SU.PA vs. NU
SU.PA (Schneider Electric S.E.) and NU (Nu Holdings Ltd.) are both stocks. SU.PA operates in Specialty Industrial Machinery (Industrials), while NU operates in Banks - Diversified (Financial Services). Over the past 3 years, SU.PA returned 20.26%/yr vs 15.86%/yr for NU. At a 0.23 correlation, their price movements are largely independent.
Performance
SU.PA vs. NU - Performance Comparison
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Different Trading Currencies
SU.PA is traded in EUR, while NU is traded in USD. To make them comparable, the NU 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 NU's -24.77% 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%
NU
- 1D
- 1.74%
- 1M
- 2.27%
- YTD
- -24.77%
- 6M
- -24.32%
- 1Y
- 4.07%
- 3Y*
- 15.86%
- 5Y*
- —
- 10Y*
- —
SU.PA vs. NU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SU.PA Schneider Electric S.E. | 16.81% | -0.74% | 34.50% | 41.87% | -22.44% | 3.70% |
NU Nu Holdings Ltd. | -24.77% | 42.41% | 32.58% | 98.53% | -53.92% | -17.19% |
Correlation
The correlation between SU.PA and NU is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.23 |
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Return for Risk
SU.PA vs. NU — Risk / Return Rank
SU.PA
NU
SU.PA vs. NU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schneider Electric S.E. (SU.PA) and Nu Holdings Ltd. (NU). 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.PA | NU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.05 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.11 | +1.25 |
| Martin ratioReturn relative to average drawdown | 3.32 | 0.28 | +3.04 |
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Drawdowns
SU.PA vs. NU - Drawdown Comparison
The maximum SU.PA drawdown since its inception was -60.19%, smaller than the maximum NU drawdown of -70.37%. Use the drawdown chart below to compare losses from any high point for SU.PA and NU.
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Drawdown Indicators
| SU.PA | NU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.19% | -70.37% | +10.18% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -36.05% | +18.29% |
Max Drawdown (3Y)Largest decline over 3 years | -31.34% | -41.27% | +9.93% |
Max Drawdown (5Y)Largest decline over 5 years | -35.98% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.98% | — | — |
Current DrawdownCurrent decline from peak | -5.92% | -31.68% | +25.76% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -28.97% | +17.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.29% | 14.45% | -7.16% |
Volatility
SU.PA vs. NU - Volatility Comparison
The current volatility for Schneider Electric S.E. (SU.PA) is 10.26%, while Nu Holdings Ltd. (NU) has a volatility of 14.40%. This indicates that SU.PA experiences smaller price fluctuations and is considered to be less risky than NU 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 | NU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 14.40% | -4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 24.64% | 27.64% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.20% | 37.33% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.29% | 57.67% | -28.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.50% | 57.67% | -30.17% |
Dividends
SU.PA vs. NU - Dividend Comparison
SU.PA's dividend yield for the trailing twelve months is around 1.55%, while NU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | 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. NU - Financials Comparison
This section allows you to compare key financial metrics between Schneider Electric S.E. and Nu Holdings Ltd.. 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 NU have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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