PortfoliosLab logoPortfoliosLab logo
SMPNY vs. TRTN-PB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SMPNY vs. TRTN-PB - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, SMPNY achieves a 18.27% return, which is significantly higher than TRTN-PB's 4.46% return.


SMPNY

1D
1.42%
1M
12.62%
YTD
18.27%
6M
19.33%
1Y
35.14%
3Y*
40.94%
5Y*
27.75%
10Y*

TRTN-PB

1D
0.14%
1M
0.86%
YTD
4.46%
6M
3.89%
1Y
11.12%
3Y*
8.60%
5Y*
6.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMPNY vs. TRTN-PB - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SMPNY
Sompo Holdings Inc ADR
18.27%30.07%65.00%12.88%3.41%13.57%-6.63%4.18%
TRTN-PB
Triton International Ltd
4.46%8.50%9.14%8.21%-1.49%10.25%6.73%13.02%

Correlation

The correlation between SMPNY and TRTN-PB is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Jun 18, 2019

0.03

Fundamentals

Market Cap

SMPNY:

$35.64B

TRTN-PB:

$2.56B

EPS

SMPNY:

¥356.00

TRTN-PB:

$4.65

PE Ratio

SMPNY:

9.08

TRTN-PB:

5.45

PS Ratio

SMPNY:

0.95

TRTN-PB:

1.90

PB Ratio

SMPNY:

1.11

TRTN-PB:

1.61

Total Revenue (TTM)

SMPNY:

¥6.18T

TRTN-PB:

$1.35B

Gross Profit (TTM)

SMPNY:

¥6.18T

TRTN-PB:

$872.64M

EBITDA (TTM)

SMPNY:

¥724.05B

TRTN-PB:

$1.11B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SMPNY vs. TRTN-PB — Risk / Return Rank

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

SMPNY
SMPNY Risk / Return Rank: 7777
Overall Rank
SMPNY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
SMPNY Sortino Ratio Rank: 7171
Sortino Ratio Rank
SMPNY Omega Ratio Rank: 7171
Omega Ratio Rank
SMPNY Calmar Ratio Rank: 8282
Calmar Ratio Rank
SMPNY Martin Ratio Rank: 8282
Martin Ratio Rank

TRTN-PB
TRTN-PB Risk / Return Rank: 9090
Overall Rank
TRTN-PB Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
TRTN-PB Sortino Ratio Rank: 8787
Sortino Ratio Rank
TRTN-PB Omega Ratio Rank: 8686
Omega Ratio Rank
TRTN-PB Calmar Ratio Rank: 9595
Calmar Ratio Rank
TRTN-PB Martin Ratio Rank: 9696
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. TRTN-PB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sompo Holdings Inc ADR (SMPNY) and Triton International Ltd (TRTN-PB). 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.


SMPNYTRTN-PBDifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-1.04

Omega ratioGain probability vs. loss probability

1.22

1.36

-0.13

Calmar ratioReturn relative to maximum drawdown

2.75

6.60

-3.84

Martin ratioReturn relative to average drawdown

6.92

20.15

-13.22

SMPNY vs. TRTN-PB - Sharpe Ratio Comparison

The current SMPNY Sharpe Ratio is 1.26, which is lower than the TRTN-PB Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of SMPNY and TRTN-PB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

SMPNY vs. TRTN-PB - Drawdown Comparison

The maximum SMPNY drawdown since its inception was -43.80%, smaller than the maximum TRTN-PB drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for SMPNY and TRTN-PB.


Loading charts...

Drawdown Indicators


SMPNYTRTN-PBDifference

Max Drawdown

Largest peak-to-trough decline

-43.80%

-60.61%

+16.81%

Max Drawdown (1Y)

Largest decline over 1 year

-12.82%

-1.69%

-11.13%

Max Drawdown (3Y)

Largest decline over 3 years

-17.52%

-9.41%

-8.11%

Max Drawdown (5Y)

Largest decline over 5 years

-22.06%

-12.40%

-9.66%

Current Drawdown

Current decline from peak

-0.65%

0.00%

-0.65%

Average Drawdown

Average peak-to-trough decline

-8.96%

-3.04%

-5.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.09%

0.55%

+4.54%

Volatility

SMPNY vs. TRTN-PB - Volatility Comparison

Sompo Holdings Inc ADR (SMPNY) has a higher volatility of 12.82% compared to Triton International Ltd (TRTN-PB) at 1.13%. This indicates that SMPNY's price experiences larger fluctuations and is considered to be riskier than TRTN-PB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SMPNYTRTN-PBDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.82%

1.13%

+11.69%

Volatility (6M)

Calculated over the trailing 6-month period

21.75%

3.47%

+18.28%

Volatility (1Y)

Calculated over the trailing 1-year period

28.12%

6.21%

+21.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.90%

11.96%

+18.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.29%

24.28%

+15.01%

Dividends

SMPNY vs. TRTN-PB - Dividend Comparison

SMPNY has not paid dividends to shareholders, while TRTN-PB's dividend yield for the trailing twelve months is around 7.90%.


PositionTTM2025202420232022202120202019
SMPNY
Sompo Holdings Inc ADR
0.00%1.55%1.41%2.09%0.00%0.00%0.00%0.00%
TRTN-PB
Triton International Ltd
7.90%7.93%7.95%8.02%8.00%7.30%7.49%3.51%

Financials

SMPNY vs. TRTN-PB - Financials Comparison

This section allows you to compare key financial metrics between Sompo Holdings Inc ADR and Triton International Ltd. 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


0.00500.00B1.00T1.50T20222023202420252026
1.53T
331.25M
(SMPNY) Total Revenue
(TRTN-PB) Total Revenue
Please note, different currencies. SMPNY values in JPY, TRTN-PB values in USD

SMPNY vs. TRTN-PB - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
100.0%
62.5%
Portfolio components
SMPNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

TRTN-PB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Triton International Ltd reported a gross profit of 206.99M and revenue of 331.25M. Therefore, the gross margin over that period was 62.5%.

SMPNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.

TRTN-PB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Triton International Ltd reported an operating income of 180.12M and revenue of 331.25M, resulting in an operating margin of 54.4%.

SMPNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.

TRTN-PB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Triton International Ltd reported a net income of 106.44M and revenue of 331.25M, resulting in a net margin of 32.1%.


Frequently Asked Questions


SMPNY and TRTN-PB have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMPNY has higher volatility (12.82%) compared to TRTN-PB (1.13%). In terms of maximum drawdown, SMPNY dropped -43.80% vs TRTN-PB's -60.61%.

TRTN-PB currently has the higher Sharpe Ratio (1.80 vs 1.26), 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

Find the right allocation for SMPNY and TRTN-PB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer