SURG vs. HY
SURG (SurgePays, Inc.) and HY (Hyster-Yale Materials Handling, Inc.) are both stocks. SURG operates in Software - Application (Technology), while HY operates in Farm & Heavy Construction Machinery (Industrials). Over the past 5 years, SURG returned -47.08%/yr vs -11.30%/yr for HY. Their 0.09 correlation means their historical movements had little consistent relationship.
Performance
SURG vs. HY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SURG achieves a -86.95% return, which is significantly lower than HY's 14.75% return.
SURG
- 1D
- 0.93%
- 1M
- -61.95%
- 6M
- -80.88%
- YTD
- -86.95%
- 1Y
- -91.93%
- 3Y*
- -66.07%
- 5Y*
- -47.08%
- 10Y*
- —
- ALL TIME*
- -47.22%
HY
- 1D
- -0.21%
- 1M
- 4.50%
- 6M
- 1.92%
- YTD
- 14.75%
- 1Y
- -13.39%
- 3Y*
- -8.54%
- 5Y*
- -11.30%
- 10Y*
- -3.90%
- ALL TIME*
- 0.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.16M | $2.85M | $3.28M | |
SURG SurgePays, Inc. | $222.64K | $5.41M | $2.36M |
SURG vs. HY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SURG SurgePays, Inc. | -86.95% | -6.18% | -72.40% | -1.68% | 224.75% | -65.62% | -60.83% | -21.05% | -62.75% |
HY Hyster-Yale Materials Handling, Inc. | 14.75% | -39.45% | -16.27% | 153.37% | -35.94% | -29.47% | 3.87% | -2.66% | -28.09% |
Correlation
The correlation between SURG and HY is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 16, 2018 | 0.09 |
The correlation between SURG and HY shifts across timeframes, from -0.01 (1 year) to 0.15 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
SURG:
$4.58M
HY:
$592.92M
SURG:
-$2.12
HY:
-$5.59
SURG:
0.09
HY:
0.16
SURG:
$50.37M
HY:
$3.65B
SURG:
-$19.42M
HY:
$580.60M
SURG:
-$40.48M
HY:
-$200.00K
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SURG vs. HY — Risk / Return Rank
SURG
HY
SURG vs. HY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SurgePays, Inc. (SURG) and Hyster-Yale Materials Handling, Inc. (HY). 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.
| SURG | HY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 0.70 | 0.98 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | -0.47 | -0.52 |
| Martin ratioReturn relative to average drawdown | -1.52 | -1.00 | -0.52 |
Loading charts...
Drawdowns
SURG vs. HY - Drawdown Comparison
The maximum SURG drawdown since its inception was -99.66%, which is greater than HY's maximum drawdown of -77.61%. Use the drawdown chart below to compare losses from any high point for SURG and HY.
Loading charts...
Drawdown Indicators
| SURG | HY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.66% | -77.61% | -22.05% |
Max Drawdown (1Y)Largest decline over 1 year | -92.92% | -36.63% | -56.29% |
Max Drawdown (3Y)Largest decline over 3 years | -97.59% | -66.38% | -31.21% |
Max Drawdown (5Y)Largest decline over 5 years | -97.59% | -66.38% | -31.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -77.61% | — |
Current DrawdownCurrent decline from peak | -99.65% | -60.48% | -39.17% |
Average DrawdownAverage peak-to-trough decline | -85.61% | -37.83% | -47.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 60.40% | 17.08% | +43.32% |
Volatility
SURG vs. HY - Volatility Comparison
SurgePays, Inc. (SURG) has a higher volatility of 47.77% compared to Hyster-Yale Materials Handling, Inc. (HY) at 13.56%. This indicates that SURG's price experiences larger fluctuations and is considered to be riskier than HY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SURG | HY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 47.77% | 13.56% | +34.21% |
Volatility (6M)Calculated over the trailing 6-month period | 87.22% | 35.76% | +51.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 108.77% | 49.51% | +59.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 97.90% | 48.30% | +49.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 108.82% | 46.59% | +62.23% |
Dividends
SURG vs. HY - Dividend Comparison
SURG has not paid dividends to shareholders, while HY's dividend yield for the trailing twelve months is around 4.32%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HY Hyster-Yale Materials Handling, Inc. | 4.32% | 4.81% | 2.70% | 2.09% | 5.10% | 3.13% | 2.13% | 2.14% | 1.99% | 1.41% | 1.83% | 2.15% |
SURG SurgePays, 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% |
Financials
SURG vs. HY - Financials Comparison
This section allows you to compare key financial metrics between SurgePays, Inc. and Hyster-Yale Materials Handling, 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
SURG and HY have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SURG has higher volatility (47.77%) compared to HY (13.56%). In terms of maximum drawdown, SURG dropped -99.66% vs HY's -77.61%.
HY currently has the higher Sharpe Ratio (-0.35 vs -0.85), 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.
Find the right allocation for SURG and HY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer