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SB vs. ASC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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.

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Returns By Period

In the year-to-date period, SB achieves a 46.55% return, which is significantly lower than ASC's 70.76% return. Over the past 10 years, SB has outperformed ASC with an annualized return of 23.45%, while ASC has yielded a comparatively lower 11.68% annualized return.


SB

1D
4.63%
1M
6.70%
YTD
46.55%
6M
46.25%
1Y
92.98%
3Y*
34.84%
5Y*
17.58%
10Y*
23.45%

ASC

1D
2.87%
1M
-4.50%
YTD
70.76%
6M
67.60%
1Y
81.06%
3Y*
17.38%
5Y*
38.41%
10Y*
11.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SB vs. ASC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SB
Safe Bulkers, Inc.
46.55%41.65%-5.15%42.94%-18.68%190.00%-23.53%-4.49%-44.89%180.87%
ASC
Ardmore Shipping Corporation
70.76%-10.36%-8.18%5.81%326.33%3.36%-63.57%93.79%-41.63%8.11%

Correlation

The correlation between SB and ASC is 0.54, 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

0.54

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

0.49

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

0.45

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

0.40

Correlation (All Time)
Calculated using the full available price history since Aug 1, 2013

0.39

The correlation between SB and ASC shifts across timeframes, from 0.39 (all time) to 0.54 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SB:

$716.19M

ASC:

$717.46M

EPS

SB:

$0.52

ASC:

$1.43

PE Ratio

SB:

13.40

ASC:

12.27

PS Ratio

SB:

2.51

ASC:

2.21

PB Ratio

SB:

0.85

ASC:

1.10

Total Revenue (TTM)

SB:

$285.78M

ASC:

$324.12M

Gross Profit (TTM)

SB:

$111.18M

ASC:

$100.44M

EBITDA (TTM)

SB:

$142.81M

ASC:

$105.80M

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Return for Risk

SB vs. ASC — Risk / Return Rank

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

SB
SB Risk / Return Rank: 9494
Overall Rank
SB Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SB Sortino Ratio Rank: 9393
Sortino Ratio Rank
SB Omega Ratio Rank: 9191
Omega Ratio Rank
SB Calmar Ratio Rank: 9595
Calmar Ratio Rank
SB Martin Ratio Rank: 9595
Martin Ratio Rank

ASC
ASC Risk / Return Rank: 8888
Overall Rank
ASC Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ASC Sortino Ratio Rank: 8989
Sortino Ratio Rank
ASC Omega Ratio Rank: 8585
Omega Ratio Rank
ASC Calmar Ratio Rank: 8787
Calmar Ratio Rank
ASC Martin Ratio Rank: 8686
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.

SB vs. ASC - Risk-Adjusted Trends 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.

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.


SBASCDifference
Sharpe ratioReturn per unit of total volatility

+0.52

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.44

1.34

+0.10

Calmar ratioReturn relative to maximum drawdown

6.34

3.71

+2.63

Martin ratioReturn relative to average drawdown

17.92

8.98

+8.94

SB vs. ASC - Sharpe Ratio Comparison

The current SB Sharpe Ratio is 2.79, which is comparable to the ASC Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of SB and ASC, 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

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.


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Drawdown Indicators


SBASCDifference

Max Drawdown

Largest peak-to-trough decline

-97.38%

-80.11%

-17.27%

Max Drawdown (1Y)

Largest decline over 1 year

-14.73%

-21.96%

+7.23%

Max Drawdown (3Y)

Largest decline over 3 years

-49.71%

-61.41%

+11.70%

Max Drawdown (5Y)

Largest decline over 5 years

-52.55%

-61.41%

+8.86%

Max Drawdown (10Y)

Largest decline over 10 years

-78.46%

-71.21%

-7.25%

Current Drawdown

Current decline from peak

-25.45%

-16.39%

-9.06%

Average Drawdown

Average peak-to-trough decline

-63.02%

-38.91%

-24.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.21%

9.06%

-3.85%

Volatility

SB vs. ASC - Volatility Comparison

Safe Bulkers, Inc. (SB) has a higher volatility of 14.68% compared to Ardmore Shipping Corporation (ASC) at 11.20%. This indicates that SB's price experiences larger fluctuations and is considered to be riskier than ASC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBASCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.68%

11.20%

+3.48%

Volatility (6M)

Calculated over the trailing 6-month period

24.87%

27.22%

-2.35%

Volatility (1Y)

Calculated over the trailing 1-year period

33.57%

36.00%

-2.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.85%

45.77%

-3.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.40%

51.29%

+4.11%

Dividends

SB vs. ASC - Dividend Comparison

SB's dividend yield for the trailing twelve months is around 2.14%, less than ASC's 3.70% yield.


PositionTTM20252024202320222021202020192018201720162015
ASC
Ardmore Shipping Corporation
3.70%2.83%8.89%8.16%0.00%0.00%1.53%0.00%0.00%0.00%5.41%4.80%
SB
Safe Bulkers, Inc.
2.14%4.15%5.60%5.09%6.87%0.00%0.00%0.00%0.00%0.00%0.00%4.94%

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


40.00M60.00M80.00M100.00M120.00M140.00M20222023202420252026
74.39M
87.92M
(SB) Total Revenue
(ASC) Total Revenue
Values in USD except per share items

SB vs. ASC - Profitability Comparison

The chart below illustrates the profitability comparison between Safe Bulkers, Inc. and Ardmore Shipping Corporation 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%20222023202420252026
45.3%
36.4%
Portfolio components
SB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported a gross profit of 33.69M and revenue of 74.39M. Therefore, the gross margin over that period was 45.3%.

ASC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ardmore Shipping Corporation reported a gross profit of 32.00M and revenue of 87.92M. Therefore, the gross margin over that period was 36.4%.

SB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported an operating income of 26.47M and revenue of 74.39M, resulting in an operating margin of 35.6%.

ASC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ardmore Shipping Corporation reported an operating income of 25.58M and revenue of 87.92M, resulting in an operating margin of 29.1%.

SB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported a net income of 22.21M and revenue of 74.39M, resulting in a net margin of 29.9%.

ASC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ardmore Shipping Corporation reported a net income of 23.58M and revenue of 87.92M, resulting in a net margin of 26.8%.


Frequently Asked Questions


SB and ASC have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SB has higher volatility (14.68%) compared to ASC (11.20%). In terms of maximum drawdown, SB dropped -97.38% vs ASC's -80.11%.

SB currently has the higher Sharpe Ratio (2.79 vs 2.27), 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

Find the right allocation for SB and ASC

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