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MBIN vs. KLAC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MBIN and KLAC is 0.42, 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.


Performance

MBIN vs. KLAC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Merchants Bancorp (MBIN) and KLA Corporation (KLAC). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%December2025FebruaryMarchAprilMay
192.80%
626.50%
MBIN
KLAC

Key characteristics

Sharpe Ratio

MBIN:

-0.76

KLAC:

0.01

Sortino Ratio

MBIN:

-0.88

KLAC:

0.35

Omega Ratio

MBIN:

0.87

KLAC:

1.05

Calmar Ratio

MBIN:

-0.80

KLAC:

0.02

Martin Ratio

MBIN:

-1.47

KLAC:

0.03

Ulcer Index

MBIN:

22.99%

KLAC:

18.83%

Daily Std Dev

MBIN:

44.38%

KLAC:

48.68%

Max Drawdown

MBIN:

-53.77%

KLAC:

-83.74%

Current Drawdown

MBIN:

-42.43%

KLAC:

-21.65%

Fundamentals

Market Cap

MBIN:

$1.43B

KLAC:

$91.68B

EPS

MBIN:

$5.43

KLAC:

$27.52

PE Ratio

MBIN:

5.73

KLAC:

25.19

PS Ratio

MBIN:

2.31

KLAC:

8.61

PB Ratio

MBIN:

0.88

KLAC:

25.50

Total Revenue (TTM)

MBIN:

$1.11B

KLAC:

$11.55B

Gross Profit (TTM)

MBIN:

$1.37B

KLAC:

$7.03B

EBITDA (TTM)

MBIN:

$257.72M

KLAC:

$4.88B

Returns By Period

In the year-to-date period, MBIN achieves a -17.35% return, which is significantly lower than KLAC's 10.44% return.


MBIN

YTD

-17.35%

1M

-9.92%

6M

-28.35%

1Y

-35.42%

5Y*

26.23%

10Y*

N/A

KLAC

YTD

10.44%

1M

14.84%

6M

4.21%

1Y

-1.94%

5Y*

34.04%

10Y*

30.42%

*Annualized

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Risk-Adjusted Performance

MBIN vs. KLAC — Risk-Adjusted Performance Rank

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

MBIN
The Risk-Adjusted Performance Rank of MBIN is 1111
Overall Rank
The Sharpe Ratio Rank of MBIN is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of MBIN is 1515
Sortino Ratio Rank
The Omega Ratio Rank of MBIN is 1414
Omega Ratio Rank
The Calmar Ratio Rank of MBIN is 66
Calmar Ratio Rank
The Martin Ratio Rank of MBIN is 99
Martin Ratio Rank

KLAC
The Risk-Adjusted Performance Rank of KLAC is 5050
Overall Rank
The Sharpe Ratio Rank of KLAC is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of KLAC is 4747
Sortino Ratio Rank
The Omega Ratio Rank of KLAC is 4747
Omega Ratio Rank
The Calmar Ratio Rank of KLAC is 5151
Calmar Ratio Rank
The Martin Ratio Rank of KLAC is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MBIN vs. KLAC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Merchants Bancorp (MBIN) and KLA Corporation (KLAC). 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.


The current MBIN Sharpe Ratio is -0.76, which is lower than the KLAC Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of MBIN and KLAC, 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 Ratio-1.00-0.500.000.501.00December2025FebruaryMarchAprilMay
-0.80
-0.04
MBIN
KLAC

Dividends

MBIN vs. KLAC - Dividend Comparison

MBIN's dividend yield for the trailing twelve months is around 1.23%, more than KLAC's 0.91% yield.


TTM20242023202220212020201920182017201620152014
MBIN
Merchants Bancorp
1.23%0.99%0.75%1.15%0.76%1.16%1.42%1.20%0.25%0.00%0.00%0.00%
KLAC
KLA Corporation
0.91%0.96%0.92%1.25%0.91%1.35%1.74%3.17%2.15%2.67%2.94%26.17%

Drawdowns

MBIN vs. KLAC - Drawdown Comparison

The maximum MBIN drawdown since its inception was -53.77%, smaller than the maximum KLAC drawdown of -83.74%. Use the drawdown chart below to compare losses from any high point for MBIN and KLAC. For additional features, visit the drawdowns tool.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%December2025FebruaryMarchAprilMay
-42.43%
-21.65%
MBIN
KLAC

Volatility

MBIN vs. KLAC - Volatility Comparison

The current volatility for Merchants Bancorp (MBIN) is 15.70%, while KLA Corporation (KLAC) has a volatility of 20.76%. This indicates that MBIN experiences smaller price fluctuations and is considered to be less risky than KLAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
15.70%
20.76%
MBIN
KLAC

Financials

MBIN vs. KLAC - Financials Comparison

This section allows you to compare key financial metrics between Merchants Bancorp and KLA Corporation. 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20212022202320242025
287.20M
3.06B
(MBIN) Total Revenue
(KLAC) Total Revenue
Values in USD except per share items

MBIN vs. KLAC - Profitability Comparison

The chart below illustrates the profitability comparison between Merchants Bancorp and KLA Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
61.6%
(MBIN) Gross Margin
(KLAC) Gross Margin
MBIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Merchants Bancorp reported a gross profit of 287.20M and revenue of 287.20M. Therefore, the gross margin over that period was 100.0%.

KLAC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, KLA Corporation reported a gross profit of 1.89B and revenue of 3.06B. Therefore, the gross margin over that period was 61.6%.

MBIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Merchants Bancorp reported an operating income of 284.31M and revenue of 287.20M, resulting in an operating margin of 99.0%.

KLAC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, KLA Corporation reported an operating income of 1.30B and revenue of 3.06B, resulting in an operating margin of 42.5%.

MBIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Merchants Bancorp reported a net income of 58.24M and revenue of 287.20M, resulting in a net margin of 20.3%.

KLAC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, KLA Corporation reported a net income of 1.09B and revenue of 3.06B, resulting in a net margin of 35.5%.