PortfoliosLab logo
UCBJY vs. SPOT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UCBJY and SPOT is 0.17, 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.


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.

Loading data...

Key characteristics

Sharpe Ratio

UCBJY:

1.06

SPOT:

2.79

Sortino Ratio

UCBJY:

1.50

SPOT:

3.56

Omega Ratio

UCBJY:

1.22

SPOT:

1.47

Calmar Ratio

UCBJY:

1.17

SPOT:

5.14

Martin Ratio

UCBJY:

4.62

SPOT:

18.82

Ulcer Index

UCBJY:

8.14%

SPOT:

6.71%

Daily Std Dev

UCBJY:

33.94%

SPOT:

43.47%

Max Drawdown

UCBJY:

-49.16%

SPOT:

-80.51%

Current Drawdown

UCBJY:

-14.95%

SPOT:

-0.12%

Fundamentals

Market Cap

UCBJY:

$33.08B

SPOT:

$131.27B

EPS

UCBJY:

$3.06

SPOT:

$6.27

PE Ratio

UCBJY:

28.44

SPOT:

102.10

PEG Ratio

UCBJY:

2.62

SPOT:

1.57

PS Ratio

UCBJY:

5.38

SPOT:

8.09

PB Ratio

UCBJY:

2.95

SPOT:

18.79

Total Revenue (TTM)

UCBJY:

$2.79B

SPOT:

$16.23B

Gross Profit (TTM)

UCBJY:

$1.94B

SPOT:

$5.03B

EBITDA (TTM)

UCBJY:

$644.00M

SPOT:

$1.62B

Returns By Period

In the year-to-date period, UCBJY achieves a -10.01% return, which is significantly lower than SPOT's 46.70% return.


UCBJY

YTD

-10.01%

1M

13.69%

6M

1.65%

1Y

35.61%

5Y*

16.37%

10Y*

12.44%

SPOT

YTD

46.70%

1M

16.56%

6M

43.20%

1Y

120.15%

5Y*

32.90%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UCBJY vs. SPOT — Risk-Adjusted Performance Rank

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

UCBJY
The Risk-Adjusted Performance Rank of UCBJY is 8383
Overall Rank
The Sharpe Ratio Rank of UCBJY is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of UCBJY is 7777
Sortino Ratio Rank
The Omega Ratio Rank of UCBJY is 8080
Omega Ratio Rank
The Calmar Ratio Rank of UCBJY is 8686
Calmar Ratio Rank
The Martin Ratio Rank of UCBJY is 8585
Martin Ratio Rank

SPOT
The Risk-Adjusted Performance Rank of SPOT is 9898
Overall Rank
The Sharpe Ratio Rank of SPOT is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of SPOT is 9797
Sortino Ratio Rank
The Omega Ratio Rank of SPOT is 9696
Omega Ratio Rank
The Calmar Ratio Rank of SPOT is 9999
Calmar Ratio Rank
The Martin Ratio Rank of SPOT is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UCBJY vs. SPOT - Risk-Adjusted Performance 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.


The current UCBJY Sharpe Ratio is 1.06, which is lower than the SPOT Sharpe Ratio of 2.79. 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.


Loading data...

Dividends

UCBJY vs. SPOT - Dividend Comparison

UCBJY's dividend yield for the trailing twelve months is around 0.89%, while SPOT has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
UCBJY
UCB SA ADR
0.89%0.73%2.35%1.79%1.35%1.30%1.69%1.78%1.55%1.93%1.26%1.88%
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%0.00%

Drawdowns

UCBJY vs. SPOT - Drawdown Comparison

The maximum UCBJY drawdown since its inception was -49.16%, 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. For additional features, visit the drawdowns tool.


Loading data...

Volatility

UCBJY vs. SPOT - Volatility Comparison

The current volatility for UCB SA ADR (UCBJY) is 11.57%, while Spotify Technology S.A. (SPOT) has a volatility of 14.59%. 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.


Loading data...

Financials

UCBJY vs. SPOT - Financials Comparison

This section allows you to compare key financial metrics between UCB SA ADR and Spotify Technology S.A.. 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


1.00B1.50B2.00B2.50B3.00B3.50B4.00B4.50B20212022202320242025
2.79B
4.19B
(UCBJY) Total Revenue
(SPOT) Total Revenue
Values in USD except per share items