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SMPNY vs. OWLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SMPNY vs. OWLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sompo Holdings Inc ADR (SMPNY) and Owlet, Inc. (OWLT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SMPNY achieves a 20.34% return, which is significantly higher than OWLT's -62.38% return.


SMPNY

1D
-0.63%
1M
5.40%
6M
12.80%
YTD
20.34%
1Y
43.92%
3Y*
40.13%
5Y*
26.53%
10Y*

OWLT

1D
3.05%
1M
30.97%
6M
-61.53%
YTD
-62.38%
1Y
-29.68%
3Y*
8.11%
5Y*
-46.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMPNY vs. OWLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SMPNY
Sompo Holdings Inc ADR
20.34%30.07%65.00%12.88%3.41%13.57%0.59%
OWLT
Owlet, Inc.
-62.38%263.82%-15.72%-32.54%-79.06%-73.75%3.78%

Correlation

The correlation between SMPNY and OWLT 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

0.02

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2020

0.02

The correlation between SMPNY and OWLT shifts across timeframes, from 0.02 (5 years) to 0.16 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SMPNY:

$77.72B

OWLT:

$110.20M

EPS

SMPNY:

¥358.46

OWLT:

-$0.03

PS Ratio

SMPNY:

0.96

OWLT:

79.86

PB Ratio

SMPNY:

1.13

OWLT:

1.50K

Total Revenue (TTM)

SMPNY:

¥6.18T

OWLT:

$107.06M

Gross Profit (TTM)

SMPNY:

¥6.18T

OWLT:

$54.38M

EBITDA (TTM)

SMPNY:

¥724.05B

OWLT:

-$17.58M

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Return for Risk

SMPNY vs. OWLT — Risk / Return Rank

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

SMPNY
SMPNY Risk / Return Rank: 8484
Overall Rank
SMPNY Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SMPNY Sortino Ratio Rank: 7979
Sortino Ratio Rank
SMPNY Omega Ratio Rank: 7979
Omega Ratio Rank
SMPNY Calmar Ratio Rank: 8888
Calmar Ratio Rank
SMPNY Martin Ratio Rank: 8787
Martin Ratio Rank

OWLT
OWLT Risk / Return Rank: 3232
Overall Rank
OWLT Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
OWLT Sortino Ratio Rank: 3535
Sortino Ratio Rank
OWLT Omega Ratio Rank: 3535
Omega Ratio Rank
OWLT Calmar Ratio Rank: 3030
Calmar Ratio Rank
OWLT Martin Ratio Rank: 3131
Martin Ratio Rank
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.

SMPNY vs. OWLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sompo Holdings Inc ADR (SMPNY) and Owlet, Inc. (OWLT). 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.


SMPNYOWLTDifference
Sharpe ratioReturn per unit of total volatility

+1.85

Sortino ratioReturn per unit of downside risk

+1.97

Omega ratioGain probability vs. loss probability

1.26

1.00

+0.25

Calmar ratioReturn relative to maximum drawdown

3.27

-0.43

+3.70

Martin ratioReturn relative to average drawdown

8.34

-0.74

+9.09

SMPNY vs. OWLT - Sharpe Ratio Comparison

The current SMPNY Sharpe Ratio is 1.49, which is higher than the OWLT Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of SMPNY and OWLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SMPNY vs. OWLT - Drawdown Comparison

The maximum SMPNY drawdown since its inception was -43.80%, smaller than the maximum OWLT drawdown of -98.14%. Use the drawdown chart below to compare losses from any high point for SMPNY and OWLT.


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Drawdown Indicators


SMPNYOWLTDifference

Max Drawdown

Largest peak-to-trough decline

-43.80%

-98.14%

+54.34%

Max Drawdown (1Y)

Largest decline over 1 year

-12.82%

-73.12%

+60.30%

Max Drawdown (3Y)

Largest decline over 3 years

-17.52%

-73.12%

+55.60%

Max Drawdown (5Y)

Largest decline over 5 years

-22.06%

-98.06%

+76.00%

Current Drawdown

Current decline from peak

-3.19%

-95.96%

+92.77%

Average Drawdown

Average peak-to-trough decline

-8.91%

-78.20%

+69.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.02%

41.95%

-36.93%

Volatility

SMPNY vs. OWLT - Volatility Comparison

The current volatility for Sompo Holdings Inc ADR (SMPNY) is 8.66%, while Owlet, Inc. (OWLT) has a volatility of 19.54%. This indicates that SMPNY experiences smaller price fluctuations and is considered to be less risky than OWLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMPNYOWLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.66%

19.54%

-10.88%

Volatility (6M)

Calculated over the trailing 6-month period

22.70%

70.22%

-47.52%

Volatility (1Y)

Calculated over the trailing 1-year period

28.21%

86.71%

-58.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.99%

91.00%

-60.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.24%

85.56%

-46.32%

Dividends

SMPNY vs. OWLT - Dividend Comparison

Neither SMPNY nor OWLT has paid dividends to shareholders.


PositionTTM202520242023
OWLT
Owlet, Inc.
0.00%0.00%0.00%0.00%
SMPNY
Sompo Holdings Inc ADR
0.00%1.55%1.41%2.09%

Financials

SMPNY vs. OWLT - Financials Comparison

This section allows you to compare key financial metrics between Sompo Holdings Inc ADR and Owlet, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00B1.00T1.50TJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.53T
22.50M
(SMPNY) Total Revenue
(OWLT) Total Revenue
Please note, different currencies. SMPNY values in JPY, OWLT values in USD

SMPNY vs. OWLT - Profitability Comparison

The chart below illustrates the profitability comparison between Sompo Holdings Inc ADR and Owlet, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
100.0%
54.2%
Portfolio components
SMPNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Sompo Holdings Inc ADR reported a gross profit of 1.53T and revenue of 1.53T. Therefore, the gross margin over that period was 100.0%.

OWLT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Owlet, Inc. reported a gross profit of 12.20M and revenue of 22.50M. Therefore, the gross margin over that period was 54.2%.

SMPNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Sompo Holdings Inc ADR reported an operating income of 168.42B and revenue of 1.53T, resulting in an operating margin of 11.0%.

OWLT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Owlet, Inc. reported an operating income of -5.60M and revenue of 22.50M, resulting in an operating margin of -24.9%.

SMPNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Sompo Holdings Inc ADR reported a net income of 123.97B and revenue of 1.53T, resulting in a net margin of 8.1%.

OWLT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Owlet, Inc. reported a net income of -4.10M and revenue of 22.50M, resulting in a net margin of -18.2%.


Frequently Asked Questions


SMPNY and OWLT 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.

OWLT has higher volatility (19.54%) compared to SMPNY (8.66%). In terms of maximum drawdown, SMPNY dropped -43.80% vs OWLT's -98.14%.

SMPNY currently has the higher Sharpe Ratio (1.49 vs -0.36), 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.

Portfolio Optimizer

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