TX vs. STAG
TX (Ternium S.A.) and STAG (STAG Industrial, Inc.) are both stocks. TX operates in Steel (Basic Materials), while STAG operates in REIT - Industrial (Real Estate). Over the past 10 years, TX returned 15.42%/yr vs 10.20%/yr for STAG. At a 0.24 correlation, their price movements are largely independent.
Performance
TX vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, TX achieves a 22.26% return, which is significantly higher than STAG's 6.92% return. Over the past 10 years, TX has outperformed STAG with an annualized return of 15.42%, while STAG has yielded a comparatively lower 10.20% annualized return.
TX
- 1D
- -2.72%
- 1M
- -3.47%
- YTD
- 22.26%
- 6M
- 21.37%
- 1Y
- 62.14%
- 3Y*
- 12.53%
- 5Y*
- 12.57%
- 10Y*
- 15.42%
STAG
- 1D
- 0.78%
- 1M
- 1.91%
- YTD
- 6.92%
- 6M
- 6.43%
- 1Y
- 9.18%
- 3Y*
- 8.41%
- 5Y*
- 4.66%
- 10Y*
- 10.20%
TX vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TX Ternium S.A. | 22.26% | 43.56% | -25.86% | 49.94% | -24.80% | 60.96% | 32.18% | -14.86% | -11.86% | 36.48% |
STAG STAG Industrial, Inc. | 6.92% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Correlation
The correlation between TX and STAG is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2011 | 0.24 |
Fundamentals
TX:
$8.90B
STAG:
$7.44B
TX:
$2.90
STAG:
$1.30
TX:
15.62
STAG:
30.00
TX:
0.26
STAG:
3.80
TX:
0.57
STAG:
8.47
TX:
0.73
STAG:
2.07
TX:
$15.58B
STAG:
$863.82M
TX:
$2.44B
STAG:
$356.54M
TX:
$1.62B
STAG:
$598.36M
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Return for Risk
TX vs. STAG — Risk / Return Rank
TX
STAG
TX vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ternium S.A. (TX) and STAG Industrial, Inc. (STAG). 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.
| TX | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.54 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.09 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.64 | 0.98 | +2.66 |
| Martin ratioReturn relative to average drawdown | 11.39 | 2.37 | +9.02 |
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Drawdowns
TX vs. STAG - Drawdown Comparison
The maximum TX drawdown since its inception was -89.66%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for TX and STAG.
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Drawdown Indicators
| TX | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.66% | -45.08% | -44.58% |
Max Drawdown (1Y)Largest decline over 1 year | -17.17% | -9.44% | -7.73% |
Max Drawdown (3Y)Largest decline over 3 years | -42.04% | -24.59% | -17.45% |
Max Drawdown (5Y)Largest decline over 5 years | -49.48% | -42.22% | -7.26% |
Max Drawdown (10Y)Largest decline over 10 years | -74.94% | -45.08% | -29.86% |
Current DrawdownCurrent decline from peak | -11.48% | -3.18% | -8.30% |
Average DrawdownAverage peak-to-trough decline | -31.23% | -10.49% | -20.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 3.91% | +1.56% |
Volatility
TX vs. STAG - Volatility Comparison
Ternium S.A. (TX) has a higher volatility of 12.31% compared to STAG Industrial, Inc. (STAG) at 6.50%. This indicates that TX's price experiences larger fluctuations and is considered to be riskier than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TX | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.31% | 6.50% | +5.81% |
Volatility (6M)Calculated over the trailing 6-month period | 24.48% | 14.29% | +10.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.18% | 19.87% | +11.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.22% | 23.44% | +11.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.88% | 26.20% | +11.68% |
Dividends
TX vs. STAG - Dividend Comparison
TX's dividend yield for the trailing twelve months is around 4.85%, more than STAG's 3.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 3.23% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
TX Ternium S.A. | 4.85% | 7.07% | 10.66% | 6.83% | 8.84% | 6.66% | 0.00% | 5.45% | 4.06% | 3.17% | 3.73% | 7.24% |
Financials
TX vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Ternium S.A. and STAG Industrial, 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
TX vs. STAG - Profitability Comparison
TX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ternium S.A. reported a gross profit of 686.87M and revenue of 3.93B. Therefore, the gross margin over that period was 17.5%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
TX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ternium S.A. reported an operating income of 290.07M and revenue of 3.93B, resulting in an operating margin of 7.4%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
TX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ternium S.A. reported a net income of 213.02M and revenue of 3.93B, resulting in a net margin of 5.4%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
Frequently Asked Questions
TX and STAG have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TX has higher volatility (12.31%) compared to STAG (6.50%). In terms of maximum drawdown, TX dropped -89.66% vs STAG's -45.08%.
TX currently has the higher Sharpe Ratio (2.00 vs 0.46), 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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