AZN vs. EONGY
AZN (AstraZeneca PLC) and EONGY (E.ON SE ADR) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while EONGY operates in Utilities - Diversified (Utilities). Over the past 10 years, AZN returned 15.97%/yr vs 14.65%/yr for EONGY. At a 0.33 correlation, their price movements are largely independent.
Performance
AZN vs. EONGY - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a -0.75% return, which is significantly lower than EONGY's 16.21% return. Over the past 10 years, AZN has outperformed EONGY with an annualized return of 15.97%, while EONGY has yielded a comparatively lower 14.65% annualized return.
AZN
- 1D
- -1.94%
- 1M
- -4.78%
- YTD
- -0.75%
- 6M
- 1.57%
- 1Y
- 22.51%
- 3Y*
- 8.94%
- 5Y*
- 11.28%
- 10Y*
- 15.97%
EONGY
- 1D
- -0.09%
- 1M
- -3.35%
- YTD
- 16.21%
- 6M
- 23.24%
- 1Y
- 22.28%
- 3Y*
- 25.00%
- 5Y*
- 16.33%
- 10Y*
- 14.65%
AZN vs. EONGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | -0.75% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
EONGY E.ON SE ADR | 16.21% | 68.77% | -9.82% | 41.96% | -25.33% | 30.17% | 7.27% | 11.88% | -7.04% | 62.83% |
Correlation
The correlation between AZN and EONGY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2007 | 0.33 |
Fundamentals
AZN:
$279.03B
EONGY:
$55.84B
AZN:
$6.66
EONGY:
€1.33
AZN:
26.85
EONGY:
13.93
AZN:
0.04
EONGY:
0.08
AZN:
4.62
EONGY:
0.64
AZN:
5.90
EONGY:
2.20
AZN:
$60.44B
EONGY:
€75.47B
AZN:
$49.37B
EONGY:
€15.73B
AZN:
$20.47B
EONGY:
€9.86B
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Return for Risk
AZN vs. EONGY — Risk / Return Rank
AZN
EONGY
AZN vs. EONGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and E.ON SE ADR (EONGY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AZN | EONGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.05 | -0.58 |
| Martin ratioReturn relative to average drawdown | 3.82 | 4.71 | -0.89 |
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Drawdowns
AZN vs. EONGY - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum EONGY drawdown of -85.09%. Use the drawdown chart below to compare losses from any high point for AZN and EONGY.
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Drawdown Indicators
| AZN | EONGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -85.09% | +36.15% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -10.93% | -4.50% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -29.37% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -46.78% | +18.91% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -46.78% | +18.91% |
Current DrawdownCurrent decline from peak | -14.25% | -25.11% | +10.86% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -61.01% | +49.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 4.74% | +1.25% |
Volatility
AZN vs. EONGY - Volatility Comparison
AstraZeneca PLC (AZN) has a higher volatility of 7.95% compared to E.ON SE ADR (EONGY) at 7.13%. This indicates that AZN's price experiences larger fluctuations and is considered to be riskier than EONGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZN | EONGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.95% | 7.13% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 17.74% | 18.19% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 23.12% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.03% | 24.58% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.93% | 25.16% | -0.23% |
Dividends
AZN vs. EONGY - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.98%, less than EONGY's 3.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.98% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
EONGY E.ON SE ADR | 3.12% | 3.27% | 4.98% | 4.06% | 5.22% | 2.91% | 3.33% | 3.39% | 2.77% | 4.35% | 29.92% | 5.47% |
Financials
AZN vs. EONGY - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and E.ON SE ADR. 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. EONGY - 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%.
EONGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, E.ON SE ADR reported a gross profit of 2.78B and revenue of 22.18B. Therefore, the gross margin over that period was 12.5%.
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%.
EONGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, E.ON SE ADR reported an operating income of 2.62B and revenue of 22.18B, resulting in an operating margin of 11.8%.
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%.
EONGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, E.ON SE ADR reported a net income of 2.27B and revenue of 22.18B, resulting in a net margin of 10.2%.
Frequently Asked Questions
AZN and EONGY have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AZN has higher volatility (7.95%) compared to EONGY (7.13%). In terms of maximum drawdown, AZN dropped -48.94% vs EONGY's -85.09%.
EONGY currently has the higher Sharpe Ratio (0.97 vs 0.88), 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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