SMMNY vs. MC
SMMNY (Siemens Healthineers AG ADR) and MC (Moelis & Company) are both stocks. SMMNY operates in Medical Devices (Healthcare), while MC operates in Capital Markets (Financial Services). Over the past 5 years, SMMNY returned -6.07%/yr vs 9.77%/yr for MC. At a 0.27 correlation, their price movements are largely independent.
Performance
SMMNY vs. MC - Performance Comparison
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Returns By Period
In the year-to-date period, SMMNY achieves a -23.26% return, which is significantly lower than MC's -0.66% return.
SMMNY
- 1D
- -0.25%
- 1M
- -1.70%
- YTD
- -23.26%
- 6M
- -23.32%
- 1Y
- -24.27%
- 3Y*
- -9.15%
- 5Y*
- -6.07%
- 10Y*
- —
MC
- 1D
- -0.36%
- 1M
- 1.79%
- YTD
- -0.66%
- 6M
- -3.93%
- 1Y
- 23.12%
- 3Y*
- 21.64%
- 5Y*
- 9.77%
- 10Y*
- 18.92%
SMMNY vs. MC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SMMNY Siemens Healthineers AG ADR | -23.26% | 1.38% | -7.92% | 19.04% | -33.71% | 50.75% | 9.62% | 15.89% | 1.37% |
MC Moelis & Company | -0.66% | -3.13% | 37.14% | 54.90% | -35.18% | 49.03% | 62.83% | 0.80% | -36.69% |
Correlation
The correlation between SMMNY and MC is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since May 14, 2018 | 0.27 |
The correlation between SMMNY and MC shifts across timeframes, from 0.27 (all time) to 0.39 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SMMNY:
$88.38B
MC:
$5.32B
SMMNY:
€0.75
MC:
$2.79
SMMNY:
23.00
MC:
23.97
SMMNY:
4.32
MC:
1.37
SMMNY:
2.22
MC:
3.46
SMMNY:
4.24
MC:
10.92
SMMNY:
€21.77B
MC:
$1.53B
SMMNY:
€8.78B
MC:
$1.06B
SMMNY:
€4.42B
MC:
$300.04M
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Return for Risk
SMMNY vs. MC — Risk / Return Rank
SMMNY
MC
SMMNY vs. MC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Siemens Healthineers AG ADR (SMMNY) and Moelis & Company (MC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMMNY | MC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -2.32 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.14 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 0.70 | -1.48 |
| Martin ratioReturn relative to average drawdown | -1.54 | 1.66 | -3.20 |
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Drawdowns
SMMNY vs. MC - Drawdown Comparison
The maximum SMMNY drawdown since its inception was -47.57%, smaller than the maximum MC drawdown of -58.26%. Use the drawdown chart below to compare losses from any high point for SMMNY and MC.
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Drawdown Indicators
| SMMNY | MC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.57% | -58.26% | +10.69% |
Max Drawdown (1Y)Largest decline over 1 year | -31.10% | -33.26% | +2.16% |
Max Drawdown (3Y)Largest decline over 3 years | -34.77% | -39.31% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -47.57% | -53.06% | +5.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -58.26% | — |
Current DrawdownCurrent decline from peak | -43.48% | -12.45% | -31.03% |
Average DrawdownAverage peak-to-trough decline | -18.34% | -20.28% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.74% | 13.97% | +1.77% |
Volatility
SMMNY vs. MC - Volatility Comparison
The current volatility for Siemens Healthineers AG ADR (SMMNY) is 6.60%, while Moelis & Company (MC) has a volatility of 11.33%. This indicates that SMMNY experiences smaller price fluctuations and is considered to be less risky than MC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMMNY | MC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 11.33% | -4.73% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 27.03% | -9.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.20% | 34.99% | -9.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.61% | 36.86% | -9.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.14% | 36.02% | -7.88% |
Dividends
SMMNY vs. MC - Dividend Comparison
SMMNY's dividend yield for the trailing twelve months is around 3.02%, less than MC's 3.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | 3.88% | 3.78% | 3.25% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% |
SMMNY Siemens Healthineers AG ADR | 3.02% | 1.85% | 1.96% | 1.73% | 1.93% | 1.28% | 1.08% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SMMNY vs. MC - Financials Comparison
This section allows you to compare key financial metrics between Siemens Healthineers AG ADR and Moelis & Company. 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
SMMNY vs. MC - Profitability Comparison
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%.
MC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported a gross profit of 109.37M and revenue of 319.78M. Therefore, the gross margin over that period was 34.2%.
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%.
MC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported an operating income of 40.50M and revenue of 319.78M, resulting in an operating margin of 12.7%.
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%.
MC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported a net income of 38.43M and revenue of 319.78M, resulting in a net margin of 12.0%.
Frequently Asked Questions
SMMNY and MC have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MC has higher volatility (11.33%) compared to SMMNY (6.60%). In terms of maximum drawdown, SMMNY dropped -47.57% vs MC's -58.26%.
MC currently has the higher Sharpe Ratio (0.67 vs -0.97), 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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