SAFRY vs. HTHIY
SAFRY (Safran SA) and HTHIY (Hitachi Ltd ADR) are both stocks. Both are in the Industrials sector — SAFRY in Aerospace & Defense, HTHIY in Conglomerates. Over the past 10 years, SAFRY returned 20.11%/yr vs 21.68%/yr for HTHIY. At a 0.30 correlation, their price movements are largely independent.
Performance
SAFRY vs. HTHIY - Performance Comparison
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Returns By Period
In the year-to-date period, SAFRY achieves a 11.60% return, which is significantly higher than HTHIY's -5.71% return. Over the past 10 years, SAFRY has underperformed HTHIY with an annualized return of 20.11%, while HTHIY has yielded a comparatively higher 21.68% annualized return.
SAFRY
- 1D
- -1.26%
- 1M
- 8.81%
- 6M
- 4.83%
- YTD
- 11.60%
- 1Y
- 18.85%
- 3Y*
- 38.20%
- 5Y*
- 23.13%
- 10Y*
- 20.11%
HTHIY
- 1D
- -0.78%
- 1M
- -0.41%
- 6M
- -12.78%
- YTD
- -5.71%
- 1Y
- 7.25%
- 3Y*
- 33.17%
- 5Y*
- 19.49%
- 10Y*
- 21.68%
SAFRY vs. HTHIY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAFRY Safran SA | 11.60% | 61.48% | 24.75% | 42.67% | 2.63% | -13.43% | -8.37% | 31.49% | 17.99% | 46.30% |
HTHIY Hitachi Ltd ADR | -5.71% | 26.95% | 71.97% | 43.04% | -6.74% | 36.49% | -5.96% | 59.42% | -32.14% | 47.89% |
Correlation
The correlation between SAFRY and HTHIY is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2012 | 0.30 |
Fundamentals
SAFRY:
$159.91B
HTHIY:
$132.29B
SAFRY:
€3.89
HTHIY:
¥137.53
SAFRY:
21.59
HTHIY:
34.58
SAFRY:
0.01
HTHIY:
2.70
SAFRY:
2.39
HTHIY:
2.53
SAFRY:
9.45
HTHIY:
3.25
SAFRY:
€58.78B
HTHIY:
¥8.49T
SAFRY:
€22.83B
HTHIY:
¥2.57T
SAFRY:
€6.39B
HTHIY:
¥1.52T
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Return for Risk
SAFRY vs. HTHIY — Risk / Return Rank
SAFRY
HTHIY
SAFRY vs. HTHIY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Safran SA (SAFRY) and Hitachi Ltd ADR (HTHIY). 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.
| SAFRY | HTHIY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.05 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.17 | +0.65 |
| Martin ratioReturn relative to average drawdown | 2.08 | 0.34 | +1.73 |
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Drawdowns
SAFRY vs. HTHIY - Drawdown Comparison
The maximum SAFRY drawdown since its inception was -65.58%, which is greater than HTHIY's maximum drawdown of -52.86%. Use the drawdown chart below to compare losses from any high point for SAFRY and HTHIY.
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Drawdown Indicators
| SAFRY | HTHIY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -52.86% | -12.72% |
Max Drawdown (1Y)Largest decline over 1 year | -24.57% | -28.37% | +3.80% |
Max Drawdown (3Y)Largest decline over 3 years | -24.57% | -34.05% | +9.48% |
Max Drawdown (5Y)Largest decline over 5 years | -37.59% | -35.47% | -2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -65.58% | -44.98% | -20.60% |
Current DrawdownCurrent decline from peak | -6.14% | -22.94% | +16.80% |
Average DrawdownAverage peak-to-trough decline | -12.22% | -15.87% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.71% | 13.94% | -4.23% |
Volatility
SAFRY vs. HTHIY - Volatility Comparison
Safran SA (SAFRY) and Hitachi Ltd ADR (HTHIY) have volatilities of 9.72% and 10.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAFRY | HTHIY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.72% | 10.07% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 29.45% | 32.55% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.21% | 40.58% | -7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.91% | 34.55% | -4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.16% | 31.40% | +3.76% |
Dividends
SAFRY vs. HTHIY - Dividend Comparison
SAFRY's dividend yield for the trailing twelve months is around 1.02%, while HTHIY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTHIY Hitachi Ltd ADR | 0.00% | 0.49% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.70% | 1.99% | 0.00% |
SAFRY Safran SA | 1.02% | 0.93% | 1.09% | 0.83% | 0.42% | 0.43% | 0.00% | 1.32% | 1.60% | 1.60% | 4.16% | 1.98% |
Financials
SAFRY vs. HTHIY - Financials Comparison
This section allows you to compare key financial metrics between Safran SA and Hitachi Ltd 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.
Total Revenue: Total amount of money received from sales and other business activities
SAFRY vs. HTHIY - Profitability Comparison
SAFRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Safran SA reported a gross profit of 1.96B and revenue of 16.20B. Therefore, the gross margin over that period was 12.1%.
HTHIY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Hitachi Ltd ADR reported a gross profit of 961.99B and revenue of 3.14T. Therefore, the gross margin over that period was 30.6%.
SAFRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Safran SA reported an operating income of 1.91B and revenue of 16.20B, resulting in an operating margin of 11.8%.
HTHIY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Hitachi Ltd ADR reported an operating income of 380.42B and revenue of 3.14T, resulting in an operating margin of 12.1%.
SAFRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Safran SA reported a net income of 2.12B and revenue of 16.20B, resulting in a net margin of 13.1%.
HTHIY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Hitachi Ltd ADR reported a net income of 166.82B and revenue of 3.14T, resulting in a net margin of 5.3%.
Frequently Asked Questions
SAFRY and HTHIY have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTHIY has higher volatility (10.07%) compared to SAFRY (9.72%). In terms of maximum drawdown, SAFRY dropped -65.58% vs HTHIY's -52.86%.
SAFRY currently has the higher Sharpe Ratio (0.61 vs 0.12), 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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