- ISIN
- US14218T1051
- CUSIP
- 14218T105
- Sector
- Healthcare
- Industry
- Medical Instruments & Supplies
Highlights
- Market Cap
- $3.10B
- Enterprise Value
- $3.85B
- EPS (TTM)
- €1.60
- PE Ratio
- 19.12
- Total Revenue (TTM)
- €2.74B
- Gross Profit (TTM)
- €1.70B
- EBITDA (TTM)
- €480.48M
- Year Range
- $26.65 - $56.32
- ROA (TTM)
- 4.20%
- ROE (TTM)
- 6.68%
- Avg. Volume (1M)
- 2K
- Avg. Volume Value (1M)
- $82.78K
Share Price Chart
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Performance
CZMWY Performance Chart
Carl Zeiss Meditec AG ADR (CZMWY) is down 22.8% since the beginning of the year. At $35 per share, CZMWY is trading 37.2% below its 52-week high of $56. Investors who bought $1,000 worth of CZMWY shares 5 years ago would now be looking at an investment worth $167.
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Returns By Period
Carl Zeiss Meditec AG ADR (CZMWY) has returned -22.78% so far this year and -32.42% over the past 12 months. Over the last ten years, CZMWY has returned 0.44% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Carl Zeiss Meditec AG ADR
- 1D
- 0.60%
- 1M
- 11.79%
- 6M
- 8.85%
- YTD
- -22.78%
- 1Y
- -32.42%
- 3Y*
- -31.27%
- 5Y*
- -30.09%
- 10Y*
- 0.44%
- ALL TIME*
- 7.14%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CZMWY Monthly Returns History
Based on dividend-adjusted daily data since Mar 30, 2009, CZMWY's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.
Historically, 48% of months were positive and 52% were negative. The best month was Jan 2025 with a return of +30.1%, while the worst month was Jan 2026 at -29.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, CZMWY closed higher 23% of trading days. The best single day was May 7, 2012 with a return of +16.9%, while the worst single day was Jun 17, 2024 at -18.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -29.06% | -3.93% | -9.25% | 9.82% | -3.12% | 0.66% | 16.58% | -22.78% | |||||
| 2025 | 30.13% | 0.60% | 6.36% | 4.49% | -5.76% | 4.45% | -17.64% | -9.18% | -1.10% | 1.04% | 2.64% | -9.46% | -0.51% |
| 2024 | -0.79% | 13.81% | 2.48% | -15.86% | -12.52% | -23.58% | -2.19% | 6.87% | 7.97% | -21.09% | -4.55% | -20.58% | -56.06% |
| 2023 | 14.08% | -7.34% | 5.02% | -3.19% | -16.52% | -2.70% | 5.94% | -13.39% | -12.47% | -0.81% | 3.05% | 21.80% | -12.72% |
| 2022 | -25.90% | -1.31% | 4.91% | -22.68% | 6.89% | -10.54% | 22.12% | -14.35% | -17.11% | 17.08% | 11.59% | -6.88% | -40.17% |
| 2021 | 19.31% | -3.75% | -3.05% | 17.88% | 4.12% | 8.47% | 12.85% | 1.42% | -15.74% | 6.14% | -2.71% | 7.34% | 58.43% |
Benchmark Metrics
Carl Zeiss Meditec AG ADR has an annualized alpha of 5.65%, beta of 0.46, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since March 30, 2009.
- This stock participated in 79.90% of S&P 500 Index downside but only 61.50% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.46 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.06 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
- 5.65%
- Beta
- 0.46
- R²
- 0.06
- Upside Capture
- 61.50%
- Downside Capture
- 79.90%
Return for Risk
Risk / Return Rank
CZMWY ranks 15 for risk / return — above 15% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Carl Zeiss Meditec AG ADR (CZMWY) 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.
| CZMWY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.19 | ||
| Sortino ratioReturn per unit of downside risk | -2.90 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.25 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 2.00 | -2.68 |
| Martin ratioReturn relative to average drawdown | -1.08 | 8.49 | -9.57 |
Dividends
Dividend History
Carl Zeiss Meditec AG ADR provided a 1.78% dividend yield over the last twelve months, with an annual payout of $0.63 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.63 | $0.62 | $1.19 | $1.17 | $0.99 | $0.39 | $1.21 | $0.41 | $0.45 | $0.81 | $0.75 | $0.28 |
Dividend yield | 1.78% | 1.33% | 2.51% | 1.08% | 0.79% | 0.19% | 0.90% | 0.32% | 0.57% | 1.30% | 2.06% | 0.98% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | |||||
| 2025 | $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 |
| 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 | $0.39 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 |
Dividend Yield & Payout
Dividend Yield
Carl Zeiss Meditec AG ADR has a dividend yield of 1.78%, which is quite average when compared to the overall market.
Payout Ratio
Carl Zeiss Meditec AG ADR has a payout ratio of 37.62%, 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 88.28%, occurring on Mar 18, 2026. The portfolio has not yet recovered.
The current Carl Zeiss Meditec AG ADR drawdown is 84.13%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-88.28%Mar 2026 | 4y 6mo | — | 4y 10moSep 2021 - now | — |
-46.38%Mar 2020 | 1mo 24d | 6mo 25d | 8mo 19dJan 2020 - Oct 2020 | COVID crash2020 |
-23.23%Mar 2015 | 1y 7mo | 1y 1mo | 2y 9moAug 2013 - May 2016 | — |
-22.19%Nov 2018 | 2mo 4d | 1mo 28d | 4mo 2dSep 2018 - Jan 2019 | Rate-hike selloffLate 2018 |
-21.33%Nov 2016 | 4mo 12d | 3mo | 7mo 12dJul 2016 - Feb 2017 | — |
Drawdown Indicators
| CZMWY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.28% | -56.78% | -31.50% |
Max Drawdown (1Y)Largest decline over 1 year | -51.79% | -9.10% | -42.69% |
Max Drawdown (3Y)Largest decline over 3 years | -79.44% | -18.90% | -60.54% |
Max Drawdown (5Y)Largest decline over 5 years | -88.28% | -25.43% | -62.85% |
Max Drawdown (10Y)Largest decline over 10 years | -88.28% | -33.92% | -54.36% |
Current DrawdownCurrent decline from peak | -84.13% | -1.58% | -82.55% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -10.70% | -10.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.46% | 2.14% | +30.32% |
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.
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 19.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
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 1.0. 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 CZMWY in comparison with other companies in the Medical Instruments & Supplies industry. Currently, CZMWY has a P/B value of 1.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
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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