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Carl Zeiss Meditec AG ADR (CZMWY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US14218T1051

CUSIP

14218T105

Highlights

Market Cap

$5.90B

EPS (TTM)

$2.00

PE Ratio

33.72

PEG Ratio

1.73

Total Revenue (TTM)

$1.61B

Gross Profit (TTM)

$835.70M

EBITDA (TTM)

$166.00M

Year Range

$45.82 - $104.35

Share Price Chart


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Compare to other instruments

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Popular comparisons:
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Performance

Performance Chart


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Returns By Period

Carl Zeiss Meditec AG ADR (CZMWY) returned 44.32% year-to-date (YTD) and -33.16% over the past 12 months. Over the past 10 years, CZMWY delivered an annualized return of 11.79%, outperforming the S&P 500 benchmark at 10.46%.


CZMWY

YTD

44.32%

1M

12.57%

6M

9.02%

1Y

-33.16%

5Y*

-6.69%

10Y*

11.79%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of CZMWY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202530.23%1.74%5.87%4.49%-1.53%44.32%
2024-1.94%14.98%2.57%-15.27%-13.28%-23.43%-2.57%7.14%8.12%-21.25%-4.49%-21.08%-56.42%
202313.89%-6.53%4.69%-3.31%-16.87%-3.33%7.50%-14.29%-11.92%-1.47%3.96%21.56%-12.51%
2022-24.52%-0.30%3.97%-22.32%4.79%-10.54%21.68%-13.81%-15.71%15.06%9.79%-5.38%-39.78%
202117.62%-3.73%0.10%16.81%5.20%4.47%15.24%-0.82%-12.87%4.60%-1.06%5.54%58.29%
2020-4.05%-15.01%-6.08%1.63%3.98%-4.84%7.53%8.44%12.18%2.00%3.52%-0.37%6.00%
201916.32%-5.96%-1.43%17.37%-4.31%2.21%15.39%4.33%-1.29%-4.37%9.54%6.84%64.60%
20185.73%-5.71%2.92%7.77%1.51%-1.16%13.93%14.18%-5.14%-2.52%-15.86%13.05%26.92%
20171.89%16.21%-1.47%6.24%15.00%0.09%3.05%-6.73%4.81%2.10%11.17%4.88%71.11%
2016-4.90%6.78%-1.68%7.00%18.58%4.63%-7.73%-2.74%5.28%-6.11%-4.57%6.97%20.01%
20151.84%0.86%3.86%-5.52%9.23%1.77%-2.01%9.37%20.08%
20142.36%-0.65%1.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CZMWY is 21, meaning it’s performing worse than 79% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CZMWY is 2121
Overall Rank
The Sharpe Ratio Rank of CZMWY is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of CZMWY is 1818
Sortino Ratio Rank
The Omega Ratio Rank of CZMWY is 1919
Omega Ratio Rank
The Calmar Ratio Rank of CZMWY is 2222
Calmar Ratio Rank
The Martin Ratio Rank of CZMWY is 2929
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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Carl Zeiss Meditec AG ADR (CZMWY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Carl Zeiss Meditec AG ADR Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.60
  • 5-Year: -0.18
  • 10-Year: 0.32
  • All Time: 0.33

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Carl Zeiss Meditec AG ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Carl Zeiss Meditec AG ADR provided a 0.93% dividend yield over the last twelve months, with an annual payout of $0.63 per share. The company has been increasing its dividends for 3 consecutive years.


0.50%1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.63$1.19$1.17$0.99$0.60$1.45$0.62$0.66$0.46$0.43$0.47$0.62

Dividend yield

0.93%2.53%1.08%0.79%0.29%1.09%0.49%0.84%0.74%1.18%1.52%2.35%

Monthly Dividends

The table displays the monthly dividend distributions for Carl Zeiss Meditec AG ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.63$0.00$0.00$0.63
2024$0.00$0.00$1.19$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.19
2023$0.00$0.00$1.17$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.17
2022$0.00$0.00$0.99$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.99
2021$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.60
2020$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.74$0.00$0.00$0.00$0.00$1.45
2019$0.00$0.00$0.62$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.62
2018$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66
2017$0.00$0.00$0.00$0.00$0.46$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46
2016$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43
2015$0.47$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47
2014$0.62$0.00$0.00$0.62

Dividend Yield & Payout


Dividend Yield

Carl Zeiss Meditec AG ADR has a dividend yield of 0.93%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Carl Zeiss Meditec AG ADR has a payout ratio of 62.11%, which is quite average when compared to the overall market. This suggests that Carl Zeiss Meditec AG ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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 Carl Zeiss Meditec AG ADR. 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 Carl Zeiss Meditec AG ADR was 79.77%, occurring on Jan 14, 2025. The portfolio has not yet recovered.

The current Carl Zeiss Meditec AG ADR drawdown is 70.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.77%Sep 17, 2021835Jan 14, 2025
-43.66%Jan 21, 202041Mar 18, 2020140Oct 7, 2020181
-22.89%Aug 30, 201863Nov 30, 201834Jan 23, 201997
-21.25%Jul 14, 201688Nov 23, 201656Feb 17, 2017144
-14.33%Sep 9, 201933Oct 23, 201925Dec 3, 201958

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 Carl Zeiss Meditec AG ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Carl Zeiss Meditec AG ADR, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.


0.000.200.400.600.801.001.20AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober20240
0.54
Actual
Estimate

Valuation

The Valuation section provides an overview of how Carl Zeiss Meditec AG ADR is priced in the market compared to other companies in the Medical Instruments & Supplies 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 CZMWY, comparing it with other companies in the Medical Instruments & Supplies industry. Currently, CZMWY has a P/E ratio of 33.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CZMWY compared to other companies in the Medical Instruments & Supplies industry. CZMWY currently has a PEG ratio of 1.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CZMWY relative to other companies in the Medical Instruments & Supplies industry. Currently, CZMWY has a P/S ratio of 2.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for CZMWY in comparison with other companies in the Medical Instruments & Supplies industry. Currently, CZMWY has a P/B value of 2.4. 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

Values in undefined except per share items