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XYZ vs. UBER
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between XYZ and UBER is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

XYZ vs. UBER - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Block, Inc (XYZ) and Uber Technologies, Inc. (UBER). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

XYZ:

-0.38

UBER:

0.82

Sortino Ratio

XYZ:

-0.13

UBER:

1.45

Omega Ratio

XYZ:

0.98

UBER:

1.19

Calmar Ratio

XYZ:

-0.22

UBER:

1.20

Martin Ratio

XYZ:

-0.80

UBER:

2.60

Ulcer Index

XYZ:

22.79%

UBER:

14.05%

Daily Std Dev

XYZ:

54.20%

UBER:

43.60%

Max Drawdown

XYZ:

-86.08%

UBER:

-68.05%

Current Drawdown

XYZ:

-79.77%

UBER:

-1.70%

Fundamentals

Market Cap

XYZ:

$35.98B

UBER:

$189.06B

EPS

XYZ:

$4.12

UBER:

$5.71

PE Ratio

XYZ:

14.20

UBER:

15.83

PEG Ratio

XYZ:

15.94

UBER:

14.84

PS Ratio

XYZ:

1.50

UBER:

4.17

PB Ratio

XYZ:

1.68

UBER:

8.60

Total Revenue (TTM)

XYZ:

$23.94B

UBER:

$45.38B

Gross Profit (TTM)

XYZ:

$9.10B

UBER:

$17.11B

EBITDA (TTM)

XYZ:

$1.72B

UBER:

$6.95B

Returns By Period

In the year-to-date period, XYZ achieves a -32.92% return, which is significantly lower than UBER's 49.47% return.


XYZ

YTD

-32.92%

1M

3.50%

6M

-31.66%

1Y

-20.29%

5Y*

-6.63%

10Y*

N/A

UBER

YTD

49.47%

1M

21.80%

6M

26.20%

1Y

35.33%

5Y*

22.74%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

XYZ vs. UBER — Risk-Adjusted Performance Rank

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

XYZ
The Risk-Adjusted Performance Rank of XYZ is 3232
Overall Rank
The Sharpe Ratio Rank of XYZ is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of XYZ is 3131
Sortino Ratio Rank
The Omega Ratio Rank of XYZ is 3131
Omega Ratio Rank
The Calmar Ratio Rank of XYZ is 3737
Calmar Ratio Rank
The Martin Ratio Rank of XYZ is 3232
Martin Ratio Rank

UBER
The Risk-Adjusted Performance Rank of UBER is 7979
Overall Rank
The Sharpe Ratio Rank of UBER is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of UBER is 7676
Sortino Ratio Rank
The Omega Ratio Rank of UBER is 7474
Omega Ratio Rank
The Calmar Ratio Rank of UBER is 8686
Calmar Ratio Rank
The Martin Ratio Rank of UBER is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XYZ vs. UBER - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Block, Inc (XYZ) and Uber Technologies, Inc. (UBER). 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.


The current XYZ Sharpe Ratio is -0.38, which is lower than the UBER Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of XYZ and UBER, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

XYZ vs. UBER - Dividend Comparison

Neither XYZ nor UBER has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

XYZ vs. UBER - Drawdown Comparison

The maximum XYZ drawdown since its inception was -86.08%, which is greater than UBER's maximum drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for XYZ and UBER. For additional features, visit the drawdowns tool.


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Volatility

XYZ vs. UBER - Volatility Comparison

Block, Inc (XYZ) has a higher volatility of 27.39% compared to Uber Technologies, Inc. (UBER) at 11.73%. This indicates that XYZ's price experiences larger fluctuations and is considered to be riskier than UBER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

XYZ vs. UBER - Financials Comparison

This section allows you to compare key financial metrics between Block, Inc and Uber Technologies, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B12.00B20212022202320242025
5.77B
11.53B
(XYZ) Total Revenue
(UBER) Total Revenue
Values in USD except per share items

XYZ vs. UBER - Profitability Comparison

The chart below illustrates the profitability comparison between Block, Inc and Uber Technologies, Inc. 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%30.0%40.0%50.0%20212022202320242025
39.7%
39.9%
(XYZ) Gross Margin
(UBER) Gross Margin
XYZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Block, Inc reported a gross profit of 2.29B and revenue of 5.77B. Therefore, the gross margin over that period was 39.7%.

UBER - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Uber Technologies, Inc. reported a gross profit of 4.60B and revenue of 11.53B. Therefore, the gross margin over that period was 39.9%.

XYZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Block, Inc reported an operating income of 329.30M and revenue of 5.77B, resulting in an operating margin of 5.7%.

UBER - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Uber Technologies, Inc. reported an operating income of 1.23B and revenue of 11.53B, resulting in an operating margin of 10.7%.

XYZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Block, Inc reported a net income of 189.87M and revenue of 5.77B, resulting in a net margin of 3.3%.

UBER - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Uber Technologies, Inc. reported a net income of 1.78B and revenue of 11.53B, resulting in a net margin of 15.4%.