SUNS vs. KVUE
SUNS (Sunrise Realty Trust, Inc) and KVUE (Kenvue Inc.) are both stocks. SUNS operates in REIT - Mortgage (Real Estate), while KVUE operates in Household & Personal Products (Consumer Defensive). Over the past year, SUNS returned -12.21% vs -20.71% for KVUE. At a 0.16 correlation, their price movements are largely independent.
Performance
SUNS vs. KVUE - Performance Comparison
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Returns By Period
In the year-to-date period, SUNS achieves a -6.44% return, which is significantly lower than KVUE's -0.13% return.
SUNS
- 1D
- -2.86%
- 1M
- 13.05%
- YTD
- -6.44%
- 6M
- -8.80%
- 1Y
- -12.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KVUE
- 1D
- -2.83%
- 1M
- -0.69%
- YTD
- -0.13%
- 6M
- 1.52%
- 1Y
- -20.71%
- 3Y*
- -9.38%
- 5Y*
- —
- 10Y*
- —
SUNS vs. KVUE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SUNS Sunrise Realty Trust, Inc | -6.44% | -25.02% | 30.17% |
KVUE Kenvue Inc. | -0.13% | -15.86% | 22.86% |
Correlation
The correlation between SUNS and KVUE is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2024 | 0.16 |
Fundamentals
SUNS:
$113.13M
KVUE:
$32.35B
SUNS:
$1.01
KVUE:
$0.84
SUNS:
8.40
KVUE:
19.95
SUNS:
3.53
KVUE:
2.12
SUNS:
0.62
KVUE:
3.05
SUNS:
$31.69M
KVUE:
$15.29B
SUNS:
$25.08M
KVUE:
$8.93B
SUNS:
$18.21M
KVUE:
$3.03B
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Return for Risk
SUNS vs. KVUE — Risk / Return Rank
SUNS
KVUE
SUNS vs. KVUE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunrise Realty Trust, Inc (SUNS) and Kenvue Inc. (KVUE). 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.
| SUNS | KVUE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.40 | -0.65 | +0.25 |
Sortino ratioReturn per unit of downside risk | -0.41 | -0.75 | +0.34 |
Omega ratioGain probability vs. loss probability | 0.96 | 0.89 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | -0.55 | +0.15 |
Martin ratioReturn relative to average drawdown | -0.76 | -1.03 | +0.27 |
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
| SUNS | KVUE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | -0.65 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.10 | -0.37 | +0.27 |
Drawdowns
SUNS vs. KVUE - Drawdown Comparison
The maximum SUNS drawdown since its inception was -44.27%, roughly equal to the maximum KVUE drawdown of -44.08%. Use the drawdown chart below to compare losses from any high point for SUNS and KVUE.
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Drawdown Indicators
| SUNS | KVUE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.27% | -44.08% | -0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -30.82% | -37.63% | +6.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -42.08% | — |
Current DrawdownCurrent decline from peak | -34.51% | -30.86% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -23.50% | -20.99% | -2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.11% | 20.22% | -4.11% |
Volatility
SUNS vs. KVUE - Volatility Comparison
Sunrise Realty Trust, Inc (SUNS) has a higher volatility of 11.31% compared to Kenvue Inc. (KVUE) at 5.67%. This indicates that SUNS's price experiences larger fluctuations and is considered to be riskier than KVUE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUNS | KVUE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 5.67% | +5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.00% | 13.61% | +7.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.90% | 32.61% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.99% | 28.61% | +17.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.99% | 28.61% | +17.38% |
Dividends
SUNS vs. KVUE - Dividend Comparison
SUNS's dividend yield for the trailing twelve months is around 14.13%, more than KVUE's 4.93% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
KVUE Kenvue Inc. | 4.93% | 4.78% | 3.79% | 1.86% |
SUNS Sunrise Realty Trust, Inc | 14.13% | 12.73% | 4.47% | 0.00% |
Financials
SUNS vs. KVUE - Financials Comparison
This section allows you to compare key financial metrics between Sunrise Realty Trust, Inc and Kenvue 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
SUNS vs. KVUE - Profitability Comparison
SUNS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sunrise Realty Trust, Inc reported a gross profit of 8.64M and revenue of 10.27M. Therefore, the gross margin over that period was 84.1%.
KVUE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kenvue Inc. reported a gross profit of 2.30B and revenue of 3.91B. Therefore, the gross margin over that period was 58.9%.
SUNS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sunrise Realty Trust, Inc reported an operating income of 7.22M and revenue of 10.27M, resulting in an operating margin of 70.3%.
KVUE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kenvue Inc. reported an operating income of 767.00M and revenue of 3.91B, resulting in an operating margin of 19.6%.
SUNS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sunrise Realty Trust, Inc reported a net income of 4.25M and revenue of 10.27M, resulting in a net margin of 41.4%.
KVUE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kenvue Inc. reported a net income of 474.00M and revenue of 3.91B, resulting in a net margin of 12.1%.
Frequently Asked Questions
SUNS and KVUE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUNS has higher volatility (11.31%) compared to KVUE (5.67%). In terms of maximum drawdown, SUNS dropped -44.27% vs KVUE's -44.08%.
SUNS currently has the higher Sharpe Ratio (-0.40 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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