ARZGY vs. SCMWY
ARZGY (Assicurazioni Generali SpA ADR) and SCMWY (SwissCom AG) are both stocks. ARZGY operates in Insurance - Diversified (Financial Services), while SCMWY operates in Telecom Services (Communication Services). Over the past 10 years, ARZGY returned 20.80%/yr vs 10.30%/yr for SCMWY. At a 0.15 correlation, their price movements are largely independent.
Performance
ARZGY vs. SCMWY - Performance Comparison
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Returns By Period
In the year-to-date period, ARZGY achieves a 19.63% return, which is significantly higher than SCMWY's 11.17% return. Over the past 10 years, ARZGY has outperformed SCMWY with an annualized return of 20.80%, while SCMWY has yielded a comparatively lower 10.30% annualized return.
ARZGY
- 1D
- 0.08%
- 1M
- 0.59%
- 6M
- 22.98%
- YTD
- 19.63%
- 1Y
- 38.10%
- 3Y*
- 37.60%
- 5Y*
- 25.53%
- 10Y*
- 20.80%
SCMWY
- 1D
- 1.89%
- 1M
- -6.31%
- 6M
- 9.85%
- YTD
- 11.17%
- 1Y
- 14.95%
- 3Y*
- 12.13%
- 5Y*
- 10.97%
- 10Y*
- 10.30%
ARZGY vs. SCMWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | 19.63% | 54.48% | 40.64% | 24.14% | -10.87% | 28.86% | -14.12% | 28.32% | -4.59% | 36.49% |
SCMWY SwissCom AG | 11.17% | 35.49% | 1.05% | 13.81% | 1.30% | 9.86% | 5.96% | 15.36% | -5.59% | 31.65% |
Correlation
The correlation between ARZGY and SCMWY is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 12, 2009 | 0.15 |
Fundamentals
ARZGY:
$71.88B
SCMWY:
$40.29B
ARZGY:
€2.54
SCMWY:
CHF 2.40
ARZGY:
8.28
SCMWY:
26.39
ARZGY:
0.55
SCMWY:
2.20
ARZGY:
2.04
SCMWY:
2.95
ARZGY:
€117.75B
SCMWY:
CHF 14.92B
ARZGY:
€117.75B
SCMWY:
CHF 10.10B
ARZGY:
€14.58B
SCMWY:
CHF 5.60B
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Return for Risk
ARZGY vs. SCMWY — Risk / Return Rank
ARZGY
SCMWY
ARZGY vs. SCMWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Assicurazioni Generali SpA ADR (ARZGY) and SwissCom AG (SCMWY). 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.
| ARZGY | SCMWY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.15 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 0.91 | +2.66 |
| Martin ratioReturn relative to average drawdown | 9.32 | 2.78 | +6.54 |
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Drawdowns
ARZGY vs. SCMWY - Drawdown Comparison
The maximum ARZGY drawdown since its inception was -51.13%, which is greater than SCMWY's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for ARZGY and SCMWY.
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Drawdown Indicators
| ARZGY | SCMWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -33.75% | -17.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.72% | -16.49% | +5.77% |
Max Drawdown (3Y)Largest decline over 3 years | -10.72% | -16.68% | +5.96% |
Max Drawdown (5Y)Largest decline over 5 years | -39.90% | -26.82% | -13.08% |
Max Drawdown (10Y)Largest decline over 10 years | -51.13% | -26.82% | -24.31% |
Current DrawdownCurrent decline from peak | -2.84% | -13.62% | +10.78% |
Average DrawdownAverage peak-to-trough decline | -13.88% | -8.54% | -5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 5.39% | -1.29% |
Volatility
ARZGY vs. SCMWY - Volatility Comparison
The current volatility for Assicurazioni Generali SpA ADR (ARZGY) is 4.58%, while SwissCom AG (SCMWY) has a volatility of 6.04%. This indicates that ARZGY experiences smaller price fluctuations and is considered to be less risky than SCMWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARZGY | SCMWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 6.04% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.79% | 14.63% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 19.09% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.47% | 17.62% | +5.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.50% | 17.24% | +11.26% |
Dividends
ARZGY vs. SCMWY - Dividend Comparison
ARZGY's dividend yield for the trailing twelve months is around 4.01%, less than SCMWY's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | 4.01% | 3.75% | 4.91% | 4.00% | 6.43% | 6.29% | 2.04% | 3.15% | 4.04% | 7.97% | 11.37% | 0.00% |
SCMWY SwissCom AG | 4.34% | 3.44% | 8.77% | 3.99% | 4.30% | 4.38% | 4.28% | 4.13% | 4.91% | 8.30% | 9.75% | 4.60% |
Financials
ARZGY vs. SCMWY - Financials Comparison
This section allows you to compare key financial metrics between Assicurazioni Generali SpA ADR and SwissCom 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
ARZGY vs. SCMWY - Profitability Comparison
ARZGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Assicurazioni Generali SpA ADR reported a gross profit of 34.35B and revenue of 34.35B. Therefore, the gross margin over that period was 100.0%.
SCMWY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, SwissCom AG reported a gross profit of 1.03B and revenue of 3.69B. Therefore, the gross margin over that period was 28.0%.
ARZGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Assicurazioni Generali SpA ADR reported an operating income of 2.88B and revenue of 34.35B, resulting in an operating margin of 8.4%.
SCMWY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, SwissCom AG reported an operating income of 618.49M and revenue of 3.69B, resulting in an operating margin of 16.8%.
ARZGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Assicurazioni Generali SpA ADR reported a net income of 2.01B and revenue of 34.35B, resulting in a net margin of 5.8%.
SCMWY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, SwissCom AG reported a net income of 339.41M and revenue of 3.69B, resulting in a net margin of 9.2%.
Frequently Asked Questions
ARZGY and SCMWY have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCMWY has higher volatility (6.04%) compared to ARZGY (4.58%). In terms of maximum drawdown, ARZGY dropped -51.13% vs SCMWY's -33.75%.
ARZGY currently has the higher Sharpe Ratio (1.93 vs 0.79), 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.
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