UCBJY vs. WMT
UCBJY (UCB SA ADR) and WMT (Walmart Inc.) are both stocks. UCBJY operates in Biotechnology (Healthcare), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, UCBJY returned 14.80%/yr vs 18.44%/yr for WMT. At a 0.07 correlation, their price movements are largely independent.
Performance
UCBJY vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, UCBJY achieves a -2.83% return, which is significantly lower than WMT's 1.11% return. Over the past 10 years, UCBJY has underperformed WMT with an annualized return of 14.80%, while WMT has yielded a comparatively higher 18.44% annualized return.
UCBJY
- 1D
- -1.25%
- 1M
- -5.72%
- 6M
- -11.64%
- YTD
- -2.83%
- 1Y
- 34.06%
- 3Y*
- 44.86%
- 5Y*
- 21.52%
- 10Y*
- 14.80%
- ALL TIME*
- 14.85%
WMT
- 1D
- -1.79%
- 1M
- -4.25%
- 6M
- -5.89%
- YTD
- 1.11%
- 1Y
- 19.03%
- 3Y*
- 29.98%
- 5Y*
- 20.51%
- 10Y*
- 18.44%
- ALL TIME*
- 18.39%
UCBJY vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCBJY UCB SA ADR | -2.83% | 42.69% | 129.19% | 12.67% | -30.04% | 6.90% | 34.46% | -1.59% | 9.33% | 21.37% |
WMT Walmart Inc. | 1.11% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between UCBJY and WMT is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2009 | 0.07 |
Fundamentals
UCBJY:
$51.37B
WMT:
$892.90B
UCBJY:
€6.73
WMT:
$2.88
UCBJY:
17.55
WMT:
38.97
UCBJY:
0.39
WMT:
2.54
UCBJY:
3.31
WMT:
1.24
UCBJY:
4.22
WMT:
9.51
UCBJY:
€13.86B
WMT:
$725.31B
UCBJY:
€10.00B
WMT:
$181.16B
UCBJY:
€4.56B
WMT:
$44.32B
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Return for Risk
UCBJY vs. WMT — Risk / Return Rank
UCBJY
WMT
UCBJY vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UCB SA ADR (UCBJY) and Walmart Inc. (WMT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UCBJY | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.01 | +0.56 |
| Martin ratioReturn relative to average drawdown | 3.44 | 2.88 | +0.56 |
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Drawdowns
UCBJY vs. WMT - Drawdown Comparison
The maximum UCBJY drawdown since its inception was -50.32%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for UCBJY and WMT.
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Drawdown Indicators
| UCBJY | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.32% | -77.14% | +26.82% |
Max Drawdown (1Y)Largest decline over 1 year | -21.77% | -18.91% | -2.86% |
Max Drawdown (3Y)Largest decline over 3 years | -28.58% | -21.93% | -6.65% |
Max Drawdown (5Y)Largest decline over 5 years | -46.82% | -25.74% | -21.08% |
Max Drawdown (10Y)Largest decline over 10 years | -50.32% | -25.74% | -24.58% |
Current DrawdownCurrent decline from peak | -19.26% | -16.39% | -2.87% |
Average DrawdownAverage peak-to-trough decline | -13.15% | -14.63% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.92% | 6.63% | +3.29% |
Volatility
UCBJY vs. WMT - Volatility Comparison
UCB SA ADR (UCBJY) has a higher volatility of 9.05% compared to Walmart Inc. (WMT) at 7.51%. This indicates that UCBJY's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCBJY | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.05% | 7.51% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 24.67% | 19.19% | +5.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.68% | 24.48% | +11.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.38% | 21.88% | +8.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.70% | 21.87% | +8.83% |
Dividends
UCBJY vs. WMT - Dividend Comparison
UCBJY's dividend yield for the trailing twelve months is around 0.63%, less than WMT's 0.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCBJY UCB SA ADR | 0.63% | 0.57% | 0.73% | 1.67% | 1.79% | 0.86% | 0.78% | 1.06% | 1.10% | 2.71% | 3.21% | 0.00% |
WMT Walmart Inc. | 0.86% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
UCBJY vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between UCB SA ADR and Walmart Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
UCBJY vs. WMT - Profitability Comparison
UCBJY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
UCBJY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, UCB SA ADR reported an operating income of 1.28B and revenue of 4.22B, resulting in an operating margin of 30.3%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
UCBJY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, UCB SA ADR reported a net income of 1.07B and revenue of 4.22B, resulting in a net margin of 25.5%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
Frequently Asked Questions
UCBJY and WMT have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UCBJY has higher volatility (9.05%) compared to WMT (7.51%). In terms of maximum drawdown, UCBJY dropped -50.32% vs WMT's -77.14%.
UCBJY currently has the higher Sharpe Ratio (0.96 vs 0.78), 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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