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AEP.L vs. PZAKY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AEP.L vs. PZAKY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Anglo-Eastern Plantations plc (AEP.L) and Powszechny Zaklad Ubezpieczen SA (PZAKY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AEP.L is traded in GBp, while PZAKY is traded in USD. To make them comparable, the PZAKY values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, AEP.L achieves a 11.97% return, which is significantly higher than PZAKY's 6.07% return.


AEP.L

1D
1.86%
1M
-22.68%
YTD
11.97%
6M
15.34%
1Y
98.13%
3Y*
28.39%
5Y*
22.14%
10Y*
14.66%

PZAKY

1D
-0.03%
1M
5.64%
YTD
6.07%
6M
-5.46%
1Y
52.58%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AEP.L vs. PZAKY - Yearly Performance Comparison


2026 (YTD)20252024
AEP.L
Anglo-Eastern Plantations plc
11.97%124.03%-4.07%
PZAKY
Powszechny Zaklad Ubezpieczen SA
6.07%42.50%77.92%

Correlation

The correlation between AEP.L and PZAKY is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.11

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2024

-0.07

Fundamentals

Market Cap

AEP.L:

£594.92M

PZAKY:

$15.73B

EPS

AEP.L:

£4.05

PZAKY:

$7.34

PE Ratio

AEP.L:

3.78

PZAKY:

2.48

PEG Ratio

AEP.L:

0.37

PZAKY:

0.25

PS Ratio

AEP.L:

0.72

PZAKY:

0.27

PB Ratio

AEP.L:

1.02

PZAKY:

0.43

Total Revenue (TTM)

AEP.L:

£838.60M

PZAKY:

$58.77B

Gross Profit (TTM)

AEP.L:

£214.57M

PZAKY:

$58.84B

EBITDA (TTM)

AEP.L:

£230.87M

PZAKY:

$24.17B

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Return for Risk

AEP.L vs. PZAKY — Risk / Return Rank

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

AEP.L
AEP.L Risk / Return Rank: 8989
Overall Rank
AEP.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AEP.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
AEP.L Omega Ratio Rank: 9191
Omega Ratio Rank
AEP.L Calmar Ratio Rank: 8383
Calmar Ratio Rank
AEP.L Martin Ratio Rank: 9393
Martin Ratio Rank

PZAKY
PZAKY Risk / Return Rank: 7474
Overall Rank
PZAKY Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
PZAKY Sortino Ratio Rank: 6868
Sortino Ratio Rank
PZAKY Omega Ratio Rank: 8989
Omega Ratio Rank
PZAKY Calmar Ratio Rank: 7474
Calmar Ratio Rank
PZAKY Martin Ratio Rank: 7474
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.

AEP.L vs. PZAKY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anglo-Eastern Plantations plc (AEP.L) and Powszechny Zaklad Ubezpieczen SA (PZAKY). 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.


AEP.LPZAKYDifference
Sharpe ratioReturn per unit of total volatility

+1.50

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.43

1.34

+0.09

Calmar ratioReturn relative to maximum drawdown

2.90

1.82

+1.08

Martin ratioReturn relative to average drawdown

14.82

4.49

+10.32

AEP.L vs. PZAKY - Sharpe Ratio Comparison

The current AEP.L Sharpe Ratio is 2.19, which is higher than the PZAKY Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of AEP.L and PZAKY, 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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Sharpe Ratios by Period


AEP.LPZAKYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

0.69

+1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.86

-0.60

Drawdowns

AEP.L vs. PZAKY - Drawdown Comparison

The maximum AEP.L drawdown since its inception was -68.81%, which is greater than PZAKY's maximum drawdown of -29.25%. Use the drawdown chart below to compare losses from any high point for AEP.L and PZAKY.


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Drawdown Indicators


AEP.LPZAKYDifference

Max Drawdown

Largest peak-to-trough decline

-68.81%

-29.25%

-39.56%

Max Drawdown (1Y)

Largest decline over 1 year

-33.66%

-29.25%

-4.41%

Max Drawdown (3Y)

Largest decline over 3 years

-33.66%

Max Drawdown (5Y)

Largest decline over 5 years

-33.66%

Max Drawdown (10Y)

Largest decline over 10 years

-61.83%

Current Drawdown

Current decline from peak

-32.42%

-16.39%

-16.03%

Average Drawdown

Average peak-to-trough decline

-23.58%

-5.57%

-18.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.60%

11.81%

-5.21%

Volatility

AEP.L vs. PZAKY - Volatility Comparison

Anglo-Eastern Plantations plc (AEP.L) has a higher volatility of 30.89% compared to Powszechny Zaklad Ubezpieczen SA (PZAKY) at 24.10%. This indicates that AEP.L's price experiences larger fluctuations and is considered to be riskier than PZAKY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AEP.LPZAKYDifference

Volatility (1M)

Calculated over the trailing 1-month period

30.89%

24.10%

+6.79%

Volatility (6M)

Calculated over the trailing 6-month period

37.71%

59.29%

-21.58%

Volatility (1Y)

Calculated over the trailing 1-year period

44.65%

77.53%

-32.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.03%

67.12%

-34.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.09%

67.12%

-33.03%

Dividends

AEP.L vs. PZAKY - Dividend Comparison

AEP.L's dividend yield for the trailing twelve months is around 4.28%, less than PZAKY's 6.74% yield.


PositionTTM202520242023202220212020201920182017
AEP.L
Anglo-Eastern Plantations plc
4.28%4.80%1.81%4.78%0.51%0.10%0.07%0.41%0.52%0.39%
PZAKY
Powszechny Zaklad Ubezpieczen SA
6.74%7.08%9.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

AEP.L vs. PZAKY - Financials Comparison

This section allows you to compare key financial metrics between Anglo-Eastern Plantations plc and Powszechny Zaklad Ubezpieczen SA. 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


0.005.00B10.00B15.00B20.00B202120222023202420252026
235.87M
7.97B
(AEP.L) Total Revenue
(PZAKY) Total Revenue
Please note, different currencies. AEP.L values in GBp, PZAKY values in USD

AEP.L vs. PZAKY - Profitability Comparison

The chart below illustrates the profitability comparison between Anglo-Eastern Plantations plc and Powszechny Zaklad Ubezpieczen SA over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%202120222023202420252026
26.8%
100.0%
Portfolio components
AEP.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Anglo-Eastern Plantations plc reported a gross profit of 63.11M and revenue of 235.87M. Therefore, the gross margin over that period was 26.8%.

PZAKY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Powszechny Zaklad Ubezpieczen SA reported a gross profit of 7.97B and revenue of 7.97B. Therefore, the gross margin over that period was 100.0%.

AEP.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Anglo-Eastern Plantations plc reported an operating income of 53.57M and revenue of 235.87M, resulting in an operating margin of 22.7%.

PZAKY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Powszechny Zaklad Ubezpieczen SA reported an operating income of 3.84B and revenue of 7.97B, resulting in an operating margin of 48.2%.

AEP.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Anglo-Eastern Plantations plc reported a net income of 42.42M and revenue of 235.87M, resulting in a net margin of 18.0%.

PZAKY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Powszechny Zaklad Ubezpieczen SA reported a net income of 1.40B and revenue of 7.97B, resulting in a net margin of 17.5%.


Frequently Asked Questions


AEP.L and PZAKY have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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