SMMNY vs. EXEL

Last updated Jun 4, 2026

SMMNY (Siemens Healthineers AG ADR) and EXEL (Exelixis, Inc.) are both stocks. Both are in the Healthcare sector — SMMNY in Medical Devices, EXEL in Biotechnology. Over the past 5 years, SMMNY returned -5.64%/yr vs 18.19%/yr for EXEL. At a 0.19 correlation, their price movements are largely independent.

Performance

SMMNY vs. EXEL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Siemens Healthineers AG ADR (SMMNY) and Exelixis, Inc. (EXEL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SMMNY achieves a -24.19% return, which is significantly lower than EXEL's 17.73% return.

SMMNY

• 1D: -1.87%
• 1M: -4.20%
• YTD: -24.19%
• 6M: -19.37%
• 1Y: -24.28%
• 3Y*: -10.54%
• 5Y*: -5.64%
• 10Y*: —

EXEL

• 1D: 6.30%
• 1M: 16.82%
• YTD: 17.73%
• 6M: 17.25%
• 1Y: 20.93%
• 3Y*: 39.06%
• 5Y*: 18.19%
• 10Y*: 22.85%

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

SMMNY vs. EXEL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SMMNY Siemens Healthineers AG ADR	-24.19%	1.38%	-7.92%	19.04%	-33.71%	50.75%	9.62%	15.89%	1.37%
EXEL Exelixis, Inc.	17.73%	31.62%	38.81%	49.56%	-12.25%	-8.92%	13.90%	-10.42%	-5.11%

Correlation

The correlation between SMMNY and EXEL is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.24
Correlation (3Y) Calculated over the trailing 3-year period	0.17
Correlation (5Y) Calculated over the trailing 5-year period	0.20
Correlation (All Time) Calculated using the full available price history since May 15, 2018	0.19

Fundamentals

Market Cap SMMNY : $87.30B EXEL : $13.79B
EPS SMMNY : $0.75 EXEL : $3.00
PE Ratio SMMNY : 25.97 EXEL : 17.21
PEG Ratio SMMNY : 4.88 EXEL : 0.30
PS Ratio SMMNY : 2.50 EXEL : 6.04
PB Ratio SMMNY : 4.79 EXEL : 7.13
Total Revenue (TTM) SMMNY : $21.77B EXEL : $2.38B
Gross Profit (TTM) SMMNY : $8.78B EXEL : $1.70B
EBITDA (TTM) SMMNY : $4.42B EXEL : $991.79M

Return for Risk

SMMNY vs. EXEL — Risk / Return Rank

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

SMMNY

SMMNY Risk / Return Rank: 7
SMMNY Sharpe Ratio Rank: 5
SMMNY Sortino Ratio Rank: 8
SMMNY Omega Ratio Rank: 9
SMMNY Calmar Ratio Rank: 12
SMMNY Martin Ratio Rank: 3

EXEL

EXEL Risk / Return Rank: 56
EXEL Sharpe Ratio Rank: 58
EXEL Sortino Ratio Rank: 52
EXEL Omega Ratio Rank: 54
EXEL Calmar Ratio Rank: 59
EXEL Martin Ratio Rank: 59

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.

SMMNY vs. EXEL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Healthineers AG ADR (SMMNY) and Exelixis, Inc. (EXEL). 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.

	SMMNY	EXEL	Difference
Sharpe ratio Return per unit of total volatility	-0.98	0.52	-1.50
Sortino ratio Return per unit of downside risk	-1.25	0.94	-2.19
Omega ratio Gain probability vs. loss probability	0.84	1.14	-0.29
Calmar ratio Return relative to maximum drawdown	-0.78	0.84	-1.62
Martin ratio Return relative to average drawdown	-1.68	2.01	-3.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SMMNY vs. EXEL - Sharpe Ratio Comparison

The current SMMNY Sharpe Ratio is -0.98, which is lower than the EXEL Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of SMMNY and EXEL, 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

	SMMNY	EXEL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.98	0.52	-1.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.21	0.49	-0.70
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.51	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	0.08	-0.04

Drawdowns

SMMNY vs. EXEL - Drawdown Comparison

The maximum SMMNY drawdown since its inception was -47.57%, smaller than the maximum EXEL drawdown of -97.38%. Use the drawdown chart below to compare losses from any high point for SMMNY and EXEL.

Drawdown Indicators

	SMMNY	EXEL	Difference
Max Drawdown Largest peak-to-trough decline	-47.57%	-97.38%	+49.81%
Max Drawdown (1Y) Largest decline over 1 year	-31.10%	-25.16%	-5.94%
Max Drawdown (3Y) Largest decline over 3 years	-34.77%	-25.34%	-9.43%
Max Drawdown (5Y) Largest decline over 5 years	-47.57%	-36.12%	-11.45%
Max Drawdown (10Y) Largest decline over 10 years	—	-57.20%	—
Current Drawdown Current decline from peak	-44.17%	0.00%	-44.17%
Average Drawdown Average peak-to-trough decline	-18.20%	-71.11%	+52.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.44%	10.44%	+4.00%

Volatility

SMMNY vs. EXEL - Volatility Comparison

The current volatility for Siemens Healthineers AG ADR (SMMNY) is 7.43%, while Exelixis, Inc. (EXEL) has a volatility of 15.21%. This indicates that SMMNY experiences smaller price fluctuations and is considered to be less risky than EXEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SMMNY	EXEL	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.43%	15.21%	-7.78%
Volatility (6M) Calculated over the trailing 6-month period	17.29%	25.87%	-8.58%
Volatility (1Y) Calculated over the trailing 1-year period	24.84%	40.23%	-15.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.56%	37.16%	-9.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.16%	44.61%	-16.45%

Dividends

SMMNY vs. EXEL - Dividend Comparison

SMMNY's dividend yield for the trailing twelve months is around 3.06%, while EXEL has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
EXEL Exelixis, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SMMNY Siemens Healthineers AG ADR	3.06%	1.85%	1.96%	1.73%	1.93%	1.28%	1.08%	1.07%

Financials

SMMNY vs. EXEL - Profitability Comparison

The chart below illustrates the profitability comparison between Siemens Healthineers AG ADR and Exelixis, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SMMNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Healthineers AG ADR reported a gross profit of 2.18B and revenue of 5.77B. Therefore, the gross margin over that period was 37.7%.

EXEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exelixis, Inc. reported a gross profit of 0.00 and revenue of 610.81M. Therefore, the gross margin over that period was 0.0%.

SMMNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Healthineers AG ADR reported an operating income of 767.42M and revenue of 5.77B, resulting in an operating margin of 13.3%.

EXEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exelixis, Inc. reported an operating income of 251.34M and revenue of 610.81M, resulting in an operating margin of 41.2%.

SMMNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Healthineers AG ADR reported a net income of 514.32M and revenue of 5.77B, resulting in a net margin of 8.9%.

EXEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exelixis, Inc. reported a net income of 210.47M and revenue of 610.81M, resulting in a net margin of 34.5%.

Frequently Asked Questions

Can I hold both SMMNY and EXEL in my portfolio?

SMMNY and EXEL have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SMMNY or EXEL?

EXEL has higher volatility (15.21%) compared to SMMNY (7.43%). In terms of maximum drawdown, SMMNY dropped -47.57% vs EXEL's -97.38%.

Which has better risk-adjusted returns?

EXEL currently has the higher Sharpe Ratio (0.52 vs -0.98), 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.