VLVLY vs. PCAR
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 19.60%/yr vs 17.10%/yr for PCAR. At a 0.48 correlation, their price movements are largely independent.
Performance
VLVLY vs. PCAR - Performance Comparison
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Returns By Period
In the year-to-date period, VLVLY achieves a 5.69% return, which is significantly lower than PCAR's 7.25% return. Over the past 10 years, VLVLY has outperformed PCAR with an annualized return of 19.60%, while PCAR has yielded a comparatively lower 17.10% annualized return.
VLVLY
- 1D
- -2.76%
- 1M
- -3.23%
- YTD
- 5.69%
- 6M
- 6.15%
- 1Y
- 25.49%
- 3Y*
- 24.58%
- 5Y*
- 12.62%
- 10Y*
- 19.60%
PCAR
- 1D
- -2.78%
- 1M
- 6.79%
- YTD
- 7.25%
- 6M
- 5.13%
- 1Y
- 30.50%
- 3Y*
- 18.47%
- 5Y*
- 18.96%
- 10Y*
- 17.10%
VLVLY vs. PCAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLVLY Volvo AB ADR | 5.69% | 40.70% | -1.07% | 53.43% | -15.39% | 11.22% | 56.05% | 36.41% | -27.35% | 63.49% |
PCAR PACCAR Inc | 7.25% | 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 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2016 | 0.48 |
The correlation between VLVLY and PCAR has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
Fundamentals
VLVLY:
$65.87B
PCAR:
$61.59B
VLVLY:
SEK 16.17
PCAR:
$4.70
VLVLY:
19.29
PCAR:
24.85
VLVLY:
4.41
PCAR:
1.64
VLVLY:
1.35
PCAR:
2.26
VLVLY:
SEK 468.16B
PCAR:
$27.24B
VLVLY:
SEK 114.67B
PCAR:
$4.12B
VLVLY:
SEK 70.74B
PCAR:
$3.38B
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Return for Risk
VLVLY vs. PCAR — Risk / Return Rank
VLVLY
PCAR
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.
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.
| VLVLY | PCAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.00 | -0.98 |
| Martin ratioReturn relative to average drawdown | 3.05 | 4.94 | -1.89 |
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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.
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Drawdown Indicators
| VLVLY | PCAR | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 | -39.62% | -27.75% | -11.87% |
Max Drawdown (10Y)Largest decline over 10 years | -50.35% | -37.84% | -12.51% |
Current DrawdownCurrent decline from peak | -14.02% | -9.53% | -4.49% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -14.41% | +2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.38% | 6.19% | +2.19% |
Volatility
VLVLY vs. PCAR - Volatility Comparison
Volvo AB ADR (VLVLY) has a higher volatility of 11.07% compared to PACCAR Inc (PCAR) at 9.78%. 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.
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Volatility by Period
| VLVLY | PCAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.07% | 9.78% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 24.92% | 19.78% | +5.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.37% | 27.25% | +5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.57% | 25.88% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.20% | 26.19% | +6.01% |
Dividends
VLVLY vs. PCAR - Dividend Comparison
VLVLY's dividend yield for the trailing twelve months is around 4.48%, more than PCAR's 2.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCAR PACCAR Inc | 2.35% | 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 | 4.48% | 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 - Financials Comparison
This section allows you to compare key financial metrics between Volvo AB ADR and PACCAR 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
VLVLY vs. PCAR - Profitability Comparison
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
VLVLY and PCAR have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VLVLY has higher volatility (11.07%) compared to PCAR (9.78%). In terms of maximum drawdown, VLVLY dropped -50.35% vs PCAR's -66.16%.
PCAR currently has the higher Sharpe Ratio (1.12 vs 0.79), 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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