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SSEZY vs. ELEZY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SSEZY vs. ELEZY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SSE PLC ADR (SSEZY) and Endesa SA ADR (ELEZY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SSEZY achieves a 9.26% return, which is significantly lower than ELEZY's 20.52% return.


SSEZY

1D
2.78%
1M
-7.71%
YTD
9.26%
6M
9.26%
1Y
39.07%
3Y*
16.25%
5Y*
13.12%
10Y*
10.54%

ELEZY

1D
2.11%
1M
-3.51%
YTD
20.52%
6M
22.01%
1Y
45.41%
3Y*
31.97%
5Y*
16.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SSEZY vs. ELEZY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSEZY
SSE PLC ADR
9.26%55.64%-14.33%23.22%-2.83%15.63%12.81%50.44%-17.36%-6.30%
ELEZY
Endesa SA ADR
20.52%75.81%9.78%19.46%-14.63%-12.87%6.49%22.67%-0.34%-4.48%

Correlation

The correlation between SSEZY and ELEZY is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.40

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

0.39

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2017

0.28

The correlation between SSEZY and ELEZY shifts across timeframes, from 0.28 (all time) to 0.40 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SSEZY:

$39.07B

ELEZY:

$44.12B

EPS

SSEZY:

$2.08

ELEZY:

$1.11

PE Ratio

SSEZY:

15.55

ELEZY:

19.14

PS Ratio

SSEZY:

1.84

ELEZY:

2.10

PB Ratio

SSEZY:

2.50

ELEZY:

5.15

Total Revenue (TTM)

SSEZY:

$20.39B

ELEZY:

$21.28B

Gross Profit (TTM)

SSEZY:

$7.78B

ELEZY:

$1.31B

EBITDA (TTM)

SSEZY:

$6.60B

ELEZY:

$1.08B

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Return for Risk

SSEZY vs. ELEZY — Risk / Return Rank

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

SSEZY
SSEZY Risk / Return Rank: 7676
Overall Rank
SSEZY Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SSEZY Sortino Ratio Rank: 7575
Sortino Ratio Rank
SSEZY Omega Ratio Rank: 7575
Omega Ratio Rank
SSEZY Calmar Ratio Rank: 7676
Calmar Ratio Rank
SSEZY Martin Ratio Rank: 7777
Martin Ratio Rank

ELEZY
ELEZY Risk / Return Rank: 8484
Overall Rank
ELEZY Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ELEZY Sortino Ratio Rank: 8080
Sortino Ratio Rank
ELEZY Omega Ratio Rank: 7777
Omega Ratio Rank
ELEZY Calmar Ratio Rank: 8888
Calmar Ratio Rank
ELEZY Martin Ratio Rank: 8989
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.

SSEZY vs. ELEZY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SSE PLC ADR (SSEZY) and Endesa SA ADR (ELEZY). 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.


SSEZYELEZYDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.26

1.28

-0.02

Calmar ratioReturn relative to maximum drawdown

2.18

4.19

-2.01

Martin ratioReturn relative to average drawdown

5.48

11.53

-6.04

SSEZY vs. ELEZY - Sharpe Ratio Comparison

The current SSEZY Sharpe Ratio is 1.28, which is comparable to the ELEZY Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of SSEZY and ELEZY, 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


SSEZYELEZYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

1.70

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.53

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.46

-0.24

Drawdowns

SSEZY vs. ELEZY - Drawdown Comparison

The maximum SSEZY drawdown since its inception was -54.69%, which is greater than ELEZY's maximum drawdown of -50.29%. Use the drawdown chart below to compare losses from any high point for SSEZY and ELEZY.


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Drawdown Indicators


SSEZYELEZYDifference

Max Drawdown

Largest peak-to-trough decline

-54.69%

-50.29%

-4.40%

Max Drawdown (1Y)

Largest decline over 1 year

-18.01%

-10.89%

-7.12%

Max Drawdown (3Y)

Largest decline over 3 years

-29.71%

-20.80%

-8.91%

Max Drawdown (5Y)

Largest decline over 5 years

-31.90%

-43.16%

+11.26%

Max Drawdown (10Y)

Largest decline over 10 years

-42.77%

Current Drawdown

Current decline from peak

-13.12%

-6.50%

-6.62%

Average Drawdown

Average peak-to-trough decline

-15.55%

-15.76%

+0.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.14%

3.95%

+3.19%

Volatility

SSEZY vs. ELEZY - Volatility Comparison

SSE PLC ADR (SSEZY) has a higher volatility of 11.40% compared to Endesa SA ADR (ELEZY) at 8.51%. This indicates that SSEZY's price experiences larger fluctuations and is considered to be riskier than ELEZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSEZYELEZYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.40%

8.51%

+2.89%

Volatility (6M)

Calculated over the trailing 6-month period

20.60%

21.32%

-0.72%

Volatility (1Y)

Calculated over the trailing 1-year period

30.77%

26.77%

+4.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.90%

31.41%

-5.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.33%

36.15%

-7.82%

Dividends

SSEZY vs. ELEZY - Dividend Comparison

SSEZY's dividend yield for the trailing twelve months is around 2.65%, less than ELEZY's 3.64% yield.


PositionTTM20252024202320222021202020192018201720162015
ELEZY
Endesa SA ADR
3.64%4.12%2.49%11.14%5.31%9.35%2.10%2.80%0.00%0.00%0.00%0.00%
SSEZY
SSE PLC ADR
2.65%3.79%3.82%4.93%5.34%4.97%5.10%6.28%8.83%8.43%14.56%5.92%

Financials

SSEZY vs. ELEZY - Financials Comparison

This section allows you to compare key financial metrics between SSE PLC ADR and Endesa SA ADR. 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


4.00B5.00B6.00B7.00B8.00B9.00B10.00B20222023202420252026
5.64B
5.73B
(SSEZY) Total Revenue
(ELEZY) Total Revenue
Values in USD except per share items

SSEZY vs. ELEZY - Profitability Comparison

The chart below illustrates the profitability comparison between SSE PLC ADR and Endesa SA ADR 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%0.0%50.0%100.0%20222023202420252026
41.0%
36.8%
Portfolio components
SSEZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SSE PLC ADR reported a gross profit of 2.31B and revenue of 5.64B. Therefore, the gross margin over that period was 41.0%.

ELEZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Endesa SA ADR reported a gross profit of 2.11B and revenue of 5.73B. Therefore, the gross margin over that period was 36.8%.

SSEZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SSE PLC ADR reported an operating income of 1.52B and revenue of 5.64B, resulting in an operating margin of 27.0%.

ELEZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Endesa SA ADR reported an operating income of 1.15B and revenue of 5.73B, resulting in an operating margin of 20.1%.

SSEZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SSE PLC ADR reported a net income of 930.37M and revenue of 5.64B, resulting in a net margin of 16.5%.

ELEZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Endesa SA ADR reported a net income of 725.00M and revenue of 5.73B, resulting in a net margin of 12.7%.


Frequently Asked Questions


SSEZY and ELEZY have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SSEZY has higher volatility (11.40%) compared to ELEZY (8.51%). In terms of maximum drawdown, SSEZY dropped -54.69% vs ELEZY's -50.29%.

ELEZY currently has the higher Sharpe Ratio (1.70 vs 1.28), 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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