SIM vs. AMCR

Last updated Jun 4, 2026

SIM (Grupo Simec, S.A.B. de C.V.) and AMCR (Amcor plc) are both stocks. SIM operates in Steel (Basic Materials), while AMCR operates in Packaging & Containers (Consumer Cyclical). Over the past 5 years, SIM returned 5.94%/yr vs -4.45%/yr for AMCR. At a 0.08 correlation, their price movements are largely independent.

Performance

SIM vs. AMCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grupo Simec, S.A.B. de C.V. (SIM) and Amcor plc (AMCR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SIM achieves a 1.30% return, which is significantly higher than AMCR's -6.44% return.

SIM

• 1D: 0.00%
• 1M: 7.27%
• YTD: 1.30%
• 6M: 1.92%
• 1Y: 9.39%
• 3Y*: -3.28%
• 5Y*: 5.94%
• 10Y*: 14.15%

AMCR

• 1D: -1.38%
• 1M: 4.34%
• YTD: -6.44%
• 6M: -7.76%
• 1Y: -11.59%
• 3Y*: -3.66%
• 5Y*: -4.45%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SIM vs. AMCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SIM Grupo Simec, S.A.B. de C.V.	1.30%	9.24%	-12.90%	-7.78%	25.19%	110.94%	35.02%	23.00%
AMCR Amcor plc	-6.44%	-6.17%	2.61%	-14.97%	3.20%	6.16%	13.41%	-0.71%

Correlation

The correlation between SIM and AMCR is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.08
Correlation (5Y) Calculated over the trailing 5-year period	0.07
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019	0.08

Fundamentals

Market Cap SIM : $4.61B AMCR : $17.57B
EPS SIM : $12.01 AMCR : $1.59
PE Ratio SIM : 2.50 AMCR : 23.87
PS Ratio SIM : 0.16 AMCR : 0.73
PB Ratio SIM : 0.08 AMCR : 0.47
Total Revenue (TTM) SIM : $30.56B AMCR : $22.19B
Gross Profit (TTM) SIM : $7.78B AMCR : $4.10B
EBITDA (TTM) SIM : $4.01B AMCR : $2.58B

Return for Risk

SIM vs. AMCR — Risk / Return Rank

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

SIM

SIM Risk / Return Rank: 52
SIM Sharpe Ratio Rank: 50
SIM Sortino Ratio Rank: 44
SIM Omega Ratio Rank: 59
SIM Calmar Ratio Rank: 53
SIM Martin Ratio Rank: 56

AMCR

AMCR Risk / Return Rank: 24
AMCR Sharpe Ratio Rank: 25
AMCR Sortino Ratio Rank: 23
AMCR Omega Ratio Rank: 23
AMCR Calmar Ratio Rank: 26
AMCR Martin Ratio Rank: 25

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.

SIM vs. AMCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grupo Simec, S.A.B. de C.V. (SIM) and Amcor plc (AMCR). 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.

	SIM	AMCR	Difference
Sharpe ratio Return per unit of total volatility	0.23	-0.37	+0.60
Sortino ratio Return per unit of downside risk	0.61	-0.33	+0.94
Omega ratio Gain probability vs. loss probability	1.16	0.96	+0.20
Calmar ratio Return relative to maximum drawdown	0.51	-0.44	+0.95
Martin ratio Return relative to average drawdown	1.46	-0.80	+2.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SIM vs. AMCR - Sharpe Ratio Comparison

The current SIM Sharpe Ratio is 0.23, which is higher than the AMCR Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of SIM and AMCR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SIM	AMCR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.23	-0.37	+0.60
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.13	-0.18	+0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.06	-0.03	+0.09

Drawdowns

SIM vs. AMCR - Drawdown Comparison

The maximum SIM drawdown since its inception was -92.56%, which is greater than AMCR's maximum drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for SIM and AMCR.

Drawdown Indicators

	SIM	AMCR	Difference
Max Drawdown Largest peak-to-trough decline	-92.56%	-47.21%	-45.35%
Max Drawdown (1Y) Largest decline over 1 year	-18.46%	-26.51%	+8.05%
Max Drawdown (3Y) Largest decline over 3 years	-40.14%	-29.92%	-10.22%
Max Drawdown (5Y) Largest decline over 5 years	-40.14%	-34.24%	-5.90%
Max Drawdown (10Y) Largest decline over 10 years	-58.81%	—	—
Current Drawdown Current decline from peak	-18.80%	-30.98%	+12.18%
Average Drawdown Average peak-to-trough decline	-52.78%	-14.51%	-38.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.46%	14.46%	-8.00%

Volatility

SIM vs. AMCR - Volatility Comparison

The current volatility for Grupo Simec, S.A.B. de C.V. (SIM) is 6.91%, while Amcor plc (AMCR) has a volatility of 11.50%. This indicates that SIM experiences smaller price fluctuations and is considered to be less risky than AMCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SIM	AMCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.91%	11.50%	-4.59%
Volatility (6M) Calculated over the trailing 6-month period	32.78%	25.35%	+7.43%
Volatility (1Y) Calculated over the trailing 1-year period	41.49%	31.18%	+10.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	46.44%	25.01%	+21.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	48.50%	29.24%	+19.26%

Dividends

SIM vs. AMCR - Dividend Comparison

SIM has not paid dividends to shareholders, while AMCR's dividend yield for the trailing twelve months is around 6.83%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AMCR Amcor plc	6.83%	6.15%	5.34%	5.11%	4.05%	3.93%	3.93%	2.17%
SIM Grupo Simec, S.A.B. de C.V.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.42%	0.00%

Financials

SIM vs. AMCR - Profitability Comparison

The chart below illustrates the profitability comparison between Grupo Simec, S.A.B. de C.V. and Amcor plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Grupo Simec, S.A.B. de C.V. reported a gross profit of 2.17B and revenue of 8.18B. Therefore, the gross margin over that period was 26.6%.

AMCR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amcor plc reported a gross profit of 1.19B and revenue of 5.91B. Therefore, the gross margin over that period was 20.1%.

SIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Grupo Simec, S.A.B. de C.V. reported an operating income of 1.45B and revenue of 8.18B, resulting in an operating margin of 17.8%.

AMCR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amcor plc reported an operating income of 461.00M and revenue of 5.91B, resulting in an operating margin of 7.8%.

SIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Grupo Simec, S.A.B. de C.V. reported a net income of 1.74B and revenue of 8.18B, resulting in a net margin of 21.2%.

AMCR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amcor plc reported a net income of 278.00M and revenue of 5.91B, resulting in a net margin of 4.7%.

Frequently Asked Questions

Can I hold both SIM and AMCR in my portfolio?

SIM and AMCR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SIM or AMCR?

AMCR has higher volatility (11.50%) compared to SIM (6.91%). In terms of maximum drawdown, SIM dropped -92.56% vs AMCR's -47.21%.

Which has better risk-adjusted returns?

SIM currently has the higher Sharpe Ratio (0.23 vs -0.37), 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.