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WMG vs. SID
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WMG vs. SID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Warner Music Group Corp. (WMG) and Companhia Siderúrgica Nacional (SID). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WMG achieves a -2.92% return, which is significantly higher than SID's -18.12% return.


WMG

1D
-4.48%
1M
5.24%
YTD
-2.92%
6M
6.87%
1Y
16.33%
3Y*
8.98%
5Y*
-1.48%
10Y*

SID

1D
-7.75%
1M
3.97%
YTD
-18.12%
6M
-23.39%
1Y
-12.08%
3Y*
-16.82%
5Y*
-26.02%
10Y*
0.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WMG vs. SID - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
WMG
Warner Music Group Corp.
-2.92%1.36%-11.48%4.44%-17.21%15.31%27.16%
SID
Companhia Siderúrgica Nacional
-18.12%11.11%-59.60%69.73%-29.68%-22.18%187.44%

Correlation

The correlation between WMG and SID is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2020

0.20

The correlation between WMG and SID shifts across timeframes, from 0.11 (1 year) to 0.21 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

WMG:

$1.16

SID:

-$1.51

PS Ratio

WMG:

1.61

SID:

0.04

Total Revenue (TTM)

WMG:

$7.13B

SID:

$44.47B

Gross Profit (TTM)

WMG:

$3.17B

SID:

$12.14B

EBITDA (TTM)

WMG:

$1.12B

SID:

$7.32B

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Return for Risk

WMG vs. SID — Risk / Return Rank

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

WMG
WMG Risk / Return Rank: 5454
Overall Rank
WMG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
WMG Sortino Ratio Rank: 5252
Sortino Ratio Rank
WMG Omega Ratio Rank: 5151
Omega Ratio Rank
WMG Calmar Ratio Rank: 5353
Calmar Ratio Rank
WMG Martin Ratio Rank: 5555
Martin Ratio Rank

SID
SID Risk / Return Rank: 3131
Overall Rank
SID Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SID Sortino Ratio Rank: 3232
Sortino Ratio Rank
SID Omega Ratio Rank: 3232
Omega Ratio Rank
SID Calmar Ratio Rank: 3232
Calmar Ratio Rank
SID Martin Ratio Rank: 3030
Martin Ratio Rank
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.

WMG vs. SID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Warner Music Group Corp. (WMG) and Companhia Siderúrgica Nacional (SID). 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.


WMGSIDDifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+0.85

Omega ratioGain probability vs. loss probability

1.12

1.01

+0.11

Calmar ratioReturn relative to maximum drawdown

0.55

-0.25

+0.80

Martin ratioReturn relative to average drawdown

1.38

-0.56

+1.94

WMG vs. SID - Sharpe Ratio Comparison

The current WMG Sharpe Ratio is 0.53, which is higher than the SID Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of WMG and SID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WMGSIDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

-0.22

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

-0.49

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.18

-0.13

Drawdowns

WMG vs. SID - Drawdown Comparison

The maximum WMG drawdown since its inception was -54.04%, smaller than the maximum SID drawdown of -95.79%. Use the drawdown chart below to compare losses from any high point for WMG and SID.


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Drawdown Indicators


WMGSIDDifference

Max Drawdown

Largest peak-to-trough decline

-54.04%

-95.79%

+41.75%

Max Drawdown (1Y)

Largest decline over 1 year

-30.04%

-47.64%

+17.60%

Max Drawdown (3Y)

Largest decline over 3 years

-33.06%

-69.41%

+36.35%

Max Drawdown (5Y)

Largest decline over 5 years

-54.04%

-82.09%

+28.05%

Max Drawdown (10Y)

Largest decline over 10 years

-82.86%

Current Drawdown

Current decline from peak

-34.11%

-87.46%

+53.35%

Average Drawdown

Average peak-to-trough decline

-27.01%

-51.63%

+24.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.90%

21.57%

-9.67%

Volatility

WMG vs. SID - Volatility Comparison

The current volatility for Warner Music Group Corp. (WMG) is 13.87%, while Companhia Siderúrgica Nacional (SID) has a volatility of 22.14%. This indicates that WMG experiences smaller price fluctuations and is considered to be less risky than SID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMGSIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.87%

22.14%

-8.27%

Volatility (6M)

Calculated over the trailing 6-month period

25.71%

46.74%

-21.03%

Volatility (1Y)

Calculated over the trailing 1-year period

31.12%

56.42%

-25.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.74%

53.36%

-18.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.94%

59.64%

-24.70%

Dividends

WMG vs. SID - Dividend Comparison

WMG's dividend yield for the trailing twelve months is around 2.58%, while SID has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SID
Companhia Siderúrgica Nacional
0.00%0.00%15.93%12.83%14.31%8.41%0.03%6.89%0.00%0.00%0.00%14.30%
WMG
Warner Music Group Corp.
2.58%2.41%2.26%1.84%1.77%1.25%0.63%0.00%0.00%0.00%0.00%0.00%

Financials

WMG vs. SID - Financials Comparison

This section allows you to compare key financial metrics between Warner Music Group Corp. and Companhia Siderúrgica Nacional. 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


0.005.00B10.00B15.00B20222023202420252026
1.73B
10.41B
(WMG) Total Revenue
(SID) Total Revenue
Values in USD except per share items

WMG vs. SID - Profitability Comparison

The chart below illustrates the profitability comparison between Warner Music Group Corp. and Companhia Siderúrgica Nacional over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%50.0%55.0%20222023202420252026
46.3%
23.1%
Portfolio components
WMG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Warner Music Group Corp. reported a gross profit of 802.00M and revenue of 1.73B. Therefore, the gross margin over that period was 46.3%.

SID - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Companhia Siderúrgica Nacional reported a gross profit of 2.41B and revenue of 10.41B. Therefore, the gross margin over that period was 23.1%.

WMG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Warner Music Group Corp. reported an operating income of 264.00M and revenue of 1.73B, resulting in an operating margin of 15.2%.

SID - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Companhia Siderúrgica Nacional reported an operating income of 803.82M and revenue of 10.41B, resulting in an operating margin of 7.7%.

WMG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Warner Music Group Corp. reported a net income of 183.00M and revenue of 1.73B, resulting in a net margin of 10.6%.

SID - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Companhia Siderúrgica Nacional reported a net income of -604.01M and revenue of 10.41B, resulting in a net margin of -5.8%.


Frequently Asked Questions


WMG and SID have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SID has higher volatility (22.14%) compared to WMG (13.87%). In terms of maximum drawdown, WMG dropped -54.04% vs SID's -95.79%.

WMG currently has the higher Sharpe Ratio (0.53 vs -0.22), 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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