UCBJY vs. SPOT

Last updated Apr 2, 2026

Compare and contrast key facts about UCB SA ADR (UCBJY) and Spotify Technology S.A. (SPOT).

Performance

UCBJY vs. SPOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UCB SA ADR (UCBJY) and Spotify Technology S.A. (SPOT). The values are adjusted to include any dividend payments, if applicable.

UCBJY vs. SPOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
UCBJY UCB SA ADR	11.06%	42.69%	129.19%	12.67%	-30.04%	6.90%	34.46%	-1.59%	2.11%
SPOT Spotify Technology S.A.	-19.06%	29.80%	138.08%	138.01%	-66.27%	-25.62%	110.40%	31.76%	-23.83%

Fundamentals

Market Cap UCBJY : $60.27B SPOT : $99.87B
EPS UCBJY : $6.73 SPOT : $10.59
PE Ratio UCBJY : 23.05 SPOT : 44.37
PEG Ratio UCBJY : 0.52 SPOT : 0.54
PS Ratio UCBJY : 4.35 SPOT : 5.70
PB Ratio UCBJY : 5.55 SPOT : 12.00
Total Revenue (TTM) UCBJY : $13.86B SPOT : $17.14B
Gross Profit (TTM) UCBJY : $10.00B SPOT : $5.48B
EBITDA (TTM) UCBJY : $4.56B SPOT : $2.37B

Returns By Period

In the year-to-date period, UCBJY achieves a 11.06% return, which is significantly higher than SPOT's -19.06% return.

UCBJY

• 1D: 2.94%
• 1M: 6.56%
• YTD: 11.06%
• 6M: 6.94%
• 1Y: 78.44%
• 3Y*: 53.21%
• 5Y*: 28.26%
• 10Y*: 16.63%

SPOT

• 1D: -3.07%
• 1M: -7.35%
• YTD: -19.06%
• 6M: -32.92%
• 1Y: -14.81%
• 3Y*: 52.08%
• 5Y*: 11.47%
• 10Y*: —

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

Return for Risk

UCBJY vs. SPOT — Risk / Return Rank

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

UCBJY

UCBJY Risk / Return Rank: 90
UCBJY Sharpe Ratio Rank: 91
UCBJY Sortino Ratio Rank: 89
UCBJY Omega Ratio Rank: 89
UCBJY Calmar Ratio Rank: 90
UCBJY Martin Ratio Rank: 90

SPOT

SPOT Risk / Return Rank: 27
SPOT Sharpe Ratio Rank: 26
SPOT Sortino Ratio Rank: 25
SPOT Omega Ratio Rank: 25
SPOT Calmar Ratio Rank: 31
SPOT Martin Ratio Rank: 29

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. SPOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UCB SA ADR (UCBJY) and Spotify Technology S.A. (SPOT). 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.

	UCBJY	SPOT	Difference
Sharpe ratio Return per unit of total volatility	2.17	-0.33	+2.50
Sortino ratio Return per unit of downside risk	2.84	-0.19	+3.03
Omega ratio Gain probability vs. loss probability	1.39	0.98	+0.41
Calmar ratio Return relative to maximum drawdown	4.20	-0.31	+4.51
Martin ratio Return relative to average drawdown	11.08	-0.69	+11.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UCBJY vs. SPOT - Sharpe Ratio Comparison

The current UCBJY Sharpe Ratio is 2.17, which is higher than the SPOT Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of UCBJY and SPOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UCBJY	SPOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.17	-0.33	+2.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.94	0.24	+0.70
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.33	+0.26

Correlation

The correlation between UCBJY and SPOT is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

UCBJY vs. SPOT - Dividend Comparison

UCBJY's dividend yield for the trailing twelve months is around 0.51%, while SPOT has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
UCBJY UCB SA ADR	0.51%	0.57%	0.73%	1.67%	1.79%	0.86%	0.78%	1.06%	1.10%	2.71%	3.21%
SPOT Spotify Technology S.A.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

UCBJY vs. SPOT - Drawdown Comparison

The maximum UCBJY drawdown since its inception was -50.32%, smaller than the maximum SPOT drawdown of -80.51%. Use the drawdown chart below to compare losses from any high point for UCBJY and SPOT.

Drawdown Indicators

	UCBJY	SPOT	Difference
Max Drawdown Largest peak-to-trough decline	-50.32%	-80.51%	+30.19%
Max Drawdown (1Y) Largest decline over 1 year	-18.44%	-46.80%	+28.36%
Max Drawdown (5Y) Largest decline over 5 years	-46.82%	-76.39%	+29.57%
Max Drawdown (10Y) Largest decline over 10 years	-50.32%	—	—
Current Drawdown Current decline from peak	-7.71%	-39.42%	+31.71%
Average Drawdown Average peak-to-trough decline	-13.14%	-30.64%	+17.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.99%	21.15%	-14.16%

Volatility

UCBJY vs. SPOT - Volatility Comparison

The current volatility for UCB SA ADR (UCBJY) is 11.08%, while Spotify Technology S.A. (SPOT) has a volatility of 12.33%. This indicates that UCBJY experiences smaller price fluctuations and is considered to be less risky than SPOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UCBJY	SPOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.08%	12.33%	-1.25%
Volatility (6M) Calculated over the trailing 6-month period	23.98%	31.14%	-7.16%
Volatility (1Y) Calculated over the trailing 1-year period	36.33%	45.03%	-8.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.10%	47.42%	-17.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.72%	47.06%	-16.34%

Financials

UCBJY vs. SPOT - Profitability Comparison

The chart below illustrates the profitability comparison between UCB SA ADR and Spotify Technology S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

UCBJY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

SPOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Spotify Technology S.A. reported a gross profit of 1.48B and revenue of 4.49B. Therefore, the gross margin over that period was 33.1%.

UCBJY - Operating Margin

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

SPOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Spotify Technology S.A. reported an operating income of 694.43M and revenue of 4.49B, resulting in an operating margin of 15.5%.

UCBJY - Net Margin

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

SPOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Spotify Technology S.A. reported a net income of 1.16B and revenue of 4.49B, resulting in a net margin of 25.9%.