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ACT vs. SDZNY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ACT vs. SDZNY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Enact Holdings, Inc. (ACT) and Sandoz Group AG (SDZNY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACT achieves a 8.13% return, which is significantly lower than SDZNY's 17.28% return.


ACT

1D
0.90%
1M
-0.05%
YTD
8.13%
6M
7.86%
1Y
21.85%
3Y*
21.95%
5Y*
10Y*

SDZNY

1D
0.12%
1M
-2.92%
YTD
17.28%
6M
17.96%
1Y
59.96%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACT vs. SDZNY - Yearly Performance Comparison


2026 (YTD)202520242023
ACT
Enact Holdings, Inc.
8.13%25.20%15.56%9.97%
SDZNY
Sandoz Group AG
17.28%83.00%28.40%19.80%

Correlation

The correlation between ACT and SDZNY is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2023

0.05

Fundamentals

Market Cap

ACT:

$6.05B

SDZNY:

$36.89B

EPS

ACT:

$4.61

SDZNY:

$1.66

PE Ratio

ACT:

9.20

SDZNY:

50.92

PEG Ratio

ACT:

1.09

SDZNY:

0.24

PS Ratio

ACT:

5.02

SDZNY:

2.02

PB Ratio

ACT:

1.13

SDZNY:

3.93

Total Revenue (TTM)

ACT:

$1.24B

SDZNY:

$18.19B

Gross Profit (TTM)

ACT:

$742.95M

SDZNY:

$8.61B

EBITDA (TTM)

ACT:

$685.07M

SDZNY:

$2.13B

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Return for Risk

ACT vs. SDZNY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACT
ACT Risk / Return Rank: 7272
Overall Rank
ACT Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ACT Sortino Ratio Rank: 6868
Sortino Ratio Rank
ACT Omega Ratio Rank: 6565
Omega Ratio Rank
ACT Calmar Ratio Rank: 7676
Calmar Ratio Rank
ACT Martin Ratio Rank: 7575
Martin Ratio Rank

SDZNY
SDZNY Risk / Return Rank: 8787
Overall Rank
SDZNY Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
SDZNY Sortino Ratio Rank: 8888
Sortino Ratio Rank
SDZNY Omega Ratio Rank: 8686
Omega Ratio Rank
SDZNY Calmar Ratio Rank: 8585
Calmar Ratio Rank
SDZNY Martin Ratio Rank: 8686
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.

ACT vs. SDZNY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Enact Holdings, Inc. (ACT) and Sandoz Group AG (SDZNY). 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.

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.


ACTSDZNYDifference
Sharpe ratioReturn per unit of total volatility

-0.94

Sortino ratioReturn per unit of downside risk

-1.26

Omega ratioGain probability vs. loss probability

1.18

1.34

-0.16

Calmar ratioReturn relative to maximum drawdown

2.00

3.16

-1.15

Martin ratioReturn relative to average drawdown

4.57

8.41

-3.83

ACT vs. SDZNY - Sharpe Ratio Comparison

The current ACT Sharpe Ratio is 0.98, which is lower than the SDZNY Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of ACT and SDZNY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ACT vs. SDZNY - Drawdown Comparison

The maximum ACT drawdown since its inception was -20.25%, smaller than the maximum SDZNY drawdown of -25.34%. Use the drawdown chart below to compare losses from any high point for ACT and SDZNY.


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Drawdown Indicators


ACTSDZNYDifference

Max Drawdown

Largest peak-to-trough decline

-20.25%

-25.34%

+5.09%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

-19.09%

+8.13%

Max Drawdown (3Y)

Largest decline over 3 years

-15.33%

Current Drawdown

Current decline from peak

-3.46%

-8.57%

+5.11%

Average Drawdown

Average peak-to-trough decline

-5.17%

-5.80%

+0.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.79%

7.16%

-2.37%

Volatility

ACT vs. SDZNY - Volatility Comparison

The current volatility for Enact Holdings, Inc. (ACT) is 6.36%, while Sandoz Group AG (SDZNY) has a volatility of 7.35%. This indicates that ACT experiences smaller price fluctuations and is considered to be less risky than SDZNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACTSDZNYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.36%

7.35%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

17.07%

23.43%

-6.36%

Volatility (1Y)

Calculated over the trailing 1-year period

22.54%

31.56%

-9.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.75%

30.66%

-5.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.75%

30.66%

-5.91%

Dividends

ACT vs. SDZNY - Dividend Comparison

ACT's dividend yield for the trailing twelve months is around 2.05%, more than SDZNY's 1.22% yield.


PositionTTM20252024202320222021
ACT
Enact Holdings, Inc.
2.05%2.06%2.92%4.60%6.38%5.95%
SDZNY
Sandoz Group AG
1.22%1.00%1.22%0.00%0.00%0.00%

Financials

ACT vs. SDZNY - Financials Comparison

This section allows you to compare key financial metrics between Enact Holdings, Inc. and Sandoz Group 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
312.07M
4.64B
(ACT) Total Revenue
(SDZNY) Total Revenue
Values in USD except per share items

ACT vs. SDZNY - Profitability Comparison

The chart below illustrates the profitability comparison between Enact Holdings, Inc. and Sandoz Group AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
48.4%
Portfolio components
ACT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enact Holdings, Inc. reported a gross profit of 0.00 and revenue of 312.07M. Therefore, the gross margin over that period was 0.0%.

SDZNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sandoz Group AG reported a gross profit of 2.25B and revenue of 4.64B. Therefore, the gross margin over that period was 48.4%.

ACT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enact Holdings, Inc. reported an operating income of 0.00 and revenue of 312.07M, resulting in an operating margin of 0.0%.

SDZNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sandoz Group AG reported an operating income of 808.02M and revenue of 4.64B, resulting in an operating margin of 17.4%.

ACT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enact Holdings, Inc. reported a net income of 167.77M and revenue of 312.07M, resulting in a net margin of 53.8%.

SDZNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sandoz Group AG reported a net income of 425.40M and revenue of 4.64B, resulting in a net margin of 9.2%.


Frequently Asked Questions


ACT and SDZNY have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SDZNY has higher volatility (7.35%) compared to ACT (6.36%). In terms of maximum drawdown, ACT dropped -20.25% vs SDZNY's -25.34%.

SDZNY currently has the higher Sharpe Ratio (1.91 vs 0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ACT and SDZNY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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