SIKA.SW vs. HOLN.SW
Compare and contrast key facts about Sika AG (SIKA.SW) and Holcim AG (HOLN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIKA.SW or HOLN.SW.
Key characteristics
| SIKA.SW | HOLN.SW | |
|---|---|---|
| YTD Return | -11.73% | 42.30% |
| 1Y Return | 5.31% | 57.52% |
| 3Y Return (Ann) | -8.46% | 29.40% |
| 5Y Return (Ann) | 7.83% | 16.74% |
| 10Y Return (Ann) | 16.60% | 7.41% |
| Sharpe Ratio | 0.30 | 3.08 |
| Sortino Ratio | 0.56 | 3.75 |
| Omega Ratio | 1.07 | 1.54 |
| Calmar Ratio | 0.17 | 3.67 |
| Martin Ratio | 0.85 | 16.31 |
| Ulcer Index | 7.86% | 3.57% |
| Daily Std Dev | 22.31% | 18.92% |
| Max Drawdown | -94.75% | -76.42% |
| Current Drawdown | -35.41% | -0.11% |
Fundamentals
| SIKA.SW | HOLN.SW | |
|---|---|---|
| Market Cap | CHF 39.53B | CHF 50.97B |
| EPS | CHF 7.66 | CHF 5.33 |
| PE Ratio | 31.34 | 17.02 |
| PEG Ratio | 1.87 | 2.76 |
| Total Revenue (TTM) | CHF 11.73B | CHF 19.78B |
| Gross Profit (TTM) | CHF 5.10B | CHF 8.56B |
| EBITDA (TTM) | CHF 2.26B | CHF 4.36B |
Correlation
The correlation between SIKA.SW and HOLN.SW is 0.45, 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
SIKA.SW vs. HOLN.SW - Performance Comparison
In the year-to-date period, SIKA.SW achieves a -11.73% return, which is significantly lower than HOLN.SW's 42.30% return. Over the past 10 years, SIKA.SW has outperformed HOLN.SW with an annualized return of 16.60%, while HOLN.SW has yielded a comparatively lower 7.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SIKA.SW vs. HOLN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sika AG (SIKA.SW) and Holcim AG (HOLN.SW). 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.
Dividends
SIKA.SW vs. HOLN.SW - Dividend Comparison
SIKA.SW's dividend yield for the trailing twelve months is around 0.69%, less than HOLN.SW's 3.09% yield.
Drawdowns
SIKA.SW vs. HOLN.SW - Drawdown Comparison
The maximum SIKA.SW drawdown since its inception was -94.75%, which is greater than HOLN.SW's maximum drawdown of -76.42%. Use the drawdown chart below to compare losses from any high point for SIKA.SW and HOLN.SW. For additional features, visit the drawdowns tool.
Volatility
SIKA.SW vs. HOLN.SW - Volatility Comparison
Sika AG (SIKA.SW) has a higher volatility of 5.87% compared to Holcim AG (HOLN.SW) at 5.38%. This indicates that SIKA.SW's price experiences larger fluctuations and is considered to be riskier than HOLN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SIKA.SW vs. HOLN.SW - Financials Comparison
This section allows you to compare key financial metrics between Sika AG and Holcim AG. 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