SMNNY vs. BDX
SMNNY (Shimano Inc ADR) and BDX (Becton, Dickinson and Company) are both stocks. SMNNY operates in Leisure (Consumer Cyclical), while BDX operates in Medical Instruments & Supplies (Healthcare). Over the past 5 years, SMNNY returned -14.88%/yr vs -2.30%/yr for BDX. At a 0.15 correlation, their price movements are largely independent.
Performance
SMNNY vs. BDX - Performance Comparison
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Returns By Period
In the year-to-date period, SMNNY achieves a -7.56% return, which is significantly lower than BDX's -0.29% return.
SMNNY
- 1D
- -1.53%
- 1M
- -9.30%
- YTD
- -7.56%
- 6M
- -9.04%
- 1Y
- -34.16%
- 3Y*
- -16.01%
- 5Y*
- -14.88%
- 10Y*
- —
BDX
- 1D
- 1.07%
- 1M
- 4.42%
- YTD
- -0.29%
- 6M
- 0.31%
- 1Y
- 15.06%
- 3Y*
- -6.72%
- 5Y*
- -2.30%
- 10Y*
- 3.09%
SMNNY vs. BDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMNNY Shimano Inc ADR | -7.56% | -21.27% | -12.57% | -1.75% | -41.31% | 13.64% | 44.62% | 14.50% | -0.28% | 1.93% |
BDX Becton, Dickinson and Company | -0.29% | -12.61% | -5.38% | -2.67% | 5.08% | 1.88% | -6.75% | 22.20% | 6.61% | 11.26% |
Correlation
The correlation between SMNNY and BDX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2017 | 0.15 |
Fundamentals
SMNNY:
$8.34B
BDX:
$42.42B
SMNNY:
$43.42
BDX:
$3.99
SMNNY:
0.22
BDX:
37.91
SMNNY:
0.02
BDX:
2.02
SMNNY:
0.01
BDX:
1.76
SMNNY:
$476.57B
BDX:
$21.37B
SMNNY:
$165.56B
BDX:
$9.93B
SMNNY:
$82.22B
BDX:
$4.16B
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Return for Risk
SMNNY vs. BDX — Risk / Return Rank
SMNNY
BDX
SMNNY vs. BDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shimano Inc ADR (SMNNY) and Becton, Dickinson and Company (BDX). 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.
| SMNNY | BDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -2.52 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.13 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | 0.67 | -1.59 |
| Martin ratioReturn relative to average drawdown | -1.31 | 1.60 | -2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMNNY | BDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.01 | 0.61 | -1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.47 | -0.10 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.13 | 0.42 | -0.55 |
Drawdowns
SMNNY vs. BDX - Drawdown Comparison
The maximum SMNNY drawdown since its inception was -70.39%, which is greater than BDX's maximum drawdown of -51.17%. Use the drawdown chart below to compare losses from any high point for SMNNY and BDX.
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Drawdown Indicators
| SMNNY | BDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.39% | -51.17% | -19.22% |
Max Drawdown (1Y)Largest decline over 1 year | -37.23% | -22.73% | -14.50% |
Max Drawdown (3Y)Largest decline over 3 years | -51.09% | -40.06% | -11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -70.39% | -40.06% | -30.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.06% | — |
Current DrawdownCurrent decline from peak | -69.54% | -28.57% | -40.97% |
Average DrawdownAverage peak-to-trough decline | -30.34% | -11.57% | -18.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.20% | 9.45% | +16.75% |
Volatility
SMNNY vs. BDX - Volatility Comparison
The current volatility for Shimano Inc ADR (SMNNY) is 9.35%, while Becton, Dickinson and Company (BDX) has a volatility of 10.01%. This indicates that SMNNY experiences smaller price fluctuations and is considered to be less risky than BDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMNNY | BDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.35% | 10.01% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 21.58% | 18.31% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.82% | 25.00% | +8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.04% | 23.27% | +8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.72% | 23.57% | +7.15% |
Dividends
SMNNY vs. BDX - Dividend Comparison
SMNNY's dividend yield for the trailing twelve months is around 1.18%, less than BDX's 2.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDX Becton, Dickinson and Company | 2.32% | 2.15% | 1.71% | 1.51% | 1.38% | 1.34% | 1.28% | 1.14% | 1.34% | 1.37% | 1.64% | 1.60% |
SMNNY Shimano Inc ADR | 1.18% | 1.09% | 0.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SMNNY vs. BDX - Financials Comparison
This section allows you to compare key financial metrics between Shimano Inc ADR and Becton, Dickinson and 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
SMNNY vs. BDX - Profitability Comparison
SMNNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shimano Inc ADR reported a gross profit of 42.63B and revenue of 119.81B. Therefore, the gross margin over that period was 35.6%.
BDX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Becton, Dickinson and Company reported a gross profit of 2.15B and revenue of 4.71B. Therefore, the gross margin over that period was 45.7%.
SMNNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shimano Inc ADR reported an operating income of 10.59B and revenue of 119.81B, resulting in an operating margin of 8.8%.
BDX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Becton, Dickinson and Company reported an operating income of 94.00M and revenue of 4.71B, resulting in an operating margin of 2.0%.
SMNNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shimano Inc ADR reported a net income of 13.05B and revenue of 119.81B, resulting in a net margin of 10.9%.
BDX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Becton, Dickinson and Company reported a net income of -311.00M and revenue of 4.71B, resulting in a net margin of -6.6%.
Frequently Asked Questions
SMNNY and BDX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BDX has higher volatility (10.01%) compared to SMNNY (9.35%). In terms of maximum drawdown, SMNNY dropped -70.39% vs BDX's -51.17%.
BDX currently has the higher Sharpe Ratio (0.61 vs -1.01), 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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