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UCBJY vs. HACBY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UCBJY vs. HACBY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UCB SA ADR (UCBJY) and Hachijuni Bank Ltd ADR (HACBY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UCBJY achieves a 8.13% return, which is significantly lower than HACBY's 23.35% return. Over the past 10 years, UCBJY has outperformed HACBY with an annualized return of 16.39%, while HACBY has yielded a comparatively lower -3.82% annualized return.


UCBJY

1D
0.41%
1M
8.65%
YTD
8.13%
6M
4.81%
1Y
63.21%
3Y*
49.75%
5Y*
26.47%
10Y*
16.39%

HACBY

1D
-0.67%
1M
-0.67%
YTD
23.35%
6M
23.35%
1Y
62.77%
3Y*
-12.69%
5Y*
-4.31%
10Y*
-3.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UCBJY vs. HACBY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UCBJY
UCB SA ADR
8.13%42.69%129.19%12.67%-30.04%6.90%34.46%-1.59%9.33%21.37%
HACBY
Hachijuni Bank Ltd ADR
23.35%91.80%-77.26%32.97%24.57%-3.28%-22.69%7.06%-29.46%-0.06%

Correlation

The correlation between UCBJY and HACBY is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

-0.00

Correlation (5Y)
Calculated over the trailing 5-year period

-0.00

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2016

0.02

Fundamentals

Market Cap

UCBJY:

$58.31B

HACBY:

$6.19B

EPS

UCBJY:

$6.73

HACBY:

$283.66

PE Ratio

UCBJY:

22.30

HACBY:

0.10

PEG Ratio

UCBJY:

0.50

HACBY:

0.00

PS Ratio

UCBJY:

4.21

HACBY:

0.02

PB Ratio

UCBJY:

5.37

HACBY:

0.01

Total Revenue (TTM)

UCBJY:

$13.86B

HACBY:

$299.73B

Gross Profit (TTM)

UCBJY:

$10.00B

HACBY:

$244.80B

EBITDA (TTM)

UCBJY:

$4.56B

HACBY:

$80.85B

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Return for Risk

UCBJY vs. HACBY — Risk / Return Rank

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

UCBJY
UCBJY Risk / Return Rank: 8484
Overall Rank
UCBJY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
UCBJY Sortino Ratio Rank: 8484
Sortino Ratio Rank
UCBJY Omega Ratio Rank: 8585
Omega Ratio Rank
UCBJY Calmar Ratio Rank: 8383
Calmar Ratio Rank
UCBJY Martin Ratio Rank: 8383
Martin Ratio Rank

HACBY
HACBY Risk / Return Rank: 8383
Overall Rank
HACBY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
HACBY Sortino Ratio Rank: 7575
Sortino Ratio Rank
HACBY Omega Ratio Rank: 9797
Omega Ratio Rank
HACBY Calmar Ratio Rank: 8484
Calmar Ratio Rank
HACBY Martin Ratio Rank: 8888
Martin Ratio Rank
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.

UCBJY vs. HACBY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UCB SA ADR (UCBJY) and Hachijuni Bank Ltd ADR (HACBY). 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.


UCBJYHACBYDifference
Sharpe ratioReturn per unit of total volatility

+0.86

Sortino ratioReturn per unit of downside risk

+0.60

Omega ratioGain probability vs. loss probability

1.34

1.65

-0.31

Calmar ratioReturn relative to maximum drawdown

2.92

3.11

-0.20

Martin ratioReturn relative to average drawdown

7.25

9.76

-2.51

UCBJY vs. HACBY - Sharpe Ratio Comparison

The current UCBJY Sharpe Ratio is 1.83, which is higher than the HACBY Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of UCBJY and HACBY, 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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Sharpe Ratios by Period


UCBJYHACBYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

0.97

+0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

-0.07

+0.95

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

-0.07

+0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

-0.13

+0.70

Drawdowns

UCBJY vs. HACBY - Drawdown Comparison

The maximum UCBJY drawdown since its inception was -50.32%, smaller than the maximum HACBY drawdown of -85.63%. Use the drawdown chart below to compare losses from any high point for UCBJY and HACBY.


