SBGSY vs. CARR
Compare and contrast key facts about Schneider Electric SA (SBGSY) and Carrier Global Corporation (CARR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBGSY or CARR.
Correlation
The correlation between SBGSY and CARR is 0.61, 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.
Performance
SBGSY vs. CARR - Performance Comparison
Loading data...
Key characteristics
SBGSY:
-0.02
CARR:
0.33
SBGSY:
0.38
CARR:
0.78
SBGSY:
1.05
CARR:
1.10
SBGSY:
0.12
CARR:
0.39
SBGSY:
0.36
CARR:
0.92
SBGSY:
9.49%
CARR:
13.66%
SBGSY:
35.39%
CARR:
33.17%
SBGSY:
-52.02%
CARR:
-40.82%
SBGSY:
-14.48%
CARR:
-12.78%
Fundamentals
SBGSY:
$136.08B
CARR:
$61.25B
SBGSY:
$1.78
CARR:
$1.50
SBGSY:
27.28
CARR:
47.63
SBGSY:
1.77
CARR:
58.33
SBGSY:
3.57
CARR:
2.75
SBGSY:
3.89
CARR:
4.33
SBGSY:
$38.15B
CARR:
$23.04B
SBGSY:
$16.35B
CARR:
$6.36B
SBGSY:
$7.39B
CARR:
$4.00B
Returns By Period
In the year-to-date period, SBGSY achieves a -2.20% return, which is significantly lower than CARR's 5.00% return.
SBGSY
-2.20%
9.05%
-6.27%
-2.31%
24.80%
14.88%
CARR
5.00%
21.37%
-6.22%
10.41%
33.13%
N/A
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
SBGSY vs. CARR — Risk-Adjusted Performance Rank
SBGSY
CARR
SBGSY vs. CARR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schneider Electric SA (SBGSY) and Carrier Global Corporation (CARR). 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.
Loading data...
Dividends
SBGSY vs. CARR - Dividend Comparison
SBGSY's dividend yield for the trailing twelve months is around 1.56%, more than CARR's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBGSY Schneider Electric SA | 1.56% | 1.53% | 1.71% | 2.20% | 1.56% | 1.90% | 2.58% | 4.01% | 2.62% | 3.30% | 3.63% | 3.56% |
CARR Carrier Global Corporation | 1.16% | 1.16% | 1.30% | 1.54% | 0.94% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SBGSY vs. CARR - Drawdown Comparison
The maximum SBGSY drawdown since its inception was -52.02%, which is greater than CARR's maximum drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for SBGSY and CARR. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SBGSY vs. CARR - Volatility Comparison
The current volatility for Schneider Electric SA (SBGSY) is 11.70%, while Carrier Global Corporation (CARR) has a volatility of 13.41%. This indicates that SBGSY experiences smaller price fluctuations and is considered to be less risky than CARR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
SBGSY vs. CARR - Financials Comparison
This section allows you to compare key financial metrics between Schneider Electric SA and Carrier Global 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.
Total Revenue: Total amount of money received from sales and other business activities
SBGSY vs. CARR - Profitability Comparison
SBGSY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Schneider Electric SA reported a gross profit of 8.38B and revenue of 19.98B. Therefore, the gross margin over that period was 41.9%.
CARR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported a gross profit of 1.45B and revenue of 5.22B. Therefore, the gross margin over that period was 27.7%.
SBGSY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Schneider Electric SA reported an operating income of 3.44B and revenue of 19.98B, resulting in an operating margin of 17.2%.
CARR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported an operating income of 629.00M and revenue of 5.22B, resulting in an operating margin of 12.1%.
SBGSY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Schneider Electric SA reported a net income of 2.39B and revenue of 19.98B, resulting in a net margin of 12.0%.
CARR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported a net income of 412.00M and revenue of 5.22B, resulting in a net margin of 7.9%.