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RTO vs. FANUY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RTO vs. FANUY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rentokil Initial PLC (RTO) and Fanuc Corporation (FANUY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RTO achieves a 0.75% return, which is significantly lower than FANUY's 23.99% return. Over the past 10 years, RTO has outperformed FANUY with an annualized return of 10.30%, while FANUY has yielded a comparatively lower 0.03% annualized return.


RTO

1D
-1.51%
1M
-13.23%
YTD
0.75%
6M
7.15%
1Y
22.98%
3Y*
-8.35%
5Y*
-1.36%
10Y*
10.30%

FANUY

1D
-4.70%
1M
11.55%
YTD
23.99%
6M
39.94%
1Y
79.55%
3Y*
12.26%
5Y*
0.66%
10Y*
0.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RTO vs. FANUY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RTO
Rentokil Initial PLC
0.75%19.64%-9.78%-5.92%-22.27%14.36%16.84%42.28%-0.22%64.45%
FANUY
Fanuc Corporation
23.99%51.15%-9.96%-1.61%-30.16%-13.77%34.04%22.31%-37.35%44.38%

Correlation

The correlation between RTO and FANUY is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

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

0.26

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

0.28

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

0.25

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2008

0.20

The correlation between RTO and FANUY shifts across timeframes, from 0.18 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RTO:

$14.88B

FANUY:

$45.04B

EPS

RTO:

$1.39

FANUY:

$90.48

PE Ratio

RTO:

21.12

FANUY:

0.27

PEG Ratio

RTO:

11.45

FANUY:

0.05

PS Ratio

RTO:

1.30

FANUY:

0.05

PB Ratio

RTO:

3.65

FANUY:

0.02

Total Revenue (TTM)

RTO:

$11.42B

FANUY:

$869.72B

Gross Profit (TTM)

RTO:

$1.54B

FANUY:

$332.99B

EBITDA (TTM)

RTO:

$2.16B

FANUY:

$258.17B

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Return for Risk

RTO vs. FANUY — Risk / Return Rank

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

RTO
RTO Risk / Return Rank: 6666
Overall Rank
RTO Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
RTO Sortino Ratio Rank: 6161
Sortino Ratio Rank
RTO Omega Ratio Rank: 5858
Omega Ratio Rank
RTO Calmar Ratio Rank: 7171
Calmar Ratio Rank
RTO Martin Ratio Rank: 7575
Martin Ratio Rank

FANUY
FANUY Risk / Return Rank: 8484
Overall Rank
FANUY Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FANUY Sortino Ratio Rank: 8484
Sortino Ratio Rank
FANUY Omega Ratio Rank: 8080
Omega Ratio Rank
FANUY Calmar Ratio Rank: 8484
Calmar Ratio Rank
FANUY Martin Ratio Rank: 8787
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.

RTO vs. FANUY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rentokil Initial PLC (RTO) and Fanuc Corporation (FANUY). 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.


RTOFANUYDifference

Sharpe ratio

Return per unit of total volatility

0.75

1.81

-1.06

Sortino ratio

Return per unit of downside risk

1.37

2.71

-1.34

Omega ratio

Gain probability vs. loss probability

1.16

1.31

-0.15

Calmar ratio

Return relative to maximum drawdown

1.74

3.23

-1.49

Martin ratio

Return relative to average drawdown

4.99

10.01

-5.02

RTO vs. FANUY - Sharpe Ratio Comparison

The current RTO Sharpe Ratio is 0.75, which is lower than the FANUY Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of RTO and FANUY, 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


RTOFANUYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

1.81

-1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

0.02

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.00

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

-0.05

+0.17

Drawdowns

RTO vs. FANUY - Drawdown Comparison

The maximum RTO drawdown since its inception was -86.53%, which is greater than FANUY's maximum drawdown of -79.98%. Use the drawdown chart below to compare losses from any high point for RTO and FANUY.


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Drawdown Indicators


RTOFANUYDifference

Max Drawdown

Largest peak-to-trough decline

-86.53%

-79.98%

-6.55%

Max Drawdown (1Y)

Largest decline over 1 year

-15.06%

-24.99%

+9.93%

Max Drawdown (3Y)

Largest decline over 3 years

-49.81%

-40.05%

-9.76%

Max Drawdown (5Y)

Largest decline over 5 years

-50.94%

-55.55%

+4.61%

Max Drawdown (10Y)

Largest decline over 10 years

-50.94%

-64.73%

+13.79%

Current Drawdown

Current decline from peak

-25.99%

-55.69%

+29.70%

Average Drawdown

Average peak-to-trough decline

-30.53%

-53.57%

+23.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.26%

8.06%

-2.80%

Volatility

RTO vs. FANUY - Volatility Comparison

The current volatility for Rentokil Initial PLC (RTO) is 5.63%, while Fanuc Corporation (FANUY) has a volatility of 17.61%. This indicates that RTO experiences smaller price fluctuations and is considered to be less risky than FANUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RTOFANUYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

17.61%

-11.98%

Volatility (6M)

Calculated over the trailing 6-month period

21.55%

35.57%

-14.02%

Volatility (1Y)

Calculated over the trailing 1-year period

30.70%

44.15%

-13.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.40%

32.80%

+1.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.03%

33.71%

-0.68%

Dividends

RTO vs. FANUY - Dividend Comparison

RTO's dividend yield for the trailing twelve months is around 2.34%, while FANUY has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FANUY
Fanuc Corporation
0.00%0.89%1.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.66%0.00%
RTO
Rentokil Initial PLC
2.34%2.23%2.28%1.73%1.38%1.30%0.00%0.87%1.14%1.69%2.99%1.54%

Financials

RTO vs. FANUY - Financials Comparison

This section allows you to compare key financial metrics between Rentokil Initial PLC and Fanuc 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.


Quarterly
Annual

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


0.0050.00B100.00B150.00B200.00B202120222023202420252026
2.62B
238.83B
(RTO) Total Revenue
(FANUY) Total Revenue
Values in USD except per share items

RTO vs. FANUY - Profitability Comparison

The chart below illustrates the profitability comparison between Rentokil Initial PLC and Fanuc Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%202120222023202420252026
13.9%
40.2%
Portfolio components
RTO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rentokil Initial PLC reported a gross profit of 363.77M and revenue of 2.62B. Therefore, the gross margin over that period was 13.9%.

FANUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fanuc Corporation reported a gross profit of 95.97B and revenue of 238.83B. Therefore, the gross margin over that period was 40.2%.

RTO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rentokil Initial PLC reported an operating income of 363.77M and revenue of 2.62B, resulting in an operating margin of 13.9%.

FANUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fanuc Corporation reported an operating income of 57.09B and revenue of 238.83B, resulting in an operating margin of 23.9%.

RTO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rentokil Initial PLC reported a net income of 208.50M and revenue of 2.62B, resulting in a net margin of 8.0%.

FANUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fanuc Corporation reported a net income of 50.59B and revenue of 238.83B, resulting in a net margin of 21.2%.


Frequently Asked Questions


RTO and FANUY have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FANUY has higher volatility (17.61%) compared to RTO (5.63%). In terms of maximum drawdown, RTO dropped -86.53% vs FANUY's -79.98%.

FANUY currently has the higher Sharpe Ratio (1.81 vs 0.75), 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

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