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METC vs. NU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

METC vs. NU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ramaco Resources, Inc. (METC) and Nu Holdings Ltd. (NU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, METC achieves a -25.50% return, which is significantly lower than NU's -23.60% return.


METC

1D
-4.15%
1M
-3.66%
YTD
-25.50%
6M
-13.82%
1Y
22.24%
3Y*
23.09%
5Y*
24.30%
10Y*

NU

1D
0.63%
1M
0.47%
YTD
-23.60%
6M
-23.04%
1Y
5.35%
3Y*
19.16%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

METC vs. NU - Yearly Performance Comparison


2026 (YTD)20252024202320222021
METC
Ramaco Resources, Inc.
-25.50%94.40%-37.24%105.93%-32.97%13.14%
NU
Nu Holdings Ltd.
-23.60%61.58%24.37%104.67%-56.61%-16.62%

Correlation

The correlation between METC and NU is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2021

0.13

Fundamentals

EPS

METC:

-$1.62

NU:

$0.65

PS Ratio

METC:

0.96

NU:

3.58

Total Revenue (TTM)

METC:

$523.58M

NU:

$17.54B

Gross Profit (TTM)

METC:

$10.83M

NU:

$7.67B

EBITDA (TTM)

METC:

$723.00K

NU:

$4.14B

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Return for Risk

METC vs. NU — Risk / Return Rank

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

METC
METC Risk / Return Rank: 5151
Overall Rank
METC Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
METC Sortino Ratio Rank: 5757
Sortino Ratio Rank
METC Omega Ratio Rank: 5454
Omega Ratio Rank
METC Calmar Ratio Rank: 4949
Calmar Ratio Rank
METC Martin Ratio Rank: 4747
Martin Ratio Rank

NU
NU Risk / Return Rank: 4444
Overall Rank
NU Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
NU Sortino Ratio Rank: 4242
Sortino Ratio Rank
NU Omega Ratio Rank: 4242
Omega Ratio Rank
NU Calmar Ratio Rank: 4545
Calmar Ratio Rank
NU Martin Ratio Rank: 4646
Martin Ratio Rank
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.

METC vs. NU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ramaco Resources, Inc. (METC) and Nu Holdings Ltd. (NU). 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.


METCNUDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.59

Omega ratioGain probability vs. loss probability

1.13

1.06

+0.07

Calmar ratioReturn relative to maximum drawdown

0.29

0.14

+0.15

Martin ratioReturn relative to average drawdown

0.40

0.33

+0.07

METC vs. NU - Sharpe Ratio Comparison

The current METC Sharpe Ratio is 0.22, which is higher than the NU Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of METC and NU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

METC vs. NU - Drawdown Comparison

The maximum METC drawdown since its inception was -86.53%, which is greater than NU's maximum drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for METC and NU.


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Drawdown Indicators


METCNUDifference

Max Drawdown

Largest peak-to-trough decline

-86.53%

-72.07%

-14.46%

Max Drawdown (1Y)

Largest decline over 1 year

-75.80%

-38.17%

-37.63%

Max Drawdown (3Y)

Largest decline over 3 years

-75.80%

-39.58%

-36.22%

Max Drawdown (5Y)

Largest decline over 5 years

-75.80%

Current Drawdown

Current decline from peak

-75.42%

-31.82%

-43.60%

Average Drawdown

Average peak-to-trough decline

-52.09%

-29.78%

-22.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

55.59%

16.02%

+39.57%

Volatility

METC vs. NU - Volatility Comparison

Ramaco Resources, Inc. (METC) has a higher volatility of 22.81% compared to Nu Holdings Ltd. (NU) at 13.41%. This indicates that METC's price experiences larger fluctuations and is considered to be riskier than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


METCNUDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.81%

13.41%

+9.40%

Volatility (6M)

Calculated over the trailing 6-month period

62.10%

28.95%

+33.15%

Volatility (1Y)

Calculated over the trailing 1-year period

102.23%

38.22%

+64.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

82.35%

58.38%

+23.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

75.86%

58.38%

+17.48%

Dividends

METC vs. NU - Dividend Comparison

Neither METC nor NU has paid dividends to shareholders.


PositionTTM2025202420232022
METC
Ramaco Resources, Inc.
0.00%1.10%5.32%2.91%5.11%
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%

Financials

METC vs. NU - Financials Comparison

This section allows you to compare key financial metrics between Ramaco Resources, Inc. and Nu Holdings Ltd.. 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


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
121.61M
4.98B
(METC) Total Revenue
(NU) Total Revenue
Values in USD except per share items

METC vs. NU - Profitability Comparison

The chart below illustrates the profitability comparison between Ramaco Resources, Inc. and Nu Holdings Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%202220232024202520260
40.2%
Portfolio components
METC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ramaco Resources, Inc. reported a gross profit of 0.00 and revenue of 121.61M. Therefore, the gross margin over that period was 0.0%.

NU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported a gross profit of 2.00B and revenue of 4.98B. Therefore, the gross margin over that period was 40.2%.

METC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ramaco Resources, Inc. reported an operating income of -24.31M and revenue of 121.61M, resulting in an operating margin of -20.0%.

NU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported an operating income of 954.31M and revenue of 4.98B, resulting in an operating margin of 19.2%.

METC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ramaco Resources, Inc. reported a net income of -18.32M and revenue of 121.61M, resulting in a net margin of -15.1%.

NU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported a net income of 872.06M and revenue of 4.98B, resulting in a net margin of 17.5%.


Frequently Asked Questions


METC and NU have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

METC has higher volatility (22.81%) compared to NU (13.41%). In terms of maximum drawdown, METC dropped -86.53% vs NU's -72.07%.

METC currently has the higher Sharpe Ratio (0.22 vs 0.14), 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.

Portfolio Optimizer

Find the right allocation for METC and NU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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