AZN vs. NVO
Compare and contrast key facts about AstraZeneca PLC (AZN) and Novo Nordisk A/S (NVO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AZN or NVO.
Key characteristics
| AZN | NVO | |
|---|---|---|
| YTD Return | 14.40% | 24.67% |
| 1Y Return | 5.51% | 54.59% |
| 3Y Return (Ann) | 15.27% | 53.10% |
| 5Y Return (Ann) | 18.03% | 41.17% |
| 10Y Return (Ann) | 10.08% | 20.97% |
| Sharpe Ratio | 0.27 | 1.70 |
| Daily Std Dev | 22.23% | 32.20% |
| Max Drawdown | -48.94% | -71.28% |
| Current Drawdown | 0.00% | -5.11% |
Fundamentals
| AZN | NVO | |
|---|---|---|
| Market Cap | $233.06B | $568.92B |
| EPS | $2.02 | $2.68 |
| PE Ratio | 37.21 | 47.33 |
| PEG Ratio | 0.89 | 2.40 |
| Revenue (TTM) | $47.61B | $232.26B |
| Gross Profit (TTM) | $35.73B | $148.51B |
| EBITDA (TTM) | $15.80B | $109.81B |
Correlation
The correlation between AZN and NVO is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AZN vs. NVO - Performance Comparison
In the year-to-date period, AZN achieves a 14.40% return, which is significantly lower than NVO's 24.67% return. Over the past 10 years, AZN has underperformed NVO with an annualized return of 10.08%, while NVO has yielded a comparatively higher 20.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AZN vs. NVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and Novo Nordisk A/S (NVO). 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.
Dividends
AZN vs. NVO - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 1.91%, more than NVO's 0.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 1.91% | 2.15% | 2.14% | 2.40% | 2.80% | 2.81% | 3.61% | 3.95% | 5.01% | 4.06% | 3.98% | 4.72% |
NVO Novo Nordisk A/S | 0.76% | 0.71% | 0.84% | 0.94% | 1.33% | 1.51% | 1.97% | 1.52% | 2.87% | 0.92% | 1.43% | 1.23% |
Drawdowns
AZN vs. NVO - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum NVO drawdown of -71.28%. Use the drawdown chart below to compare losses from any high point for AZN and NVO. For additional features, visit the drawdowns tool.
Volatility
AZN vs. NVO - Volatility Comparison
AstraZeneca PLC (AZN) and Novo Nordisk A/S (NVO) have volatilities of 6.06% and 6.14%, 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.
Financials
AZN vs. NVO - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and Novo Nordisk A/S. 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