AZM.MI vs. BGN.MI
Compare and contrast key facts about Azimut Holding S.p.A (AZM.MI) and Banca Generali S.p.A. (BGN.MI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AZM.MI or BGN.MI.
Correlation
The correlation between AZM.MI and BGN.MI is 0.65, 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.
Performance
AZM.MI vs. BGN.MI - Performance Comparison
Key characteristics
AZM.MI:
0.11
BGN.MI:
3.36
AZM.MI:
0.29
BGN.MI:
4.56
AZM.MI:
1.04
BGN.MI:
1.59
AZM.MI:
0.11
BGN.MI:
6.31
AZM.MI:
0.22
BGN.MI:
22.89
AZM.MI:
11.04%
BGN.MI:
2.50%
AZM.MI:
22.84%
BGN.MI:
16.98%
AZM.MI:
-77.83%
BGN.MI:
-82.73%
AZM.MI:
-1.91%
BGN.MI:
0.00%
Fundamentals
AZM.MI:
€3.33B
BGN.MI:
€5.65B
AZM.MI:
€3.84
BGN.MI:
€3.59
AZM.MI:
5.98
BGN.MI:
13.81
AZM.MI:
0.87
BGN.MI:
9.35
AZM.MI:
€1.06B
BGN.MI:
€731.68M
Returns By Period
In the year-to-date period, AZM.MI achieves a 7.42% return, which is significantly lower than BGN.MI's 13.91% return. Over the past 10 years, AZM.MI has underperformed BGN.MI with an annualized return of 8.71%, while BGN.MI has yielded a comparatively higher 13.25% annualized return.
AZM.MI
7.42%
5.18%
23.30%
2.48%
7.47%
8.71%
BGN.MI
13.91%
11.57%
34.19%
57.11%
16.51%
13.25%
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Risk-Adjusted Performance
AZM.MI vs. BGN.MI — Risk-Adjusted Performance Rank
AZM.MI
BGN.MI
AZM.MI vs. BGN.MI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Azimut Holding S.p.A (AZM.MI) and Banca Generali S.p.A. (BGN.MI). 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.
Dividends
AZM.MI vs. BGN.MI - Dividend Comparison
AZM.MI's dividend yield for the trailing twelve months is around 3.88%, less than BGN.MI's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZM.MI Azimut Holding S.p.A | 3.88% | 4.17% | 5.50% | 6.21% | 4.05% | 5.63% | 5.54% | 10.49% | 6.26% | 9.46% | 0.43% | 0.55% |
BGN.MI Banca Generali S.p.A. | 4.31% | 4.90% | 5.35% | 5.46% | 6.97% | 5.69% | 4.32% | 6.89% | 3.86% | 5.30% | 3.36% | 4.12% |
Drawdowns
AZM.MI vs. BGN.MI - Drawdown Comparison
The maximum AZM.MI drawdown since its inception was -77.83%, smaller than the maximum BGN.MI drawdown of -82.73%. Use the drawdown chart below to compare losses from any high point for AZM.MI and BGN.MI. For additional features, visit the drawdowns tool.
Volatility
AZM.MI vs. BGN.MI - Volatility Comparison
Azimut Holding S.p.A (AZM.MI) and Banca Generali S.p.A. (BGN.MI) have volatilities of 5.89% and 5.99%, 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.
Financials
AZM.MI vs. BGN.MI - Financials Comparison
This section allows you to compare key financial metrics between Azimut Holding S.p.A and Banca Generali S.p.A.. 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