AZN vs. DOLE
AZN (AstraZeneca PLC) and DOLE (Dole plc) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while DOLE operates in Farm Products (Consumer Defensive). Over the past 3 years, AZN returned 9.91%/yr vs 2.79%/yr for DOLE. At a 0.19 correlation, their price movements are largely independent.
Performance
AZN vs. DOLE - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a 1.85% return, which is significantly higher than DOLE's -6.19% return.
AZN
- 1D
- 1.04%
- 1M
- 0.32%
- YTD
- 1.85%
- 6M
- 4.25%
- 1Y
- 29.14%
- 3Y*
- 9.91%
- 5Y*
- 11.83%
- 10Y*
- 15.97%
DOLE
- 1D
- 2.12%
- 1M
- -6.05%
- YTD
- -6.19%
- 6M
- -4.15%
- 1Y
- 3.13%
- 3Y*
- 2.79%
- 5Y*
- —
- 10Y*
- —
AZN vs. DOLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 1.85% | 43.30% | -0.62% | 1.44% | 19.14% | 1.85% |
DOLE Dole plc | -6.19% | 13.36% | 12.83% | 30.80% | -25.25% | -10.65% |
Correlation
The correlation between AZN and DOLE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2021 | 0.19 |
Fundamentals
AZN:
$286.33B
DOLE:
$1.34B
AZN:
$6.66
DOLE:
$0.96
AZN:
27.56
DOLE:
14.50
AZN:
0.04
DOLE:
0.99
AZN:
4.74
DOLE:
0.14
AZN:
6.05
DOLE:
0.97
AZN:
$60.44B
DOLE:
$9.42B
AZN:
$49.37B
DOLE:
$717.11M
AZN:
$20.47B
DOLE:
$332.26M
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Return for Risk
AZN vs. DOLE — Risk / Return Rank
AZN
DOLE
AZN vs. DOLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and Dole plc (DOLE). 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 | DOLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.04 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.20 | +1.71 |
| Martin ratioReturn relative to average drawdown | 5.05 | 0.41 | +4.64 |
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 | DOLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.12 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.03 | +0.46 |
Drawdowns
AZN vs. DOLE - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum DOLE drawdown of -55.66%. Use the drawdown chart below to compare losses from any high point for AZN and DOLE.
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Drawdown Indicators
| AZN | DOLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -55.66% | +6.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -15.88% | +0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -27.70% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | — | — |
Current DrawdownCurrent decline from peak | -12.00% | -15.44% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -21.51% | +10.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 7.73% | -1.93% |
Volatility
AZN vs. DOLE - Volatility Comparison
The current volatility for AstraZeneca PLC (AZN) is 7.49%, while Dole plc (DOLE) has a volatility of 9.09%. This indicates that AZN experiences smaller price fluctuations and is considered to be less risky than DOLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZN | DOLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 9.09% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 16.55% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.51% | 25.86% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 29.59% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.91% | 29.59% | -4.68% |
Dividends
AZN vs. DOLE - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.90%, more than DOLE's 1.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.90% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
DOLE Dole plc | 1.82% | 2.23% | 2.36% | 2.60% | 3.32% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AZN vs. DOLE - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and Dole 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. DOLE - 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%.
DOLE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dole plc reported a gross profit of 184.99M and revenue of 2.34B. Therefore, the gross margin over that period was 7.9%.
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%.
DOLE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dole plc reported an operating income of 61.96M and revenue of 2.34B, resulting in an operating margin of 2.7%.
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%.
DOLE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dole plc reported a net income of 80.10M and revenue of 2.34B, resulting in a net margin of 3.4%.
Frequently Asked Questions
AZN and DOLE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOLE has higher volatility (9.09%) compared to AZN (7.49%). In terms of maximum drawdown, AZN dropped -48.94% vs DOLE's -55.66%.
AZN currently has the higher Sharpe Ratio (1.15 vs 0.12), 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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