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SB vs. SBLK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SB vs. SBLK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Safe Bulkers, Inc. (SB) and Star Bulk Carriers Corp. (SBLK). 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 49.69% return, which is significantly higher than SBLK's 45.28% return. Over the past 10 years, SB has underperformed SBLK with an annualized return of 23.71%, while SBLK has yielded a comparatively higher 32.55% annualized return.


SB

1D
2.14%
1M
8.98%
YTD
49.69%
6M
50.00%
1Y
98.17%
3Y*
35.80%
5Y*
16.43%
10Y*
23.71%

SBLK

1D
1.73%
1M
4.11%
YTD
45.28%
6M
47.82%
1Y
70.08%
3Y*
22.24%
5Y*
14.95%
10Y*
32.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SB vs. SBLK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SB
Safe Bulkers, Inc.
49.69%41.65%-5.15%42.94%-18.68%190.00%-23.53%-4.49%-44.89%180.87%
SBLK
Star Bulk Carriers Corp.
45.28%30.76%-21.04%19.24%8.50%185.15%-24.77%29.82%-18.83%120.35%

Correlation

The correlation between SB and SBLK is 0.67, 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

0.67

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

0.67

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

0.71

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

0.62

Correlation (All Time)
Calculated using the full available price history since May 30, 2008

0.53

The correlation between SB and SBLK shifts across timeframes, from 0.53 (all time) to 0.71 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SB:

$731.51M

SBLK:

$3.02B

EPS

SB:

$0.52

SBLK:

$1.25

PE Ratio

SB:

13.69

SBLK:

21.63

PS Ratio

SB:

2.56

SBLK:

2.81

PB Ratio

SB:

0.87

SBLK:

1.24

Total Revenue (TTM)

SB:

$285.78M

SBLK:

$1.09B

Gross Profit (TTM)

SB:

$111.18M

SBLK:

$377.07M

EBITDA (TTM)

SB:

$142.81M

SBLK:

$377.39M

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Return for Risk

SB vs. SBLK — 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: 9595
Sharpe Ratio Rank
SB Sortino Ratio Rank: 9494
Sortino Ratio Rank
SB Omega Ratio Rank: 9292
Omega Ratio Rank
SB Calmar Ratio Rank: 9595
Calmar Ratio Rank
SB Martin Ratio Rank: 9595
Martin Ratio Rank

SBLK
SBLK Risk / Return Rank: 8989
Overall Rank
SBLK Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
SBLK Sortino Ratio Rank: 8989
Sortino Ratio Rank
SBLK Omega Ratio Rank: 8787
Omega Ratio Rank
SBLK Calmar Ratio Rank: 8989
Calmar Ratio Rank
SBLK Martin Ratio Rank: 8989
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. SBLK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Safe Bulkers, Inc. (SB) and Star Bulk Carriers Corp. (SBLK). 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.


SBSBLKDifference
Sharpe ratioReturn per unit of total volatility

+0.57

Sortino ratioReturn per unit of downside risk

+0.63

Omega ratioGain probability vs. loss probability

1.46

1.37

+0.09

Calmar ratioReturn relative to maximum drawdown

6.70

4.03

+2.67

Martin ratioReturn relative to average drawdown

18.92

11.15

+7.76

SB vs. SBLK - Sharpe Ratio Comparison

The current SB Sharpe Ratio is 2.94, which is comparable to the SBLK Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of SB and SBLK, 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. SBLK - Drawdown Comparison

The maximum SB drawdown since its inception was -97.38%, roughly equal to the maximum SBLK drawdown of -99.76%. Use the drawdown chart below to compare losses from any high point for SB and SBLK.


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Drawdown Indicators


SBSBLKDifference

Max Drawdown

Largest peak-to-trough decline

-97.38%

-99.76%

+2.38%

Max Drawdown (1Y)

Largest decline over 1 year

-14.73%

-17.49%

+2.76%

Max Drawdown (3Y)

Largest decline over 3 years

-49.71%

-48.44%

-1.27%

Max Drawdown (5Y)

Largest decline over 5 years

-52.55%

-48.44%

-4.11%

Max Drawdown (10Y)

Largest decline over 10 years

-78.46%

-73.77%

-4.69%

Current Drawdown

Current decline from peak

-23.85%

-93.44%

+69.59%

Average Drawdown

Average peak-to-trough decline

-63.01%

-82.70%

+19.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.21%

6.30%

-1.09%

Volatility

SB vs. SBLK - Volatility Comparison

Safe Bulkers, Inc. (SB) has a higher volatility of 14.78% compared to Star Bulk Carriers Corp. (SBLK) at 9.39%. This indicates that SB's price experiences larger fluctuations and is considered to be riskier than SBLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBSBLKDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.78%

9.39%

+5.39%

Volatility (6M)

Calculated over the trailing 6-month period

24.92%

22.94%

+1.98%

Volatility (1Y)

Calculated over the trailing 1-year period

33.56%

29.65%

+3.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.85%

42.86%

-1.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.35%

52.44%

+2.91%

Dividends

SB vs. SBLK - Dividend Comparison

SB's dividend yield for the trailing twelve months is around 2.09%, less than SBLK's 3.82% yield.


PositionTTM20252024202320222021202020192018201720162015
SB
Safe Bulkers, Inc.
2.09%4.15%5.60%5.09%6.87%0.00%0.00%0.00%0.00%0.00%0.00%4.94%
SBLK
Star Bulk Carriers Corp.
3.82%1.56%16.72%7.38%33.80%9.93%0.57%0.42%0.00%0.00%0.00%0.00%

Financials

SB vs. SBLK - Financials Comparison

This section allows you to compare key financial metrics between Safe Bulkers, Inc. and Star Bulk Carriers Corp.. 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


100.00M200.00M300.00M400.00M500.00M20222023202420252026
74.39M
281.15M
(SB) Total Revenue
(SBLK) Total Revenue
Values in USD except per share items

SB vs. SBLK - Profitability Comparison

The chart below illustrates the profitability comparison between Safe Bulkers, Inc. and Star Bulk Carriers Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20222023202420252026
45.3%
33.1%
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%.

SBLK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Star Bulk Carriers Corp. reported a gross profit of 92.95M and revenue of 281.15M. Therefore, the gross margin over that period was 33.1%.

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%.

SBLK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Star Bulk Carriers Corp. reported an operating income of 73.02M and revenue of 281.15M, resulting in an operating margin of 26.0%.

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%.

SBLK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Star Bulk Carriers Corp. reported a net income of 58.53M and revenue of 281.15M, resulting in a net margin of 20.8%.


Frequently Asked Questions


SB and SBLK have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SB has higher volatility (14.78%) compared to SBLK (9.39%). In terms of maximum drawdown, SB dropped -97.38% vs SBLK's -99.76%.

SB currently has the higher Sharpe Ratio (2.94 vs 2.38), 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

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