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SSEZY vs. IMI.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SSEZY vs. IMI.L - Performance Comparison

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

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SSEZY vs. IMI.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSEZY
SSE PLC ADR
21.59%55.64%-14.33%23.22%-2.83%15.63%12.81%50.44%-17.36%1.53%
IMI.L
IMI plc
4.44%49.31%8.09%40.11%-32.49%50.01%9.16%35.52%-30.66%45.07%
Different Trading Currencies

SSEZY is traded in USD, while IMI.L is traded in GBp. To make them comparable, the IMI.L values have been converted to USD using the latest available exchange rates.

Fundamentals

Market Cap

SSEZY:

$39.94B

IMI.L:

£6.29B

EPS

SSEZY:

$2.69

IMI.L:

£2.00

PE Ratio

SSEZY:

13.39

IMI.L:

12.68

PEG Ratio

SSEZY:

0.04

IMI.L:

0.89

PS Ratio

SSEZY:

1.81

IMI.L:

1.60

PB Ratio

SSEZY:

2.99

IMI.L:

5.67

Total Revenue (TTM)

SSEZY:

$22.02B

IMI.L:

£3.97B

Gross Profit (TTM)

SSEZY:

$8.88B

IMI.L:

£1.87B

EBITDA (TTM)

SSEZY:

$7.47B

IMI.L:

£889.00M

Returns By Period

In the year-to-date period, SSEZY achieves a 21.59% return, which is significantly higher than IMI.L's 4.44% return. Over the past 10 years, SSEZY has underperformed IMI.L with an annualized return of 12.33%, while IMI.L has yielded a comparatively higher 13.53% annualized return.


SSEZY

1D
2.53%
1M
-1.18%
YTD
21.59%
6M
52.97%
1Y
79.19%
3Y*
21.98%
5Y*
17.22%
10Y*
12.33%

IMI.L

1D
0.00%
1M
-8.03%
YTD
4.44%
6M
12.61%
1Y
45.09%
3Y*
24.72%
5Y*
15.47%
10Y*
13.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SSEZY vs. IMI.L — Risk / Return Rank

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

SSEZY
SSEZY Risk / Return Rank: 9393
Overall Rank
SSEZY Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SSEZY Sortino Ratio Rank: 9595
Sortino Ratio Rank
SSEZY Omega Ratio Rank: 9494
Omega Ratio Rank
SSEZY Calmar Ratio Rank: 9191
Calmar Ratio Rank
SSEZY Martin Ratio Rank: 9292
Martin Ratio Rank

IMI.L
IMI.L Risk / Return Rank: 8383
Overall Rank
IMI.L Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
IMI.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
IMI.L Omega Ratio Rank: 8080
Omega Ratio Rank
IMI.L Calmar Ratio Rank: 8282
Calmar Ratio Rank
IMI.L Martin Ratio Rank: 8888
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. IMI.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SSE PLC ADR (SSEZY) and IMI plc (IMI.L). 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.


SSEZYIMI.LDifference

Sharpe ratio

Return per unit of total volatility

2.68

1.74

+0.94

Sortino ratio

Return per unit of downside risk

3.63

2.28

+1.35

Omega ratio

Gain probability vs. loss probability

1.49

1.31

+0.18

Calmar ratio

Return relative to maximum drawdown

4.38

3.12

+1.26

Martin ratio

Return relative to average drawdown

12.93

13.46

-0.53

SSEZY vs. IMI.L - Sharpe Ratio Comparison

The current SSEZY Sharpe Ratio is 2.68, which is higher than the IMI.L Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of SSEZY and IMI.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SSEZYIMI.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.68

1.74

+0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.54

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.45

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.28

-0.03

Correlation

The correlation between SSEZY and IMI.L is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SSEZY vs. IMI.L - Dividend Comparison

SSEZY's dividend yield for the trailing twelve months is around 2.38%, more than IMI.L's 1.27% yield.


TTM20252024202320222021202020192018201720162015
SSEZY
SSE PLC ADR
2.38%3.79%3.82%4.93%5.34%4.97%5.10%6.28%8.83%8.43%14.56%5.92%
IMI.L
IMI plc
2.10%1.29%1.60%1.57%1.87%1.32%5.14%3.47%4.22%2.92%3.70%4.40%

Drawdowns

SSEZY vs. IMI.L - Drawdown Comparison

The maximum SSEZY drawdown since its inception was -54.69%, smaller than the maximum IMI.L drawdown of -74.83%. Use the drawdown chart below to compare losses from any high point for SSEZY and IMI.L.


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Drawdown Indicators


SSEZYIMI.LDifference

Max Drawdown

Largest peak-to-trough decline

-54.69%

-63.24%

+8.55%

Max Drawdown (1Y)

Largest decline over 1 year

-17.81%

-14.30%

-3.51%

Max Drawdown (5Y)

Largest decline over 5 years

-31.90%

-40.63%

+8.73%

Max Drawdown (10Y)

Largest decline over 10 years

-42.77%

-49.36%

+6.59%

Current Drawdown

Current decline from peak

-2.22%

-12.88%

+10.66%

Average Drawdown

Average peak-to-trough decline

-15.62%

-18.17%

+2.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.03%

3.83%

+2.20%

Volatility

SSEZY vs. IMI.L - Volatility Comparison

The current volatility for SSE PLC ADR (SSEZY) is 9.30%, while IMI plc (IMI.L) has a volatility of 11.51%. This indicates that SSEZY experiences smaller price fluctuations and is considered to be less risky than IMI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSEZYIMI.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.30%

11.51%

-2.21%

Volatility (6M)

Calculated over the trailing 6-month period

22.17%

17.31%

+4.86%

Volatility (1Y)

Calculated over the trailing 1-year period

29.75%

25.42%

+4.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.37%

28.51%

-3.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.05%

30.13%

-2.08%

Financials

SSEZY vs. IMI.L - Financials Comparison

This section allows you to compare key financial metrics between SSE PLC ADR and IMI plc. 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


1.00B2.00B3.00B4.00B5.00B6.00B7.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
6.22B
1.21B
(SSEZY) Total Revenue
(IMI.L) Total Revenue
Please note, different currencies. SSEZY values in USD, IMI.L values in GBp

SSEZY vs. IMI.L - Profitability Comparison

The chart below illustrates the profitability comparison between SSE PLC ADR and IMI plc 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
34.6%
47.0%
Portfolio components
SSEZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SSE PLC ADR reported a gross profit of 2.15B and revenue of 6.22B. Therefore, the gross margin over that period was 34.6%.

IMI.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, IMI plc reported a gross profit of 569.50M and revenue of 1.21B. Therefore, the gross margin over that period was 47.0%.

SSEZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SSE PLC ADR reported an operating income of 806.59M and revenue of 6.22B, resulting in an operating margin of 13.0%.

IMI.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, IMI plc reported an operating income of 252.00M and revenue of 1.21B, resulting in an operating margin of 20.8%.

SSEZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SSE PLC ADR reported a net income of 392.02M and revenue of 6.22B, resulting in a net margin of 6.3%.

IMI.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, IMI plc reported a net income of 194.20M and revenue of 1.21B, resulting in a net margin of 16.0%.