MARUY vs. ITOCY

Last updated Apr 2, 2026

Compare and contrast key facts about Marubeni Corp ADR (MARUY) and Itochu Corp ADR (ITOCY).

Performance

MARUY vs. ITOCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Marubeni Corp ADR (MARUY) and Itochu Corp ADR (ITOCY). The values are adjusted to include any dividend payments, if applicable.

MARUY vs. ITOCY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MARUY Marubeni Corp ADR	38.32%	87.40%	-2.29%	36.86%	17.84%	45.49%	-11.55%	5.25%	1.47%	27.78%
ITOCY Itochu Corp ADR	3.84%	30.16%	22.57%	30.30%	1.54%	6.60%	24.95%	38.77%	-5.54%	46.71%

Fundamentals

Market Cap MARUY : $62.76B ITOCY : $45.98B
EPS MARUY : $3.12K ITOCY : $156.04
PE Ratio MARUY : 0.12 ITOCY : 0.08
PEG Ratio MARUY : 0.00 ITOCY : 0.00
PS Ratio MARUY : 0.01 ITOCY : 0.01
PB Ratio MARUY : 0.02 ITOCY : 0.01
Total Revenue (TTM) MARUY : $8.31T ITOCY : $14.80T
Gross Profit (TTM) MARUY : $1.15T ITOCY : $2.45T
EBITDA (TTM) MARUY : $554.44B ITOCY : $1.15T

Returns By Period

In the year-to-date period, MARUY achieves a 38.32% return, which is significantly higher than ITOCY's 3.84% return. Over the past 10 years, MARUY has outperformed ITOCY with an annualized return of 23.64%, while ITOCY has yielded a comparatively lower 20.24% annualized return.

MARUY

• 1D: 5.06%
• 1M: 2.42%
• YTD: 38.32%
• 6M: 53.73%
• 1Y: 136.14%
• 3Y*: 43.36%
• 5Y*: 36.69%
• 10Y*: 23.64%

ITOCY

• 1D: 2.98%
• 1M: -5.93%
• YTD: 3.84%
• 6M: 15.59%
• 1Y: 40.13%
• 3Y*: 27.55%
• 5Y*: 15.71%
• 10Y*: 20.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MARUY vs. ITOCY — Risk / Return Rank

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

MARUY

MARUY Risk / Return Rank: 98
MARUY Sharpe Ratio Rank: 99
MARUY Sortino Ratio Rank: 98
MARUY Omega Ratio Rank: 97
MARUY Calmar Ratio Rank: 97
MARUY Martin Ratio Rank: 98

ITOCY

ITOCY Risk / Return Rank: 80
ITOCY Sharpe Ratio Rank: 81
ITOCY Sortino Ratio Rank: 78
ITOCY Omega Ratio Rank: 75
ITOCY Calmar Ratio Rank: 81
ITOCY Martin Ratio Rank: 86

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.

MARUY vs. ITOCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Marubeni Corp ADR (MARUY) and Itochu Corp ADR (ITOCY). 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.

	MARUY	ITOCY	Difference
Sharpe ratio Return per unit of total volatility	4.33	1.38	+2.96
Sortino ratio Return per unit of downside risk	4.87	2.04	+2.83
Omega ratio Gain probability vs. loss probability	1.62	1.25	+0.37
Calmar ratio Return relative to maximum drawdown	7.26	2.54	+4.72
Martin ratio Return relative to average drawdown	24.58	8.46	+16.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MARUY vs. ITOCY - Sharpe Ratio Comparison

The current MARUY Sharpe Ratio is 4.33, which is higher than the ITOCY Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of MARUY and ITOCY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MARUY	ITOCY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.33	1.38	+2.96
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.23	0.60	+0.63
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.83	0.85	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.42	-0.16

Correlation

The correlation between MARUY and ITOCY is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

MARUY vs. ITOCY - Dividend Comparison

Neither MARUY nor ITOCY has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MARUY Marubeni Corp ADR	0.00%	1.27%	1.99%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.72%	3.22%	0.00%
ITOCY Itochu Corp ADR	0.00%	1.07%	1.35%	0.00%	0.00%	0.00%	0.00%	1.85%	3.93%	2.83%	3.68%	3.30%

Drawdowns

MARUY vs. ITOCY - Drawdown Comparison

The maximum MARUY drawdown since its inception was -71.93%, roughly equal to the maximum ITOCY drawdown of -69.11%. Use the drawdown chart below to compare losses from any high point for MARUY and ITOCY.

Drawdown Indicators

	MARUY	ITOCY	Difference
Max Drawdown Largest peak-to-trough decline	-71.93%	-69.11%	-2.82%
Max Drawdown (1Y) Largest decline over 1 year	-18.77%	-16.23%	-2.54%
Max Drawdown (5Y) Largest decline over 5 years	-29.96%	-30.18%	+0.22%
Max Drawdown (10Y) Largest decline over 10 years	-53.87%	-30.18%	-23.69%
Current Drawdown Current decline from peak	-6.66%	-10.44%	+3.78%
Average Drawdown Average peak-to-trough decline	-27.63%	-14.26%	-13.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.54%	4.86%	+0.68%

Volatility

MARUY vs. ITOCY - Volatility Comparison

Marubeni Corp ADR (MARUY) has a higher volatility of 12.32% compared to Itochu Corp ADR (ITOCY) at 10.29%. This indicates that MARUY's price experiences larger fluctuations and is considered to be riskier than ITOCY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MARUY	ITOCY	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.32%	10.29%	+2.03%
Volatility (6M) Calculated over the trailing 6-month period	23.77%	20.91%	+2.86%
Volatility (1Y) Calculated over the trailing 1-year period	31.61%	29.31%	+2.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.94%	26.11%	+3.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.43%	23.99%	+4.44%

Financials

MARUY vs. ITOCY - Profitability Comparison

The chart below illustrates the profitability comparison between Marubeni Corp ADR and Itochu Corp ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

MARUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Marubeni Corp ADR reported a gross profit of 306.93B and revenue of 2.00T. Therefore, the gross margin over that period was 15.3%.

ITOCY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported a gross profit of 627.33B and revenue of 3.80T. Therefore, the gross margin over that period was 16.5%.

MARUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Marubeni Corp ADR reported an operating income of 65.34B and revenue of 2.00T, resulting in an operating margin of 3.3%.

ITOCY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported an operating income of 175.41B and revenue of 3.80T, resulting in an operating margin of 4.6%.

MARUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Marubeni Corp ADR reported a net income of 129.08B and revenue of 2.00T, resulting in a net margin of 6.4%.

ITOCY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported a net income of 208.72B and revenue of 3.80T, resulting in a net margin of 5.5%.