UNCRY vs. NSRGY

Last updated Apr 2, 2026

Compare and contrast key facts about UniCredit SpA ADR (UNCRY) and Nestlé S.A. (NSRGY).

Performance

UNCRY vs. NSRGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UniCredit SpA ADR (UNCRY) and Nestlé S.A. (NSRGY). The values are adjusted to include any dividend payments, if applicable.

UNCRY vs. NSRGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UNCRY UniCredit SpA ADR	-10.37%	118.78%	57.92%	103.38%	-2.49%	71.06%	-37.52%	30.84%	-40.77%	0.52%
NSRGY Nestlé S.A.	-0.21%	24.80%	-27.05%	2.88%	-15.94%	22.32%	11.63%	37.26%	-2.74%	1.55%

Fundamentals

EPS UNCRY : $7.10 NSRGY : $7.72
PE Ratio UNCRY : 5.23 NSRGY : 12.77
PS Ratio UNCRY : 2.31 NSRGY : 1.40
Total Revenue (TTM) UNCRY : $24.89B NSRGY : $181.02B
Gross Profit (TTM) UNCRY : $13.54B NSRGY : $83.86B
EBITDA (TTM) UNCRY : $15.26B NSRGY : $36.34B

Returns By Period

In the year-to-date period, UNCRY achieves a -10.37% return, which is significantly lower than NSRGY's -0.21% return.

UNCRY

• 1D: 3.08%
• 1M: -9.74%
• YTD: -10.37%
• 6M: -0.31%
• 1Y: 38.05%
• 3Y*: 67.91%
• 5Y*: 54.94%
• 10Y*: —

NSRGY

• 1D: -0.53%
• 1M: -7.28%
• YTD: -0.21%
• 6M: 6.48%
• 1Y: -0.15%
• 3Y*: -3.96%
• 5Y*: 0.13%
• 10Y*: 6.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UNCRY vs. NSRGY — Risk / Return Rank

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

UNCRY

UNCRY Risk / Return Rank: 71
UNCRY Sharpe Ratio Rank: 74
UNCRY Sortino Ratio Rank: 69
UNCRY Omega Ratio Rank: 69
UNCRY Calmar Ratio Rank: 69
UNCRY Martin Ratio Rank: 75

NSRGY

NSRGY Risk / Return Rank: 37
NSRGY Sharpe Ratio Rank: 39
NSRGY Sortino Ratio Rank: 33
NSRGY Omega Ratio Rank: 32
NSRGY Calmar Ratio Rank: 41
NSRGY Martin Ratio Rank: 41

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.

UNCRY vs. NSRGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UniCredit SpA ADR (UNCRY) and Nestlé S.A. (NSRGY). 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.

	UNCRY	NSRGY	Difference
Sharpe ratio Return per unit of total volatility	1.03	-0.01	+1.03
Sortino ratio Return per unit of downside risk	1.62	0.16	+1.45
Omega ratio Gain probability vs. loss probability	1.21	1.02	+0.19
Calmar ratio Return relative to maximum drawdown	1.45	0.03	+1.43
Martin ratio Return relative to average drawdown	4.79	0.06	+4.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UNCRY vs. NSRGY - Sharpe Ratio Comparison

The current UNCRY Sharpe Ratio is 1.03, which is higher than the NSRGY Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of UNCRY and NSRGY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UNCRY	NSRGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.03	-0.01	+1.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.41	0.01	+1.41
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.36	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.12	+0.40

Correlation

The correlation between UNCRY and NSRGY is 0.14, 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.

Dividends

UNCRY vs. NSRGY - Dividend Comparison

UNCRY's dividend yield for the trailing twelve months is around 4.47%, more than NSRGY's 3.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UNCRY UniCredit SpA ADR	4.47%	4.00%	7.31%	3.91%	4.01%	0.94%	0.00%	1.37%	2.29%	0.00%	0.00%	0.00%
NSRGY Nestlé S.A.	3.45%	3.44%	4.01%	2.86%	2.57%	2.18%	2.34%	2.28%	3.12%	5.64%	6.54%	3.13%

Drawdowns

UNCRY vs. NSRGY - Drawdown Comparison

The maximum UNCRY drawdown since its inception was -70.20%, smaller than the maximum NSRGY drawdown of -75.68%. Use the drawdown chart below to compare losses from any high point for UNCRY and NSRGY.

Drawdown Indicators

	UNCRY	NSRGY	Difference
Max Drawdown Largest peak-to-trough decline	-70.20%	-75.68%	+5.48%
Max Drawdown (1Y) Largest decline over 1 year	-27.25%	-19.63%	-7.62%
Max Drawdown (5Y) Largest decline over 5 years	-50.77%	-38.24%	-12.53%
Max Drawdown (10Y) Largest decline over 10 years	—	-38.24%	—
Current Drawdown Current decline from peak	-20.36%	-21.85%	+1.49%
Average Drawdown Average peak-to-trough decline	-27.82%	-24.22%	-3.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.27%	10.23%	-1.96%

Volatility

UNCRY vs. NSRGY - Volatility Comparison

UniCredit SpA ADR (UNCRY) has a higher volatility of 14.63% compared to Nestlé S.A. (NSRGY) at 6.88%. This indicates that UNCRY's price experiences larger fluctuations and is considered to be riskier than NSRGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UNCRY	NSRGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.63%	6.88%	+7.75%
Volatility (6M) Calculated over the trailing 6-month period	24.26%	16.60%	+7.66%
Volatility (1Y) Calculated over the trailing 1-year period	37.26%	23.46%	+13.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	39.06%	19.59%	+19.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.31%	18.34%	+23.97%

Financials

UNCRY vs. NSRGY - Profitability Comparison

The chart below illustrates the profitability comparison between UniCredit SpA ADR and Nestlé S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

UNCRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UniCredit SpA ADR reported a gross profit of 0.00 and revenue of 6.11B. Therefore, the gross margin over that period was 0.0%.

NSRGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.

UNCRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UniCredit SpA ADR reported an operating income of 2.86B and revenue of 6.11B, resulting in an operating margin of 46.8%.

NSRGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.

UNCRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UniCredit SpA ADR reported a net income of 2.22B and revenue of 6.11B, resulting in a net margin of 36.4%.

NSRGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.