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TOELY vs. KLAC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TOELY vs. KLAC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tokyo Electron ADR (TOELY) and KLA Corporation (KLAC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with TOELY having a 50.65% return and KLAC slightly higher at 50.85%. Over the past 10 years, TOELY has underperformed KLAC with an annualized return of 28.88%, while KLAC has yielded a comparatively higher 39.77% annualized return.


TOELY

1D
-3.53%
1M
-23.71%
6M
25.86%
YTD
50.65%
1Y
127.53%
3Y*
31.34%
5Y*
19.84%
10Y*
28.88%
ALL TIME*
7.76%

KLAC

1D
1.38%
1M
-22.39%
6M
28.36%
YTD
50.85%
1Y
107.52%
3Y*
53.92%
5Y*
40.75%
10Y*
39.77%
ALL TIME*
22.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.50B$2.71B$2.78B
$60.46M$67.45M$76.45M

TOELY vs. KLAC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TOELY
Tokyo Electron ADR
50.65%49.57%-14.19%82.22%-49.18%53.76%71.31%94.00%-38.01%94.67%
KLAC
KLA Corporation
50.85%94.48%9.36%56.05%-11.20%68.05%47.94%103.99%-12.49%36.80%

Correlation

The correlation between TOELY and KLAC is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.60

Correlation (3Y)
Balances recent behavior with more history.

0.61

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.62

Correlation (10Y)
Provides a long-term view across more market conditions.

0.55

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2009

0.44

The correlation between TOELY and KLAC shifts across timeframes, from 0.44 (all time) to 0.62 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

TOELY:

$152.17B

KLAC:

$238.81B

EPS

TOELY:

¥632.09

KLAC:

$3.66

PE Ratio

TOELY:

41.70

KLAC:

49.92

PEG Ratio

TOELY:

3.42

KLAC:

3.11

PS Ratio

TOELY:

9.81

KLAC:

17.76

PB Ratio

TOELY:

11.62

KLAC:

37.86

Total Revenue (TTM)

TOELY:

¥2.47T

KLAC:

$13.58B

Gross Profit (TTM)

TOELY:

¥1.12T

KLAC:

$8.32B

EBITDA (TTM)

TOELY:

¥753.39B

KLAC:

$6.12B

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Return for Risk

TOELY vs. KLAC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TOELY
TOELY Risk / Return Rank: 8888
Overall Rank
TOELY Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
TOELY Sortino Ratio Rank: 8787
Sortino Ratio Rank
TOELY Omega Ratio Rank: 8585
Omega Ratio Rank
TOELY Calmar Ratio Rank: 8686
Calmar Ratio Rank
TOELY Martin Ratio Rank: 9393
Martin Ratio Rank

KLAC
KLAC Risk / Return Rank: 8787
Overall Rank
KLAC Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
KLAC Sortino Ratio Rank: 8484
Sortino Ratio Rank
KLAC Omega Ratio Rank: 8686
Omega Ratio Rank
KLAC Calmar Ratio Rank: 8484
Calmar Ratio Rank
KLAC Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TOELY vs. KLAC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tokyo Electron ADR (TOELY) and KLA Corporation (KLAC). 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.


TOELYKLACDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.21

Omega ratioGain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratioReturn relative to maximum drawdown

2.90

2.52

+0.38

Martin ratioReturn relative to average drawdown

11.43

9.80

+1.63

TOELY vs. KLAC - Sharpe Ratio Comparison

The current TOELY Sharpe Ratio is 1.94, which is comparable to the KLAC Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of TOELY and KLAC, 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

TOELY vs. KLAC - Drawdown Comparison

The maximum TOELY drawdown since its inception was -92.92%, which is greater than KLAC's maximum drawdown of -83.74%. Use the drawdown chart below to compare losses from any high point for TOELY and KLAC.


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Drawdown Indicators


TOELYKLACDifference

Max Drawdown

Largest peak-to-trough decline

-92.92%

-83.74%

-9.18%

Max Drawdown (1Y)

Largest decline over 1 year

-39.47%

-43.59%

+4.12%

Max Drawdown (3Y)

Largest decline over 3 years

-53.52%

-43.59%

-9.93%

Max Drawdown (5Y)

Largest decline over 5 years

-59.40%

-43.59%

-15.81%

Max Drawdown (10Y)

Largest decline over 10 years

-59.40%

-43.59%

-15.81%

Current Drawdown

Current decline from peak

-32.46%

-39.41%

+6.95%

Average Drawdown

Average peak-to-trough decline

-49.32%

-29.29%

-20.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.14%

11.20%

-1.06%

Volatility

TOELY vs. KLAC - Volatility Comparison

Tokyo Electron ADR (TOELY) has a higher volatility of 25.18% compared to KLA Corporation (KLAC) at 22.35%. This indicates that TOELY's price experiences larger fluctuations and is considered to be riskier than KLAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TOELYKLACDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.18%

22.35%

+2.83%

Volatility (6M)

Calculated over the trailing 6-month period

47.92%

51.87%

-3.95%

Volatility (1Y)

Calculated over the trailing 1-year period

61.02%

59.59%

+1.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.04%

46.07%

+0.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.79%

43.21%

-2.42%

Dividends

TOELY vs. KLAC - Dividend Comparison

TOELY has not paid dividends to shareholders, while KLAC's dividend yield for the trailing twelve months is around 0.44%.


PositionTTM20252024202320222021202020192018201720162015
KLAC
KLA Corporation
0.44%0.61%0.96%0.92%1.25%0.91%1.35%1.74%3.17%2.15%2.67%2.94%
TOELY
Tokyo Electron ADR
0.00%1.02%1.17%0.00%0.00%0.00%0.00%0.00%0.00%1.11%2.27%0.00%

Financials

TOELY vs. KLAC - Financials Comparison

This section allows you to compare key financial metrics between Tokyo Electron ADR and KLA Corporation. 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


Values in USD except per share items

TOELY vs. KLAC - Profitability Comparison

The chart below illustrates the profitability comparison between Tokyo Electron ADR and KLA Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

TOELY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Tokyo Electron ADR reported a gross profit of 339.31B and revenue of 724.89B. Therefore, the gross margin over that period was 46.8%.

KLAC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, KLA Corporation reported a gross profit of 2.24B and revenue of 3.66B. Therefore, the gross margin over that period was 61.4%.

TOELY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Tokyo Electron ADR reported an operating income of 209.42B and revenue of 724.89B, resulting in an operating margin of 28.9%.

KLAC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, KLA Corporation reported an operating income of 1.55B and revenue of 3.66B, resulting in an operating margin of 42.5%.

TOELY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Tokyo Electron ADR reported a net income of 218.23B and revenue of 724.89B, resulting in a net margin of 30.1%.

KLAC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, KLA Corporation reported a net income of 1.36B and revenue of 3.66B, resulting in a net margin of 37.3%.


Frequently Asked Questions


TOELY and KLAC have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TOELY has higher volatility (25.18%) compared to KLAC (22.35%). In terms of maximum drawdown, TOELY dropped -92.92% vs KLAC's -83.74%.

TOELY currently has the higher Sharpe Ratio (1.94 vs 1.85), 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.

Portfolio Optimizer

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