- Sector
- Healthcare
Highlights
- Market Cap
- $35.26B
- Enterprise Value
- $39.80B
- EPS (TTM)
- $1.65
- PE Ratio
- 49.30
- PEG Ratio
- 0.24
- Total Revenue (TTM)
- $18.19B
- Gross Profit (TTM)
- $8.61B
- EBITDA (TTM)
- $2.13B
- Year Range
- $55.42 - $94.15
- ROA (TTM)
- 3.28%
- ROE (TTM)
- 7.71%
- Avg. Volume (1M)
- 22K
- Avg. Volume Value (1M)
- $1.80M
Share Price Chart
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Performance
SDZNY Performance Chart
Sandoz Group AG (SDZNY) is up 13.3% since the beginning of the year. At $81 per share, SDZNY is trading 13.5% below its 52-week high of $94.
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Returns By Period
Sandoz Group AG (SDZNY) has returned 13.33% so far this year and 44.72% over the past 12 months.
Sandoz Group AG
- 1D
- -2.90%
- 1M
- -9.17%
- 6M
- 4.03%
- YTD
- 13.33%
- 1Y
- 44.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 50.83%
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%
SDZNY Monthly Returns History
Based on dividend-adjusted daily data since Oct 4, 2023, SDZNY's average daily return is +0.18%, while the average monthly return is +3.82%. At this rate, an investment would double in approximately 1.5 years.
Historically, 68% of months were positive and 32% were negative. The best month was Jul 2024 with a return of +20.0%, while the worst month was Dec 2024 at -11.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, SDZNY closed higher 53% of trading days. The best single day was Aug 7, 2025 with a return of +11.6%, while the worst single day was Apr 4, 2025 at -8.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.94% | 11.02% | -11.16% | 3.82% | 4.87% | 7.57% | -9.96% | 13.33% | |||||
| 2025 | 17.95% | -8.31% | -4.29% | 5.39% | 16.74% | 7.95% | 4.29% | 10.31% | -5.18% | 11.57% | 6.63% | 2.59% | 83.00% |
| 2024 | 7.33% | -9.56% | -3.12% | 12.56% | 6.30% | 2.00% | 19.96% | 1.37% | -5.49% | 9.63% | -0.04% | -11.17% | 28.40% |
| 2023 | -3.37% | 10.55% | 12.14% | 19.80% |
Benchmark Metrics
Sandoz Group AG has an annualized alpha of 46.53%, beta of 0.36, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since October 04, 2023.
- This stock captured 165.90% of S&P 500 Index gains but only 18.65% of its losses - a favorable profile for investors.
- Beta of 0.36 may look defensive, but with R2 of 0.03 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 0.03 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
- 46.53%
- Beta
- 0.36
- R²
- 0.03
- Upside Capture
- 165.90%
- Downside Capture
- 18.65%
Return for Risk
Risk / Return Rank
SDZNY ranks 81 for risk / return — above 81% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Sandoz Group AG (SDZNY) 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.
| SDZNY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.00 | +0.35 |
| Martin ratioReturn relative to average drawdown | 5.63 | 8.49 | -2.86 |
Dividends
Dividend History
Sandoz Group AG provided a 1.26% dividend yield over the last twelve months, with an annual payout of $1.03 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $1.03 | $0.73 | $0.50 |
Dividend yield | 1.26% | 1.00% | 1.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Sandoz 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 | $1.03 | $0.00 | $0.00 | $0.00 | $1.03 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 |
| 2024 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
Dividend Yield & Payout
Dividend Yield
Sandoz Group AG has a dividend yield of 1.26%, 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
Sandoz Group AG has a payout ratio of 70.42%, which is quite average when compared to the overall market. This suggests that Sandoz 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Sandoz 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 Sandoz Group AG was 25.34%, occurring on Apr 7, 2025. Recovery took 33 trading sessions.
The current Sandoz Group AG drawdown is 11.65%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-25.34%Apr 2025 | 1mo 22d | 1mo 16d | 3mo 8dFeb 2025 - May 2025 | 2025 selloff2025 |
-20.68%Oct 2023 | 14d | 2mo 4d | 2mo 18dOct 2023 - Jan 2024 | — |
-19.09%Mar 2026 | 29d | — | 5mo 7dFeb 2026 - now | — |
-19.05%Apr 2024 | 2mo 9d | 23d | 3mo 2dFeb 2024 - May 2024 | — |
-13.29%Dec 2024 | 1mo 26d | 23d | 2mo 19dNov 2024 - Jan 2025 | — |
Drawdown Indicators
| SDZNY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.34% | -56.78% | +31.44% |
Max Drawdown (1Y)Largest decline over 1 year | -19.09% | -9.10% | -9.99% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -11.65% | -1.58% | -10.07% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -10.70% | +4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.95% | 2.14% | +5.81% |
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 Sandoz 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 Sandoz Group AG is priced in the market compared to other companies in the Drug Manufacturers - Specialty & Generic 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 SDZNY, comparing it with other companies in the Drug Manufacturers - Specialty & Generic industry. Currently, SDZNY has a P/E ratio of 49.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SDZNY compared to other companies in the Drug Manufacturers - Specialty & Generic industry. SDZNY currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SDZNY relative to other companies in the Drug Manufacturers - Specialty & Generic industry. Currently, SDZNY has a P/S ratio of 2.0. 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 SDZNY in comparison with other companies in the Drug Manufacturers - Specialty & Generic industry. Currently, SDZNY has a P/B value of 3.8. 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 | — |
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