VLVLY vs. PCAR

Last updated Jun 4, 2026

VLVLY (Volvo AB ADR) and PCAR (PACCAR Inc) are both stocks. Both operate in the Farm & Heavy Construction Machinery industry within the Industrials sector. Over the past 10 years, VLVLY returned 19.38%/yr vs 16.22%/yr for PCAR. At a 0.48 correlation, their price movements are largely independent.

Performance

VLVLY vs. PCAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volvo AB ADR (VLVLY) and PACCAR Inc (PCAR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VLVLY achieves a 13.12% return, which is significantly higher than PCAR's 5.04% return. Over the past 10 years, VLVLY has outperformed PCAR with an annualized return of 19.38%, while PCAR has yielded a comparatively lower 16.22% annualized return.

VLVLY

• 1D: -0.89%
• 1M: 3.62%
• YTD: 13.12%
• 6M: 20.88%
• 1Y: 33.82%
• 3Y*: 28.60%
• 5Y*: 12.32%
• 10Y*: 19.38%

PCAR

• 1D: 1.32%
• 1M: 0.32%
• YTD: 5.04%
• 6M: 7.33%
• 1Y: 25.35%
• 3Y*: 20.34%
• 5Y*: 16.81%
• 10Y*: 16.22%

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

VLVLY vs. PCAR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VLVLY Volvo AB ADR	13.12%	40.70%	-1.07%	53.43%	-15.39%	11.22%	56.05%	36.41%	-27.35%	63.49%
PCAR PACCAR Inc	5.04%	8.03%	10.81%	55.01%	17.00%	5.63%	11.74%	45.05%	-15.32%	14.82%

Correlation

The correlation between VLVLY and PCAR is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (5Y) Calculated over the trailing 5-year period	0.50
Correlation (10Y) Calculated over the trailing 10-year period	0.48
Correlation (All Time) Calculated using the full available price history since Jan 20, 2016	0.48

The correlation between VLVLY and PCAR has been stable across timeframes, ranging from 0.48 to 0.54 - a consistent structural relationship.

Fundamentals

Market Cap VLVLY : $70.50B PCAR : $60.32B
EPS VLVLY : $16.17 PCAR : $4.70
PE Ratio VLVLY : 2.14 PCAR : 24.34
PEG Ratio VLVLY : 0.49 PCAR : 1.61
PS Ratio VLVLY : 0.15 PCAR : 2.21
Total Revenue (TTM) VLVLY : $468.16B PCAR : $27.24B
Gross Profit (TTM) VLVLY : $114.67B PCAR : $4.12B
EBITDA (TTM) VLVLY : $70.74B PCAR : $3.38B

Return for Risk

VLVLY vs. PCAR — Risk / Return Rank

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

VLVLY

VLVLY Risk / Return Rank: 69
VLVLY Sharpe Ratio Rank: 73
VLVLY Sortino Ratio Rank: 69
VLVLY Omega Ratio Rank: 67
VLVLY Calmar Ratio Rank: 66
VLVLY Martin Ratio Rank: 72

PCAR

PCAR Risk / Return Rank: 69
PCAR Sharpe Ratio Rank: 71
PCAR Sortino Ratio Rank: 69
PCAR Omega Ratio Rank: 62
PCAR Calmar Ratio Rank: 70
PCAR Martin Ratio Rank: 72

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.

VLVLY vs. PCAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volvo AB ADR (VLVLY) and PACCAR Inc (PCAR). 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.

	VLVLY	PCAR	Difference
Sharpe ratio Return per unit of total volatility	1.08	0.97	+0.11
Sortino ratio Return per unit of downside risk	1.71	1.67	+0.04
Omega ratio Gain probability vs. loss probability	1.21	1.18	+0.03
Calmar ratio Return relative to maximum drawdown	1.36	1.66	-0.31
Martin ratio Return relative to average drawdown	4.23	4.30	-0.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VLVLY vs. PCAR - Sharpe Ratio Comparison

The current VLVLY Sharpe Ratio is 1.08, which is comparable to the PCAR Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of VLVLY and PCAR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VLVLY	PCAR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.08	0.97	+0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	0.66	-0.25
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.60	0.62	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.69	0.45	+0.24

Drawdowns

VLVLY vs. PCAR - Drawdown Comparison

The maximum VLVLY drawdown since its inception was -50.35%, smaller than the maximum PCAR drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for VLVLY and PCAR.

Drawdown Indicators

	VLVLY	PCAR	Difference
Max Drawdown Largest peak-to-trough decline	-50.35%	-66.16%	+15.81%
Max Drawdown (1Y) Largest decline over 1 year	-24.99%	-15.29%	-9.70%
Max Drawdown (3Y) Largest decline over 3 years	-26.55%	-27.75%	+1.20%
Max Drawdown (5Y) Largest decline over 5 years	-43.38%	-27.75%	-15.63%
Max Drawdown (10Y) Largest decline over 10 years	-50.35%	-37.84%	-12.51%
Current Drawdown Current decline from peak	-7.97%	-11.39%	+3.42%
Average Drawdown Average peak-to-trough decline	-12.34%	-14.42%	+2.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.02%	5.91%	+2.11%

Volatility

VLVLY vs. PCAR - Volatility Comparison

Volvo AB ADR (VLVLY) has a higher volatility of 9.47% compared to PACCAR Inc (PCAR) at 7.54%. This indicates that VLVLY's price experiences larger fluctuations and is considered to be riskier than PCAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VLVLY	PCAR	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.47%	7.54%	+1.93%
Volatility (6M) Calculated over the trailing 6-month period	23.75%	18.74%	+5.01%
Volatility (1Y) Calculated over the trailing 1-year period	31.37%	26.21%	+5.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.35%	25.70%	+4.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.25%	26.20%	+6.05%

Dividends

VLVLY vs. PCAR - Dividend Comparison

VLVLY's dividend yield for the trailing twelve months is around 4.18%, more than PCAR's 2.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PCAR PACCAR Inc	2.40%	2.48%	4.01%	4.34%	4.23%	3.22%	2.29%	4.53%	5.41%	3.08%	2.44%	4.89%
VLVLY Volvo AB ADR	4.18%	5.27%	7.14%	5.04%	7.66%	12.75%	5.59%	6.50%	4.10%	1.94%	3.17%	0.00%

Financials

VLVLY vs. PCAR - Profitability Comparison

The chart below illustrates the profitability comparison between Volvo AB ADR and PACCAR Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

VLVLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a gross profit of 28.72B and revenue of 110.77B. Therefore, the gross margin over that period was 25.9%.

PCAR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PACCAR Inc reported a gross profit of 817.80M and revenue of 6.23B. Therefore, the gross margin over that period was 13.1%.

VLVLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported an operating income of 10.95B and revenue of 110.77B, resulting in an operating margin of 9.9%.

PCAR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PACCAR Inc reported an operating income of 559.10M and revenue of 6.23B, resulting in an operating margin of 9.0%.

VLVLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a net income of 8.32B and revenue of 110.77B, resulting in a net margin of 7.5%.

PCAR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PACCAR Inc reported a net income of 605.30M and revenue of 6.23B, resulting in a net margin of 9.7%.

Frequently Asked Questions

Can I hold both VLVLY and PCAR in my portfolio?

VLVLY and PCAR have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VLVLY or PCAR?

VLVLY has higher volatility (9.47%) compared to PCAR (7.54%). In terms of maximum drawdown, VLVLY dropped -50.35% vs PCAR's -66.16%.

Which has better risk-adjusted returns?

VLVLY currently has the higher Sharpe Ratio (1.08 vs 0.97), 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.