PortfoliosLab logoPortfoliosLab logo
Lonza Group AG (LZAGY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US54338V1017

Highlights

EPS (TTM)
$4.39
PE Ratio
14.54
Total Revenue (TTM)
$12.81B
Gross Profit (TTM)
$4.41B
EBITDA (TTM)
$2.85B
Year Range
$55.57 - $73.85
ROA (TTM)
8.12%
ROE (TTM)
16.87%

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Lonza Group AG

Often compared with LZAGY:
LZAGY vs. QQQLZAGY vs. QGEN

Performance

Performance Chart

The chart shows the growth of an initial investment of $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.


Loading graphics...

S&P 500 Index

Returns By Period

Lonza Group AG (LZAGY) has returned -4.97% so far this year and 3.92% over the past 12 months. Looking at the last ten years, LZAGY has achieved an annualized return of 15.61%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Lonza Group AG

1D
2.52%
1M
-7.90%
YTD
-4.97%
6M
-4.19%
1Y
3.92%
3Y*
2.50%
5Y*
2.62%
10Y*
15.61%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 27, 2008, LZAGY's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, your 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.65%2.51%-7.90%-4.97%
20257.88%-0.41%-2.38%15.91%-2.78%3.06%-2.26%1.56%-5.93%3.50%-0.64%-1.96%14.70%
202416.32%6.80%14.57%-7.64%-1.66%0.55%22.59%-2.17%-3.35%-2.37%-2.90%-1.84%40.20%
202317.19%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%
20210.14%-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 9.16%, beta of 0.71, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since October 28, 2008.

  • This stock captured 123.89% of S&P 500 Index gains and 118.65% 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
9.16%
Beta
0.71
0.17
Upside Capture
123.89%
Downside Capture
118.65%

Return for Risk

Risk / Return Rank

LZAGY ranks 41 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


LZAGY Risk / Return Rank: 4141
Overall Rank
LZAGY Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
LZAGY Sortino Ratio Rank: 3939
Sortino Ratio Rank
LZAGY Omega Ratio Rank: 3737
Omega Ratio Rank
LZAGY Calmar Ratio Rank: 4242
Calmar Ratio Rank
LZAGY Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Lonza Group AG (LZAGY) and compare them to a chosen benchmark (S&P 500 Index).


LZAGYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.15

0.90

-0.75

Sortino ratio

Return per unit of downside risk

0.42

1.39

-0.97

Omega ratio

Gain probability vs. loss probability

1.05

1.21

-0.16

Calmar ratio

Return relative to maximum drawdown

0.05

1.40

-1.35

Martin ratio

Return relative to average drawdown

0.13

6.61

-6.47

Explore LZAGY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Lonza Group AG provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.23 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.23$0.23$0.22$0.19$0.16$0.16$0.08$0.24$0.26$1.64

Dividend yield

0.37%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
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 0.37%, 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 38.16%, 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 graphics...

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 24.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.74%Oct 21, 2009661Jun 5, 2012409Jan 23, 20141070
-59.39%Aug 30, 2021546Oct 30, 2023
-27.17%Sep 27, 201863Dec 27, 2018141Jul 22, 2019204
-25.11%Mar 5, 202013Mar 23, 202019Apr 20, 202032
-24.1%Nov 6, 200811Nov 20, 200818Dec 17, 200829

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

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 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 14.5. 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 LZAGY relative to other companies in the Diagnostics & Research industry. Currently, LZAGY has a P/S ratio of 1.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

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