PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Lonza Group AG (LONN.SW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CH0013841017

Sector

Healthcare

Highlights

Market Cap

CHF 40.30B

EPS (TTM)

CHF 7.97

PE Ratio

70.11

PEG Ratio

1.23

Total Revenue (TTM)

CHF 6.70B

Gross Profit (TTM)

CHF 1.96B

EBITDA (TTM)

CHF 1.85B

Year Range

CHF 313.20 - CHF 589.40

Target Price

CHF 715.25

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LONN.SW vs. LOGN.SW LONN.SW vs. ROG.SW LONN.SW vs. ROVI.MC LONN.SW vs. ^SSMI LONN.SW vs. IVV
Popular comparisons:
LONN.SW vs. LOGN.SW LONN.SW vs. ROG.SW LONN.SW vs. ROVI.MC LONN.SW vs. ^SSMI LONN.SW vs. IVV

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.


-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-4.04%
8.12%
LONN.SW (Lonza Group AG)
Benchmark (^GSPC)

Returns By Period

Lonza Group AG had a return of 44.67% year-to-date (YTD) and 44.14% in the last 12 months. Over the past 10 years, Lonza Group AG had an annualized return of 18.99%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


LONN.SW

YTD

44.67%

1M

-8.01%

6M

-4.04%

1Y

44.14%

5Y (annualized)

9.51%

10Y (annualized)

18.99%

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202420.10%8.76%16.93%-5.52%-3.97%0.82%19.78%-5.41%-3.78%-0.37%44.67%
202314.68%7.93%-2.39%1.17%3.44%-6.32%-5.29%-3.23%-12.95%-25.56%6.82%4.52%-21.46%
2022-16.83%0.63%5.46%-13.95%0.34%-11.82%13.20%-9.16%-7.09%5.98%-4.89%-7.57%-40.18%
20210.21%0.67%-7.91%9.92%0.21%13.26%7.53%9.90%-9.47%6.98%-1.01%2.50%34.60%
202012.17%-3.48%5.18%5.45%11.89%6.09%13.67%-1.44%1.46%-2.36%2.59%-0.14%62.08%
20192.83%5.96%11.28%2.82%-2.00%6.81%3.61%2.49%-3.54%5.22%-4.34%4.00%39.91%
2018-1.67%-6.99%-6.48%8.44%9.11%-0.08%15.86%2.16%7.41%-5.46%1.96%-21.12%-2.25%
20172.61%2.27%2.38%8.98%6.42%3.34%10.95%5.57%4.61%4.33%-2.98%2.41%63.54%
2016-4.17%-2.75%7.04%-0.37%7.52%-6.06%13.34%2.03%-0.43%0.65%-2.78%-2.92%9.78%
2015-2.67%7.60%3.40%11.72%-0.83%-5.38%12.17%-5.35%-3.62%13.61%11.98%0.31%48.25%
20147.74%2.03%-3.06%4.69%4.68%0.26%4.66%4.06%9.80%-8.23%7.27%-1.23%36.12%
20138.59%9.24%5.21%8.99%10.35%-0.42%0.07%-7.44%12.29%9.59%4.13%0.18%77.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of LONN.SW is 80, placing it in the top 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of LONN.SW is 8080
Combined Rank
The Sharpe Ratio Rank of LONN.SW is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of LONN.SW is 8383
Sortino Ratio Rank
The Omega Ratio Rank of LONN.SW is 8080
Omega Ratio Rank
The Calmar Ratio Rank of LONN.SW is 7171
Calmar Ratio Rank
The Martin Ratio Rank of LONN.SW is 8282
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 Lonza Group AG (LONN.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LONN.SW, currently valued at 1.50, compared to the broader market-4.00-2.000.002.004.001.502.51
The chart of Sortino ratio for LONN.SW, currently valued at 2.43, compared to the broader market-4.00-2.000.002.004.002.433.37
The chart of Omega ratio for LONN.SW, currently valued at 1.30, compared to the broader market0.501.001.502.001.301.47
The chart of Calmar ratio for LONN.SW, currently valued at 0.77, compared to the broader market0.002.004.006.000.773.63
The chart of Martin ratio for LONN.SW, currently valued at 6.62, compared to the broader market0.0010.0020.0030.006.6216.15
LONN.SW
^GSPC

The current Lonza Group AG Sharpe ratio is 1.50. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lonza Group AG with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
1.50
2.07
LONN.SW (Lonza Group AG)
Benchmark (^GSPC)

Dividends

Dividend History

Lonza Group AG provided a 0.79% dividend yield over the last twelve months, with an annual payout of CHF 4.00 per share. The company has been increasing its dividends for 19 consecutive years.


0.50%1.00%1.50%2.00%2.50%CHF 0.00CHF 0.50CHF 1.00CHF 1.50CHF 2.00CHF 2.50CHF 3.00CHF 3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCHF 4.00CHF 3.50CHF 3.00CHF 3.00CHF 2.75CHF 2.75CHF 2.75CHF 2.75CHF 2.32CHF 2.32CHF 1.99CHF 1.99

Dividend yield

0.79%0.99%0.66%0.39%0.48%0.78%1.08%1.04%1.42%1.53%1.92%2.54%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 4.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 4.00
2023CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.50
2022CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.00
2021CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.00
2020CHF 0.00CHF 0.00CHF 0.00CHF 2.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.75
2019CHF 0.00CHF 0.00CHF 0.00CHF 2.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.75
2018CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.75
2017CHF 0.00CHF 0.00CHF 0.00CHF 2.75CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.75
2016CHF 0.00CHF 0.00CHF 0.00CHF 2.32CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.32
2015CHF 0.00CHF 0.00CHF 0.00CHF 2.32CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.32
2014CHF 0.00CHF 0.00CHF 0.00CHF 1.99CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.99
2013CHF 1.99CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.99

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.8%
Lonza Group AG has a dividend yield of 0.79%, 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
200.0%400.0%600.0%50.3%
Lonza Group AG has a payout ratio of 50.31%, which is quite average when compared to the overall market. This suggests that Lonza Group AG 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.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-34.03%
-1.46%
LONN.SW (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 76.67%, occurring on Jun 4, 2012. Recovery took 722 trading sessions.

The current Lonza Group AG drawdown is 34.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.67%Aug 7, 2008965Jun 4, 2012722Apr 27, 20151687
-59.84%Sep 7, 2021545Oct 30, 2023
-54.33%May 10, 2002569Aug 12, 2004618Jan 19, 20071187
-27.07%Oct 2, 201860Dec 27, 2018111Jun 12, 2019171
-23.4%Feb 20, 202023Mar 23, 202018Apr 20, 202041

Volatility

Volatility Chart

The current Lonza Group AG volatility is 10.53%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
10.53%
5.53%
LONN.SW (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

Valuation

The Valuation section provides an assessment of the market value of Lonza Group AG compared to its peers in the Diagnostics & Research industry.


PE Ratio
50.0100.0150.0200.0250.0300.070.1
The chart displays the price to earnings (P/E) ratio for LONN.SW in comparison to other companies of the Diagnostics & Research industry. Currently, LONN.SW has a PE value of 70.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-2.00.02.04.01.2
The chart displays the price to earnings to growth (PEG) ratio for LONN.SW in comparison to other companies of the Diagnostics & Research industry. Currently, LONN.SW has a PEG value of 1.2. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Lonza Group AG.


Loading data...

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