MSBHF vs. MARUY
MSBHF (Mitsubishi Corp) and MARUY (Marubeni Corp ADR) are both stocks. Both operate in the Conglomerates industry within the Industrials sector. Over the past 10 years, MSBHF returned 22.05%/yr vs 21.86%/yr for MARUY. At a 0.30 correlation, their price movements are largely independent.
Performance
MSBHF vs. MARUY - Performance Comparison
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Returns By Period
In the year-to-date period, MSBHF achieves a 28.83% return, which is significantly higher than MARUY's 6.38% return. Both investments have delivered pretty close results over the past 10 years, with MSBHF having a 22.05% annualized return and MARUY not far behind at 21.86%.
MSBHF
- 1D
- 0.09%
- 1M
- -14.81%
- YTD
- 28.83%
- 6M
- 28.22%
- 1Y
- 52.96%
- 3Y*
- 25.14%
- 5Y*
- 30.33%
- 10Y*
- 22.05%
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%
MSBHF vs. MARUY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSBHF Mitsubishi Corp | 28.83% | 45.58% | 4.78% | 55.88% | 4.23% | 31.37% | 5.16% | -5.35% | 12.97% | 19.70% |
MARUY Marubeni Corp ADR | 6.38% | 87.40% | -2.29% | 36.86% | 17.84% | 45.49% | -11.55% | 5.25% | 1.47% | 27.78% |
Correlation
The correlation between MSBHF and MARUY is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2007 | 0.30 |
The correlation between MSBHF and MARUY shifts across timeframes, from 0.30 (all time) to 0.57 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
MSBHF:
$108.33B
MARUY:
$48.12B
MSBHF:
¥210.62
MARUY:
¥3.34K
MSBHF:
22.40
MARUY:
14.18
MSBHF:
16.61
MARUY:
1.33
MSBHF:
0.95
MARUY:
0.93
MSBHF:
1.84
MARUY:
1.77
MSBHF:
¥19.02T
MARUY:
¥8.38T
MSBHF:
¥1.66T
MARUY:
¥1.20T
MSBHF:
¥1.04T
MARUY:
¥577.73B
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Return for Risk
MSBHF vs. MARUY — Risk / Return Rank
MSBHF
MARUY
MSBHF vs. MARUY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mitsubishi Corp (MSBHF) and Marubeni Corp ADR (MARUY). 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.
| MSBHF | MARUY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.71 | +0.64 |
| Martin ratioReturn relative to average drawdown | 8.18 | 5.09 | +3.08 |
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Drawdowns
MSBHF vs. MARUY - Drawdown Comparison
The maximum MSBHF drawdown since its inception was -66.05%, smaller than the maximum MARUY drawdown of -71.93%. Use the drawdown chart below to compare losses from any high point for MSBHF and MARUY.
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Drawdown Indicators
| MSBHF | MARUY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.05% | -71.93% | +5.88% |
Max Drawdown (1Y)Largest decline over 1 year | -22.61% | -28.21% | +5.60% |
Max Drawdown (3Y)Largest decline over 3 years | -32.60% | -28.21% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -32.60% | -29.96% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | -53.87% | +16.06% |
Current DrawdownCurrent decline from peak | -21.21% | -28.21% | +7.00% |
Average DrawdownAverage peak-to-trough decline | -24.35% | -27.48% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.49% | 9.46% | -2.97% |
Volatility
MSBHF vs. MARUY - Volatility Comparison
Mitsubishi Corp (MSBHF) has a higher volatility of 11.98% compared to Marubeni Corp ADR (MARUY) at 10.08%. This indicates that MSBHF's price experiences larger fluctuations and is considered to be riskier than MARUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSBHF | MARUY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.98% | 10.08% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 27.56% | 27.46% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.81% | 32.20% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.28% | 30.32% | +0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.62% | 28.59% | +0.03% |
Dividends
MSBHF vs. MARUY - Dividend Comparison
MSBHF's dividend yield for the trailing twelve months is around 2.43%, while MARUY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MSBHF Mitsubishi Corp | 2.43% | 3.05% | 3.54% | 3.03% | 3.46% | 3.84% | 5.07% | 4.56% | 3.64% | 1.42% | 1.39% |
Financials
MSBHF vs. MARUY - Financials Comparison
This section allows you to compare key financial metrics between Mitsubishi Corp and Marubeni 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
MSBHF vs. MARUY - Profitability Comparison
MSBHF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mitsubishi Corp reported a gross profit of 457.61B and revenue of 5.27T. Therefore, the gross margin over that period was 8.7%.
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%.
MSBHF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mitsubishi Corp reported an operating income of 108.14B and revenue of 5.27T, resulting in an operating margin of 2.1%.
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%.
MSBHF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mitsubishi Corp reported a net income of 193.75B and revenue of 5.27T, resulting in a net margin of 3.7%.
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%.
Frequently Asked Questions
MSBHF and MARUY have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSBHF has higher volatility (11.98%) compared to MARUY (10.08%). In terms of maximum drawdown, MSBHF dropped -66.05% vs MARUY's -71.93%.
MSBHF currently has the higher Sharpe Ratio (1.58 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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