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

Correlation

The correlation between SB and DSX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

SB vs. DSX - Performance Comparison

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

-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%JulyAugustSeptemberOctoberNovemberDecember
-64.63%
-87.98%
SB
DSX

Key characteristics

Sharpe Ratio

SB:

-0.22

DSX:

-1.01

Sortino Ratio

SB:

-0.10

DSX:

-1.40

Omega Ratio

SB:

0.99

DSX:

0.84

Calmar Ratio

SB:

-0.11

DSX:

-0.35

Martin Ratio

SB:

-0.38

DSX:

-1.84

Ulcer Index

SB:

18.57%

DSX:

17.31%

Daily Std Dev

SB:

31.69%

DSX:

31.67%

Max Drawdown

SB:

-97.38%

DSX:

-96.33%

Current Drawdown

SB:

-65.19%

DSX:

-90.02%

Fundamentals

Market Cap

SB:

$381.20M

DSX:

$230.34M

EPS

SB:

$0.90

DSX:

$0.05

PE Ratio

SB:

3.97

DSX:

36.80

PEG Ratio

SB:

-1.07

DSX:

-0.83

Total Revenue (TTM)

SB:

$318.43M

DSX:

$231.15M

Gross Profit (TTM)

SB:

$150.20M

DSX:

$88.04M

EBITDA (TTM)

SB:

$174.64M

DSX:

$87.44M

Returns By Period

In the year-to-date period, SB achieves a -7.94% return, which is significantly higher than DSX's -32.15% return. Over the past 10 years, SB has outperformed DSX with an annualized return of 0.13%, while DSX has yielded a comparatively lower -6.94% annualized return.


SB

YTD

-7.94%

1M

-17.02%

6M

-38.76%

1Y

-8.64%

5Y*

18.90%

10Y*

0.13%

DSX

YTD

-32.15%

1M

-14.29%

6M

-32.29%

1Y

-32.38%

5Y*

2.22%

10Y*

-6.94%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

SB vs. DSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Safe Bulkers, Inc. (SB) and Diana Shipping Inc. (DSX). 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 -0.22, compared to the broader market-4.00-2.000.002.00-0.22-1.01
The chart of Sortino ratio for SB, currently valued at -0.10, compared to the broader market-4.00-2.000.002.004.00-0.10-1.40
The chart of Omega ratio for SB, currently valued at 0.99, compared to the broader market0.501.001.502.000.990.84
The chart of Calmar ratio for SB, currently valued at -0.11, compared to the broader market0.002.004.006.00-0.11-0.36
The chart of Martin ratio for SB, currently valued at -0.38, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.38-1.84
SB
DSX

The current SB Sharpe Ratio is -0.22, which is higher than the DSX Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of SB and DSX, 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.22
-1.01
SB
DSX

Dividends

SB vs. DSX - Dividend Comparison

SB's dividend yield for the trailing twelve months is around 4.27%, less than DSX's 12.70% yield.


TTM20232022202120202019201820172016201520142013
SB
Safe Bulkers, Inc.
4.27%5.09%6.87%0.00%0.00%0.00%0.00%0.00%0.00%4.94%5.63%2.02%
DSX
Diana Shipping Inc.
12.70%20.20%21.27%2.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SB vs. DSX - Drawdown Comparison

The maximum SB drawdown since its inception was -97.38%, roughly equal to the maximum DSX drawdown of -96.33%. Use the drawdown chart below to compare losses from any high point for SB and DSX. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%JulyAugustSeptemberOctoberNovemberDecember
-65.19%
-88.02%
SB
DSX

Volatility

SB vs. DSX - Volatility Comparison

The current volatility for Safe Bulkers, Inc. (SB) is 8.77%, while Diana Shipping Inc. (DSX) has a volatility of 16.72%. This indicates that SB experiences smaller price fluctuations and is considered to be less risky than DSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.77%
16.72%
SB
DSX

Financials

SB vs. DSX - Financials Comparison

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

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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