- ISIN
- US54338V1017
- Sector
- Healthcare
- Industry
- Diagnostics & Research
Highlights
- Market Cap
- $49.52B
- Enterprise Value
- $55.04B
- EPS (TTM)
- CHF 2.65
- PE Ratio
- 21.16
- Total Revenue (TTM)
- CHF 13.49B
- Gross Profit (TTM)
- CHF 4.68B
- EBITDA (TTM)
- CHF 3.79B
- Year Range
- $58.53 - $73.85
- ROA (TTM)
- 10.19%
- ROE (TTM)
- 22.90%
- Avg. Volume (1M)
- 50K
- Avg. Volume Value (1M)
- $3.48M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
LZAGY Performance Chart
Lonza Group AG (LZAGY) is up 4.1% since the beginning of the year. At $70 per share, LZAGY is trading 5.8% below its 52-week high of $74. Investors who bought $1,000 worth of LZAGY shares 5 years ago would now be looking at an investment worth $909.
Loading charts...
Compare this symbol against anything
Returns By Period
Lonza Group AG (LZAGY) has returned 4.11% so far this year and 0.43% over the past 12 months. Looking at the last ten years, LZAGY has achieved an annualized return of 15.38%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Lonza Group AG
- 1D
- -2.18%
- 1M
- -1.19%
- 6M
- 3.43%
- YTD
- 4.11%
- 1Y
- 0.43%
- 3Y*
- 7.22%
- 5Y*
- -1.88%
- 10Y*
- 15.38%
- ALL TIME*
- 13.95%
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%
LZAGY Monthly Returns History
Based on dividend-adjusted daily data since Oct 27, 2008, LZAGY's average daily return is +0.07%, while the average monthly return is +1.43%. At this rate, an investment would double in approximately 4.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Jul 2024 with a return of +22.6%, while the worst month was Oct 2009 at -28.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, LZAGY closed higher 52% of trading days. The best single day was Oct 29, 2008 with a return of +17.9%, while the worst single day was Oct 29, 2009 at -23.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.65% | 2.51% | -7.90% | -3.79% | 4.70% | 5.49% | 3.10% | 4.11% | |||||
| 2025 | 7.88% | -0.41% | -2.38% | 15.91% | -2.78% | 3.06% | -2.26% | 1.56% | -5.93% | 3.50% | -0.64% | -1.96% | 14.70% |
| 2024 | 16.32% | 6.80% | 14.57% | -7.64% | -1.66% | 0.55% | 22.59% | -2.17% | -3.35% | -2.37% | -2.90% | -1.84% | 40.20% |
| 2023 | 17.19% | 4.24% | 0.60% | 3.71% | 1.54% | -5.12% | -2.87% | -4.83% | -16.30% | -24.45% | 10.69% | 8.98% | -13.41% |
| 2022 | -17.53% | 0.07% | 5.20% | -18.83% | 2.67% | -11.37% | 13.05% | -11.85% | -8.53% | 5.75% | 1.65% | -6.82% | -41.45% |
| 2021 | 0.14% | -0.30% | -12.96% | 13.79% | 1.71% | 10.30% | 9.89% | 8.29% | -11.33% | 10.17% | -2.15% | 3.52% | 30.64% |
Benchmark Metrics
Lonza Group AG has an annualized alpha of 9.10%, beta of 0.71, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since October 27, 2008.
- This stock captured 120.11% of S&P 500 Index gains and 116.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.17 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
- 9.10%
- Beta
- 0.71
- R²
- 0.17
- Upside Capture
- 120.11%
- Downside Capture
- 116.14%
Return for Risk
Risk / Return Rank
LZAGY ranks 42 for risk / return — above 42% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Lonza Group AG (LZAGY) 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.
| LZAGY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.25 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.01 | 2.00 | -1.99 |
| Martin ratioReturn relative to average drawdown | 0.03 | 8.49 | -8.46 |
Dividends
Dividend History
Lonza Group AG provided a 0.46% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.23 | $0.22 | $0.19 | $0.16 | $0.16 | $0.08 | $0.24 | $0.26 | $1.64 |
Dividend yield | 0.46% | 0.35% | 0.38% | 0.45% | 0.32% | 0.20% | 0.13% | 0.67% | 1.01% | 6.06% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
Dividend Yield & Payout
Dividend Yield
Lonza Group AG has a dividend yield of 0.46%, 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
Lonza Group AG has a payout ratio of 36.79%, 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.
Loading charts...
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 67.74%, occurring on Jun 5, 2012. Recovery took 409 trading sessions.
The current Lonza Group AG drawdown is 17.01%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-67.74%Jun 2012 | 2y 7mo | 1y 7mo | 4y 3moOct 2009 - Jan 2014 | — |
-59.39%Oct 2023 | 2y 2mo | — | 4y 11moAug 2021 - now | — |
-27.17%Dec 2018 | 3mo 1d | 6mo 27d | 9mo 28dSep 2018 - Jul 2019 | Rate-hike selloffLate 2018 |
-25.11%Mar 2020 | 18d | 28d | 1mo 16dMar 2020 - Apr 2020 | COVID crash2020 |
-24.10%Nov 2008 | 14d | 27d | 1mo 11dNov 2008 - Dec 2008 | Financial crisis2007–2009 |
Drawdown Indicators
| LZAGY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -56.78% | -10.96% |
Max Drawdown (1Y)Largest decline over 1 year | -20.23% | -9.10% | -11.13% |
Max Drawdown (3Y)Largest decline over 3 years | -39.08% | -18.90% | -20.18% |
Max Drawdown (5Y)Largest decline over 5 years | -59.39% | -25.43% | -33.96% |
Max Drawdown (10Y)Largest decline over 10 years | -59.39% | -33.92% | -25.47% |
Current DrawdownCurrent decline from peak | -17.01% | -1.58% | -15.43% |
Average DrawdownAverage peak-to-trough decline | -18.64% | -10.70% | -7.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.97% | 2.14% | +7.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
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.
Valuation
The Valuation section provides an overview of how Lonza Group AG is priced in the market compared to other companies in the Diagnostics & Research 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 LZAGY, comparing it with other companies in the Diagnostics & Research industry. Currently, LZAGY has a P/E ratio of 21.2. 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 LZAGY relative to other companies in the Diagnostics & Research industry. Currently, LZAGY has a P/S ratio of 2.9. 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 LZAGY in comparison with other companies in the Diagnostics & Research industry. Currently, LZAGY has a P/B value of 4.8. 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 | — |
Build a portfolio with LZAGY
Add Lonza Group AG to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with LZAGY