- Sector
- Financial Services
- Industry
- Banks - Diversified
Highlights
- Market Cap
- $78.09B
- Enterprise Value
- $171.91B
- EPS (TTM)
- A$3.41
- PE Ratio
- 10.37
- Total Revenue (TTM)
- A$83.36B
- Gross Profit (TTM)
- A$41.49B
- EBITDA (TTM)
- A$9.81B
- Year Range
- $18.58 - $29.11
- ROA (TTM)
- 0.80%
- ROE (TTM)
- 14.79%
Share Price Chart
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Performance
ANZGY Performance Chart
ANZ Group Holdings Limited (ANZGY) is up 4.1% since the beginning of the year. At $25 per share, ANZGY is trading 15.3% below its 52-week high of $29.
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Returns By Period
ANZ Group Holdings Limited (ANZGY) has returned 4.14% so far this year and 41.84% over the past 12 months.
ANZ Group Holdings Limited
- 1D
- 0.33%
- 1M
- -2.57%
- YTD
- 4.14%
- 6M
- 4.35%
- 1Y
- 41.84%
- 3Y*
- 24.20%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ANZGY Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2023, ANZGY's average daily return is +0.08%, while the average monthly return is +1.70%. At this rate, an investment would double in approximately 3.4 years.
Historically, 62% of months were positive and 38% were negative. The best month was Aug 2025 with a return of +12.1%, while the worst month was Dec 2024 at -14.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, ANZGY closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.2%, while the worst single day was Apr 4, 2025 at -10.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.53% | 11.54% | -11.12% | 5.21% | -2.82% | -2.65% | 4.14% | ||||||
| 2025 | 7.05% | -0.96% | -2.14% | 4.99% | 0.92% | 1.70% | 2.87% | 12.09% | -0.27% | 9.22% | -2.58% | 5.86% | 44.80% |
| 2024 | 0.34% | 5.48% | 3.38% | -6.17% | 7.23% | -0.21% | 1.12% | 7.24% | 2.95% | -3.05% | 3.34% | -14.24% | 5.39% |
| 2023 | 10.50% | -6.50% | -7.50% | 5.69% | -5.16% | 6.75% | 10.56% | -6.64% | 0.18% | -3.36% | 6.10% | 9.10% | 18.29% |
Benchmark Metrics
ANZ Group Holdings Limited has an annualized alpha of 3.64%, beta of 0.86, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since January 03, 2023.
- This stock participated in 106.36% of S&P 500 Index downside but only 98.98% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.30 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.64%
- Beta
- 0.86
- R²
- 0.30
- Upside Capture
- 98.98%
- Downside Capture
- 106.36%
Return for Risk
Risk / Return Rank
ANZGY ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ANZ Group Holdings Limited (ANZGY) and compare them to S&P 500 Index.
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.
| ANZGY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 2.78 | -0.27 |
| Martin ratioReturn relative to average drawdown | 6.49 | 12.44 | -5.95 |
Dividends
Dividend History
ANZ Group Holdings Limited provided a 4.61% dividend yield over the last twelve months, with an annual payout of $1.14 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $1.14 | $1.05 | $1.09 | $1.15 |
Dividend yield | 4.61% | 4.36% | 6.22% | 6.51% |
Monthly Dividends
The table displays the monthly dividend distributions for ANZ Group Holdings Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.60 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $1.05 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $1.09 |
| 2023 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $1.15 |
Dividend Yield & Payout
Dividend Yield
ANZ Group Holdings Limited has a dividend yield of 4.61%, which is quite average when compared to the overall market.
Payout Ratio
ANZ Group Holdings Limited has a payout ratio of 81.08%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the ANZ Group Holdings Limited. 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 ANZ Group Holdings Limited was 25.20%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current ANZ Group Holdings Limited drawdown is 13.15%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -25.20%Apr 2025 | 4mo 17d | 4mo 6d | 8mo 23dNov 2024 - Aug 2025 |
2023 correction2023 | -17.22%Mar 2023 | 1mo 10d | 4mo 6d | 5mo 16dFeb 2023 - Jul 2023 |
2026 correction2026 | -16.71%Jun 2026 | 3mo 18d | — | 4mo 6dFeb 2026 - now |
2024 correction2024 | -12.98%Aug 2024 | 21d | 16d | 1mo 7dJul 2024 - Aug 2024 |
2023 correction2023 | -11.56%Aug 2023 | 21d | 3mo 24d | 4mo 15dAug 2023 - Dec 2023 |
Drawdown Indicators
| ANZGY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.20% | -56.78% | +31.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -9.10% | -7.61% |
Max Drawdown (3Y)Largest decline over 3 years | -25.20% | -18.90% | -6.30% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -13.15% | -1.80% | -11.35% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -10.71% | +4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.46% | 2.03% | +4.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of ANZ Group Holdings Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how ANZ Group Holdings Limited is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ANZGY, comparing it with other companies in the Banks - Diversified industry. Currently, ANZGY has a P/E ratio of 10.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ANZGY relative to other companies in the Banks - Diversified industry. Currently, ANZGY has a P/S ratio of 1.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ANZGY in comparison with other companies in the Banks - Diversified industry. Currently, ANZGY has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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