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Lonza Group AG (0QNO.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCH0013841017
SectorHealthcare
IndustryMedical Laboratories & Research

Highlights

Market CapCHF 372.06M
EPSCHF 39.52
PE Ratio0.13
Revenue (TTM)CHF 6.72B
Gross Profit (TTM)CHF 2.44B
EBITDA (TTM)CHF 1.92B
Year RangeCHF 308.40 - CHF 600.90

Share Price Chart


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Lonza Group AG

Popular comparisons: 0QNO.L vs. ROG.SW, 0QNO.L vs. LOGN.SW

Performance

Performance Chart

The chart shows the growth of an initial investment of CHF 10,000 in Lonza Group AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20.00%40.00%60.00%80.00%NovemberDecember2024FebruaryMarchApril
66.14%
23.61%
0QNO.L (Lonza Group AG)
Benchmark (^GSPC)

S&P 500

Returns By Period

Lonza Group AG had a return of 49.46% year-to-date (YTD) and -7.05% in the last 12 months. Over the past 10 years, Lonza Group AG had an annualized return of 31.74%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date49.46%6.33%
1 month0.32%-2.81%
6 months66.14%21.13%
1 year-7.05%24.56%
5 years (annualized)11.91%11.55%
10 years (annualized)31.74%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202423.82%6.03%16.81%
2023-10.78%-26.55%7.16%4.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0QNO.L is 43, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of 0QNO.L is 4343
Lonza Group AG(0QNO.L)
The Sharpe Ratio Rank of 0QNO.L is 4444Sharpe Ratio Rank
The Sortino Ratio Rank of 0QNO.L is 3939Sortino Ratio Rank
The Omega Ratio Rank of 0QNO.L is 3939Omega Ratio Rank
The Calmar Ratio Rank of 0QNO.L is 4545Calmar Ratio Rank
The Martin Ratio Rank of 0QNO.L is 4747Martin 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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lonza Group AG (0QNO.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0QNO.L
Sharpe ratio
The chart of Sharpe ratio for 0QNO.L, currently valued at -0.10, compared to the broader market-2.00-1.000.001.002.003.00-0.10
Sortino ratio
The chart of Sortino ratio for 0QNO.L, currently valued at 0.09, compared to the broader market-4.00-2.000.002.004.006.000.09
Omega ratio
The chart of Omega ratio for 0QNO.L, currently valued at 1.01, compared to the broader market0.501.001.501.01
Calmar ratio
The chart of Calmar ratio for 0QNO.L, currently valued at -0.06, compared to the broader market0.001.002.003.004.005.006.00-0.06
Martin ratio
The chart of Martin ratio for 0QNO.L, currently valued at -0.12, compared to the broader market0.0010.0020.0030.00-0.12
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Lonza Group AG Sharpe ratio is -0.10. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50NovemberDecember2024FebruaryMarchApril
-0.10
2.21
0QNO.L (Lonza Group AG)
Benchmark (^GSPC)

Dividends

Dividend History

Lonza Group AG granted a 0.33% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 1.75 per share.


PeriodTTM2023202220212020201920182017201620152014
DividendCHF 1.75CHF 1.75CHF 1.50CHF 1.50CHF 1.38CHF 2.75CHF 2.75CHF 2.55CHF 2.32CHF 2.32CHF 1.99

Dividend yield

0.33%0.50%0.33%0.20%0.24%0.78%1.08%0.96%1.42%1.54%1.93%

Monthly Dividends

The table displays the monthly dividend distributions for Lonza Group AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024CHF 0.00CHF 0.00CHF 0.00
2023CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2022CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2021CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2020CHF 0.00CHF 0.00CHF 0.00CHF 1.38CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2019CHF 0.00CHF 0.00CHF 0.00CHF 2.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2018CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2017CHF 0.00CHF 0.00CHF 0.00CHF 2.55CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2016CHF 0.00CHF 0.00CHF 0.00CHF 2.32CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2015CHF 0.00CHF 0.00CHF 0.00CHF 2.32CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2014CHF 1.99CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-31.93%
-2.16%
0QNO.L (Lonza Group AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Lonza Group AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lonza Group AG was 62.28%, occurring on Mar 28, 2023. The portfolio has not yet recovered.

The current Lonza Group AG drawdown is 31.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.28%Aug 31, 2021393Mar 28, 2023
-47.3%Aug 7, 2008129Apr 15, 201450Nov 2, 2015179
-29.11%May 15, 20171May 15, 20171May 16, 20172
-27.37%Oct 2, 201860Dec 27, 2018109Jun 12, 2019169
-23.72%Feb 20, 202023Mar 23, 202023Apr 27, 202046

Volatility

Volatility Chart

The current Lonza Group AG volatility is 7.11%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
7.11%
3.61%
0QNO.L (Lonza Group AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Lonza Group AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items