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SHECY vs. SUOPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SHECY vs. SUOPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shin-Etsu Chemical Co Ltd ADR (SHECY) and Sumco Corp ADR (SUOPY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHECY achieves a 56.13% return, which is significantly lower than SUOPY's 213.46% return. Both investments have delivered pretty close results over the past 10 years, with SHECY having a 15.98% annualized return and SUOPY not far ahead at 16.09%.


SHECY

1D
3.10%
1M
7.13%
YTD
56.13%
6M
60.48%
1Y
50.22%
3Y*
15.91%
5Y*
6.71%
10Y*
15.98%

SUOPY

1D
2.88%
1M
72.26%
YTD
213.46%
6M
244.63%
1Y
315.48%
3Y*
26.23%
5Y*
4.52%
10Y*
16.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHECY vs. SUOPY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHECY
Shin-Etsu Chemical Co Ltd ADR
56.13%-4.97%-20.30%71.18%-29.73%-1.27%59.93%43.23%-24.32%31.25%
SUOPY
Sumco Corp ADR
213.46%20.63%-50.20%14.21%-36.00%-0.49%21.14%50.15%-57.77%118.99%

Correlation

The correlation between SHECY and SUOPY is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.31

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

0.33

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

0.26

Correlation (All Time)
Calculated using the full available price history since Nov 26, 2008

0.23

Fundamentals

Market Cap

SHECY:

$89.93B

SUOPY:

$9.73B

EPS

SHECY:

$127.52

SUOPY:

-$135.48

PS Ratio

SHECY:

0.03

SUOPY:

0.02

PB Ratio

SHECY:

0.02

SUOPY:

0.02

Total Revenue (TTM)

SHECY:

$2.61T

SUOPY:

$414.09B

Gross Profit (TTM)

SHECY:

$892.54B

SUOPY:

$40.00B

EBITDA (TTM)

SHECY:

$944.29B

SUOPY:

$108.69B

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Return for Risk

SHECY vs. SUOPY — Risk / Return Rank

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

SHECY
SHECY Risk / Return Rank: 7777
Overall Rank
SHECY Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
SHECY Sortino Ratio Rank: 7676
Sortino Ratio Rank
SHECY Omega Ratio Rank: 7373
Omega Ratio Rank
SHECY Calmar Ratio Rank: 7777
Calmar Ratio Rank
SHECY Martin Ratio Rank: 7979
Martin Ratio Rank

SUOPY
SUOPY Risk / Return Rank: 9696
Overall Rank
SUOPY Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SUOPY Sortino Ratio Rank: 9595
Sortino Ratio Rank
SUOPY Omega Ratio Rank: 9696
Omega Ratio Rank
SUOPY Calmar Ratio Rank: 9696
Calmar Ratio Rank
SUOPY Martin Ratio Rank: 9696
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.

SHECY vs. SUOPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shin-Etsu Chemical Co Ltd ADR (SHECY) and Sumco Corp ADR (SUOPY). 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.


SHECYSUOPYDifference
Sharpe ratioReturn per unit of total volatility

-3.13

Sortino ratioReturn per unit of downside risk

-2.05

Omega ratioGain probability vs. loss probability

1.25

1.63

-0.37

Calmar ratioReturn relative to maximum drawdown

2.32

8.47

-6.15

Martin ratioReturn relative to average drawdown

6.20

23.27

-17.07

SHECY vs. SUOPY - Sharpe Ratio Comparison

The current SHECY Sharpe Ratio is 1.48, which is lower than the SUOPY Sharpe Ratio of 4.61. The chart below compares the historical Sharpe Ratios of SHECY and SUOPY, 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


SHECYSUOPYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

4.61

-3.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.09

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.31

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.14

-0.07

Drawdowns

SHECY vs. SUOPY - Drawdown Comparison

The maximum SHECY drawdown since its inception was -82.68%, roughly equal to the maximum SUOPY drawdown of -81.60%. Use the drawdown chart below to compare losses from any high point for SHECY and SUOPY.


