PortfoliosLab logoPortfoliosLab logo
SBLK vs. ZIM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SBLK vs. ZIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Star Bulk Carriers Corp. (SBLK) and ZIM Integrated Shipping Services Ltd. (ZIM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SBLK achieves a 44.82% return, which is significantly higher than ZIM's 22.75% return.


SBLK

1D
-2.87%
1M
8.39%
YTD
44.82%
6M
41.34%
1Y
72.25%
3Y*
21.52%
5Y*
20.78%
10Y*
29.13%

ZIM

1D
1.98%
1M
-4.07%
YTD
22.75%
6M
32.96%
1Y
57.00%
3Y*
44.69%
5Y*
20.82%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBLK vs. ZIM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SBLK
Star Bulk Carriers Corp.
44.82%30.76%-21.04%19.24%8.50%146.85%
ZIM
ZIM Integrated Shipping Services Ltd.
22.75%28.11%176.93%-21.06%-52.70%463.11%

Correlation

The correlation between SBLK and ZIM is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.33

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

0.31

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

0.39

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2021

0.39

Fundamentals

Market Cap

SBLK:

$3.06B

ZIM:

$3.04B

EPS

SBLK:

$1.25

ZIM:

$0.81

PE Ratio

SBLK:

21.97

ZIM:

31.03

PS Ratio

SBLK:

2.86

ZIM:

0.48

PB Ratio

SBLK:

1.26

ZIM:

0.79

Total Revenue (TTM)

SBLK:

$1.09B

ZIM:

$6.29B

Gross Profit (TTM)

SBLK:

$377.07M

ZIM:

$676.00M

EBITDA (TTM)

SBLK:

$377.39M

ZIM:

$1.73B

Compare stocks, funds, or ETFs

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


Return for Risk

SBLK vs. ZIM — Risk / Return Rank

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

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

ZIM
ZIM Risk / Return Rank: 7373
Overall Rank
ZIM Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ZIM Sortino Ratio Rank: 7676
Sortino Ratio Rank
ZIM Omega Ratio Rank: 7272
Omega Ratio Rank
ZIM Calmar Ratio Rank: 7373
Calmar Ratio Rank
ZIM Martin Ratio Rank: 7474
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.

SBLK vs. ZIM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Star Bulk Carriers Corp. (SBLK) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.


SBLKZIMDifference

Sharpe ratio

Return per unit of total volatility

2.47

1.08

+1.38

Sortino ratio

Return per unit of downside risk

3.10

2.10

+1.00

Omega ratio

Gain probability vs. loss probability

1.38

1.24

+0.14

Calmar ratio

Return relative to maximum drawdown

4.03

1.93

+2.10

Martin ratio

Return relative to average drawdown

11.26

4.68

+6.58

SBLK vs. ZIM - Sharpe Ratio Comparison

The current SBLK Sharpe Ratio is 2.47, which is higher than the ZIM Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of SBLK and ZIM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SBLKZIMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

1.08

+1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.32

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

0.76

-0.95

Drawdowns

SBLK vs. ZIM - Drawdown Comparison

The maximum SBLK drawdown since its inception was -99.76%, which is greater than ZIM's maximum drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for SBLK and ZIM.


Loading charts...

Drawdown Indicators


SBLKZIMDifference

Max Drawdown

Largest peak-to-trough decline

-99.76%

-84.68%

-15.08%

Max Drawdown (1Y)

Largest decline over 1 year

-17.49%

-30.66%

+13.17%

Max Drawdown (3Y)

Largest decline over 3 years

-48.44%

-57.12%

+8.68%

Max Drawdown (5Y)

Largest decline over 5 years

-48.44%

-84.68%

+36.24%

Max Drawdown (10Y)

Largest decline over 10 years

-73.77%

Current Drawdown

Current decline from peak

-93.46%

-11.70%

-81.76%

Average Drawdown

Average peak-to-trough decline

-82.69%

-40.07%

-42.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.26%

12.62%

-6.36%

Volatility

SBLK vs. ZIM - Volatility Comparison

The current volatility for Star Bulk Carriers Corp. (SBLK) is 9.63%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 14.46%. This indicates that SBLK experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SBLKZIMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.63%

14.46%

-4.83%

Volatility (6M)

Calculated over the trailing 6-month period

23.21%

37.53%

-14.32%

Volatility (1Y)

Calculated over the trailing 1-year period

29.48%

52.94%

-23.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.51%

65.96%

-22.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.74%

67.73%

-14.99%

Dividends

SBLK vs. ZIM - Dividend Comparison

SBLK's dividend yield for the trailing twelve months is around 2.12%, less than ZIM's 4.96% yield.


PositionTTM2025202420232022202120202019
SBLK
Star Bulk Carriers Corp.
2.12%1.56%16.72%7.38%33.80%9.93%0.57%0.42%
ZIM
ZIM Integrated Shipping Services Ltd.
4.96%20.16%22.40%64.84%160.27%7.65%0.00%0.00%

Financials

SBLK vs. ZIM - Financials Comparison

This section allows you to compare key financial metrics between Star Bulk Carriers Corp. and ZIM Integrated Shipping Services Ltd.. 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


0.001.00B2.00B3.00B4.00B20222023202420252026
281.15M
1.40B
(SBLK) Total Revenue
(ZIM) Total Revenue
Values in USD except per share items

SBLK vs. ZIM - Profitability Comparison

The chart below illustrates the profitability comparison between Star Bulk Carriers Corp. and ZIM Integrated Shipping Services Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
33.1%
3.4%
Portfolio components
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%.

ZIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.

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%.

ZIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.

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%.

ZIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.


Frequently Asked Questions


SBLK and ZIM have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZIM has higher volatility (14.46%) compared to SBLK (9.63%). In terms of maximum drawdown, SBLK dropped -99.76% vs ZIM's -84.68%.

SBLK currently has the higher Sharpe Ratio (2.47 vs 1.08), 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 SBLK and ZIM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer