PortfoliosLab logo
UDMY vs. NIO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UDMY and NIO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

UDMY vs. NIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Udemy, Inc. (UDMY) and NIO Inc. (NIO). The values are adjusted to include any dividend payments, if applicable.

-95.00%-90.00%-85.00%-80.00%-75.00%-70.00%-65.00%-60.00%NovemberDecember2025FebruaryMarchApril
-74.69%
-89.77%
UDMY
NIO

Key characteristics

Sharpe Ratio

UDMY:

-0.55

NIO:

0.01

Sortino Ratio

UDMY:

-0.58

NIO:

0.55

Omega Ratio

UDMY:

0.92

NIO:

1.06

Calmar Ratio

UDMY:

-0.39

NIO:

0.01

Martin Ratio

UDMY:

-1.47

NIO:

0.02

Ulcer Index

UDMY:

21.59%

NIO:

31.23%

Daily Std Dev

UDMY:

57.68%

NIO:

71.11%

Max Drawdown

UDMY:

-81.41%

NIO:

-95.00%

Current Drawdown

UDMY:

-77.62%

NIO:

-93.59%

Fundamentals

Market Cap

UDMY:

$998.75M

NIO:

$8.83B

EPS

UDMY:

-$0.56

NIO:

-$1.51

PS Ratio

UDMY:

1.27

NIO:

0.13

PB Ratio

UDMY:

5.06

NIO:

11.51

Total Revenue (TTM)

UDMY:

$589.72M

NIO:

$75.53B

Gross Profit (TTM)

UDMY:

$371.15M

NIO:

$8.31B

EBITDA (TTM)

UDMY:

-$48.98M

NIO:

-$11.75B

Returns By Period

In the year-to-date period, UDMY achieves a -15.43% return, which is significantly lower than NIO's -7.57% return.


UDMY

YTD

-15.43%

1M

-18.41%

6M

-12.89%

1Y

-29.77%

5Y*

N/A

10Y*

N/A

NIO

YTD

-7.57%

1M

-4.50%

6M

-23.38%

1Y

-2.42%

5Y*

6.53%

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

UDMY vs. NIO — Risk-Adjusted Performance Rank

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

UDMY
The Risk-Adjusted Performance Rank of UDMY is 2020
Overall Rank
The Sharpe Ratio Rank of UDMY is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of UDMY is 2222
Sortino Ratio Rank
The Omega Ratio Rank of UDMY is 2222
Omega Ratio Rank
The Calmar Ratio Rank of UDMY is 2727
Calmar Ratio Rank
The Martin Ratio Rank of UDMY is 99
Martin Ratio Rank

NIO
The Risk-Adjusted Performance Rank of NIO is 5252
Overall Rank
The Sharpe Ratio Rank of NIO is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of NIO is 5353
Sortino Ratio Rank
The Omega Ratio Rank of NIO is 5050
Omega Ratio Rank
The Calmar Ratio Rank of NIO is 5252
Calmar Ratio Rank
The Martin Ratio Rank of NIO is 5151
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.

UDMY vs. NIO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Udemy, Inc. (UDMY) and NIO Inc. (NIO). 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 chart of Sharpe ratio for UDMY, currently valued at -0.55, compared to the broader market-2.00-1.000.001.002.003.00
UDMY: -0.55
NIO: 0.01
The chart of Sortino ratio for UDMY, currently valued at -0.58, compared to the broader market-6.00-4.00-2.000.002.004.00
UDMY: -0.58
NIO: 0.55
The chart of Omega ratio for UDMY, currently valued at 0.92, compared to the broader market0.501.001.502.00
UDMY: 0.92
NIO: 1.06
The chart of Calmar ratio for UDMY, currently valued at -0.39, compared to the broader market0.001.002.003.004.005.00
UDMY: -0.39
NIO: 0.01
The chart of Martin ratio for UDMY, currently valued at -1.47, compared to the broader market-5.000.005.0010.0015.0020.00
UDMY: -1.47
NIO: 0.02

The current UDMY Sharpe Ratio is -0.55, which is lower than the NIO Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of UDMY and NIO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2025FebruaryMarchApril
-0.55
0.01
UDMY
NIO

Dividends

UDMY vs. NIO - Dividend Comparison

Neither UDMY nor NIO has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

UDMY vs. NIO - Drawdown Comparison

The maximum UDMY drawdown since its inception was -81.41%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for UDMY and NIO. For additional features, visit the drawdowns tool.


-90.00%-85.00%-80.00%-75.00%-70.00%NovemberDecember2025FebruaryMarchApril
-77.62%
-90.67%
UDMY
NIO

Volatility

UDMY vs. NIO - Volatility Comparison

Udemy, Inc. (UDMY) has a higher volatility of 26.73% compared to NIO Inc. (NIO) at 20.04%. This indicates that UDMY's price experiences larger fluctuations and is considered to be riskier than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
26.73%
20.04%
UDMY
NIO

Financials

UDMY vs. NIO - Financials Comparison

This section allows you to compare key financial metrics between Udemy, Inc. and NIO 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items