SSUMY vs. MARUY

Last updated Apr 1, 2026

Compare and contrast key facts about Sumitomo Corp ADR (SSUMY) and Marubeni Corp ADR (MARUY).

Performance

SSUMY vs. MARUY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Corp ADR (SSUMY) and Marubeni Corp ADR (MARUY). The values are adjusted to include any dividend payments, if applicable.

SSUMY vs. MARUY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SSUMY Sumitomo Corp ADR	8.16%	62.35%	1.75%	30.25%	13.31%	10.42%	-9.80%	4.75%	-17.14%	47.06%
MARUY Marubeni Corp ADR	31.65%	87.40%	-2.29%	36.86%	17.84%	45.49%	-11.55%	5.25%	1.47%	27.78%

Fundamentals

Market Cap SSUMY : $44.74B MARUY : $59.73B
EPS SSUMY : $462.92 MARUY : $3.12K
PE Ratio SSUMY : 0.08 MARUY : 0.12
PEG Ratio SSUMY : 0.00 MARUY : 0.00
PS Ratio SSUMY : 0.01 MARUY : 0.01
PB Ratio SSUMY : 0.01 MARUY : 0.01
Total Revenue (TTM) SSUMY : $7.42T MARUY : $8.31T
Gross Profit (TTM) SSUMY : $1.49T MARUY : $1.15T
EBITDA (TTM) SSUMY : $677.71B MARUY : $554.44B

Returns By Period

In the year-to-date period, SSUMY achieves a 8.16% return, which is significantly lower than MARUY's 31.65% return. Over the past 10 years, SSUMY has underperformed MARUY with an annualized return of 15.35%, while MARUY has yielded a comparatively higher 23.03% annualized return.

SSUMY

• 1D: 2.10%
• 1M: -12.21%
• YTD: 8.16%
• 6M: 29.25%
• 1Y: 63.45%
• 3Y*: 30.02%
• 5Y*: 22.18%
• 10Y*: 15.35%

MARUY

• 1D: 0.55%
• 1M: -4.55%
• YTD: 31.65%
• 6M: 45.21%
• 1Y: 124.79%
• 3Y*: 41.02%
• 5Y*: 35.34%
• 10Y*: 23.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SSUMY vs. MARUY — Risk / Return Rank

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

SSUMY

SSUMY Risk / Return Rank: 90
SSUMY Sharpe Ratio Rank: 92
SSUMY Sortino Ratio Rank: 91
SSUMY Omega Ratio Rank: 89
SSUMY Calmar Ratio Rank: 85
SSUMY Martin Ratio Rank: 91

MARUY

MARUY Risk / Return Rank: 97
MARUY Sharpe Ratio Rank: 99
MARUY Sortino Ratio Rank: 98
MARUY Omega Ratio Rank: 97
MARUY Calmar Ratio Rank: 96
MARUY Martin Ratio Rank: 97

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.

SSUMY vs. MARUY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Corp ADR (SSUMY) and Marubeni Corp ADR (MARUY). 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.

	SSUMY	MARUY	Difference
Sharpe ratio Return per unit of total volatility	2.21	4.02	-1.81
Sortino ratio Return per unit of downside risk	2.95	4.60	-1.65
Omega ratio Gain probability vs. loss probability	1.38	1.59	-0.21
Calmar ratio Return relative to maximum drawdown	2.93	6.63	-3.70
Martin ratio Return relative to average drawdown	11.02	22.53	-11.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SSUMY vs. MARUY - Sharpe Ratio Comparison

The current SSUMY Sharpe Ratio is 2.21, which is lower than the MARUY Sharpe Ratio of 4.02. The chart below compares the historical Sharpe Ratios of SSUMY and MARUY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SSUMY	MARUY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.21	4.02	-1.81
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.87	1.19	-0.32
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	0.81	-0.19
Sharpe Ratio (All Time) Calculated using the full available price history	0.19	0.24	-0.05

Correlation

The correlation between SSUMY and MARUY is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SSUMY vs. MARUY - Dividend Comparison

Neither SSUMY nor MARUY has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SSUMY Sumitomo Corp ADR	0.00%	1.27%	2.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.31%	3.94%	3.97%
MARUY Marubeni Corp ADR	0.00%	1.27%	1.99%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.72%	3.22%	0.00%

Drawdowns

SSUMY vs. MARUY - Drawdown Comparison

The maximum SSUMY drawdown since its inception was -68.39%, roughly equal to the maximum MARUY drawdown of -71.93%. Use the drawdown chart below to compare losses from any high point for SSUMY and MARUY.

Drawdown Indicators

	SSUMY	MARUY	Difference
Max Drawdown Largest peak-to-trough decline	-68.39%	-71.93%	+3.54%
Max Drawdown (1Y) Largest decline over 1 year	-21.05%	-18.77%	-2.28%
Max Drawdown (5Y) Largest decline over 5 years	-32.33%	-29.96%	-2.37%
Max Drawdown (10Y) Largest decline over 10 years	-43.45%	-53.87%	+10.42%
Current Drawdown Current decline from peak	-15.03%	-11.16%	-3.87%
Average Drawdown Average peak-to-trough decline	-22.30%	-27.64%	+5.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.60%	5.52%	+0.08%

Volatility

SSUMY vs. MARUY - Volatility Comparison

The current volatility for Sumitomo Corp ADR (SSUMY) is 10.80%, while Marubeni Corp ADR (MARUY) has a volatility of 11.96%. This indicates that SSUMY experiences smaller price fluctuations and is considered to be less risky than MARUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SSUMY	MARUY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.80%	11.96%	-1.16%
Volatility (6M) Calculated over the trailing 6-month period	21.26%	23.32%	-2.06%
Volatility (1Y) Calculated over the trailing 1-year period	28.94%	31.26%	-2.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.60%	29.86%	-4.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.54%	28.39%	-3.85%

Financials

SSUMY vs. MARUY - Profitability Comparison

The chart below illustrates the profitability comparison between Sumitomo Corp ADR and Marubeni Corp ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SSUMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a gross profit of 386.87B and revenue of 1.88T. Therefore, the gross margin over that period was 20.6%.

MARUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Marubeni Corp ADR reported a gross profit of 306.93B and revenue of 2.00T. Therefore, the gross margin over that period was 15.3%.

SSUMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported an operating income of 101.92B and revenue of 1.88T, resulting in an operating margin of 5.4%.

MARUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Marubeni Corp ADR reported an operating income of 65.34B and revenue of 2.00T, resulting in an operating margin of 3.3%.

SSUMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a net income of 109.16B and revenue of 1.88T, resulting in a net margin of 5.8%.

MARUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Marubeni Corp ADR reported a net income of 129.08B and revenue of 2.00T, resulting in a net margin of 6.4%.