AMRZ vs. HCMLY

Last updated Jun 24, 2026

AMRZ (Amrize Ltd) and HCMLY (Lafargeholcim Ltd ADR) are both stocks. Both operate in the Building Materials industry within the Basic Materials sector. Over the past year, AMRZ returned 2.57% vs 35.04% for HCMLY. At a 0.49 correlation, their price movements are largely independent.

Performance

AMRZ vs. HCMLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amrize Ltd (AMRZ) and Lafargeholcim Ltd ADR (HCMLY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AMRZ achieves a -1.40% return, which is significantly higher than HCMLY's -2.08% return.

AMRZ

• 1D: -1.57%
• 1M: 5.71%
• YTD: -1.40%
• 6M: -4.14%
• 1Y: 2.57%
• 3Y*: —
• 5Y*: —
• 10Y*: —

HCMLY

• 1D: -0.69%
• 1M: 0.16%
• YTD: -2.08%
• 6M: -2.73%
• 1Y: 35.04%
• 3Y*: 36.47%
• 5Y*: 24.59%
• 10Y*: 18.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AMRZ vs. HCMLY - Yearly Performance Comparison

	2026 (YTD)	2025
AMRZ Amrize Ltd	-1.40%	5.32%
HCMLY Lafargeholcim Ltd ADR	-2.08%	39.16%

Correlation

The correlation between AMRZ and HCMLY is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.48
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.49

Fundamentals

EPS AMRZ : $2.09 HCMLY : CHF 27.85
PE Ratio AMRZ : 25.27 HCMLY : 0.54
PEG Ratio AMRZ : 2.29 HCMLY : 0.01
PS Ratio AMRZ : 2.45 HCMLY : 0.39
Total Revenue (TTM) AMRZ : $11.91B HCMLY : CHF 21.47B
Gross Profit (TTM) AMRZ : $3.02B HCMLY : CHF 9.53B
EBITDA (TTM) AMRZ : $2.79B HCMLY : CHF 4.96B

Return for Risk

AMRZ vs. HCMLY — Risk / Return Rank

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

AMRZ

AMRZ Risk / Return Rank: 43
AMRZ Sharpe Ratio Rank: 46
AMRZ Sortino Ratio Rank: 40
AMRZ Omega Ratio Rank: 39
AMRZ Calmar Ratio Rank: 45
AMRZ Martin Ratio Rank: 45

HCMLY

HCMLY Risk / Return Rank: 72
HCMLY Sharpe Ratio Rank: 77
HCMLY Sortino Ratio Rank: 72
HCMLY Omega Ratio Rank: 72
HCMLY Calmar Ratio Rank: 68
HCMLY Martin Ratio Rank: 72

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.

AMRZ vs. HCMLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amrize Ltd (AMRZ) and Lafargeholcim Ltd ADR (HCMLY). 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.

	AMRZ	HCMLY	Difference
Sharpe ratio: Return per unit of total volatility	0.07	1.21	-1.14
Sortino ratio: Return per unit of downside risk	0.37	1.78	-1.41
Omega ratio: Gain probability vs. loss probability	1.04	1.22	-0.18
Calmar ratio: Return relative to maximum drawdown	0.10	1.34	-1.24
Martin ratio: Return relative to average drawdown	0.23	3.91	-3.69

AMRZ vs. HCMLY - Sharpe Ratio Comparison

The current AMRZ Sharpe Ratio is 0.07, which is lower than the HCMLY Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of AMRZ and HCMLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AMRZ vs. HCMLY - Drawdown Comparison

The maximum AMRZ drawdown since its inception was -25.95%, smaller than the maximum HCMLY drawdown of -64.03%. Use the drawdown chart below to compare losses from any high point for AMRZ and HCMLY.

Drawdown Indicators

	AMRZ	HCMLY	Difference
Max Drawdown Largest peak-to-trough decline	-25.95%	-64.03%	+38.08%
Max Drawdown (1Y) Largest decline over 1 year	-25.95%	-26.25%	+0.30%
Max Drawdown (3Y) Largest decline over 3 years	—	-26.25%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.82%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-50.03%	—
Current Drawdown Current decline from peak	-19.03%	-9.17%	-9.86%
Average Drawdown Average peak-to-trough decline	-9.15%	-23.51%	+14.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.24%	8.98%	+2.26%

Volatility

AMRZ vs. HCMLY - Volatility Comparison

Amrize Ltd (AMRZ) has a higher volatility of 12.20% compared to Lafargeholcim Ltd ADR (HCMLY) at 8.55%. This indicates that AMRZ's price experiences larger fluctuations and is considered to be riskier than HCMLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AMRZ	HCMLY	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.20%	8.55%	+3.65%
Volatility (6M) Calculated over the trailing 6-month period	28.22%	23.97%	+4.25%
Volatility (1Y) Calculated over the trailing 1-year period	35.70%	29.16%	+6.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.70%	25.25%	+10.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.70%	25.87%	+9.83%

Dividends

AMRZ vs. HCMLY - Dividend Comparison

AMRZ's dividend yield for the trailing twelve months is around 1.04%, less than HCMLY's 59.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AMRZ Amrize Ltd	1.04%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HCMLY Lafargeholcim Ltd ADR	59.09%	58.41%	2.97%	3.27%	4.52%	3.83%	3.33%	3.14%	4.48%	3.11%	2.53%

Financials

Frequently Asked Questions

Can I hold both AMRZ and HCMLY in my portfolio?

AMRZ and HCMLY have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AMRZ or HCMLY?

AMRZ has higher volatility (12.20%) compared to HCMLY (8.55%). In terms of maximum drawdown, AMRZ dropped -25.95% vs HCMLY's -64.03%.

Which has better risk-adjusted returns?

HCMLY currently has the higher Sharpe Ratio (1.21 vs 0.07), 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.