AZN vs. BP.L
AZN (AstraZeneca PLC) and BP.L (BP plc) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while BP.L operates in Oil & Gas Integrated (Energy). Over the past 10 years, AZN returned 15.85%/yr vs 9.36%/yr for BP.L. At a 0.25 correlation, their price movements are largely independent.
Performance
AZN vs. BP.L - Performance Comparison
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Different Trading Currencies
AZN is traded in USD, while BP.L is traded in GBp. To make them comparable, the BP.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 BP.L's 28.10% return. Over the past 10 years, AZN has outperformed BP.L with an annualized return of 15.85%, while BP.L has yielded a comparatively lower 9.36% 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%
BP.L
- 1D
- -0.02%
- 1M
- 0.79%
- YTD
- 28.10%
- 6M
- 24.34%
- 1Y
- 57.01%
- 3Y*
- 13.13%
- 5Y*
- 15.39%
- 10Y*
- 9.36%
AZN vs. BP.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% |
BP.L BP plc | 28.10% | 25.45% | -12.51% | 8.06% | 34.60% | 35.11% | -39.90% | 5.15% | -5.24% | 19.96% |
Correlation
The correlation between AZN and BP.L is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.25 |
Over the past year, the correlation between AZN and BP.L has dropped to 0.04 - well below their long-term average of 0.25, suggesting their price drivers have been diverging.
Fundamentals
AZN:
$283.40B
BP.L:
£85.45B
AZN:
$6.66
BP.L:
£0.20
AZN:
27.27
BP.L:
27.29
AZN:
0.04
BP.L:
2.44
AZN:
4.69
BP.L:
0.44
AZN:
5.99
BP.L:
1.53
AZN:
$60.44B
BP.L:
£193.54B
AZN:
$49.37B
BP.L:
£42.27B
AZN:
$20.47B
BP.L:
£35.50B
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Return for Risk
AZN vs. BP.L — Risk / Return Rank
AZN
BP.L
AZN vs. BP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and BP plc (BP.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 | BP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 4.44 | -2.60 |
| Martin ratioReturn relative to average drawdown | 4.90 | 13.40 | -8.50 |
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 | BP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.99 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.29 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.09 | +0.41 |
Drawdowns
AZN vs. BP.L - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum BP.L drawdown of -63.57%. Use the drawdown chart below to compare losses from any high point for AZN and BP.L.
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Drawdown Indicators
| AZN | BP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -63.57% | +14.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -12.78% | -2.65% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -32.79% | +4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -32.79% | +4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -63.57% | +35.70% |
Current DrawdownCurrent decline from peak | -12.90% | -8.15% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -23.91% | +12.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 4.24% | +1.51% |
Volatility
AZN vs. BP.L - Volatility Comparison
AstraZeneca PLC (AZN) and BP plc (BP.L) have volatilities of 7.42% and 7.81%, 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.
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Volatility by Period
| AZN | BP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 7.81% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 24.52% | -7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 28.58% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 30.15% | -6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.94% | 32.08% | -7.14% |
Dividends
AZN vs. BP.L - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.93%, less than BP.L's 4.57% 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% |
BP.L BP plc | 4.57% | 5.68% | 6.04% | 4.79% | 4.32% | 4.70% | 9.60% | 6.78% | 6.16% | 5.93% | 5.77% | 7.45% |
Financials
AZN vs. BP.L - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and BP 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. BP.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%.
BP.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BP plc reported a gross profit of 12.32B and revenue of 51.14B. Therefore, the gross margin over that period was 24.1%.
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%.
BP.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BP plc reported an operating income of 9.02B and revenue of 51.14B, resulting in an operating margin of 17.6%.
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%.
BP.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BP plc reported a net income of 3.76B and revenue of 51.14B, resulting in a net margin of 7.4%.
Frequently Asked Questions
AZN and BP.L have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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