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SBGSF vs. PLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SBGSF vs. PLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schneider Electric S.E. (SBGSF) and Prologis, Inc. (PLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SBGSF achieves a 20.61% return, which is significantly higher than PLD's 15.53% return. Over the past 10 years, SBGSF has outperformed PLD with an annualized return of 24.55%, while PLD has yielded a comparatively lower 14.89% annualized return.


SBGSF

1D
-2.79%
1M
3.43%
YTD
20.61%
6M
20.00%
1Y
35.63%
3Y*
26.68%
5Y*
18.20%
10Y*
24.55%

PLD

1D
0.99%
1M
0.28%
YTD
15.53%
6M
15.43%
1Y
39.98%
3Y*
10.99%
5Y*
6.71%
10Y*
14.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBGSF vs. PLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBGSF
Schneider Electric S.E.
20.61%13.58%26.32%50.15%-26.06%64.38%47.24%56.42%-18.39%26.54%
PLD
Prologis, Inc.
15.53%25.08%-18.12%21.58%-31.33%72.33%14.74%55.87%-6.25%25.94%

Correlation

The correlation between SBGSF and PLD is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.15

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

0.22

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

0.20

Correlation (All Time)
Calculated using the full available price history since Jul 27, 2007

0.18

Fundamentals

Market Cap

SBGSF:

$186.17B

PLD:

$139.09B

EPS

SBGSF:

€14.85

PLD:

$3.88

PE Ratio

SBGSF:

19.35

PLD:

37.40

PS Ratio

SBGSF:

2.08

PLD:

15.54

PB Ratio

SBGSF:

6.76

PLD:

2.60

Total Revenue (TTM)

SBGSF:

€78.30B

PLD:

$8.95B

Gross Profit (TTM)

SBGSF:

€32.67B

PLD:

$3.88B

EBITDA (TTM)

SBGSF:

€15.38B

PLD:

$7.71B

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Return for Risk

SBGSF vs. PLD — Risk / Return Rank

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

SBGSF
SBGSF Risk / Return Rank: 6868
Overall Rank
SBGSF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SBGSF Sortino Ratio Rank: 6464
Sortino Ratio Rank
SBGSF Omega Ratio Rank: 6161
Omega Ratio Rank
SBGSF Calmar Ratio Rank: 7373
Calmar Ratio Rank
SBGSF Martin Ratio Rank: 7575
Martin Ratio Rank

PLD
PLD Risk / Return Rank: 8787
Overall Rank
PLD Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
PLD Sortino Ratio Rank: 8585
Sortino Ratio Rank
PLD Omega Ratio Rank: 8383
Omega Ratio Rank
PLD Calmar Ratio Rank: 8989
Calmar Ratio Rank
PLD Martin Ratio Rank: 9292
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.

SBGSF vs. PLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schneider Electric S.E. (SBGSF) and Prologis, Inc. (PLD). 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.


SBGSFPLDDifference
Sharpe ratioReturn per unit of total volatility

-1.00

Sortino ratioReturn per unit of downside risk

-1.25

Omega ratioGain probability vs. loss probability

1.16

1.32

-0.16

Calmar ratioReturn relative to maximum drawdown

1.67

4.19

-2.52

Martin ratioReturn relative to average drawdown

4.40

13.76

-9.36

SBGSF vs. PLD - Sharpe Ratio Comparison

The current SBGSF Sharpe Ratio is 0.84, which is lower than the PLD Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of SBGSF and PLD, 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

SBGSF vs. PLD - Drawdown Comparison

The maximum SBGSF drawdown since its inception was -71.65%, smaller than the maximum PLD drawdown of -84.70%. Use the drawdown chart below to compare losses from any high point for SBGSF and PLD.


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Drawdown Indicators


SBGSFPLDDifference

Max Drawdown

Largest peak-to-trough decline

-71.65%

-84.70%

+13.05%

Max Drawdown (1Y)

Largest decline over 1 year

-21.43%

-9.59%

-11.84%

Max Drawdown (3Y)

Largest decline over 3 years

-29.69%

-31.37%

+1.68%

Max Drawdown (5Y)

Largest decline over 5 years

-43.95%

-43.30%

-0.65%

Max Drawdown (10Y)

Largest decline over 10 years

-43.95%

-43.30%

-0.65%

Current Drawdown

Current decline from peak

-2.79%

-4.36%

+1.57%

Average Drawdown

Average peak-to-trough decline

-31.61%

-17.35%

-14.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.12%

2.91%

+5.21%

Volatility

SBGSF vs. PLD - Volatility Comparison

Schneider Electric S.E. (SBGSF) has a higher volatility of 12.94% compared to Prologis, Inc. (PLD) at 7.52%. This indicates that SBGSF's price experiences larger fluctuations and is considered to be riskier than PLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBGSFPLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.94%

7.52%

+5.42%

Volatility (6M)

Calculated over the trailing 6-month period

32.95%

15.07%

+17.88%

Volatility (1Y)

Calculated over the trailing 1-year period

42.67%

21.87%

+20.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.14%

26.99%

+11.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.56%

27.02%

+8.54%

Dividends

SBGSF vs. PLD - Dividend Comparison

SBGSF's dividend yield for the trailing twelve months is around 1.52%, less than PLD's 2.86% yield.


PositionTTM20252024202320222021202020192018201720162015
PLD
Prologis, Inc.
2.86%3.16%3.63%2.61%2.80%1.50%2.33%2.38%3.27%2.73%3.18%3.54%
SBGSF
Schneider Electric S.E.
1.52%3.17%1.51%3.44%4.32%12.49%3.94%2.56%4.23%2.38%0.00%0.00%

Financials

SBGSF vs. PLD - Financials Comparison

This section allows you to compare key financial metrics between Schneider Electric S.E. and Prologis, 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


0.005.00B10.00B15.00B20.00B202120222023202420252026
20.81B
2.30B
(SBGSF) Total Revenue
(PLD) Total Revenue
Please note, different currencies. SBGSF values in EUR, PLD values in USD

SBGSF vs. PLD - Profitability Comparison

The chart below illustrates the profitability comparison between Schneider Electric S.E. and Prologis, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%202120222023202420252026
39.4%
10.1%
Portfolio components
SBGSF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Schneider Electric S.E. reported a gross profit of 8.20B and revenue of 20.81B. Therefore, the gross margin over that period was 39.4%.

PLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported a gross profit of 232.54M and revenue of 2.30B. Therefore, the gross margin over that period was 10.1%.

SBGSF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Schneider Electric S.E. reported an operating income of 3.15B and revenue of 20.81B, resulting in an operating margin of 15.1%.

PLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported an operating income of 827.03M and revenue of 2.30B, resulting in an operating margin of 36.0%.

SBGSF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Schneider Electric S.E. reported a net income of 2.25B and revenue of 20.81B, resulting in a net margin of 10.8%.

PLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prologis, Inc. reported a net income of 981.98M and revenue of 2.30B, resulting in a net margin of 42.7%.


Frequently Asked Questions


SBGSF and PLD have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SBGSF has higher volatility (12.94%) compared to PLD (7.52%). In terms of maximum drawdown, SBGSF dropped -71.65% vs PLD's -84.70%.

PLD currently has the higher Sharpe Ratio (1.84 vs 0.84), 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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