MARUY vs. SSUMY
MARUY (Marubeni Corp ADR) and SSUMY (Sumitomo Corp ADR) are both stocks. Both operate in the Conglomerates industry within the Industrials sector. Over the past 10 years, MARUY returned 21.86%/yr vs 15.55%/yr for SSUMY. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
MARUY vs. SSUMY - Performance Comparison
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Returns By Period
In the year-to-date period, MARUY achieves a 6.38% return, which is significantly lower than SSUMY's 13.85% return. Over the past 10 years, MARUY has outperformed SSUMY with an annualized return of 21.86%, while SSUMY has yielded a comparatively lower 15.55% annualized return.
MARUY
- 1D
- -3.70%
- 1M
- -11.39%
- YTD
- 6.38%
- 6M
- 4.56%
- 1Y
- 48.05%
- 3Y*
- 19.96%
- 5Y*
- 27.77%
- 10Y*
- 21.86%
SSUMY
- 1D
- -2.39%
- 1M
- -12.11%
- YTD
- 13.85%
- 6M
- 12.17%
- 1Y
- 59.05%
- 3Y*
- 24.22%
- 5Y*
- 24.42%
- 10Y*
- 15.55%
MARUY vs. SSUMY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MARUY Marubeni Corp ADR | 6.38% | 87.40% | -2.29% | 36.86% | 17.84% | 45.49% | -11.55% | 5.25% | 1.47% | 27.78% |
SSUMY Sumitomo Corp ADR | 13.85% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
Correlation
The correlation between MARUY and SSUMY is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.56 |
The correlation between MARUY and SSUMY shifts across timeframes, from 0.56 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MARUY:
$48.12B
SSUMY:
$47.13B
MARUY:
¥3.34K
SSUMY:
¥505.22
MARUY:
14.18
SSUMY:
12.59
MARUY:
1.33
SSUMY:
0.96
MARUY:
0.93
SSUMY:
1.03
MARUY:
1.77
SSUMY:
1.64
MARUY:
¥8.38T
SSUMY:
¥7.44T
MARUY:
¥1.20T
SSUMY:
¥1.53T
MARUY:
¥577.73B
SSUMY:
¥697.96B
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Return for Risk
MARUY vs. SSUMY — Risk / Return Rank
MARUY
SSUMY
MARUY vs. SSUMY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marubeni Corp ADR (MARUY) and Sumitomo Corp ADR (SSUMY). 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.
| MARUY | SSUMY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.82 | -1.11 |
| Martin ratioReturn relative to average drawdown | 5.09 | 7.42 | -2.33 |
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Drawdowns
MARUY vs. SSUMY - Drawdown Comparison
The maximum MARUY drawdown since its inception was -71.93%, which is greater than SSUMY's maximum drawdown of -68.39%. Use the drawdown chart below to compare losses from any high point for MARUY and SSUMY.
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Drawdown Indicators
| MARUY | SSUMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.93% | -68.39% | -3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -28.21% | -21.05% | -7.16% |
Max Drawdown (3Y)Largest decline over 3 years | -28.21% | -28.69% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.96% | -32.33% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -53.87% | -43.45% | -10.42% |
Current DrawdownCurrent decline from peak | -28.21% | -19.20% | -9.01% |
Average DrawdownAverage peak-to-trough decline | -27.48% | -22.16% | -5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.46% | 7.98% | +1.48% |
Volatility
MARUY vs. SSUMY - Volatility Comparison
Marubeni Corp ADR (MARUY) has a higher volatility of 10.08% compared to Sumitomo Corp ADR (SSUMY) at 8.49%. This indicates that MARUY's price experiences larger fluctuations and is considered to be riskier than SSUMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MARUY | SSUMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.08% | 8.49% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 27.46% | 27.98% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.20% | 32.76% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.32% | 27.10% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.59% | 25.22% | +3.37% |
Dividends
MARUY vs. SSUMY - Dividend Comparison
Neither MARUY nor SSUMY has paid dividends to shareholders.
| Position | 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% |
SSUMY Sumitomo Corp ADR | 0.00% | 1.27% | 2.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 3.94% | 3.97% |
Financials
MARUY vs. SSUMY - Financials Comparison
This section allows you to compare key financial metrics between Marubeni Corp ADR and Sumitomo Corp ADR. 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
MARUY vs. SSUMY - Profitability Comparison
MARUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported a gross profit of 329.81B and revenue of 2.13T. Therefore, the gross margin over that period was 15.5%.
SSUMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a gross profit of 430.76B and revenue of 1.99T. Therefore, the gross margin over that period was 21.6%.
MARUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported an operating income of 67.28B and revenue of 2.13T, resulting in an operating margin of 3.2%.
SSUMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported an operating income of 119.24B and revenue of 1.99T, resulting in an operating margin of 6.0%.
MARUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported a net income of 113.61B and revenue of 2.13T, resulting in a net margin of 5.3%.
SSUMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a net income of 195.40B and revenue of 1.99T, resulting in a net margin of 9.8%.
Frequently Asked Questions
MARUY and SSUMY have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MARUY has higher volatility (10.08%) compared to SSUMY (8.49%). In terms of maximum drawdown, MARUY dropped -71.93% vs SSUMY's -68.39%.
SSUMY currently has the higher Sharpe Ratio (1.81 vs 1.50), 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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