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RR.L vs. LUG.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RR.L vs. LUG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Rolls-Royce Holdings PLC (RR.L) and Lundin Gold Inc. (LUG.TO). The values are adjusted to include any dividend payments, if applicable.

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RR.L vs. LUG.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RR.L
Rolls-Royce Holdings PLC
-1.57%104.79%89.72%221.57%-24.15%10.45%-52.55%-16.52%-0.63%30.69%
LUG.TO
Lundin Gold Inc.
-4.95%280.86%79.55%25.89%36.37%-3.05%29.91%68.60%7.62%-15.90%
Different Trading Currencies

RR.L is traded in GBp, while LUG.TO is traded in CAD. To make them comparable, the LUG.TO values have been converted to GBp using the latest available exchange rates.

Fundamentals

Market Cap

RR.L:

£95.11B

LUG.TO:

CA$25.81B

EPS

RR.L:

£0.99

LUG.TO:

CA$3.28

PE Ratio

RR.L:

11.42

LUG.TO:

32.41

PEG Ratio

RR.L:

0.02

LUG.TO:

0.43

PS Ratio

RR.L:

2.38

LUG.TO:

14.40

PB Ratio

RR.L:

34.89

LUG.TO:

18.95

Total Revenue (TTM)

RR.L:

£40.12B

LUG.TO:

CA$1.79B

Gross Profit (TTM)

RR.L:

£10.12B

LUG.TO:

CA$1.26B

EBITDA (TTM)

RR.L:

£9.20B

LUG.TO:

CA$1.25B

Returns By Period

In the year-to-date period, RR.L achieves a -1.57% return, which is significantly higher than LUG.TO's -4.95% return. Over the past 10 years, RR.L has underperformed LUG.TO with an annualized return of 18.44%, while LUG.TO has yielded a comparatively higher 38.76% annualized return.


RR.L

1D
2.30%
1M
-15.11%
YTD
-1.57%
6M
-4.87%
1Y
53.03%
3Y*
97.40%
5Y*
60.11%
10Y*
18.44%

LUG.TO

1D
7.01%
1M
-16.15%
YTD
-4.95%
6M
22.92%
1Y
154.41%
3Y*
90.45%
5Y*
62.42%
10Y*
38.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RR.L vs. LUG.TO — Risk / Return Rank

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

RR.L
RR.L Risk / Return Rank: 8484
Overall Rank
RR.L Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
RR.L Sortino Ratio Rank: 8282
Sortino Ratio Rank
RR.L Omega Ratio Rank: 8181
Omega Ratio Rank
RR.L Calmar Ratio Rank: 8282
Calmar Ratio Rank
RR.L Martin Ratio Rank: 8787
Martin Ratio Rank

LUG.TO
LUG.TO Risk / Return Rank: 9393
Overall Rank
LUG.TO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
LUG.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
LUG.TO Omega Ratio Rank: 9090
Omega Ratio Rank
LUG.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
LUG.TO Martin Ratio Rank: 9696
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.

RR.L vs. LUG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rolls-Royce Holdings PLC (RR.L) and Lundin Gold Inc. (LUG.TO). 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.


RR.LLUG.TODifference

Sharpe ratio

Return per unit of total volatility

1.62

2.66

-1.03

Sortino ratio

Return per unit of downside risk

2.14

2.72

-0.58

Omega ratio

Gain probability vs. loss probability

1.29

1.39

-0.10

Calmar ratio

Return relative to maximum drawdown

2.50

6.23

-3.73

Martin ratio

Return relative to average drawdown

8.61

18.83

-10.22

RR.L vs. LUG.TO - Sharpe Ratio Comparison

The current RR.L Sharpe Ratio is 1.62, which is lower than the LUG.TO Sharpe Ratio of 2.66. The chart below compares the historical Sharpe Ratios of RR.L and LUG.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RR.LLUG.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

2.66

-1.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.46

1.39

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.89

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.40

-0.18

Correlation

The correlation between RR.L and LUG.TO is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RR.L vs. LUG.TO - Dividend Comparison

RR.L's dividend yield for the trailing twelve months is around 0.93%, less than LUG.TO's 4.69% yield.


TTM20252024202320222021202020192018201720162015
RR.L
Rolls-Royce Holdings PLC
0.93%0.91%0.00%0.00%0.00%0.00%0.00%1.71%1.41%2.99%1.75%4.06%
LUG.TO
Lundin Gold Inc.
4.69%3.37%2.69%3.28%1.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RR.L vs. LUG.TO - Drawdown Comparison

The maximum RR.L drawdown since its inception was -89.61%, which is greater than LUG.TO's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for RR.L and LUG.TO.


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Drawdown Indicators


RR.LLUG.TODifference

Max Drawdown

Largest peak-to-trough decline

-89.61%

-95.45%

+5.84%

Max Drawdown (1Y)

Largest decline over 1 year

-18.82%

-25.33%

+6.51%

Max Drawdown (5Y)

Largest decline over 5 years

-55.09%

-38.94%

-16.15%

Max Drawdown (10Y)

Largest decline over 10 years

-89.41%

-41.84%

-47.57%

Current Drawdown

Current decline from peak

-16.95%

-16.21%

-0.74%

Average Drawdown

Average peak-to-trough decline

-39.27%

-65.23%

+25.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.47%

8.78%

-3.31%

Volatility

RR.L vs. LUG.TO - Volatility Comparison

The current volatility for Rolls-Royce Holdings PLC (RR.L) is 14.70%, while Lundin Gold Inc. (LUG.TO) has a volatility of 20.04%. This indicates that RR.L experiences smaller price fluctuations and is considered to be less risky than LUG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RR.LLUG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

14.70%

20.04%

-5.34%

Volatility (6M)

Calculated over the trailing 6-month period

22.42%

43.26%

-20.84%

Volatility (1Y)

Calculated over the trailing 1-year period

32.62%

58.46%

-25.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.31%

45.43%

-4.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.13%

43.99%

+4.14%

Financials

RR.L vs. LUG.TO - Financials Comparison

This section allows you to compare key financial metrics between Rolls-Royce Holdings PLC and Lundin Gold 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


0.002.00B4.00B6.00B8.00B10.00B12.00B20212022202320242025
11.72B
534.69M
(RR.L) Total Revenue
(LUG.TO) Total Revenue
Please note, different currencies. RR.L values in GBp, LUG.TO values in CAD

RR.L vs. LUG.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Rolls-Royce Holdings PLC and Lundin Gold 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%20.0%40.0%60.0%80.0%20212022202320242025
27.4%
67.2%
Portfolio components
RR.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Rolls-Royce Holdings PLC reported a gross profit of 3.21B and revenue of 11.72B. Therefore, the gross margin over that period was 27.4%.

LUG.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lundin Gold Inc. reported a gross profit of 359.14M and revenue of 534.69M. Therefore, the gross margin over that period was 67.2%.

RR.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Rolls-Royce Holdings PLC reported an operating income of 3.25B and revenue of 11.72B, resulting in an operating margin of 27.7%.

LUG.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lundin Gold Inc. reported an operating income of 334.43M and revenue of 534.69M, resulting in an operating margin of 62.6%.

RR.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Rolls-Royce Holdings PLC reported a net income of 1.43B and revenue of 11.72B, resulting in a net margin of 12.2%.

LUG.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lundin Gold Inc. reported a net income of 237.81M and revenue of 534.69M, resulting in a net margin of 44.5%.