U vs. SMNEY

Last updated Jun 9, 2026

U (Unity Software Inc.) and SMNEY (Siemens Energy AG) are both stocks. U operates in Software - Application (Technology), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.27 correlation, their price movements are largely independent.

Performance

U vs. SMNEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Unity Software Inc. (U) and Siemens Energy AG (SMNEY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

U

• 1D: -1.27%
• 1M: 2.27%
• YTD: -34.80%
• 6M: -41.27%
• 1Y: 14.60%
• 3Y*: -7.42%
• 5Y*: -21.83%
• 10Y*: —

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

U vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
U Unity Software Inc.	-34.80%	96.57%	-45.05%	43.02%	-80.01%	-6.83%	4.60%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between U and SMNEY is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.17
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (All Time) Calculated using the full available price history since Dec 15, 2020	0.27

The correlation between U and SMNEY shifts across timeframes, from 0.17 (1 year) to 0.28 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap U : $12.51B SMNEY : $152.45B
EPS U : -$1.58 SMNEY : $2.16
PS Ratio U : 6.39 SMNEY : 3.93
PB Ratio U : 4.20 SMNEY : 13.51
Total Revenue (TTM) U : $1.92B SMNEY : $39.81B
Gross Profit (TTM) U : $1.14B SMNEY : $7.27B
EBITDA (TTM) U : -$294.88M SMNEY : $4.73B

Return for Risk

U vs. SMNEY — Risk / Return Rank

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

U

U Risk / Return Rank: 49
U Sharpe Ratio Rank: 49
U Sortino Ratio Rank: 51
U Omega Ratio Rank: 52
U Calmar Ratio Rank: 48
U Martin Ratio Rank: 47

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.

U vs. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Unity Software Inc. (U) and Siemens Energy AG (SMNEY). 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.

	U	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	0.20	—	—
Sortino ratio: Return per unit of downside risk	0.80	—	—
Omega ratio: Gain probability vs. loss probability	1.11	—	—
Calmar ratio: Return relative to maximum drawdown	0.22	—	—
Martin ratio: Return relative to average drawdown	0.45	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	U	SMNEY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.20	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.28	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.18	—	—

Drawdowns

Drawdown Indicators

	U	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-93.07%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-65.37%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-71.28%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-93.07%	—	—
Current Drawdown Current decline from peak	-85.68%	—	—
Average Drawdown Average peak-to-trough decline	-69.40%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	32.71%	—	—

Volatility

Volatility by Period

	U	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.23%	—	—
Volatility (6M) Calculated over the trailing 6-month period	60.90%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	74.49%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	77.26%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	76.49%	—	—

Dividends

U vs. SMNEY - Dividend Comparison

Neither U nor SMNEY has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%
U Unity Software Inc.	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

U vs. SMNEY - Profitability Comparison

The chart below illustrates the profitability comparison between Unity Software Inc. and Siemens Energy AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

U - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Unity Software Inc. reported a gross profit of 156.60M and revenue of 508.24M. Therefore, the gross margin over that period was 30.8%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

U - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Unity Software Inc. reported an operating income of -351.41M and revenue of 508.24M, resulting in an operating margin of -69.1%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

U - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Unity Software Inc. reported a net income of -346.93M and revenue of 508.24M, resulting in a net margin of -68.3%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

Frequently Asked Questions

Can I hold both U and SMNEY in my portfolio?

U and SMNEY have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.