AZN vs. BATS.L
AZN (AstraZeneca PLC) and BATS.L (British American Tobacco plc) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while BATS.L operates in Tobacco (Consumer Defensive). Over the past 10 years, AZN returned 15.85%/yr vs 6.61%/yr for BATS.L. At a 0.34 correlation, their price movements are largely independent.
Performance
AZN vs. BATS.L - Performance Comparison
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Different Trading Currencies
AZN is traded in USD, while BATS.L is traded in GBp. To make them comparable, the BATS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AZN achieves a 0.81% return, which is significantly lower than BATS.L's 6.61% return. Over the past 10 years, AZN has outperformed BATS.L with an annualized return of 15.85%, while BATS.L has yielded a comparatively lower 6.61% annualized return.
AZN
- 1D
- -2.37%
- 1M
- -0.71%
- YTD
- 0.81%
- 6M
- 1.53%
- 1Y
- 28.04%
- 3Y*
- 9.54%
- 5Y*
- 12.08%
- 10Y*
- 15.85%
BATS.L
- 1D
- 1.53%
- 1M
- 2.50%
- YTD
- 6.61%
- 6M
- 6.64%
- 1Y
- 33.10%
- 3Y*
- 32.48%
- 5Y*
- 17.13%
- 10Y*
- 6.61%
AZN vs. BATS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 0.81% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
BATS.L British American Tobacco plc | 6.61% | 68.15% | 34.95% | -19.48% | 14.47% | 8.11% | -6.84% | 43.84% | -50.14% | 24.18% |
Correlation
The correlation between AZN and BATS.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.34 |
The correlation between AZN and BATS.L shifts across timeframes, from 0.21 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AZN:
$283.40B
BATS.L:
£97.89B
AZN:
$6.66
BATS.L:
£4.91
AZN:
27.27
BATS.L:
9.10
AZN:
0.04
BATS.L:
0.34
AZN:
4.69
BATS.L:
1.91
AZN:
5.99
BATS.L:
2.04
AZN:
$60.44B
BATS.L:
£51.48B
AZN:
$49.37B
BATS.L:
£35.04B
AZN:
$20.47B
BATS.L:
£17.11B
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Return for Risk
AZN vs. BATS.L — Risk / Return Rank
AZN
BATS.L
AZN vs. BATS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and British American Tobacco plc (BATS.L). 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.
| AZN | BATS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.36 | -0.52 |
| Martin ratioReturn relative to average drawdown | 4.90 | 5.67 | -0.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AZN | BATS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.44 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.79 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.27 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.26 | +0.23 |
Drawdowns
AZN vs. BATS.L - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum BATS.L drawdown of -56.29%. Use the drawdown chart below to compare losses from any high point for AZN and BATS.L.
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Drawdown Indicators
| AZN | BATS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -56.29% | +7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -13.98% | -1.45% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -14.60% | -13.27% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -30.31% | +2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -56.29% | +28.42% |
Current DrawdownCurrent decline from peak | -12.90% | -10.37% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -17.59% | +6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 5.82% | -0.07% |
Volatility
AZN vs. BATS.L - Volatility Comparison
The current volatility for AstraZeneca PLC (AZN) is 7.42%, while British American Tobacco plc (BATS.L) has a volatility of 9.64%. This indicates that AZN experiences smaller price fluctuations and is considered to be less risky than BATS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZN | BATS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 9.64% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 18.51% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 22.90% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 21.79% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.94% | 24.86% | +0.08% |
Dividends
AZN vs. BATS.L - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.93%, less than BATS.L's 5.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.93% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
BATS.L British American Tobacco plc | 5.40% | 5.70% | 8.18% | 10.06% | 6.64% | 7.89% | 7.77% | 6.28% | 7.81% | 4.35% | 0.00% | 0.00% |
Financials
AZN vs. BATS.L - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and British American Tobacco plc. 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
AZN vs. BATS.L - Profitability Comparison
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.
BATS.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, British American Tobacco plc reported a gross profit of 8.28B and revenue of 13.54B. Therefore, the gross margin over that period was 61.1%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.
BATS.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, British American Tobacco plc reported an operating income of 5.02B and revenue of 13.54B, resulting in an operating margin of 37.1%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.
BATS.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, British American Tobacco plc reported a net income of 3.25B and revenue of 13.54B, resulting in a net margin of 24.0%.
Frequently Asked Questions
AZN and BATS.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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