MSADY vs. APH
MSADY (MS&AD Insurance Group Holdings PK) and APH (Amphenol Corporation) are both stocks. MSADY operates in Insurance - Property & Casualty (Financial Services), while APH operates in Electronic Components (Technology). Over the past 10 years, MSADY returned 13.73%/yr vs 29.01%/yr for APH. At a 0.30 correlation, their price movements are largely independent.
Performance
MSADY vs. APH - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with MSADY having a 23.18% return and APH slightly lower at 23.05%. Over the past 10 years, MSADY has underperformed APH with an annualized return of 13.73%, while APH has yielded a comparatively higher 29.01% annualized return.
MSADY
- 1D
- 1.67%
- 1M
- 8.37%
- YTD
- 23.18%
- 6M
- 21.57%
- 1Y
- 33.49%
- 3Y*
- 36.54%
- 5Y*
- 25.80%
- 10Y*
- 13.73%
APH
- 1D
- 1.22%
- 1M
- 25.67%
- YTD
- 23.05%
- 6M
- 23.05%
- 1Y
- 77.83%
- 3Y*
- 61.78%
- 5Y*
- 38.82%
- 10Y*
- 29.01%
MSADY vs. APH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSADY MS&AD Insurance Group Holdings PK | 23.18% | 9.99% | 70.58% | 23.02% | 3.31% | 0.52% | -6.76% | 16.74% | -16.97% | 12.03% |
APH Amphenol Corporation | 23.05% | 96.08% | 41.30% | 31.85% | -11.96% | 35.25% | 22.09% | 34.91% | -6.82% | 31.81% |
Correlation
The correlation between MSADY and APH is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2010 | 0.30 |
The correlation between MSADY and APH shifts across timeframes, from 0.12 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MSADY:
$41.81B
APH:
$214.04B
MSADY:
¥537.41
APH:
$4.58
MSADY:
8.68
APH:
36.20
MSADY:
0.16
APH:
1.20
MSADY:
0.89
APH:
8.22
MSADY:
1.41
APH:
15.31
MSADY:
¥7.75T
APH:
$25.90B
MSADY:
¥5.06T
APH:
$9.67B
MSADY:
¥782.77B
APH:
$7.45B
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Return for Risk
MSADY vs. APH — Risk / Return Rank
MSADY
APH
MSADY vs. APH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MS&AD Insurance Group Holdings PK (MSADY) and Amphenol Corporation (APH). 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.
| MSADY | APH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.78 | -0.86 |
| Martin ratioReturn relative to average drawdown | 4.50 | 7.15 | -2.64 |
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Drawdowns
MSADY vs. APH - Drawdown Comparison
The maximum MSADY drawdown since its inception was -50.41%, smaller than the maximum APH drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for MSADY and APH.
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Drawdown Indicators
| MSADY | APH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.41% | -63.41% | +13.00% |
Max Drawdown (1Y)Largest decline over 1 year | -17.55% | -28.19% | +10.64% |
Max Drawdown (3Y)Largest decline over 3 years | -21.28% | -28.19% | +6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -29.89% | -28.73% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -37.56% | +3.79% |
Current DrawdownCurrent decline from peak | -0.82% | 0.00% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -15.35% | -13.55% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 10.93% | -3.47% |
Volatility
MSADY vs. APH - Volatility Comparison
The current volatility for MS&AD Insurance Group Holdings PK (MSADY) is 7.89%, while Amphenol Corporation (APH) has a volatility of 13.67%. This indicates that MSADY experiences smaller price fluctuations and is considered to be less risky than APH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSADY | APH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 13.67% | -5.78% |
Volatility (6M)Calculated over the trailing 6-month period | 20.29% | 36.74% | -16.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 41.80% | -16.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.33% | 30.80% | -2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.01% | 27.97% | -1.96% |
Dividends
MSADY vs. APH - Dividend Comparison
MSADY has not paid dividends to shareholders, while APH's dividend yield for the trailing twelve months is around 0.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APH Amphenol Corporation | 0.40% | 0.55% | 0.79% | 1.07% | 1.06% | 0.89% | 0.80% | 0.89% | 1.09% | 0.80% | 0.86% | 1.01% |
MSADY MS&AD Insurance Group Holdings PK | 0.00% | 2.13% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.84% | 3.11% | 0.00% |
Financials
MSADY vs. APH - Financials Comparison
This section allows you to compare key financial metrics between MS&AD Insurance Group Holdings PK and Amphenol 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.
Total Revenue: Total amount of money received from sales and other business activities
MSADY vs. APH - Profitability Comparison
MSADY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MS&AD Insurance Group Holdings PK reported a gross profit of 547.42B and revenue of 1.46T. Therefore, the gross margin over that period was 37.4%.
APH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a gross profit of 2.80B and revenue of 7.62B. Therefore, the gross margin over that period was 36.8%.
MSADY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MS&AD Insurance Group Holdings PK reported an operating income of 182.21B and revenue of 1.46T, resulting in an operating margin of 12.5%.
APH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported an operating income of 1.83B and revenue of 7.62B, resulting in an operating margin of 24.0%.
MSADY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MS&AD Insurance Group Holdings PK reported a net income of 132.63B and revenue of 1.46T, resulting in a net margin of 9.1%.
APH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a net income of 2.35B and revenue of 7.62B, resulting in a net margin of 30.8%.
Frequently Asked Questions
MSADY and APH have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APH has higher volatility (13.67%) compared to MSADY (7.89%). In terms of maximum drawdown, MSADY dropped -50.41% vs APH's -63.41%.
APH currently has the higher Sharpe Ratio (1.88 vs 1.31), 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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