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SGI vs. TJX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SGI vs. TJX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Somnigroup International Inc. (SGI) and The TJX Companies, Inc. (TJX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGI achieves a -21.65% return, which is significantly lower than TJX's 3.90% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: SGI at 16.99% and TJX at 16.99%.


SGI

1D
3.29%
1M
-6.29%
YTD
-21.65%
6M
-22.47%
1Y
7.67%
3Y*
26.40%
5Y*
13.72%
10Y*
16.99%

TJX

1D
0.46%
1M
2.70%
YTD
3.90%
6M
6.19%
1Y
25.38%
3Y*
27.91%
5Y*
21.05%
10Y*
16.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGI vs. TJX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGI
Somnigroup International Inc.
-21.65%58.81%12.34%50.08%-25.99%75.59%24.05%110.29%-33.96%-8.19%
TJX
The TJX Companies, Inc.
3.90%28.73%30.56%19.69%6.73%12.83%12.25%38.76%18.94%3.46%

Correlation

The correlation between SGI and TJX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.36

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

0.46

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

0.41

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2003

0.39

Fundamentals

Market Cap

SGI:

$14.80B

TJX:

$177.67B

EPS

SGI:

$2.45

TJX:

$5.15

PE Ratio

SGI:

28.39

TJX:

30.82

PS Ratio

SGI:

1.93

TJX:

2.90

PB Ratio

SGI:

4.70

TJX:

4.91

Total Revenue (TTM)

SGI:

$7.67B

TJX:

$61.58B

Gross Profit (TTM)

SGI:

$3.40B

TJX:

$19.36B

EBITDA (TTM)

SGI:

$1.14B

TJX:

$8.31B

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Return for Risk

SGI vs. TJX — Risk / Return Rank

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

SGI
SGI Risk / Return Rank: 4747
Overall Rank
SGI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SGI Sortino Ratio Rank: 4545
Sortino Ratio Rank
SGI Omega Ratio Rank: 4343
Omega Ratio Rank
SGI Calmar Ratio Rank: 4747
Calmar Ratio Rank
SGI Martin Ratio Rank: 4848
Martin Ratio Rank

TJX
TJX Risk / Return Rank: 7979
Overall Rank
TJX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
TJX Sortino Ratio Rank: 7979
Sortino Ratio Rank
TJX Omega Ratio Rank: 7474
Omega Ratio Rank
TJX Calmar Ratio Rank: 7878
Calmar Ratio Rank
TJX Martin Ratio Rank: 8484
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.

SGI vs. TJX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Somnigroup International Inc. (SGI) and The TJX Companies, Inc. (TJX). 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.


SGITJXDifference
Sharpe ratioReturn per unit of total volatility

-1.23

Sortino ratioReturn per unit of downside risk

-1.63

Omega ratioGain probability vs. loss probability

1.07

1.25

-0.19

Calmar ratioReturn relative to maximum drawdown

0.21

2.34

-2.13

Martin ratioReturn relative to average drawdown

0.59

8.08

-7.49

SGI vs. TJX - Sharpe Ratio Comparison

The current SGI Sharpe Ratio is 0.21, which is lower than the TJX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of SGI and TJX, 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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Sharpe Ratios by Period


SGITJXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.21

1.43

-1.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.95

-0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.65

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.54

-0.26

Drawdowns

SGI vs. TJX - Drawdown Comparison

The maximum SGI drawdown since its inception was -89.24%, which is greater than TJX's maximum drawdown of -64.59%. Use the drawdown chart below to compare losses from any high point for SGI and TJX.


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Drawdown Indicators


SGITJXDifference

Max Drawdown

Largest peak-to-trough decline

-89.24%

-64.59%

-24.65%

Max Drawdown (1Y)

Largest decline over 1 year

-37.12%

-10.89%

-26.23%

Max Drawdown (3Y)

Largest decline over 3 years

-37.12%

-11.04%

-26.08%

Max Drawdown (5Y)

Largest decline over 5 years

-58.53%

-27.68%

-30.85%

Max Drawdown (10Y)

Largest decline over 10 years

-74.91%

-42.55%

-32.36%

Current Drawdown

Current decline from peak

-28.62%

-3.55%

-25.07%

Average Drawdown

Average peak-to-trough decline

-27.79%

-13.08%

-14.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.12%

3.15%

+9.97%

Volatility

SGI vs. TJX - Volatility Comparison

Somnigroup International Inc. (SGI) has a higher volatility of 16.94% compared to The TJX Companies, Inc. (TJX) at 8.19%. This indicates that SGI's price experiences larger fluctuations and is considered to be riskier than TJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGITJXDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.94%

8.19%

+8.75%

Volatility (6M)

Calculated over the trailing 6-month period

30.65%

14.01%

+16.64%

Volatility (1Y)

Calculated over the trailing 1-year period

36.92%

17.77%

+19.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.37%

22.29%

+17.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.68%

26.04%

+20.64%

Dividends

SGI vs. TJX - Dividend Comparison

SGI's dividend yield for the trailing twelve months is around 0.92%, less than TJX's 1.11% yield.


PositionTTM20252024202320222021202020192018201720162015
SGI
Somnigroup International Inc.
0.92%0.67%0.92%0.86%1.17%0.68%0.00%0.00%0.00%0.00%0.00%0.00%
TJX
The TJX Companies, Inc.
1.11%1.07%1.21%1.38%1.44%1.37%0.34%1.45%1.66%1.57%1.32%1.14%

Financials

SGI vs. TJX - Financials Comparison

This section allows you to compare key financial metrics between Somnigroup International Inc. and The TJX Companies, 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


0.005.00B10.00B15.00B2017201820192020202120222023202420252026
1.80B
14.32B
(SGI) Total Revenue
(TJX) Total Revenue
Values in USD except per share items

SGI vs. TJX - Profitability Comparison

The chart below illustrates the profitability comparison between Somnigroup International Inc. and The TJX Companies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%2017201820192020202120222023202420252026
43.1%
31.3%
Portfolio components
SGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Somnigroup International Inc. reported a gross profit of 776.90M and revenue of 1.80B. Therefore, the gross margin over that period was 43.1%.

TJX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported a gross profit of 4.48B and revenue of 14.32B. Therefore, the gross margin over that period was 31.3%.

SGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Somnigroup International Inc. reported an operating income of 187.10M and revenue of 1.80B, resulting in an operating margin of 10.4%.

TJX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported an operating income of 1.69B and revenue of 14.32B, resulting in an operating margin of 11.8%.

SGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Somnigroup International Inc. reported a net income of 104.20M and revenue of 1.80B, resulting in a net margin of 5.8%.

TJX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported a net income of 1.33B and revenue of 14.32B, resulting in a net margin of 9.3%.


Frequently Asked Questions


SGI and TJX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SGI has higher volatility (16.94%) compared to TJX (8.19%). In terms of maximum drawdown, SGI dropped -89.24% vs TJX's -64.59%.

TJX currently has the higher Sharpe Ratio (1.43 vs 0.21), 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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