UMG.AS vs. SPOT
Compare and contrast key facts about Universal Music Group N.V. (UMG.AS) and Spotify Technology S.A. (SPOT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMG.AS or SPOT.
Key characteristics
| UMG.AS | SPOT | |
|---|---|---|
| YTD Return | -6.98% | 154.11% |
| 1Y Return | -0.67% | 174.80% |
| 3Y Return (Ann) | -2.00% | 19.76% |
| Sharpe Ratio | 0.06 | 4.84 |
| Sortino Ratio | 0.28 | 5.98 |
| Omega Ratio | 1.06 | 1.75 |
| Calmar Ratio | 0.07 | 3.32 |
| Martin Ratio | 0.16 | 46.51 |
| Ulcer Index | 12.01% | 3.74% |
| Daily Std Dev | 31.43% | 35.90% |
| Max Drawdown | -36.39% | -80.51% |
| Current Drawdown | -18.40% | 0.00% |
Fundamentals
| UMG.AS | SPOT | |
|---|---|---|
| Market Cap | €42.80B | $84.22B |
| EPS | €0.83 | $2.52 |
| PE Ratio | 27.78 | 166.42 |
| Total Revenue (TTM) | €5.96B | $11.10B |
| Gross Profit (TTM) | €2.37B | $3.12B |
| EBITDA (TTM) | €1.05B | $813.50M |
Correlation
The correlation between UMG.AS and SPOT is 0.28, 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
UMG.AS vs. SPOT - Performance Comparison
In the year-to-date period, UMG.AS achieves a -6.98% return, which is significantly lower than SPOT's 154.11% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UMG.AS vs. SPOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Music Group N.V. (UMG.AS) 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.
Dividends
UMG.AS vs. SPOT - Dividend Comparison
UMG.AS's dividend yield for the trailing twelve months is around 2.17%, while SPOT has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
UMG.AS Universal Music Group N.V. | 2.17% | 1.98% | 1.95% | 0.81% |
SPOT Spotify Technology S.A. | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UMG.AS vs. SPOT - Drawdown Comparison
The maximum UMG.AS drawdown since its inception was -36.39%, smaller than the maximum SPOT drawdown of -80.51%. Use the drawdown chart below to compare losses from any high point for UMG.AS and SPOT. For additional features, visit the drawdowns tool.
Volatility
UMG.AS vs. SPOT - Volatility Comparison
The current volatility for Universal Music Group N.V. (UMG.AS) is 5.72%, while Spotify Technology S.A. (SPOT) has a volatility of 12.47%. This indicates that UMG.AS 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.
Financials
UMG.AS vs. SPOT - Financials Comparison
This section allows you to compare key financial metrics between Universal Music Group N.V. 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.
Total Revenue: Total amount of money received from sales and other business activities