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SB vs. ASC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

SB vs. ASC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Safe Bulkers, Inc. (SB) and Ardmore Shipping Corporation (ASC). The values are adjusted to include any dividend payments, if applicable.

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%JuneJulyAugustSeptemberOctoberNovember
-21.77%
-44.72%
SB
ASC

Returns By Period

In the year-to-date period, SB achieves a 8.05% return, which is significantly higher than ASC's -11.56% return. Over the past 10 years, SB has underperformed ASC with an annualized return of -1.04%, while ASC has yielded a comparatively higher 3.54% annualized return.


SB

YTD

8.05%

1M

-5.07%

6M

-21.77%

1Y

19.96%

5Y (annualized)

23.24%

10Y (annualized)

-1.04%

ASC

YTD

-11.56%

1M

-26.70%

6M

-44.72%

1Y

-6.65%

5Y (annualized)

10.54%

10Y (annualized)

3.54%

Fundamentals


SBASC
Market Cap$451.67M$519.26M
EPS$0.90$3.54
PE Ratio4.703.48
PEG Ratio-1.07-6.04
Total Revenue (TTM)$318.43M$445.07M
Gross Profit (TTM)$150.20M$197.12M
EBITDA (TTM)$174.64M$199.62M

Key characteristics


SBASC
Sharpe Ratio0.64-0.16
Sortino Ratio1.120.01
Omega Ratio1.131.00
Calmar Ratio0.31-0.12
Martin Ratio1.38-0.35
Ulcer Index14.99%16.31%
Daily Std Dev32.01%35.58%
Max Drawdown-97.38%-80.11%
Current Drawdown-59.14%-47.39%

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Correlation

-0.50.00.51.00.4

The correlation between SB and ASC is 0.37, 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.

Risk-Adjusted Performance

SB vs. ASC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Safe Bulkers, Inc. (SB) and Ardmore Shipping Corporation (ASC). 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.


Sharpe ratio
The chart of Sharpe ratio for SB, currently valued at 0.64, compared to the broader market-4.00-2.000.002.004.000.64-0.16
The chart of Sortino ratio for SB, currently valued at 1.12, compared to the broader market-4.00-2.000.002.004.001.120.01
The chart of Omega ratio for SB, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.00
The chart of Calmar ratio for SB, currently valued at 0.32, compared to the broader market0.002.004.006.000.32-0.12
The chart of Martin ratio for SB, currently valued at 1.38, compared to the broader market0.0010.0020.0030.001.38-0.35
SB
ASC

The current SB Sharpe Ratio is 0.64, which is higher than the ASC Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of SB and ASC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.64
-0.16
SB
ASC

Dividends

SB vs. ASC - Dividend Comparison

SB's dividend yield for the trailing twelve months is around 4.85%, less than ASC's 8.92% yield.


TTM20232022202120202019201820172016201520142013
SB
Safe Bulkers, Inc.
4.85%5.09%6.87%0.00%0.00%0.00%0.00%0.00%0.00%4.94%5.63%2.02%
ASC
Ardmore Shipping Corporation
8.92%8.16%0.00%0.00%1.53%0.00%0.00%0.00%5.41%4.80%3.34%0.42%

Drawdowns

SB vs. ASC - Drawdown Comparison

The maximum SB drawdown since its inception was -97.38%, which is greater than ASC's maximum drawdown of -80.11%. Use the drawdown chart below to compare losses from any high point for SB and ASC. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-57.16%
-47.39%
SB
ASC

Volatility

SB vs. ASC - Volatility Comparison

Safe Bulkers, Inc. (SB) and Ardmore Shipping Corporation (ASC) have volatilities of 8.83% and 9.04%, 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.


6.00%8.00%10.00%12.00%14.00%16.00%JuneJulyAugustSeptemberOctoberNovember
8.83%
9.04%
SB
ASC

Financials

SB vs. ASC - Financials Comparison

This section allows you to compare key financial metrics between Safe Bulkers, Inc. and Ardmore Shipping 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


Values in USD except per share items