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Drawdown Indicators


UCBJYHACBYDifference

Max Drawdown

Largest peak-to-trough decline

-50.32%

-85.63%

+35.31%

Max Drawdown (1Y)

Largest decline over 1 year

-21.77%

-20.26%

-1.51%

Max Drawdown (3Y)

Largest decline over 3 years

-28.58%

-85.52%

+56.94%

Max Drawdown (5Y)

Largest decline over 5 years

-46.82%

-85.52%

+38.70%

Max Drawdown (10Y)

Largest decline over 10 years

-50.32%

-85.63%

+35.31%

Current Drawdown

Current decline from peak

-10.15%

-61.26%

+51.11%

Average Drawdown

Average peak-to-trough decline

-13.15%

-41.01%

+27.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.75%

6.45%

+2.30%

Volatility

UCBJY vs. HACBY - Volatility Comparison

UCB SA ADR (UCBJY) has a higher volatility of 7.48% compared to Hachijuni Bank Ltd ADR (HACBY) at 0.67%. This indicates that UCBJY's price experiences larger fluctuations and is considered to be riskier than HACBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UCBJYHACBYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.48%

0.67%

+6.81%

Volatility (6M)

Calculated over the trailing 6-month period

23.81%

19.06%

+4.75%

Volatility (1Y)

Calculated over the trailing 1-year period

34.79%

65.09%

-30.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.19%

64.39%

-34.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.62%

52.71%

-22.09%

Dividends

UCBJY vs. HACBY - Dividend Comparison

UCBJY's dividend yield for the trailing twelve months is around 0.57%, less than HACBY's 0.94% yield.


PositionTTM2025202420232022202120202019201820172016
HACBY
Hachijuni Bank Ltd ADR
0.94%2.95%7.24%0.00%0.00%0.00%0.00%0.00%0.00%1.26%2.44%
UCBJY
UCB SA ADR
0.57%0.57%0.73%1.67%1.79%0.86%0.78%1.06%1.10%2.71%3.21%

Financials

UCBJY vs. HACBY - Financials Comparison

This section allows you to compare key financial metrics between UCB SA ADR and Hachijuni Bank Ltd ADR. 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


0.0020.00B40.00B60.00B80.00B100.00B202120222023202420252026
4.22B
97.90B
(UCBJY) Total Revenue
(HACBY) Total Revenue
Values in USD except per share items

UCBJY vs. HACBY - Profitability Comparison

The chart below illustrates the profitability comparison between UCB SA ADR and Hachijuni Bank Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%202120222023202420252026
71.9%
85.0%
Portfolio components
UCBJY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported a gross profit of 3.04B and revenue of 4.22B. Therefore, the gross margin over that period was 71.9%.

HACBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hachijuni Bank Ltd ADR reported a gross profit of 83.20B and revenue of 97.90B. Therefore, the gross margin over that period was 85.0%.

UCBJY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported an operating income of 1.28B and revenue of 4.22B, resulting in an operating margin of 30.3%.

HACBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hachijuni Bank Ltd ADR reported an operating income of 12.70B and revenue of 97.90B, resulting in an operating margin of 13.0%.

UCBJY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported a net income of 1.07B and revenue of 4.22B, resulting in a net margin of 25.5%.

HACBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hachijuni Bank Ltd ADR reported a net income of 17.17B and revenue of 97.90B, resulting in a net margin of 17.5%.


Frequently Asked Questions


UCBJY and HACBY have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UCBJY has higher volatility (7.48%) compared to HACBY (0.67%). In terms of maximum drawdown, UCBJY dropped -50.32% vs HACBY's -85.63%.

UCBJY currently has the higher Sharpe Ratio (1.83 vs 0.97), 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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