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SRGHY vs. OTGLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SRGHY vs. OTGLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shoprite Holdings Ltd ADR (SRGHY) and CD Projekt SA (OTGLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SRGHY achieves a 8.15% return, which is significantly higher than OTGLY's -6.04% return.


SRGHY

1D
1.76%
1M
4.27%
YTD
8.15%
6M
12.00%
1Y
13.61%
3Y*
22.98%
5Y*
11.34%
10Y*
6.70%

OTGLY

1D
2.46%
1M
-14.87%
YTD
-6.04%
6M
-9.81%
1Y
-8.18%
3Y*
27.96%
5Y*
6.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SRGHY vs. OTGLY - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SRGHY
Shoprite Holdings Ltd ADR
8.15%10.41%7.08%20.39%-1.19%43.36%7.51%-1.10%
OTGLY
CD Projekt SA
-6.04%45.91%61.94%-1.93%-35.57%-35.49%-11.63%20.12%

Correlation

The correlation between SRGHY and OTGLY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

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

0.11

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

0.12

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2019

0.12

Fundamentals

Market Cap

SRGHY:

$9.61B

OTGLY:

$6.37B

EPS

SRGHY:

$25.83

OTGLY:

$1.30

PE Ratio

SRGHY:

0.69

OTGLY:

12.13

PEG Ratio

SRGHY:

0.06

OTGLY:

0.44

PS Ratio

SRGHY:

0.02

OTGLY:

8.01

PB Ratio

SRGHY:

0.31

OTGLY:

1.87

Total Revenue (TTM)

SRGHY:

$502.65B

OTGLY:

$793.53M

Gross Profit (TTM)

SRGHY:

$110.65B

OTGLY:

$740.43M

EBITDA (TTM)

SRGHY:

$40.01B

OTGLY:

$501.48M

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Return for Risk

SRGHY vs. OTGLY — Risk / Return Rank

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

SRGHY
SRGHY Risk / Return Rank: 5858
Overall Rank
SRGHY Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SRGHY Sortino Ratio Rank: 5252
Sortino Ratio Rank
SRGHY Omega Ratio Rank: 4949
Omega Ratio Rank
SRGHY Calmar Ratio Rank: 6666
Calmar Ratio Rank
SRGHY Martin Ratio Rank: 6565
Martin Ratio Rank

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

SRGHY vs. OTGLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shoprite Holdings Ltd ADR (SRGHY) and CD Projekt SA (OTGLY). 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.


SRGHYOTGLYDifference
Sharpe ratioReturn per unit of total volatility

+0.70

Sortino ratioReturn per unit of downside risk

+0.92

Omega ratioGain probability vs. loss probability

1.10

0.99

+0.10

Calmar ratioReturn relative to maximum drawdown

1.24

-0.34

+1.58

Martin ratioReturn relative to average drawdown

2.82

-0.68

+3.50

SRGHY vs. OTGLY - Sharpe Ratio Comparison

The current SRGHY Sharpe Ratio is 0.48, which is higher than the OTGLY Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of SRGHY and OTGLY, 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


SRGHYOTGLYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

-0.22

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.15

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

-0.01

+0.07

Drawdowns

SRGHY vs. OTGLY - Drawdown Comparison

The maximum SRGHY drawdown since its inception was -87.27%, roughly equal to the maximum OTGLY drawdown of -86.54%. Use the drawdown chart below to compare losses from any high point for SRGHY and OTGLY.


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Drawdown Indicators


SRGHYOTGLYDifference

Max Drawdown

Largest peak-to-trough decline

-87.27%

-86.54%

-0.73%

Max Drawdown (1Y)

Largest decline over 1 year

-11.01%

-24.26%

+13.25%

Max Drawdown (3Y)

Largest decline over 3 years

-27.61%

-41.67%

+14.06%

Max Drawdown (5Y)

Largest decline over 5 years

-42.62%

-70.38%

+27.76%

Max Drawdown (10Y)

Largest decline over 10 years

-76.05%

Current Drawdown

Current decline from peak

-50.24%

-46.72%

-3.52%

Average Drawdown

Average peak-to-trough decline

-52.88%

-54.07%

+1.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.83%

12.12%

-7.29%

Volatility

SRGHY vs. OTGLY - Volatility Comparison

The current volatility for Shoprite Holdings Ltd ADR (SRGHY) is 7.51%, while CD Projekt SA (OTGLY) has a volatility of 10.68%. This indicates that SRGHY experiences smaller price fluctuations and is considered to be less risky than OTGLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRGHYOTGLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.51%

10.68%

-3.17%

Volatility (6M)

Calculated over the trailing 6-month period

21.78%

31.62%

-9.84%

Volatility (1Y)

Calculated over the trailing 1-year period

28.68%

38.99%

-10.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.03%

46.88%

-8.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.25%

59.31%

-18.06%

Dividends

SRGHY vs. OTGLY - Dividend Comparison

SRGHY's dividend yield for the trailing twelve months is around 2.59%, more than OTGLY's 0.42% yield.


PositionTTM20252024202320222021202020192018201720162015
OTGLY
CD Projekt SA
0.42%0.40%0.88%0.84%0.70%1.86%0.00%0.00%0.00%0.00%0.00%0.00%
SRGHY
Shoprite Holdings Ltd ADR
2.59%2.63%2.59%2.39%2.89%2.84%2.19%1.71%1.95%1.53%3.37%2.40%

Financials

SRGHY vs. OTGLY - Financials Comparison

This section allows you to compare key financial metrics between Shoprite Holdings Ltd ADR and CD Projekt SA. 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B140.00B202120222023202420252026
130.31B
191.11M
(SRGHY) Total Revenue
(OTGLY) Total Revenue
Values in USD except per share items

SRGHY vs. OTGLY - Profitability Comparison

The chart below illustrates the profitability comparison between Shoprite Holdings Ltd ADR and CD Projekt SA 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%202120222023202420252026
20.8%
92.8%
Portfolio components
SRGHY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shoprite Holdings Ltd ADR reported a gross profit of 27.09B and revenue of 130.31B. Therefore, the gross margin over that period was 20.8%.

OTGLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CD Projekt SA reported a gross profit of 177.25M and revenue of 191.11M. Therefore, the gross margin over that period was 92.8%.

SRGHY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shoprite Holdings Ltd ADR reported an operating income of 7.15B and revenue of 130.31B, resulting in an operating margin of 5.5%.

OTGLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CD Projekt SA reported an operating income of 96.58M and revenue of 191.11M, resulting in an operating margin of 50.5%.

SRGHY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shoprite Holdings Ltd ADR reported a net income of 3.53B and revenue of 130.31B, resulting in a net margin of 2.7%.

OTGLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CD Projekt SA reported a net income of 106.20M and revenue of 191.11M, resulting in a net margin of 55.6%.


Frequently Asked Questions


SRGHY and OTGLY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OTGLY has higher volatility (10.68%) compared to SRGHY (7.51%). In terms of maximum drawdown, SRGHY dropped -87.27% vs OTGLY's -86.54%.

SRGHY currently has the higher Sharpe Ratio (0.48 vs -0.22), 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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