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

Performance

UCBJY vs. TRGP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UCB SA ADR (UCBJY) and Targa Resources Corp. (TRGP). 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 TRGP's 44.60% return. Over the past 10 years, UCBJY has underperformed TRGP with an annualized return of 16.39%, while TRGP has yielded a comparatively higher 25.93% 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%

TRGP

1D
0.02%
1M
6.45%
YTD
44.60%
6M
48.96%
1Y
61.68%
3Y*
58.56%
5Y*
45.30%
10Y*
25.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UCBJY vs. TRGP - 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%
TRGP
Targa Resources Corp.
44.60%5.65%110.12%21.01%43.71%100.15%-32.48%23.98%-19.88%-7.09%

Correlation

The correlation between UCBJY and TRGP is -0.08, 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

-0.08

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

0.00

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

0.10

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

0.09

Correlation (All Time)
Calculated using the full available price history since Dec 8, 2010

0.08

The correlation between UCBJY and TRGP shifts across timeframes, from -0.08 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

UCBJY:

$6.73

TRGP:

$13.11

PE Ratio

UCBJY:

22.30

TRGP:

20.14

PEG Ratio

UCBJY:

0.50

TRGP:

0.22

PS Ratio

UCBJY:

4.21

TRGP:

2.61

Total Revenue (TTM)

UCBJY:

$13.86B

TRGP:

$16.38B

Gross Profit (TTM)

UCBJY:

$10.00B

TRGP:

$3.62B

EBITDA (TTM)

UCBJY:

$4.56B

TRGP:

$4.49B

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Return for Risk

UCBJY vs. TRGP — 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

TRGP
TRGP Risk / Return Rank: 8989
Overall Rank
TRGP Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
TRGP Sortino Ratio Rank: 8888
Sortino Ratio Rank
TRGP Omega Ratio Rank: 8585
Omega Ratio Rank
TRGP Calmar Ratio Rank: 8888
Calmar Ratio Rank
TRGP Martin Ratio Rank: 9191
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. TRGP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UCB SA ADR (UCBJY) and Targa Resources Corp. (TRGP). 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.


UCBJYTRGPDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.30

Omega ratioGain probability vs. loss probability

1.34

1.35

-0.01

Calmar ratioReturn relative to maximum drawdown

2.92

3.80

-0.88

Martin ratioReturn relative to average drawdown

7.25

12.41

-5.16

UCBJY vs. TRGP - Sharpe Ratio Comparison

The current UCBJY Sharpe Ratio is 1.83, which is comparable to the TRGP Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of UCBJY and TRGP, 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


UCBJYTRGPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

2.26

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

1.43

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.55

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.47

+0.10

Drawdowns

UCBJY vs. TRGP - Drawdown Comparison

The maximum UCBJY drawdown since its inception was -50.32%, smaller than the maximum TRGP drawdown of -95.21%. Use the drawdown chart below to compare losses from any high point for UCBJY and TRGP.


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Drawdown Indicators


UCBJYTRGPDifference

Max Drawdown

Largest peak-to-trough decline

-50.32%

-95.21%

+44.89%

Max Drawdown (1Y)

Largest decline over 1 year

-21.77%

-16.30%

-5.47%

Max Drawdown (3Y)

Largest decline over 3 years

-28.58%

-31.61%

+3.03%

Max Drawdown (5Y)

Largest decline over 5 years

-46.82%

-31.61%

-15.21%

Max Drawdown (10Y)

Largest decline over 10 years

-50.32%

-90.78%

+40.46%

Current Drawdown

Current decline from peak

-10.15%

-4.56%

-5.59%

Average Drawdown

Average peak-to-trough decline

-13.15%

-33.59%

+20.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.75%

4.99%

+3.76%

Volatility

UCBJY vs. TRGP - Volatility Comparison

The current volatility for UCB SA ADR (UCBJY) is 7.48%, while Targa Resources Corp. (TRGP) has a volatility of 8.08%. This indicates that UCBJY experiences smaller price fluctuations and is considered to be less risky than TRGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UCBJYTRGPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.48%

8.08%

-0.60%

Volatility (6M)

Calculated over the trailing 6-month period

23.81%

18.47%

+5.34%

Volatility (1Y)

Calculated over the trailing 1-year period

34.79%

27.43%

+7.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.19%

31.96%

-1.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.62%

47.67%

-17.05%

Dividends

UCBJY vs. TRGP - Dividend Comparison

UCBJY's dividend yield for the trailing twelve months is around 0.57%, less than TRGP's 1.61% yield.


PositionTTM20252024202320222021202020192018201720162015
TRGP
Targa Resources Corp.
1.61%2.03%1.54%2.13%1.90%0.77%4.59%8.92%10.11%7.52%6.49%12.53%
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%0.00%

Financials

UCBJY vs. TRGP - Financials Comparison

This section allows you to compare key financial metrics between UCB SA ADR and Targa Resources Corp.. 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


3.00B4.00B5.00B6.00B202120222023202420252026
4.22B
4.09B
(UCBJY) Total Revenue
(TRGP) Total Revenue
Values in USD except per share items

UCBJY vs. TRGP - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202120222023202420252026
71.9%
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%.

TRGP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Targa Resources Corp. reported a gross profit of 0.00 and revenue of 4.09B. Therefore, the gross margin over that period was 0.0%.

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%.

TRGP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Targa Resources Corp. reported an operating income of 846.90M and revenue of 4.09B, resulting in an operating margin of 20.7%.

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%.

TRGP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Targa Resources Corp. reported a net income of 479.60M and revenue of 4.09B, resulting in a net margin of 11.7%.


Frequently Asked Questions


UCBJY and TRGP have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TRGP has higher volatility (8.08%) compared to UCBJY (7.48%). In terms of maximum drawdown, UCBJY dropped -50.32% vs TRGP's -95.21%.

TRGP currently has the higher Sharpe Ratio (2.26 vs 1.83), 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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