SUOPY vs. SHECY

Last updated Apr 1, 2026

Compare and contrast key facts about Sumco Corp ADR (SUOPY) and Shin-Etsu Chemical Co Ltd ADR (SHECY).

Performance

SUOPY vs. SHECY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumco Corp ADR (SUOPY) and Shin-Etsu Chemical Co Ltd ADR (SHECY). The values are adjusted to include any dividend payments, if applicable.

SUOPY vs. SHECY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SUOPY Sumco Corp ADR	19.52%	20.63%	-50.20%	14.21%	-36.00%	-0.49%	21.14%	50.15%	-57.77%	118.99%
SHECY Shin-Etsu Chemical Co Ltd ADR	31.29%	-4.97%	-20.30%	71.18%	-29.73%	-1.27%	59.93%	43.23%	-24.32%	31.25%

Fundamentals

Market Cap SUOPY : $3.71B SHECY : $76.25B
EPS SUOPY : -$68.72 SHECY : $129.53
PS Ratio SUOPY : 0.01 SHECY : 0.03
PB Ratio SUOPY : 0.01 SHECY : 0.02
Total Revenue (TTM) SUOPY : $413.30B SHECY : $2.59T
Gross Profit (TTM) SUOPY : $52.55B SHECY : $912.26B
EBITDA (TTM) SUOPY : $110.57B SHECY : $961.81B

Returns By Period

In the year-to-date period, SUOPY achieves a 19.52% return, which is significantly lower than SHECY's 31.29% return. Over the past 10 years, SUOPY has underperformed SHECY with an annualized return of 5.34%, while SHECY has yielded a comparatively higher 15.26% annualized return.

SUOPY

• 1D: -8.51%
• 1M: -8.95%
• YTD: 19.52%
• 6M: 3.38%
• 1Y: 57.83%
• 3Y*: -10.72%
• 5Y*: -14.94%
• 10Y*: 5.34%

SHECY

• 1D: 4.52%
• 1M: 3.62%
• YTD: 31.29%
• 6M: 24.85%
• 1Y: 42.71%
• 3Y*: 8.72%
• 5Y*: 3.74%
• 10Y*: 15.26%

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

Return for Risk

SUOPY vs. SHECY — Risk / Return Rank

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

SUOPY

SUOPY Risk / Return Rank: 69
SUOPY Sharpe Ratio Rank: 72
SUOPY Sortino Ratio Rank: 69
SUOPY Omega Ratio Rank: 71
SUOPY Calmar Ratio Rank: 66
SUOPY Martin Ratio Rank: 69

SHECY

SHECY Risk / Return Rank: 75
SHECY Sharpe Ratio Rank: 78
SHECY Sortino Ratio Rank: 72
SHECY Omega Ratio Rank: 70
SHECY Calmar Ratio Rank: 77
SHECY Martin Ratio Rank: 77

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.

SUOPY vs. SHECY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumco Corp ADR (SUOPY) and Shin-Etsu Chemical Co Ltd ADR (SHECY). 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.

	SUOPY	SHECY	Difference
Sharpe ratio Return per unit of total volatility	0.93	1.19	-0.26
Sortino ratio Return per unit of downside risk	1.58	1.72	-0.14
Omega ratio Gain probability vs. loss probability	1.23	1.22	+0.01
Calmar ratio Return relative to maximum drawdown	1.22	1.97	-0.75
Martin ratio Return relative to average drawdown	3.32	5.23	-1.91
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SUOPY vs. SHECY - Sharpe Ratio Comparison

The current SUOPY Sharpe Ratio is 0.93, which is comparable to the SHECY Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of SUOPY and SHECY, 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

	SUOPY	SHECY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.93	1.19	-0.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.32	0.12	-0.44
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.11	0.52	-0.41
Sharpe Ratio (All Time) Calculated using the full available price history	0.03	0.03	-0.01

Correlation

The correlation between SUOPY and SHECY is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

SUOPY vs. SHECY - Dividend Comparison

SUOPY's dividend yield for the trailing twelve months is around 0.64%, while SHECY has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SUOPY Sumco Corp ADR	0.64%	0.76%	0.55%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.35%	2.31%
SHECY Shin-Etsu Chemical Co Ltd ADR	0.00%	1.18%	1.04%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.39%	0.00%

Drawdowns

SUOPY vs. SHECY - Drawdown Comparison

The maximum SUOPY drawdown since its inception was -81.60%, roughly equal to the maximum SHECY drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for SUOPY and SHECY.

Drawdown Indicators

	SUOPY	SHECY	Difference
Max Drawdown Largest peak-to-trough decline	-81.60%	-82.68%	+1.08%
Max Drawdown (1Y) Largest decline over 1 year	-37.53%	-21.74%	-15.79%
Max Drawdown (5Y) Largest decline over 5 years	-79.36%	-49.23%	-30.13%
Max Drawdown (10Y) Largest decline over 10 years	-81.60%	-49.23%	-32.37%
Current Drawdown Current decline from peak	-62.84%	-17.99%	-44.85%
Average Drawdown Average peak-to-trough decline	-41.84%	-50.63%	+8.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.80%	8.19%	+5.61%

Volatility

SUOPY vs. SHECY - Volatility Comparison

Sumco Corp ADR (SUOPY) has a higher volatility of 19.35% compared to Shin-Etsu Chemical Co Ltd ADR (SHECY) at 12.78%. This indicates that SUOPY's price experiences larger fluctuations and is considered to be riskier than SHECY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SUOPY	SHECY	Difference
Volatility (1M) Calculated over the trailing 1-month period	19.35%	12.78%	+6.57%
Volatility (6M) Calculated over the trailing 6-month period	46.31%	25.76%	+20.55%
Volatility (1Y) Calculated over the trailing 1-year period	62.72%	35.95%	+26.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.54%	30.32%	+17.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.09%	29.67%	+20.42%

Financials

SUOPY vs. SHECY - Profitability Comparison

The chart below illustrates the profitability comparison between Sumco Corp ADR and Shin-Etsu Chemical Co Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SUOPY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumco Corp ADR reported a gross profit of 5.63B and revenue of 107.13B. Therefore, the gross margin over that period was 5.3%.

SHECY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Shin-Etsu Chemical Co Ltd ADR reported a gross profit of 227.70B and revenue of 661.20B. Therefore, the gross margin over that period was 34.4%.

SUOPY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumco Corp ADR reported an operating income of -6.87B and revenue of 107.13B, resulting in an operating margin of -6.4%.

SHECY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Shin-Etsu Chemical Co Ltd ADR reported an operating income of 167.05B and revenue of 661.20B, resulting in an operating margin of 25.3%.

SUOPY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumco Corp ADR reported a net income of -10.95B and revenue of 107.13B, resulting in a net margin of -10.2%.

SHECY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Shin-Etsu Chemical Co Ltd ADR reported a net income of 128.76B and revenue of 661.20B, resulting in a net margin of 19.5%.