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Drawdown Indicators


SHECYSUOPYDifference

Max Drawdown

Largest peak-to-trough decline

-82.68%

-81.60%

-1.08%

Max Drawdown (1Y)

Largest decline over 1 year

-21.74%

-37.53%

+15.79%

Max Drawdown (3Y)

Largest decline over 3 years

-44.01%

-68.79%

+24.78%

Max Drawdown (5Y)

Largest decline over 5 years

-49.23%

-78.76%

+29.53%

Max Drawdown (10Y)

Largest decline over 10 years

-49.23%

-81.60%

+32.37%

Current Drawdown

Current decline from peak

-2.47%

-2.54%

+0.07%

Average Drawdown

Average peak-to-trough decline

-50.23%

-41.81%

-8.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.13%

13.63%

-5.50%

Volatility

SHECY vs. SUOPY - Volatility Comparison

The current volatility for Shin-Etsu Chemical Co Ltd ADR (SHECY) is 11.47%, while Sumco Corp ADR (SUOPY) has a volatility of 33.74%. This indicates that SHECY experiences smaller price fluctuations and is considered to be less risky than SUOPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHECYSUOPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.47%

33.74%

-22.27%

Volatility (6M)

Calculated over the trailing 6-month period

27.13%

50.71%

-23.58%

Volatility (1Y)

Calculated over the trailing 1-year period

34.17%

68.92%

-34.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.78%

50.82%

-20.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.90%

51.74%

-21.84%

Dividends

SHECY vs. SUOPY - Dividend Comparison

SHECY has not paid dividends to shareholders, while SUOPY's dividend yield for the trailing twelve months is around 0.24%.


PositionTTM20252024202320222021202020192018201720162015
SHECY
Shin-Etsu Chemical Co Ltd ADR
0.00%1.18%1.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.39%0.00%
SUOPY
Sumco Corp ADR
0.24%0.76%0.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.35%2.31%

Financials

SHECY vs. SUOPY - Financials Comparison

This section allows you to compare key financial metrics between Shin-Etsu Chemical Co Ltd ADR and Sumco Corp ADR. 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


0.00200.00B400.00B600.00B800.00B20222023202420252026
651.73B
103.26B
(SHECY) Total Revenue
(SUOPY) Total Revenue
Values in USD except per share items

SHECY vs. SUOPY - Profitability Comparison

The chart below illustrates the profitability comparison between Shin-Etsu Chemical Co Ltd ADR and Sumco Corp ADR 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%20222023202420252026
31.5%
6.3%
Portfolio components
SHECY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shin-Etsu Chemical Co Ltd ADR reported a gross profit of 205.09B and revenue of 651.73B. Therefore, the gross margin over that period was 31.5%.

SUOPY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumco Corp ADR reported a gross profit of 6.47B and revenue of 103.26B. Therefore, the gross margin over that period was 6.3%.

SHECY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shin-Etsu Chemical Co Ltd ADR reported an operating income of 139.70B and revenue of 651.73B, resulting in an operating margin of 21.4%.

SUOPY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumco Corp ADR reported an operating income of -7.52B and revenue of 103.26B, resulting in an operating margin of -7.3%.

SHECY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shin-Etsu Chemical Co Ltd ADR reported a net income of 91.79B and revenue of 651.73B, resulting in a net margin of 14.1%.

SUOPY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumco Corp ADR reported a net income of -8.63B and revenue of 103.26B, resulting in a net margin of -8.4%.


Frequently Asked Questions


SHECY and SUOPY have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SUOPY has higher volatility (33.74%) compared to SHECY (11.47%). In terms of maximum drawdown, SHECY dropped -82.68% vs SUOPY's -81.60%.

SUOPY currently has the higher Sharpe Ratio (4.61 vs 1.48), 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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