0QMG.L vs. SIKA.SW
Compare and contrast key facts about Swiss Life Holding AG (0QMG.L) and Sika AG (SIKA.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0QMG.L or SIKA.SW.
Key characteristics
| 0QMG.L | SIKA.SW | |
|---|---|---|
| YTD Return | 26.18% | -4.78% |
| 1Y Return | 31.50% | 4.62% |
| 3Y Return (Ann) | 19.18% | -6.83% |
| 5Y Return (Ann) | 13.43% | 13.35% |
| 10Y Return (Ann) | 22.93% | 18.06% |
| Sharpe Ratio | 1.69 | 0.27 |
| Daily Std Dev | 17.58% | 23.11% |
| Max Drawdown | -86.31% | -94.75% |
| Current Drawdown | 0.00% | -30.33% |
Fundamentals
| 0QMG.L | SIKA.SW | |
|---|---|---|
| Market Cap | CHF 16.24B | CHF 41.55B |
| EPS | CHF 39.93 | CHF 7.66 |
| PE Ratio | 0.12 | 33.81 |
| Total Revenue (TTM) | CHF 18.14B | CHF 14.83B |
| Gross Profit (TTM) | CHF 18.07B | CHF 5.41B |
| EBITDA (TTM) | CHF 177.00M | CHF 2.26B |
Correlation
The correlation between 0QMG.L and SIKA.SW is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0QMG.L vs. SIKA.SW - Performance Comparison
In the year-to-date period, 0QMG.L achieves a 26.18% return, which is significantly higher than SIKA.SW's -4.78% return. Over the past 10 years, 0QMG.L has outperformed SIKA.SW with an annualized return of 22.93%, while SIKA.SW has yielded a comparatively lower 18.06% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
0QMG.L vs. SIKA.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG (0QMG.L) and Sika AG (SIKA.SW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
0QMG.L vs. SIKA.SW - Dividend Comparison
0QMG.L's dividend yield for the trailing twelve months is around 4.71%, more than SIKA.SW's 0.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0QMG.L Swiss Life Holding AG | 4.71% | 5.14% | 5.22% | 3.73% | 4.83% | 0.51% | 3.57% | 3.19% | 2.95% | 2.70% | 0.00% | 0.00% |
SIKA.SW Sika AG | 0.64% | 1.17% | 1.31% | 0.66% | 0.95% | 1.13% | 1.48% | 1.24% | 1.59% | 1.99% | 1.94% | 1.61% |
Drawdowns
0QMG.L vs. SIKA.SW - Drawdown Comparison
The maximum 0QMG.L drawdown since its inception was -86.31%, smaller than the maximum SIKA.SW drawdown of -94.75%. Use the drawdown chart below to compare losses from any high point for 0QMG.L and SIKA.SW. For additional features, visit the drawdowns tool.
Volatility
0QMG.L vs. SIKA.SW - Volatility Comparison
The current volatility for Swiss Life Holding AG (0QMG.L) is 2.68%, while Sika AG (SIKA.SW) has a volatility of 3.94%. This indicates that 0QMG.L experiences smaller price fluctuations and is considered to be less risky than SIKA.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0QMG.L vs. SIKA.SW - Financials Comparison
This section allows you to compare key financial metrics between Swiss Life Holding AG and Sika AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities