PSMT vs. ORCL
PSMT (PriceSmart, Inc.) and ORCL (Oracle Corporation) are both stocks. PSMT operates in Discount Stores (Consumer Defensive), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, PSMT returned 8.72%/yr vs 17.88%/yr for ORCL. At a 0.25 correlation, their price movements are largely independent.
Performance
PSMT vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, PSMT achieves a 49.84% return, which is significantly higher than ORCL's -9.63% return. Over the past 10 years, PSMT has underperformed ORCL with an annualized return of 8.72%, while ORCL has yielded a comparatively higher 17.88% annualized return.
PSMT
- 1D
- 0.53%
- 1M
- 11.13%
- YTD
- 49.84%
- 6M
- 46.86%
- 1Y
- 82.13%
- 3Y*
- 37.45%
- 5Y*
- 17.35%
- 10Y*
- 8.72%
ORCL
- 1D
- -5.00%
- 1M
- -8.86%
- YTD
- -9.63%
- 6M
- -11.21%
- 1Y
- -13.81%
- 3Y*
- 15.20%
- 5Y*
- 19.12%
- 10Y*
- 17.88%
PSMT vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSMT PriceSmart, Inc. | 49.84% | 34.77% | 24.97% | 26.22% | -15.86% | -19.06% | 29.67% | 21.59% | -30.76% | 3.96% |
ORCL Oracle Corporation | -9.63% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between PSMT and ORCL is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 2, 1997 | 0.25 |
The correlation between PSMT and ORCL shifts across timeframes, from -0.01 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PSMT:
$5.53B
ORCL:
$510.33B
PSMT:
$5.07
ORCL:
$5.86
PSMT:
36.10
ORCL:
29.87
PSMT:
3.15
ORCL:
1.22
PSMT:
1.00
ORCL:
7.58
PSMT:
4.15
ORCL:
11.85
PSMT:
$5.53B
ORCL:
$67.36B
PSMT:
$705.95M
ORCL:
$79.58B
PSMT:
$306.73M
ORCL:
$6.20B
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Return for Risk
PSMT vs. ORCL — Risk / Return Rank
PSMT
ORCL
PSMT vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PriceSmart, Inc. (PSMT) and Oracle Corporation (ORCL). 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.
| PSMT | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.20 | ||
| Sortino ratioReturn per unit of downside risk | +3.64 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.01 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 7.77 | -0.24 | +8.01 |
| Martin ratioReturn relative to average drawdown | 24.95 | -0.39 | +25.33 |
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Drawdowns
PSMT vs. ORCL - Drawdown Comparison
The maximum PSMT drawdown since its inception was -89.28%, which is greater than ORCL's maximum drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for PSMT and ORCL.
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Drawdown Indicators
| PSMT | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.28% | -84.19% | -5.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.62% | -58.25% | +47.63% |
Max Drawdown (3Y)Largest decline over 3 years | -24.03% | -58.25% | +34.22% |
Max Drawdown (5Y)Largest decline over 5 years | -36.35% | -58.25% | +21.90% |
Max Drawdown (10Y)Largest decline over 10 years | -53.24% | -58.25% | +5.01% |
Current DrawdownCurrent decline from peak | 0.00% | -46.26% | +46.26% |
Average DrawdownAverage peak-to-trough decline | -35.92% | -29.11% | -6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 35.93% | -32.63% |
Volatility
PSMT vs. ORCL - Volatility Comparison
The current volatility for PriceSmart, Inc. (PSMT) is 5.46%, while Oracle Corporation (ORCL) has a volatility of 23.74%. This indicates that PSMT experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSMT | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 23.74% | -18.28% |
Volatility (6M)Calculated over the trailing 6-month period | 19.33% | 41.85% | -22.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.75% | 64.57% | -36.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.98% | 42.23% | -14.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.22% | 35.21% | -4.99% |
Dividends
PSMT vs. ORCL - Dividend Comparison
PSMT's dividend yield for the trailing twelve months is around 0.73%, less than ORCL's 1.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 1.14% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
PSMT PriceSmart, Inc. | 0.73% | 1.03% | 2.34% | 1.21% | 1.41% | 0.96% | 0.77% | 0.99% | 1.18% | 0.81% | 0.84% | 0.84% |
Financials
PSMT vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between PriceSmart, Inc. and Oracle 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
Frequently Asked Questions
PSMT and ORCL have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.74%) compared to PSMT (5.46%). In terms of maximum drawdown, PSMT dropped -89.28% vs ORCL's -84.19%.
PSMT currently has the higher Sharpe Ratio (2.98 vs -0.22), 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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