AZN vs. INTU
AZN (AstraZeneca PLC) and INTU (Intuit Inc.) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while INTU operates in Software - Application (Technology). Over the past 10 years, AZN returned 15.74%/yr vs 11.19%/yr for INTU. At a 0.22 correlation, their price movements are largely independent.
Performance
AZN vs. INTU - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a -1.57% return, which is significantly higher than INTU's -57.25% return. Over the past 10 years, AZN has outperformed INTU with an annualized return of 15.74%, while INTU has yielded a comparatively lower 11.19% annualized return.
AZN
- 1D
- -0.83%
- 1M
- -2.37%
- YTD
- -1.57%
- 6M
- -1.17%
- 1Y
- 22.44%
- 3Y*
- 8.11%
- 5Y*
- 11.23%
- 10Y*
- 15.74%
INTU
- 1D
- 1.82%
- 1M
- -28.30%
- YTD
- -57.25%
- 6M
- -56.74%
- 1Y
- -62.32%
- 3Y*
- -14.17%
- 5Y*
- -9.10%
- 10Y*
- 11.19%
AZN vs. INTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | -1.57% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
INTU Intuit Inc. | -57.25% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
Correlation
The correlation between AZN and INTU is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 17, 1993 | 0.22 |
The correlation between AZN and INTU shifts across timeframes, from -0.14 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AZN:
$276.72B
INTU:
$77.77B
AZN:
$6.66
INTU:
$16.37
AZN:
26.63
INTU:
17.21
AZN:
0.04
INTU:
1.03
AZN:
4.58
INTU:
3.77
AZN:
5.85
INTU:
3.77
AZN:
$60.44B
INTU:
$20.93B
AZN:
$49.37B
INTU:
$16.97B
AZN:
$20.47B
INTU:
$6.65B
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Return for Risk
AZN vs. INTU — Risk / Return Rank
AZN
INTU
AZN vs. INTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and Intuit Inc. (INTU). 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 | INTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.29 | ||
| Sortino ratioReturn per unit of downside risk | +3.84 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.69 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | -0.95 | +2.42 |
| Martin ratioReturn relative to average drawdown | 3.82 | -1.82 | +5.65 |
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Drawdowns
AZN vs. INTU - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum INTU drawdown of -75.29%. Use the drawdown chart below to compare losses from any high point for AZN and INTU.
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Drawdown Indicators
| AZN | INTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -75.29% | +26.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -65.49% | +50.06% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -65.49% | +37.62% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -65.49% | +37.62% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -65.49% | +37.62% |
Current DrawdownCurrent decline from peak | -14.96% | -64.86% | +49.90% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -24.15% | +12.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.06% | 34.16% | -28.10% |
Volatility
AZN vs. INTU - Volatility Comparison
The current volatility for AstraZeneca PLC (AZN) is 7.87%, while Intuit Inc. (INTU) has a volatility of 28.49%. This indicates that AZN experiences smaller price fluctuations and is considered to be less risky than INTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZN | INTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.87% | 28.49% | -20.62% |
Volatility (6M)Calculated over the trailing 6-month period | 17.66% | 42.50% | -24.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 44.53% | -18.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 37.56% | -13.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.93% | 34.00% | -9.07% |
Dividends
AZN vs. INTU - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 3.00%, more than INTU's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 3.00% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
INTU Intuit Inc. | 1.65% | 0.65% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% |
Financials
AZN vs. INTU - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and Intuit Inc.. 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. INTU - 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%.
INTU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intuit Inc. reported a gross profit of 7.24B and revenue of 8.56B. Therefore, the gross margin over that period was 84.6%.
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%.
INTU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intuit Inc. reported an operating income of 4.02B and revenue of 8.56B, resulting in an operating margin of 47.0%.
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%.
INTU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intuit Inc. reported a net income of 3.06B and revenue of 8.56B, resulting in a net margin of 35.8%.
Frequently Asked Questions
AZN and INTU have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INTU has higher volatility (28.49%) compared to AZN (7.87%). In terms of maximum drawdown, AZN dropped -48.94% vs INTU's -75.29%.
AZN currently has the higher Sharpe Ratio (0.88 vs -1.41), 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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