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ALIZY vs. IBDRY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

ALIZY vs. IBDRY

Last updated Apr 2, 2026

Compare and contrast key facts about Allianz SE ADR (ALIZY) and Iberdrola SA (IBDRY).

Performance

ALIZY vs. IBDRY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allianz SE ADR (ALIZY) and Iberdrola SA (IBDRY). The values are adjusted to include any dividend payments, if applicable.

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ALIZY vs. IBDRY - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
ALIZY
Allianz SE ADR		-7.26%56.96%20.60%31.20%-4.34%0.09%5.98%
IBDRY
Iberdrola SA		9.19%65.75%10.02%17.36%3.59%-15.13%45.72%

Fundamentals

Market Cap

ALIZY:

$160.66B

IBDRY:

$155.42B

EPS

ALIZY:

$2.71

IBDRY:

$3.95

PE Ratio

ALIZY:

15.72

IBDRY:

23.53

PEG Ratio

ALIZY:

1.02

IBDRY:

1.94

PS Ratio

ALIZY:

0.91

IBDRY:

3.25

PB Ratio

ALIZY:

2.56

IBDRY:

3.11

Total Revenue (TTM)

ALIZY:

$179.52B

IBDRY:

$45.41B

Gross Profit (TTM)

ALIZY:

$179.52B

IBDRY:

$17.74B

EBITDA (TTM)

ALIZY:

$0.00

IBDRY:

$18.95B

Returns By Period

In the year-to-date period, ALIZY achieves a -7.26% return, which is significantly lower than IBDRY's 9.19% return.

ALIZY

1D
1.47%
1M
-1.23%
YTD
-7.26%
6M
0.00%
1Y
15.49%
3Y*
28.93%
5Y*
16.17%
10Y*
—

IBDRY

1D
0.88%
1M
0.43%
YTD
9.19%
6M
23.62%
1Y
48.37%
3Y*
29.30%
5Y*
17.47%
10Y*
19.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Allianz SE ADR

Iberdrola SA

Often compared with ALIZY:
ALIZY vs. BRK-AALIZY vs. VZALIZY vs. MAALIZY vs. APOALIZY vs. NFLYALIZY vs. ^GSPCALIZY vs. BRK-B
Often compared with IBDRY:
IBDRY vs. ENLAYIBDRY vs. ENA.DEIBDRY vs. ^IBEXIBDRY vs. VSTIBDRY vs. WMTIBDRY vs. ^GSPCIBDRY vs. ewp

Return for Risk

ALIZY vs. IBDRY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ALIZY
ALIZY Risk / Return Rank: 6262
Overall Rank
ALIZY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ALIZY Sortino Ratio Rank: 5555
Sortino Ratio Rank
ALIZY Omega Ratio Rank: 5656
Omega Ratio Rank
ALIZY Calmar Ratio Rank: 6666
Calmar Ratio Rank
ALIZY Martin Ratio Rank: 6666
Martin Ratio Rank
IBDRY
IBDRY Risk / Return Rank: 9292
Overall Rank
IBDRY Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
IBDRY Sortino Ratio Rank: 8989
Sortino Ratio Rank
IBDRY Omega Ratio Rank: 9191
Omega Ratio Rank
IBDRY Calmar Ratio Rank: 9494
Calmar Ratio Rank
IBDRY Martin Ratio Rank: 9494
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.

ALIZY vs. IBDRY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and Iberdrola SA (IBDRY). 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.

ALIZYIBDRYDifference

Sharpe ratio

Return per unit of total volatility

0.70

2.29

-1.59

Sortino ratio

Return per unit of downside risk

1.04

2.80

-1.76

Omega ratio

Gain probability vs. loss probability

1.14

1.41

-0.27

Calmar ratio

Return relative to maximum drawdown

1.20

5.24

-4.05

Martin ratio

Return relative to average drawdown

3.01

14.70

-11.69

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ALIZY vs. IBDRY - Sharpe Ratio Comparison

The current ALIZY Sharpe Ratio is 0.70, which is lower than the IBDRY Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of ALIZY and IBDRY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ALIZYIBDRYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

2.29

-1.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.81

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.81

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.26

+0.27

Correlation

The correlation between ALIZY and IBDRY is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ALIZY vs. IBDRY - Dividend Comparison

ALIZY's dividend yield for the trailing twelve months is around 4.00%, more than IBDRY's 3.36% yield.

TTM20252024202320222021202020192018201720162015
ALIZY
Allianz SE ADR		4.00%3.71%4.91%4.70%5.43%4.87%2.95%0.00%0.00%0.00%0.00%0.00%
IBDRY
Iberdrola SA		3.36%4.18%4.38%4.11%4.14%3.77%2.83%3.01%3.76%7.28%10.00%1.71%

Drawdowns

ALIZY vs. IBDRY - Drawdown Comparison

The maximum ALIZY drawdown since its inception was -49.10%, smaller than the maximum IBDRY drawdown of -77.08%. Use the drawdown chart below to compare losses from any high point for ALIZY and IBDRY.

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Drawdown Indicators

ALIZYIBDRYDifference

Max Drawdown

Largest peak-to-trough decline

-49.10%

-77.08%

+27.98%

Max Drawdown (1Y)

Largest decline over 1 year

-13.55%

-9.56%

-3.99%

Max Drawdown (5Y)

Largest decline over 5 years

-38.35%

-33.38%

-4.97%

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.43%

—

Current Drawdown

Current decline from peak

-7.64%

-3.48%

-4.16%

Average Drawdown

Average peak-to-trough decline

-8.86%

-29.73%

+20.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.40%

3.41%

+1.99%

Volatility

ALIZY vs. IBDRY - Volatility Comparison

Allianz SE ADR (ALIZY) and Iberdrola SA (IBDRY) have volatilities of 7.22% and 7.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ALIZYIBDRYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.22%

7.52%

-0.30%

Volatility (6M)

Calculated over the trailing 6-month period

14.08%

13.06%

+1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

22.34%

21.28%

+1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.01%

21.59%

+0.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.82%

23.47%

+4.35%

Financials

ALIZY vs. IBDRY - Financials Comparison

This section allows you to compare key financial metrics between Allianz SE ADR and Iberdrola 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

0.0020.00B40.00B60.00B80.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
79.73B
11.57B
(ALIZY) Total Revenue
(IBDRY) Total Revenue
Values in USD except per share items