comparison
LOTBY's dividend yield for the trailing twelve months is around 0.84%, less than CHLSY's 2.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CHLSY Chocoladefabriken Lindt & Sprüngli AG | 2.00% | 1.17% | 1.39% | 1.11% | 0.00% |
LOTBY Lotus Bakeries NV | 0.84% | 0.97% | 0.57% | 0.75% | 0.77% |
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.
Total Revenue: Total amount of money received from sales and other business activities
LOTBY vs. CHLSY - Profitability Comparison
LOTBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Lotus Bakeries NV reported a gross profit of 122.68M and revenue of 692.56M. Therefore, the gross margin over that period was 17.7%.
CHLSY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Chocoladefabriken Lindt & Sprüngli AG reported a gross profit of 842.03M and revenue of 2.38B. Therefore, the gross margin over that period was 35.4%.
LOTBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Lotus Bakeries NV reported an operating income of 121.77M and revenue of 692.56M, resulting in an operating margin of 17.6%.
CHLSY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Chocoladefabriken Lindt & Sprüngli AG reported an operating income of 265.80M and revenue of 2.38B, resulting in an operating margin of 11.2%.
LOTBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Lotus Bakeries NV reported a net income of 92.17M and revenue of 692.56M, resulting in a net margin of 13.3%.
CHLSY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Chocoladefabriken Lindt & Sprüngli AG reported a net income of 196.33M and revenue of 2.38B, resulting in a net margin of 8.2%.
Frequently Asked Questions
LOTBY and CHLSY have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHLSY has higher volatility (9.13%) compared to LOTBY (8.11%). In terms of maximum drawdown, LOTBY dropped -47.12% vs CHLSY's -89.62%.
LOTBY currently has the higher Sharpe Ratio (1.57 vs -0.50), 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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