PortfoliosLab logoPortfoliosLab logo
AZN vs. BNZL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AZN vs. BNZL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AstraZeneca PLC (AZN) and Bunzl plc (BNZL.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

AZN is traded in USD, while BNZL.L is traded in GBp. To make them comparable, the BNZL.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 BNZL.L's 21.77% return. Over the past 10 years, AZN has outperformed BNZL.L with an annualized return of 15.85%, while BNZL.L has yielded a comparatively lower 3.25% 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%

BNZL.L

1D
1.03%
1M
4.26%
YTD
21.77%
6M
19.77%
1Y
11.61%
3Y*
-2.46%
5Y*
2.76%
10Y*
3.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AZN vs. BNZL.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AZN
AstraZeneca PLC
0.81%43.30%-0.62%1.44%19.14%19.66%3.12%35.68%13.86%33.10%
BNZL.L
Bunzl plc
21.77%-30.11%3.26%23.58%-13.34%18.98%24.24%-7.72%9.50%9.06%

Correlation

The correlation between AZN and BNZL.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

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 BNZL.L shifts across timeframes, from 0.23 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AZN:

$283.40B

BNZL.L:

£8.13B

EPS

AZN:

$6.66

BNZL.L:

£2.93

PE Ratio

AZN:

27.27

BNZL.L:

8.50

PEG Ratio

AZN:

0.04

BNZL.L:

4.95

PS Ratio

AZN:

4.69

BNZL.L:

0.35

PB Ratio

AZN:

5.99

BNZL.L:

2.92

Total Revenue (TTM)

AZN:

$60.44B

BNZL.L:

£23.62B

Gross Profit (TTM)

AZN:

$49.37B

BNZL.L:

£3.39B

EBITDA (TTM)

AZN:

$20.47B

BNZL.L:

£2.30B

Compare stocks, funds, or ETFs

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


Return for Risk

AZN vs. BNZL.L — Risk / Return Rank

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

AZN
AZN Risk / Return Rank: 7373
Overall Rank
AZN Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
AZN Sortino Ratio Rank: 7373
Sortino Ratio Rank
AZN Omega Ratio Rank: 6969
Omega Ratio Rank
AZN Calmar Ratio Rank: 7474
Calmar Ratio Rank
AZN Martin Ratio Rank: 7676
Martin Ratio Rank

BNZL.L
BNZL.L Risk / Return Rank: 5757
Overall Rank
BNZL.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
BNZL.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
BNZL.L Omega Ratio Rank: 5454
Omega Ratio Rank
BNZL.L Calmar Ratio Rank: 5555
Calmar Ratio Rank
BNZL.L Martin Ratio Rank: 5555
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.

AZN vs. BNZL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and Bunzl plc (BNZL.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.


AZNBNZL.LDifference
Sharpe ratioReturn per unit of total volatility

+0.57

Sortino ratioReturn per unit of downside risk

+0.87

Omega ratioGain probability vs. loss probability

1.21

1.11

+0.11

Calmar ratioReturn relative to maximum drawdown

1.83

0.51

+1.33

Martin ratioReturn relative to average drawdown

4.90

0.95

+3.95

AZN vs. BNZL.L - Sharpe Ratio Comparison

The current AZN Sharpe Ratio is 1.11, which is higher than the BNZL.L Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of AZN and BNZL.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


AZNBNZL.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

0.54

+0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.11

+0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.13

+0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.26

+0.23

Drawdowns

AZN vs. BNZL.L - Drawdown Comparison

The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum BNZL.L drawdown of -55.00%. Use the drawdown chart below to compare losses from any high point for AZN and BNZL.L.


Loading charts...

Drawdown Indicators


AZNBNZL.LDifference

Max Drawdown

Largest peak-to-trough decline

-48.94%

-55.00%

+6.06%

Max Drawdown (1Y)

Largest decline over 1 year

-15.43%

-22.88%

+7.45%

Max Drawdown (3Y)

Largest decline over 3 years

-27.87%

-43.34%

+15.47%

Max Drawdown (5Y)

Largest decline over 5 years

-27.87%

-43.34%

+15.47%

Max Drawdown (10Y)

Largest decline over 10 years

-27.87%

-55.00%

+27.13%

Current Drawdown

Current decline from peak

-12.90%

-27.88%

+14.98%

Average Drawdown

Average peak-to-trough decline

-11.37%

-12.42%

+1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.75%

12.13%

-6.38%

Volatility

AZN vs. BNZL.L - Volatility Comparison

AstraZeneca PLC (AZN) and Bunzl plc (BNZL.L) have volatilities of 7.42% and 7.70%, 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.


Loading charts...

Volatility by Period


AZNBNZL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.42%

7.70%

-0.28%

Volatility (6M)

Calculated over the trailing 6-month period

17.47%

15.43%

+2.04%

Volatility (1Y)

Calculated over the trailing 1-year period

25.55%

21.57%

+3.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.02%

24.78%

-0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.94%

25.10%

-0.16%

Dividends

AZN vs. BNZL.L - Dividend Comparison

AZN's dividend yield for the trailing twelve months is around 2.93%, less than BNZL.L's 2.97% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
BNZL.L
Bunzl plc
2.97%3.56%1.56%1.46%1.55%1.39%1.94%1.80%1.46%1.52%1.37%1.41%

Financials

AZN vs. BNZL.L - Financials Comparison

This section allows you to compare key financial metrics between AstraZeneca PLC and Bunzl 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B12.00B14.00B16.00B20222023202420252026
15.29B
8.97B
(AZN) Total Revenue
(BNZL.L) Total Revenue
Please note, different currencies. AZN values in USD, BNZL.L values in GBp

AZN vs. BNZL.L - Profitability Comparison

The chart below illustrates the profitability comparison between AstraZeneca PLC and Bunzl plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
82.5%
-2.3%
Portfolio components
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%.

BNZL.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a gross profit of -202.25M and revenue of 8.97B. Therefore, the gross margin over that period was -2.3%.

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%.

BNZL.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported an operating income of 585.05M and revenue of 8.97B, resulting in an operating margin of 6.5%.

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%.

BNZL.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a net income of 368.25M and revenue of 8.97B, resulting in a net margin of 4.1%.


Frequently Asked Questions


AZN and BNZL.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for AZN and BNZL.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer