SU.PA vs. ISRG
SU.PA (Schneider Electric S.E.) and ISRG (Intuitive Surgical, Inc.) are both stocks. SU.PA operates in Specialty Industrial Machinery (Industrials), while ISRG operates in Medical Instruments & Supplies (Healthcare). Over the past 10 years, SU.PA returned 19.96%/yr vs 19.07%/yr for ISRG. At a 0.26 correlation, their price movements are largely independent.
Performance
SU.PA vs. ISRG - Performance Comparison
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Different Trading Currencies
SU.PA is traded in EUR, while ISRG is traded in USD. To make them comparable, the ISRG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SU.PA achieves a 16.96% return, which is significantly higher than ISRG's -24.72% return. Both investments have delivered pretty close results over the past 10 years, with SU.PA having a 19.96% annualized return and ISRG not far behind at 19.07%.
SU.PA
- 1D
- 0.00%
- 1M
- 0.78%
- YTD
- 16.96%
- 6M
- 15.63%
- 1Y
- 20.68%
- 3Y*
- 20.08%
- 5Y*
- 17.79%
- 10Y*
- 19.96%
ISRG
- 1D
- -0.93%
- 1M
- -4.96%
- YTD
- -24.72%
- 6M
- -25.49%
- 1Y
- -25.77%
- 3Y*
- 7.66%
- 5Y*
- 9.55%
- 10Y*
- 19.07%
SU.PA vs. ISRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SU.PA Schneider Electric S.E. | 16.96% | -0.74% | 34.50% | 41.87% | -22.44% | 48.65% | 33.52% | 58.05% | -13.18% | 10.20% |
ISRG Intuitive Surgical, Inc. | -24.72% | -4.37% | 64.93% | 23.33% | -21.57% | 41.61% | 26.98% | 26.22% | 37.39% | 51.42% |
Correlation
The correlation between SU.PA and ISRG is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2007 | 0.26 |
The correlation between SU.PA and ISRG shifts across timeframes, from 0.09 (1 year) to 0.27 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
SU.PA vs. ISRG — Risk / Return Rank
SU.PA
ISRG
SU.PA vs. ISRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schneider Electric S.E. (SU.PA) and Intuitive Surgical, Inc. (ISRG). 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.
| SU.PA | ISRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +2.39 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.86 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | -0.81 | +2.03 |
| Martin ratioReturn relative to average drawdown | 2.99 | -1.67 | +4.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SU.PA | ISRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | -0.84 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.29 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.59 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.48 | +0.01 |
Drawdowns
SU.PA vs. ISRG - Drawdown Comparison
The maximum SU.PA drawdown since its inception was -60.19%, smaller than the maximum ISRG drawdown of -71.84%. Use the drawdown chart below to compare losses from any high point for SU.PA and ISRG.
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Drawdown Indicators
| SU.PA | ISRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.19% | -71.84% | +11.65% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -31.81% | +14.05% |
Max Drawdown (3Y)Largest decline over 3 years | -31.34% | -41.01% | +9.67% |
Max Drawdown (5Y)Largest decline over 5 years | -35.98% | -43.94% | +7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.98% | -43.94% | +7.96% |
Current DrawdownCurrent decline from peak | -5.80% | -38.11% | +32.31% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -14.93% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.23% | 16.87% | -9.64% |
Volatility
SU.PA vs. ISRG - Volatility Comparison
The current volatility for Schneider Electric S.E. (SU.PA) is 10.26%, while Intuitive Surgical, Inc. (ISRG) has a volatility of 11.62%. This indicates that SU.PA experiences smaller price fluctuations and is considered to be less risky than ISRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SU.PA | ISRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 11.62% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 24.37% | 20.28% | +4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.93% | 30.98% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.24% | 32.77% | -3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.49% | 32.37% | -4.88% |
Dividends
SU.PA vs. ISRG - Dividend Comparison
SU.PA's dividend yield for the trailing twelve months is around 1.55%, while ISRG has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRG Intuitive Surgical, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SU.PA Schneider Electric S.E. | 1.55% | 1.66% | 1.45% | 1.73% | 2.22% | 1.51% | 2.16% | 2.57% | 3.68% | 2.88% | 3.03% | 2.59% |
Financials
SU.PA vs. ISRG - Financials Comparison
This section allows you to compare key financial metrics between Schneider Electric S.E. and Intuitive Surgical, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SU.PA and ISRG have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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