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SU.PA vs. LLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SU.PA vs. LLY - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Schneider Electric S.E. (SU.PA) and Eli Lilly and Company (LLY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SU.PA is traded in EUR, while LLY is traded in USD. To make them comparable, the LLY 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 16.81% return, which is significantly higher than LLY's 6.83% return. Over the past 10 years, SU.PA has underperformed LLY with an annualized return of 20.05%, while LLY has yielded a comparatively higher 33.12% annualized return.


SU.PA

1D
1.83%
1M
2.43%
YTD
16.81%
6M
13.05%
1Y
24.46%
3Y*
20.26%
5Y*
17.39%
10Y*
20.05%

LLY

1D
-0.54%
1M
12.71%
YTD
6.83%
6M
8.15%
1Y
38.30%
3Y*
34.46%
5Y*
40.87%
10Y*
33.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SU.PA vs. LLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SU.PA
Schneider Electric S.E.
16.81%-0.74%34.50%41.87%-22.44%48.65%33.52%58.05%-13.18%10.20%
LLY
Eli Lilly and Company
6.83%23.60%42.10%56.08%42.58%78.50%20.24%18.76%47.05%3.35%

Correlation

The correlation between SU.PA and LLY is -0.00, 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

-0.00

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

0.07

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

0.06

Correlation (10Y)
Calculated over the trailing 10-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Sep 7, 2007

0.15

The correlation between SU.PA and LLY shifts across timeframes, from -0.00 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SU.PA vs. LLY — Risk / Return Rank

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

SU.PA
SU.PA Risk / Return Rank: 6565
Overall Rank
SU.PA Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SU.PA Sortino Ratio Rank: 6262
Sortino Ratio Rank
SU.PA Omega Ratio Rank: 5959
Omega Ratio Rank
SU.PA Calmar Ratio Rank: 6868
Calmar Ratio Rank
SU.PA Martin Ratio Rank: 6969
Martin Ratio Rank

LLY
LLY Risk / Return Rank: 7171
Overall Rank
LLY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
LLY Sortino Ratio Rank: 6969
Sortino Ratio Rank
LLY Omega Ratio Rank: 7070
Omega Ratio Rank
LLY Calmar Ratio Rank: 7272
Calmar Ratio Rank
LLY Martin Ratio Rank: 7373
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.

SU.PA vs. LLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schneider Electric S.E. (SU.PA) and Eli Lilly and Company (LLY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SU.PALLYDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratioReturn relative to maximum drawdown

1.36

1.61

-0.25

Martin ratioReturn relative to average drawdown

3.32

3.90

-0.58

SU.PA vs. LLY - Sharpe Ratio Comparison

The current SU.PA Sharpe Ratio is 0.75, which is comparable to the LLY Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of SU.PA and LLY, 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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Drawdowns

SU.PA vs. LLY - Drawdown Comparison

The maximum SU.PA drawdown since its inception was -60.19%, which is greater than LLY's maximum drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for SU.PA and LLY.


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Drawdown Indicators


SU.PALLYDifference

Max Drawdown

Largest peak-to-trough decline

-60.19%

-44.52%

-15.67%

Max Drawdown (1Y)

Largest decline over 1 year

-17.76%

-23.85%

+6.09%

Max Drawdown (3Y)

Largest decline over 3 years

-31.34%

-39.30%

+7.96%

Max Drawdown (5Y)

Largest decline over 5 years

-35.98%

-39.30%

+3.32%

Max Drawdown (10Y)

Largest decline over 10 years

-35.98%

-39.30%

+3.32%

Current Drawdown

Current decline from peak

-5.92%

-2.86%

-3.06%

Average Drawdown

Average peak-to-trough decline

-11.73%

-12.37%

+0.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.29%

10.19%

-2.90%

Volatility

SU.PA vs. LLY - Volatility Comparison

Schneider Electric S.E. (SU.PA) has a higher volatility of 10.26% compared to Eli Lilly and Company (LLY) at 9.30%. This indicates that SU.PA's price experiences larger fluctuations and is considered to be riskier than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SU.PALLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.26%

9.30%

+0.96%

Volatility (6M)

Calculated over the trailing 6-month period

24.64%

27.08%

-2.44%

Volatility (1Y)

Calculated over the trailing 1-year period

32.20%

37.76%

-5.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.29%

33.09%

-3.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.50%

31.07%

-3.57%

Dividends

SU.PA vs. LLY - Dividend Comparison

SU.PA's dividend yield for the trailing twelve months is around 1.55%, more than LLY's 0.57% yield.


PositionTTM20252024202320222021202020192018201720162015
LLY
Eli Lilly and Company
0.57%0.56%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%
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. LLY - Financials Comparison

This section allows you to compare key financial metrics between Schneider Electric S.E. and Eli Lilly and Company. 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


Please note, different currencies. SU.PA values in EUR, LLY values in USD

Frequently Asked Questions


SU.PA and LLY have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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