PortfoliosLab logo
Zimmer Biomet Holdings, Inc. (ZBH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US98956P1021

CUSIP

98956P102

IPO Date

Jul 25, 2001

Highlights

Market Cap

$20.25B

EPS (TTM)

$4.43

PE Ratio

23.11

PEG Ratio

1.27

Total Revenue (TTM)

$7.70B

Gross Profit (TTM)

$5.11B

EBITDA (TTM)

$1.79B

Year Range

$89.92 - $121.18

Target Price

$122.35

Short %

3.64%

Short Ratio

2.96

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.


Performance

Performance Chart

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


250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
268.31%
375.77%
ZBH (Zimmer Biomet Holdings, Inc.)
Benchmark (^GSPC)

Returns By Period

Zimmer Biomet Holdings, Inc. (ZBH) returned -9.77% year-to-date (YTD) and -20.60% over the past 12 months. Over the past 10 years, ZBH returned -0.63% annually, underperforming the S&P 500 benchmark at 10.43%.


ZBH

YTD

-9.77%

1M

-7.47%

6M

-12.11%

1Y

-20.60%

5Y*

-3.52%

10Y*

-0.63%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.64%-4.71%8.73%-8.95%-7.70%-9.77%
20243.20%-0.99%6.33%-8.86%-4.27%-5.54%2.60%3.69%-6.30%-0.95%4.84%-5.56%-12.46%
2023-0.13%-2.72%4.50%7.15%-8.02%14.53%-5.12%-13.77%-5.59%-6.96%11.40%4.84%-3.81%
2022-3.16%3.39%3.85%-5.59%-0.45%-12.41%5.07%-3.69%-1.44%8.42%5.96%6.36%4.32%
2021-0.27%6.11%-1.68%10.67%-4.98%-4.32%1.62%-7.94%-2.56%-2.21%-16.43%6.42%-17.02%
2020-1.19%-7.94%-25.57%18.42%5.55%-5.33%12.99%4.46%-3.19%-2.97%12.88%3.50%3.77%
20195.63%13.29%3.08%-3.56%-7.49%3.56%14.77%3.01%-1.21%0.70%5.10%3.19%45.38%
20185.35%-8.55%-5.99%5.62%-3.18%0.16%12.63%-1.51%6.54%-13.60%3.02%-11.16%-13.30%
201714.66%-1.06%4.50%-2.01%-0.37%7.91%-5.51%-5.81%2.68%3.87%-3.72%3.26%17.86%
2016-3.25%-2.47%10.40%8.57%5.48%-1.22%8.94%-1.17%0.51%-18.94%-3.36%1.55%1.46%
2015-1.16%7.40%-2.20%-6.54%4.07%-4.26%-4.72%-0.49%-9.09%11.33%-3.40%1.78%-8.79%
20140.84%-0.14%1.03%2.35%7.80%-0.26%-3.65%-0.76%1.47%10.63%0.94%1.20%22.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ZBH is 13, meaning it’s performing worse than 87% of other 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 ZBH is 1313
Overall Rank
The Sharpe Ratio Rank of ZBH is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of ZBH is 1515
Sortino Ratio Rank
The Omega Ratio Rank of ZBH is 1313
Omega Ratio Rank
The Calmar Ratio Rank of ZBH is 2424
Calmar Ratio Rank
The Martin Ratio Rank of ZBH is 22
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 Zimmer Biomet Holdings, Inc. (ZBH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Zimmer Biomet Holdings, Inc. Sharpe ratio is -0.80. 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 Zimmer Biomet Holdings, Inc. 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-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.80
0.48
ZBH (Zimmer Biomet Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Zimmer Biomet Holdings, Inc. provided a 1.01% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The company has been increasing its dividends for 12 consecutive years.


0.60%0.65%0.70%0.75%0.80%0.85%0.90%0.95%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.96$0.96$0.96$0.96$0.93$0.93$0.93$0.93$0.93$0.93$0.85$0.85

Dividend yield

1.01%0.91%0.79%0.75%0.76%0.62%0.64%0.93%0.80%0.93%0.86%0.78%

Monthly Dividends

The table displays the monthly dividend distributions for Zimmer Biomet Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.24$0.00$0.00$0.24
2024$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2023$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2022$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2021$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.93
2020$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.93
2019$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.93
2018$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.93
2017$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.93
2016$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.93
2015$0.00$0.00$0.21$0.00$0.21$0.00$0.00$0.00$0.21$0.00$0.00$0.21$0.85
2014$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.85

Dividend Yield & Payout


Dividend Yield

Zimmer Biomet Holdings, Inc. has a dividend yield of 1.01%, 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

Zimmer Biomet Holdings, Inc. has a payout ratio of 15.84%, which is below the market average. This means Zimmer Biomet Holdings, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-43.34%
-7.82%
ZBH (Zimmer Biomet Holdings, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Zimmer Biomet Holdings, Inc.. 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 Zimmer Biomet Holdings, Inc. was 65.03%, occurring on Mar 9, 2009. Recovery took 1182 trading sessions.

The current Zimmer Biomet Holdings, Inc. drawdown is 43.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.03%Apr 27, 2007470Mar 9, 20091182Nov 14, 20131652
-49.73%Feb 18, 202022Mar 18, 2020203Jan 6, 2021225
-46.1%Apr 30, 20211008May 5, 2025
-40.49%Jul 8, 2004514Jul 20, 2006185Apr 17, 2007699
-26.23%Aug 10, 201668Nov 14, 2016166Jul 14, 2017234

Volatility

Volatility Chart

The current Zimmer Biomet Holdings, Inc. volatility is 14.50%, 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%December2025FebruaryMarchAprilMay
14.50%
11.21%
ZBH (Zimmer Biomet Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Zimmer Biomet Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Zimmer Biomet Holdings, Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


-1.00-0.500.000.501.001.502.002.5020212022202320242025
0.91
2.29
Actual
Estimate

Valuation

The Valuation section provides an overview of how Zimmer Biomet Holdings, Inc. is priced in the market compared to other companies in the Medical Devices 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 ZBH, comparing it with other companies in the Medical Devices industry. Currently, ZBH has a P/E ratio of 23.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ZBH compared to other companies in the Medical Devices industry. ZBH currently has a PEG ratio of 1.3. 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 ZBH relative to other companies in the Medical Devices industry. Currently, ZBH has a P/S ratio of 2.7. 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 ZBH in comparison with other companies in the Medical Devices industry. Currently, ZBH has a P/B value of 1.6. 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