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Roche Holding AG (RHHBY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7711951043

Highlights

Market Cap

$253.61B

EPS (TTM)

$1.55

PE Ratio

25.50

PEG Ratio

0.64

Year Range

$28.26 - $42.88

Target Price

$46.15

Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Roche Holding AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


300.00%400.00%500.00%600.00%700.00%800.00%900.00%NovemberDecember2025FebruaryMarchApril
812.03%
368.17%
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Returns By Period

Roche Holding AG had a return of 17.07% year-to-date (YTD) and 34.99% in the last 12 months. Over the past 10 years, Roche Holding AG had an annualized return of 4.48%, while the S&P 500 had an annualized return of 10.15%, indicating that Roche Holding AG did not perform as well as the benchmark.


RHHBY

YTD

17.07%

1M

-3.58%

6M

0.65%

1Y

34.99%

5Y*

0.82%

10Y*

4.48%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202512.53%6.34%1.87%-3.96%17.07%
2024-3.01%-6.86%1.66%-6.58%7.34%8.31%16.84%4.49%-5.62%-2.85%-6.62%-3.75%0.36%
2023-0.00%-7.92%3.17%9.37%0.94%-3.51%1.31%-5.35%-7.37%-4.72%4.21%7.54%-4.02%
2022-6.00%-2.80%7.44%-6.54%-7.88%-1.95%-0.58%-2.48%0.45%1.77%-1.02%-4.33%-22.21%
2021-0.98%-5.32%1.75%0.37%7.49%7.38%2.70%4.06%-9.46%6.29%0.93%5.97%21.57%
20202.80%-4.57%4.91%7.15%-0.28%0.07%-0.65%1.39%-2.04%-6.59%2.08%7.40%11.22%
20197.14%4.05%2.47%-3.87%-0.54%6.75%-4.42%1.88%6.64%3.21%2.53%5.42%35.07%
2018-1.84%-6.74%2.78%-2.88%-3.56%3.06%11.00%0.95%-2.58%0.66%6.82%-4.16%2.16%
20175.01%1.54%8.71%2.09%5.14%-7.50%-0.31%0.15%0.79%-9.64%9.22%-0.00%14.28%
2016-5.95%-1.14%-1.32%3.09%4.15%0.21%-2.61%-4.80%1.37%-7.41%-3.19%2.77%-14.53%
2015-0.68%1.10%4.01%4.36%7.19%-8.81%2.97%-5.41%-3.53%2.91%-1.24%2.93%4.72%
2014-2.28%11.90%1.27%-2.84%0.65%1.11%-2.61%0.51%1.31%-0.49%1.77%-9.26%-0.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 84, RHHBY is among the top 16% of 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 RHHBY is 8484
Overall Rank
The Sharpe Ratio Rank of RHHBY is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of RHHBY is 8383
Sortino Ratio Rank
The Omega Ratio Rank of RHHBY is 8383
Omega Ratio Rank
The Calmar Ratio Rank of RHHBY is 8080
Calmar Ratio Rank
The Martin Ratio Rank of RHHBY is 8383
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 Roche Holding AG (RHHBY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for RHHBY, currently valued at 1.28, compared to the broader market-2.00-1.000.001.002.003.00
RHHBY: 1.28
^GSPC: 0.46
The chart of Sortino ratio for RHHBY, currently valued at 1.78, compared to the broader market-6.00-4.00-2.000.002.004.00
RHHBY: 1.78
^GSPC: 0.77
The chart of Omega ratio for RHHBY, currently valued at 1.24, compared to the broader market0.501.001.502.00
RHHBY: 1.24
^GSPC: 1.11
The chart of Calmar ratio for RHHBY, currently valued at 0.75, compared to the broader market0.001.002.003.004.005.00
RHHBY: 0.75
^GSPC: 0.47
The chart of Martin ratio for RHHBY, currently valued at 3.70, compared to the broader market-5.000.005.0010.0015.0020.00
RHHBY: 3.70
^GSPC: 1.94

The current Roche Holding AG Sharpe ratio is 1.28. 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 Roche Holding 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.28
0.46
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Dividends

Dividend History

Roche Holding AG provided a 3.45% dividend yield over the last twelve months, with an annual payout of $1.36 per share. The company has been increasing its dividends for 2 consecutive years.


2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.36$1.39$1.29$1.27$1.28$1.15$1.09$1.11$1.02$1.03$1.08$1.10

Dividend yield

3.45%3.99%3.55%3.23%2.47%2.63%2.69%3.58%3.22%3.62%3.14%3.23%

Monthly Dividends

The table displays the monthly dividend distributions for Roche Holding AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$1.36$0.00$1.36
2024$0.00$0.00$1.39$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.39
2023$0.00$0.00$1.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.29
2022$0.00$0.00$1.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.27
2021$0.00$0.00$1.28$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.28
2020$0.00$0.00$1.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.15
2019$0.00$0.00$1.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.09
2018$0.00$0.00$1.11$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.11
2017$0.00$0.00$1.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.02
2016$0.00$0.00$1.03$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.03
2015$0.00$0.00$1.08$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.08
2014$1.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
RHHBY: 3.5%
Roche Holding AG has a dividend yield of 3.45%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
RHHBY: 94.5%
Roche Holding AG has a payout ratio of 94.47%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.39%
-10.07%
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Roche Holding 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 Roche Holding AG was 50.12%, occurring on Feb 26, 2014. Recovery took 1 trading session.

The current Roche Holding AG drawdown is 17.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.12%Feb 26, 20141Feb 26, 20141Feb 27, 20142
-45.82%Feb 29, 2008253Mar 2, 2009566May 27, 2011819
-40.8%Apr 11, 2022517May 2, 2024
-30.64%Jun 4, 2002196Mar 13, 200365Jun 16, 2003261
-27.29%Jun 1, 2015387Dec 8, 2016555Feb 26, 2019942

Volatility

Volatility Chart

The current Roche Holding AG volatility is 10.89%, 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%14.00%NovemberDecember2025FebruaryMarchApril
10.89%
14.23%
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Roche Holding 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 Roche Holding AG is priced in the market compared to other companies in the Drug Manufacturers - General industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.0
RHHBY: 25.5
The chart displays the Price-to-Earnings (P/E) ratio for RHHBY, comparing it with other companies in the Drug Manufacturers - General industry. Currently, RHHBY has a P/E ratio of 25.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
RHHBY: 0.6
The chart shows the Price/Earnings to Growth (PEG) ratio for RHHBY compared to other companies in the Drug Manufacturers - General industry. RHHBY currently has a PEG ratio of 0.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
RHHBY: 4.1
This chart shows the Price-to-Sales (P/S) ratio for RHHBY relative to other companies in the Drug Manufacturers - General industry. Currently, RHHBY has a P/S ratio of 4.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
RHHBY: 6.6
The chart illustrates the Price-to-Book (P/B) ratio for RHHBY in comparison with other companies in the Drug Manufacturers - General industry. Currently, RHHBY has a P/B value of 6.6. 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