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ZIM vs. STLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ZIM vs. STLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ZIM Integrated Shipping Services Ltd. (ZIM) and Steel Dynamics, Inc. (STLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZIM achieves a 19.30% return, which is significantly lower than STLD's 62.87% return.


ZIM

1D
-2.82%
1M
-6.02%
YTD
19.30%
6M
27.46%
1Y
54.12%
3Y*
43.32%
5Y*
20.68%
10Y*

STLD

1D
1.37%
1M
19.72%
YTD
62.87%
6M
61.39%
1Y
103.78%
3Y*
43.28%
5Y*
35.59%
10Y*
29.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZIM vs. STLD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ZIM
ZIM Integrated Shipping Services Ltd.
19.30%28.11%176.93%-21.06%-52.70%463.11%
STLD
Steel Dynamics, Inc.
62.87%50.70%-1.99%22.75%60.14%79.76%

Correlation

The correlation between ZIM and STLD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.20

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2021

0.23

Fundamentals

Market Cap

ZIM:

$2.95B

STLD:

$39.84B

EPS

ZIM:

$0.81

STLD:

$9.33

PE Ratio

ZIM:

30.16

STLD:

29.48

PS Ratio

ZIM:

0.47

STLD:

2.13

PB Ratio

ZIM:

0.77

STLD:

4.35

Total Revenue (TTM)

ZIM:

$6.29B

STLD:

$19.01B

Gross Profit (TTM)

ZIM:

$676.00M

STLD:

$2.66B

EBITDA (TTM)

ZIM:

$1.73B

STLD:

$2.23B

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Return for Risk

ZIM vs. STLD — Risk / Return Rank

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

ZIM
ZIM Risk / Return Rank: 7272
Overall Rank
ZIM Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ZIM Sortino Ratio Rank: 7575
Sortino Ratio Rank
ZIM Omega Ratio Rank: 7070
Omega Ratio Rank
ZIM Calmar Ratio Rank: 7272
Calmar Ratio Rank
ZIM Martin Ratio Rank: 7272
Martin Ratio Rank

STLD
STLD Risk / Return Rank: 9393
Overall Rank
STLD Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
STLD Sortino Ratio Rank: 9393
Sortino Ratio Rank
STLD Omega Ratio Rank: 9191
Omega Ratio Rank
STLD Calmar Ratio Rank: 9191
Calmar Ratio Rank
STLD Martin Ratio Rank: 9494
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.

ZIM vs. STLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ZIM Integrated Shipping Services Ltd. (ZIM) and Steel Dynamics, Inc. (STLD). 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.


ZIMSTLDDifference
Sharpe ratioReturn per unit of total volatility

-2.11

Sortino ratioReturn per unit of downside risk

-1.80

Omega ratioGain probability vs. loss probability

1.23

1.45

-0.22

Calmar ratioReturn relative to maximum drawdown

1.77

5.13

-3.36

Martin ratioReturn relative to average drawdown

4.29

17.17

-12.88

ZIM vs. STLD - Sharpe Ratio Comparison

The current ZIM Sharpe Ratio is 1.03, which is lower than the STLD Sharpe Ratio of 3.14. The chart below compares the historical Sharpe Ratios of ZIM and STLD, 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


ZIMSTLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

3.14

-2.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.94

-0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.35

+0.40

Drawdowns

ZIM vs. STLD - Drawdown Comparison

The maximum ZIM drawdown since its inception was -84.68%, roughly equal to the maximum STLD drawdown of -87.05%. Use the drawdown chart below to compare losses from any high point for ZIM and STLD.


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Drawdown Indicators


ZIMSTLDDifference

Max Drawdown

Largest peak-to-trough decline

-84.68%

-87.05%

+2.37%

Max Drawdown (1Y)

Largest decline over 1 year

-30.66%

-20.33%

-10.33%

Max Drawdown (3Y)

Largest decline over 3 years

-57.12%

-28.66%

-28.46%

Max Drawdown (5Y)

Largest decline over 5 years

-84.68%

-32.20%

-52.48%

Max Drawdown (10Y)

Largest decline over 10 years

-68.46%

Current Drawdown

Current decline from peak

-14.19%

0.00%

-14.19%

Average Drawdown

Average peak-to-trough decline

-40.05%

-33.30%

-6.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.65%

6.13%

+6.52%

Volatility

ZIM vs. STLD - Volatility Comparison

ZIM Integrated Shipping Services Ltd. (ZIM) has a higher volatility of 14.70% compared to Steel Dynamics, Inc. (STLD) at 9.94%. This indicates that ZIM's price experiences larger fluctuations and is considered to be riskier than STLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZIMSTLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.70%

9.94%

+4.76%

Volatility (6M)

Calculated over the trailing 6-month period

37.41%

24.87%

+12.54%

Volatility (1Y)

Calculated over the trailing 1-year period

53.01%

33.25%

+19.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.89%

38.04%

+27.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.72%

39.32%

+28.40%

Dividends

ZIM vs. STLD - Dividend Comparison

ZIM's dividend yield for the trailing twelve months is around 5.10%, more than STLD's 0.74% yield.


PositionTTM20252024202320222021202020192018201720162015
STLD
Steel Dynamics, Inc.
0.74%1.18%1.61%1.44%1.39%1.68%2.71%2.82%2.50%1.44%1.57%3.08%
ZIM
ZIM Integrated Shipping Services Ltd.
5.10%20.16%22.40%64.84%160.27%7.65%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ZIM vs. STLD - Financials Comparison

This section allows you to compare key financial metrics between ZIM Integrated Shipping Services Ltd. and Steel Dynamics, 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


1.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
1.40B
5.20B
(ZIM) Total Revenue
(STLD) Total Revenue
Values in USD except per share items

ZIM vs. STLD - Profitability Comparison

The chart below illustrates the profitability comparison between ZIM Integrated Shipping Services Ltd. and Steel Dynamics, 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%0.0%20.0%40.0%60.0%20222023202420252026
3.4%
14.7%
Portfolio components
ZIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.

STLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Steel Dynamics, Inc. reported a gross profit of 763.22M and revenue of 5.20B. Therefore, the gross margin over that period was 14.7%.

ZIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.

STLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Steel Dynamics, Inc. reported an operating income of 538.00M and revenue of 5.20B, resulting in an operating margin of 10.3%.

ZIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.

STLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Steel Dynamics, Inc. reported a net income of 403.44M and revenue of 5.20B, resulting in a net margin of 7.8%.


Frequently Asked Questions


ZIM and STLD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZIM has higher volatility (14.70%) compared to STLD (9.94%). In terms of maximum drawdown, ZIM dropped -84.68% vs STLD's -87.05%.

STLD currently has the higher Sharpe Ratio (3.14 vs 1.03), 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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