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NTOIY vs. FOJCY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NTOIY vs. FOJCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neste Oyj (NTOIY) and Fortum Oyj ADR (FOJCY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NTOIY achieves a 55.10% return, which is significantly higher than FOJCY's 19.37% return. Over the past 10 years, NTOIY has outperformed FOJCY with an annualized return of 15.68%, while FOJCY has yielded a comparatively lower 14.64% annualized return.


NTOIY

1D
1.40%
1M
-1.30%
YTD
55.10%
6M
69.96%
1Y
231.26%
3Y*
-0.82%
5Y*
-9.81%
10Y*
15.68%

FOJCY

1D
3.07%
1M
-0.20%
YTD
19.37%
6M
27.24%
1Y
51.21%
3Y*
37.56%
5Y*
4.86%
10Y*
14.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NTOIY vs. FOJCY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NTOIY
Neste Oyj
55.10%85.52%-62.73%-19.68%-4.05%-31.76%116.57%43.36%22.97%80.15%
FOJCY
Fortum Oyj ADR
19.37%79.68%2.92%-5.53%-44.41%40.46%3.42%29.28%13.34%56.58%

Correlation

The correlation between NTOIY and FOJCY is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2011

0.17

The correlation between NTOIY and FOJCY shifts across timeframes, from 0.17 (all time) to 0.27 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NTOIY:

$26.78B

FOJCY:

$22.61B

EPS

NTOIY:

$0.48

FOJCY:

$0.18

PE Ratio

NTOIY:

36.68

FOJCY:

27.24

PS Ratio

NTOIY:

1.37

FOJCY:

4.20

PB Ratio

NTOIY:

3.48

FOJCY:

2.76

Total Revenue (TTM)

NTOIY:

$19.15B

FOJCY:

$5.34B

Gross Profit (TTM)

NTOIY:

$2.28B

FOJCY:

$1.99B

EBITDA (TTM)

NTOIY:

$1.97B

FOJCY:

$1.50B

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Neste Oyj

Fortum Oyj ADR

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Often compared with FOJCY:
FOJCY vs. SPHD

Return for Risk

NTOIY vs. FOJCY — Risk / Return Rank

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

NTOIY
NTOIY Risk / Return Rank: 9898
Overall Rank
NTOIY Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
NTOIY Sortino Ratio Rank: 9898
Sortino Ratio Rank
NTOIY Omega Ratio Rank: 9797
Omega Ratio Rank
NTOIY Calmar Ratio Rank: 9898
Calmar Ratio Rank
NTOIY Martin Ratio Rank: 9999
Martin Ratio Rank

FOJCY
FOJCY Risk / Return Rank: 7676
Overall Rank
FOJCY Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FOJCY Sortino Ratio Rank: 7070
Sortino Ratio Rank
FOJCY Omega Ratio Rank: 6767
Omega Ratio Rank
FOJCY Calmar Ratio Rank: 8383
Calmar Ratio Rank
FOJCY Martin Ratio Rank: 8282
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.

NTOIY vs. FOJCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neste Oyj (NTOIY) and Fortum Oyj ADR (FOJCY). 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.


NTOIYFOJCYDifference
Sharpe ratioReturn per unit of total volatility

+4.30

Sortino ratioReturn per unit of downside risk

+3.87

Omega ratioGain probability vs. loss probability

1.69

1.21

+0.48

Calmar ratioReturn relative to maximum drawdown

12.50

3.15

+9.35

Martin ratioReturn relative to average drawdown

40.29

7.38

+32.91

NTOIY vs. FOJCY - Sharpe Ratio Comparison

The current NTOIY Sharpe Ratio is 5.46, which is higher than the FOJCY Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of NTOIY and FOJCY, 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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Sharpe Ratios by Period


NTOIYFOJCYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.46

1.16

+4.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

0.10

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.35

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.22

+0.14

Drawdowns

NTOIY vs. FOJCY - Drawdown Comparison

The maximum NTOIY drawdown since its inception was -88.43%, which is greater than FOJCY's maximum drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for NTOIY and FOJCY.


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Drawdown Indicators


NTOIYFOJCYDifference

Max Drawdown

Largest peak-to-trough decline

-88.43%

-70.67%

-17.76%

Max Drawdown (1Y)

Largest decline over 1 year

-18.63%

-16.34%

-2.29%

Max Drawdown (3Y)

Largest decline over 3 years

-80.65%

-25.89%

-54.76%

Max Drawdown (5Y)

Largest decline over 5 years

-86.90%

-70.67%

-16.23%

Max Drawdown (10Y)

Largest decline over 10 years

-88.43%

-70.67%

-17.76%

Current Drawdown

Current decline from peak

-47.50%

-4.36%

-43.14%

Average Drawdown

Average peak-to-trough decline

-27.52%

-25.03%

-2.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.77%

6.96%

-1.19%

Volatility

NTOIY vs. FOJCY - Volatility Comparison

The current volatility for Neste Oyj (NTOIY) is 11.13%, while Fortum Oyj ADR (FOJCY) has a volatility of 12.48%. This indicates that NTOIY experiences smaller price fluctuations and is considered to be less risky than FOJCY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NTOIYFOJCYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.13%

12.48%

-1.35%

Volatility (6M)

Calculated over the trailing 6-month period

30.57%

34.76%

-4.19%

Volatility (1Y)

Calculated over the trailing 1-year period

42.70%

44.33%

-1.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.27%

48.48%

-5.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.02%

42.16%

-1.14%

Dividends

NTOIY vs. FOJCY - Dividend Comparison

NTOIY's dividend yield for the trailing twelve months is around 0.68%, less than FOJCY's 3.38% yield.


PositionTTM20252024202320222021202020192018201720162015
FOJCY
Fortum Oyj ADR
3.38%6.94%9.39%6.74%7.57%4.22%7.37%4.88%6.47%11.86%16.86%9.06%
NTOIY
Neste Oyj
0.68%0.93%10.59%4.56%1.92%1.93%1.59%4.86%2.67%4.39%6.14%0.00%

Financials

NTOIY vs. FOJCY - Financials Comparison

This section allows you to compare key financial metrics between Neste Oyj and Fortum Oyj 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
5.16B
1.99B
(NTOIY) Total Revenue
(FOJCY) Total Revenue
Values in USD except per share items

NTOIY vs. FOJCY - Profitability Comparison

The chart below illustrates the profitability comparison between Neste Oyj and Fortum Oyj ADR 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%20222023202420252026
19.4%
40.3%
Portfolio components
NTOIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Neste Oyj reported a gross profit of 1.00B and revenue of 5.16B. Therefore, the gross margin over that period was 19.4%.

FOJCY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortum Oyj ADR reported a gross profit of 802.00M and revenue of 1.99B. Therefore, the gross margin over that period was 40.3%.

NTOIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Neste Oyj reported an operating income of 676.00M and revenue of 5.16B, resulting in an operating margin of 13.1%.

FOJCY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortum Oyj ADR reported an operating income of 520.00M and revenue of 1.99B, resulting in an operating margin of 26.1%.

NTOIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Neste Oyj reported a net income of 533.00M and revenue of 5.16B, resulting in a net margin of 10.3%.

FOJCY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortum Oyj ADR reported a net income of 421.00M and revenue of 1.99B, resulting in a net margin of 21.1%.


Frequently Asked Questions


NTOIY and FOJCY have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FOJCY has higher volatility (12.48%) compared to NTOIY (11.13%). In terms of maximum drawdown, NTOIY dropped -88.43% vs FOJCY's -70.67%.

NTOIY currently has the higher Sharpe Ratio (5.46 vs 1.16), 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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