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SONY vs. WTS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SONY vs. WTS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sony Group Corporation (SONY) and Watts Water Technologies, Inc. (WTS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SONY achieves a -13.48% return, which is significantly lower than WTS's 14.71% return. Over the past 10 years, SONY has underperformed WTS with an annualized return of 15.40%, while WTS has yielded a comparatively higher 19.63% annualized return.


SONY

1D
1.19%
1M
9.93%
YTD
-13.48%
6M
-19.60%
1Y
-16.69%
3Y*
4.55%
5Y*
3.10%
10Y*
15.40%

WTS

1D
0.41%
1M
6.48%
YTD
14.71%
6M
16.79%
1Y
29.91%
3Y*
22.89%
5Y*
18.24%
10Y*
19.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SONY vs. WTS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SONY
Sony Group Corporation
-13.48%21.65%12.49%24.95%-39.26%25.64%49.70%41.89%7.96%61.31%
WTS
Watts Water Technologies, Inc.
14.71%36.85%-1.62%43.57%-24.08%60.63%23.14%56.20%-14.13%17.84%

Correlation

The correlation between SONY and WTS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.22

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

0.28

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

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Aug 21, 1986

0.25

The correlation between SONY and WTS shifts across timeframes, from 0.22 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SONY:

$133.70B

WTS:

$10.57B

EPS

SONY:

-$57.09

WTS:

$10.95

PS Ratio

SONY:

0.01

WTS:

4.13

PB Ratio

SONY:

0.02

WTS:

5.04

Total Revenue (TTM)

SONY:

$12.60T

WTS:

$2.56B

Gross Profit (TTM)

SONY:

$3.88T

WTS:

$1.26B

EBITDA (TTM)

SONY:

$2.87T

WTS:

$556.30M

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Return for Risk

SONY vs. WTS — Risk / Return Rank

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

SONY
SONY Risk / Return Rank: 2121
Overall Rank
SONY Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
SONY Sortino Ratio Rank: 1616
Sortino Ratio Rank
SONY Omega Ratio Rank: 1818
Omega Ratio Rank
SONY Calmar Ratio Rank: 2626
Calmar Ratio Rank
SONY Martin Ratio Rank: 2525
Martin Ratio Rank

WTS
WTS Risk / Return Rank: 7676
Overall Rank
WTS Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
WTS Sortino Ratio Rank: 7676
Sortino Ratio Rank
WTS Omega Ratio Rank: 7373
Omega Ratio Rank
WTS Calmar Ratio Rank: 7575
Calmar Ratio Rank
WTS Martin Ratio Rank: 7676
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.

SONY vs. WTS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sony Group Corporation (SONY) and Watts Water Technologies, Inc. (WTS). 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.


SONYWTSDifference
Sharpe ratioReturn per unit of total volatility

-1.90

Sortino ratioReturn per unit of downside risk

-2.71

Omega ratioGain probability vs. loss probability

0.92

1.24

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.48

1.94

-2.42

Martin ratioReturn relative to average drawdown

-0.88

5.04

-5.92

SONY vs. WTS - Sharpe Ratio Comparison

The current SONY Sharpe Ratio is -0.57, which is lower than the WTS Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of SONY and WTS, 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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Sharpe Ratios by Period


SONYWTSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.57

1.34

-1.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

0.66

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.70

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.34

-0.11

Drawdowns

SONY vs. WTS - Drawdown Comparison

The maximum SONY drawdown since its inception was -93.18%, which is greater than WTS's maximum drawdown of -63.68%. Use the drawdown chart below to compare losses from any high point for SONY and WTS.


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Drawdown Indicators


SONYWTSDifference

Max Drawdown

Largest peak-to-trough decline

-93.18%

-63.68%

-29.50%

Max Drawdown (1Y)

Largest decline over 1 year

-35.10%

-15.45%

-19.65%

Max Drawdown (3Y)

Largest decline over 3 years

-35.10%

-19.54%

-15.56%

Max Drawdown (5Y)

Largest decline over 5 years

-50.56%

-44.08%

-6.48%

Max Drawdown (10Y)

Largest decline over 10 years

-50.56%

-44.08%

-6.48%

Current Drawdown

Current decline from peak

-26.80%

-5.81%

-20.99%

Average Drawdown

Average peak-to-trough decline

-42.18%

-16.20%

-25.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.93%

5.95%

+12.98%

Volatility

SONY vs. WTS - Volatility Comparison

Sony Group Corporation (SONY) has a higher volatility of 10.40% compared to Watts Water Technologies, Inc. (WTS) at 5.17%. This indicates that SONY's price experiences larger fluctuations and is considered to be riskier than WTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SONYWTSDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.40%

5.17%

+5.23%

Volatility (6M)

Calculated over the trailing 6-month period

20.42%

16.23%

+4.19%

Volatility (1Y)

Calculated over the trailing 1-year period

29.55%

22.52%

+7.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.97%

27.76%

+1.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.79%

28.22%

+0.57%

Dividends

SONY vs. WTS - Dividend Comparison

SONY's dividend yield for the trailing twelve months is around 0.36%, less than WTS's 0.69% yield.


PositionTTM20252024202320222021202020192018201720162015
SONY
Sony Group Corporation
0.36%0.59%0.58%0.59%0.69%0.43%0.46%0.54%0.56%0.45%0.63%0.34%
WTS
Watts Water Technologies, Inc.
0.69%0.72%0.81%0.66%0.79%0.52%0.76%0.90%1.27%0.99%1.09%1.33%

Financials

SONY vs. WTS - Financials Comparison

This section allows you to compare key financial metrics between Sony Group Corporation and Watts Water Technologies, 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


0.001.00T2.00T3.00T4.00T20222023202420252026
3.09T
677.30M
(SONY) Total Revenue
(WTS) Total Revenue
Values in USD except per share items

SONY vs. WTS - Profitability Comparison

The chart below illustrates the profitability comparison between Sony Group Corporation and Watts Water Technologies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%45.0%50.0%20222023202420252026
30.8%
48.2%
Portfolio components
SONY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported a gross profit of 951.43B and revenue of 3.09T. Therefore, the gross margin over that period was 30.8%.

WTS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Watts Water Technologies, Inc. reported a gross profit of 326.10M and revenue of 677.30M. Therefore, the gross margin over that period was 48.2%.

SONY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported an operating income of 292.32B and revenue of 3.09T, resulting in an operating margin of 9.5%.

WTS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Watts Water Technologies, Inc. reported an operating income of 133.00M and revenue of 677.30M, resulting in an operating margin of 19.6%.

SONY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported a net income of 84.39B and revenue of 3.09T, resulting in a net margin of 2.7%.

WTS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Watts Water Technologies, Inc. reported a net income of 99.60M and revenue of 677.30M, resulting in a net margin of 14.7%.


Frequently Asked Questions


SONY and WTS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SONY has higher volatility (10.40%) compared to WTS (5.17%). In terms of maximum drawdown, SONY dropped -93.18% vs WTS's -63.68%.

WTS currently has the higher Sharpe Ratio (1.34 vs -0.57), 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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