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SAFRY vs. RYCEY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SAFRY vs. RYCEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Safran SA (SAFRY) and Rolls-Royce Holdings plc (RYCEY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SAFRY achieves a 2.56% return, which is significantly lower than RYCEY's 12.43% return. Over the past 10 years, SAFRY has outperformed RYCEY with an annualized return of 20.00%, while RYCEY has yielded a comparatively lower 8.49% annualized return.


SAFRY

1D
1.37%
1M
7.84%
YTD
2.56%
6M
4.12%
1Y
19.74%
3Y*
34.38%
5Y*
19.82%
10Y*
20.00%

RYCEY

1D
1.79%
1M
7.56%
YTD
12.43%
6M
19.66%
1Y
46.06%
3Y*
113.04%
5Y*
61.46%
10Y*
8.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAFRY vs. RYCEY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SAFRY
Safran SA
2.56%61.48%24.75%42.67%2.63%-13.43%-8.37%31.49%17.99%46.30%
RYCEY
Rolls-Royce Holdings plc
12.43%123.64%88.21%253.27%-33.95%2.53%-82.05%-12.69%-7.35%40.70%

Correlation

The correlation between SAFRY and RYCEY is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.74

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

0.63

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

0.64

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

0.56

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2014

0.55

The correlation between SAFRY and RYCEY shifts across timeframes, from 0.55 (all time) to 0.74 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SAFRY:

$147.50B

RYCEY:

$147.86B

EPS

SAFRY:

€3.89

RYCEY:

£0.99

PE Ratio

SAFRY:

19.63

RYCEY:

13.26

PEG Ratio

SAFRY:

0.01

RYCEY:

0.03

PS Ratio

SAFRY:

2.17

RYCEY:

2.77

PB Ratio

SAFRY:

8.59

RYCEY:

40.55

Total Revenue (TTM)

SAFRY:

€58.78B

RYCEY:

£40.04B

Gross Profit (TTM)

SAFRY:

€22.83B

RYCEY:

£10.10B

EBITDA (TTM)

SAFRY:

€6.39B

RYCEY:

£8.04B

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Return for Risk

SAFRY vs. RYCEY — Risk / Return Rank

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

SAFRY
SAFRY Risk / Return Rank: 6161
Overall Rank
SAFRY Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
SAFRY Sortino Ratio Rank: 6060
Sortino Ratio Rank
SAFRY Omega Ratio Rank: 5757
Omega Ratio Rank
SAFRY Calmar Ratio Rank: 6161
Calmar Ratio Rank
SAFRY Martin Ratio Rank: 6262
Martin Ratio Rank

RYCEY
RYCEY Risk / Return Rank: 7777
Overall Rank
RYCEY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
RYCEY Sortino Ratio Rank: 7575
Sortino Ratio Rank
RYCEY Omega Ratio Rank: 7373
Omega Ratio Rank
RYCEY Calmar Ratio Rank: 7878
Calmar Ratio Rank
RYCEY Martin Ratio Rank: 8080
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.

SAFRY vs. RYCEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Safran SA (SAFRY) and Rolls-Royce Holdings plc (RYCEY). 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.


SAFRYRYCEYDifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.13

1.23

-0.10

Calmar ratioReturn relative to maximum drawdown

0.81

2.13

-1.32

Martin ratioReturn relative to average drawdown

2.06

5.98

-3.91

SAFRY vs. RYCEY - Sharpe Ratio Comparison

The current SAFRY Sharpe Ratio is 0.61, which is lower than the RYCEY Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of SAFRY and RYCEY, 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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Drawdowns

SAFRY vs. RYCEY - Drawdown Comparison

The maximum SAFRY drawdown since its inception was -65.58%, smaller than the maximum RYCEY drawdown of -99.07%. Use the drawdown chart below to compare losses from any high point for SAFRY and RYCEY.


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Drawdown Indicators


SAFRYRYCEYDifference

Max Drawdown

Largest peak-to-trough decline

-65.58%

-99.07%

+33.49%

Max Drawdown (1Y)

Largest decline over 1 year

-24.57%

-21.75%

-2.82%

Max Drawdown (3Y)

Largest decline over 3 years

-24.57%

-23.37%

-1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-41.98%

-62.01%

+20.03%

Max Drawdown (10Y)

Largest decline over 10 years

-65.58%

-94.64%

+29.06%

Current Drawdown

Current decline from peak

-12.89%

-77.68%

+64.79%

Average Drawdown

Average peak-to-trough decline

-12.25%

-84.15%

+71.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.60%

7.73%

+1.87%

Volatility

SAFRY vs. RYCEY - Volatility Comparison

Safran SA (SAFRY) and Rolls-Royce Holdings plc (RYCEY) have volatilities of 11.51% and 12.00%, 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


SAFRYRYCEYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.51%

12.00%

-0.49%

Volatility (6M)

Calculated over the trailing 6-month period

28.81%

32.70%

-3.89%

Volatility (1Y)

Calculated over the trailing 1-year period

32.78%

37.88%

-5.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.83%

43.48%

-13.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.32%

49.35%

-14.03%

Dividends

SAFRY vs. RYCEY - Dividend Comparison

SAFRY's dividend yield for the trailing twelve months is around 1.11%, more than RYCEY's 0.72% yield.


PositionTTM20252024202320222021202020192018201720162015
RYCEY
Rolls-Royce Holdings plc
0.72%0.86%0.00%0.00%0.00%0.00%5.51%1.56%1.32%1.55%4.19%14.44%
SAFRY
Safran SA
1.11%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. RYCEY - Financials Comparison

This section allows you to compare key financial metrics between Safran SA and Rolls-Royce Holdings plc. 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


6.00B8.00B10.00B12.00B14.00B16.00B20212022202320242025
16.20B
11.64B
(SAFRY) Total Revenue
(RYCEY) Total Revenue
Please note, different currencies. SAFRY values in EUR, RYCEY values in GBP

SAFRY vs. RYCEY - Profitability Comparison

The chart below illustrates the profitability comparison between Safran SA and Rolls-Royce Holdings plc 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%20212022202320242025
12.1%
27.4%
Portfolio components
SAFRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

RYCEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a gross profit of 3.19B and revenue of 11.64B. Therefore, the gross margin over that period was 27.4%.

SAFRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Safran SA reported an operating income of 1.91B and revenue of 16.20B, resulting in an operating margin of 11.8%.

RYCEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported an operating income of 3.23B and revenue of 11.64B, resulting in an operating margin of 27.7%.

SAFRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Safran SA reported a net income of 2.12B and revenue of 16.20B, resulting in a net margin of 13.1%.

RYCEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a net income of 1.42B and revenue of 11.64B, resulting in a net margin of 12.2%.


Frequently Asked Questions


SAFRY and RYCEY have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RYCEY has higher volatility (12.00%) compared to SAFRY (11.51%). In terms of maximum drawdown, SAFRY dropped -65.58% vs RYCEY's -99.07%.

RYCEY currently has the higher Sharpe Ratio (1.22 vs 0.61), 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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