PortfoliosLab logoPortfoliosLab logo
PENN vs. JD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PENN vs. JD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Penn National Gaming, Inc. (PENN) and JD.com, Inc. (JD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PENN achieves a 33.08% return, which is significantly higher than JD's 5.33% return. Over the past 10 years, PENN has underperformed JD with an annualized return of 2.40%, while JD has yielded a comparatively higher 3.63% annualized return.


PENN

1D
-0.10%
1M
14.80%
YTD
33.08%
6M
37.37%
1Y
27.30%
3Y*
-8.72%
5Y*
-24.60%
10Y*
2.40%

JD

1D
-0.75%
1M
-1.65%
YTD
5.33%
6M
1.65%
1Y
-9.30%
3Y*
-4.09%
5Y*
-15.08%
10Y*
3.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PENN vs. JD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PENN
Penn National Gaming, Inc.
33.08%-25.58%-23.83%-12.39%-42.72%-39.97%237.91%35.74%-39.90%127.19%
JD
JD.com, Inc.
5.33%-14.78%23.45%-47.76%-17.87%-20.28%149.50%68.32%-49.47%62.81%

Correlation

The correlation between PENN and JD is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.17

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

0.26

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

0.27

Correlation (All Time)
Calculated using the full available price history since May 23, 2014

0.26

The correlation between PENN and JD shifts across timeframes, from 0.15 (1 year) to 0.27 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PENN:

$2.62B

JD:

$41.81B

EPS

PENN:

-$6.84

JD:

$9.38

PS Ratio

PENN:

0.39

JD:

0.03

PB Ratio

PENN:

1.43

JD:

0.19

Total Revenue (TTM)

PENN:

$7.07B

JD:

$1.32T

Gross Profit (TTM)

PENN:

$2.10B

JD:

$126.44B

EBITDA (TTM)

PENN:

-$131.70M

JD:

$27.03B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PENN vs. JD — Risk / Return Rank

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

PENN
PENN Risk / Return Rank: 5757
Overall Rank
PENN Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
PENN Sortino Ratio Rank: 5959
Sortino Ratio Rank
PENN Omega Ratio Rank: 5656
Omega Ratio Rank
PENN Calmar Ratio Rank: 5656
Calmar Ratio Rank
PENN Martin Ratio Rank: 5555
Martin Ratio Rank

JD
JD Risk / Return Rank: 2929
Overall Rank
JD Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
JD Sortino Ratio Rank: 2626
Sortino Ratio Rank
JD Omega Ratio Rank: 2727
Omega Ratio Rank
JD Calmar Ratio Rank: 3131
Calmar Ratio Rank
JD Martin Ratio Rank: 3030
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.

PENN vs. JD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Penn National Gaming, Inc. (PENN) and JD.com, Inc. (JD). 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.


PENNJDDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+1.42

Omega ratioGain probability vs. loss probability

1.14

0.98

+0.16

Calmar ratioReturn relative to maximum drawdown

0.64

-0.31

+0.96

Martin ratioReturn relative to average drawdown

1.24

-0.63

+1.87

PENN vs. JD - Sharpe Ratio Comparison

The current PENN Sharpe Ratio is 0.52, which is higher than the JD Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of PENN and JD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


PENNJDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

-0.29

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.46

-0.28

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.08

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.08

+0.21

Drawdowns

PENN vs. JD - Drawdown Comparison

The maximum PENN drawdown since its inception was -91.38%, which is greater than JD's maximum drawdown of -79.12%. Use the drawdown chart below to compare losses from any high point for PENN and JD.


Loading charts...

Drawdown Indicators


PENNJDDifference

Max Drawdown

Largest peak-to-trough decline

-91.38%

-79.12%

-12.26%

Max Drawdown (1Y)

Largest decline over 1 year

-42.55%

-29.78%

-12.77%

Max Drawdown (3Y)

Largest decline over 3 years

-57.42%

-48.10%

-9.32%

Max Drawdown (5Y)

Largest decline over 5 years

-86.14%

-75.63%

-10.51%

Max Drawdown (10Y)

Largest decline over 10 years

-91.38%

-79.12%

-12.26%

Current Drawdown

Current decline from peak

-85.62%

-68.83%

-16.79%

Average Drawdown

Average peak-to-trough decline

-33.88%

-37.57%

+3.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.11%

14.82%

+7.29%

Volatility

PENN vs. JD - Volatility Comparison

Penn National Gaming, Inc. (PENN) has a higher volatility of 16.06% compared to JD.com, Inc. (JD) at 12.35%. This indicates that PENN's price experiences larger fluctuations and is considered to be riskier than JD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PENNJDDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.06%

12.35%

+3.71%

Volatility (6M)

Calculated over the trailing 6-month period

41.66%

22.58%

+19.08%

Volatility (1Y)

Calculated over the trailing 1-year period

52.40%

32.37%

+20.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.14%

53.77%

+0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.45%

47.82%

+13.63%

Dividends

PENN vs. JD - Dividend Comparison

PENN has not paid dividends to shareholders, while JD's dividend yield for the trailing twelve months is around 3.43%.


PositionTTM2025202420232022
JD
JD.com, Inc.
3.43%3.48%2.19%2.15%2.24%
PENN
Penn National Gaming, Inc.
0.00%0.00%0.00%0.00%0.00%

Financials

PENN vs. JD - Financials Comparison

This section allows you to compare key financial metrics between Penn National Gaming, Inc. and JD.com, Inc.. 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


0.00100.00B200.00B300.00B400.00B20222023202420252026
1.78B
313.78B
(PENN) Total Revenue
(JD) Total Revenue
Values in USD except per share items

PENN vs. JD - Profitability Comparison

The chart below illustrates the profitability comparison between Penn National Gaming, Inc. and JD.com, Inc. 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
29.5%
16.7%
Portfolio components
PENN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Penn National Gaming, Inc. reported a gross profit of 524.80M and revenue of 1.78B. Therefore, the gross margin over that period was 29.5%.

JD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JD.com, Inc. reported a gross profit of 52.43B and revenue of 313.78B. Therefore, the gross margin over that period was 16.7%.

PENN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Penn National Gaming, Inc. reported an operating income of 97.10M and revenue of 1.78B, resulting in an operating margin of 5.5%.

JD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JD.com, Inc. reported an operating income of 3.78B and revenue of 313.78B, resulting in an operating margin of 1.2%.

PENN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Penn National Gaming, Inc. reported a net income of -2.30M and revenue of 1.78B, resulting in a net margin of -0.1%.

JD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JD.com, Inc. reported a net income of 5.07B and revenue of 313.78B, resulting in a net margin of 1.6%.


Frequently Asked Questions


PENN and JD have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PENN has higher volatility (16.06%) compared to JD (12.35%). In terms of maximum drawdown, PENN dropped -91.38% vs JD's -79.12%.

PENN currently has the higher Sharpe Ratio (0.52 vs -0.29), 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 PENN and JD

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

Open Portfolio Optimizer