AZN vs. ORCL
AZN (AstraZeneca PLC) and ORCL (Oracle Corporation) are both stocks. AZN operates in Drug Manufacturers - General (Healthcare), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, AZN returned 15.85%/yr vs 20.30%/yr for ORCL. At a 0.21 correlation, their price movements are largely independent.
Performance
AZN vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a 0.81% return, which is significantly lower than ORCL's 9.34% return. Over the past 10 years, AZN has underperformed ORCL with an annualized return of 15.85%, while ORCL has yielded a comparatively higher 20.30% 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%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
AZN vs. ORCL - 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% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between AZN and ORCL is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since May 18, 1993 | 0.21 |
The correlation between AZN and ORCL shifts across timeframes, from -0.02 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AZN:
$283.40B
ORCL:
$617.24B
AZN:
$6.66
ORCL:
$5.56
AZN:
27.27
ORCL:
38.09
AZN:
0.04
ORCL:
8.54
AZN:
4.69
ORCL:
9.64
AZN:
5.99
ORCL:
15.81
AZN:
$60.44B
ORCL:
$64.08B
AZN:
$49.37B
ORCL:
$58.10B
AZN:
$20.47B
ORCL:
$17.85B
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Return for Risk
AZN vs. ORCL — Risk / Return Rank
AZN
ORCL
AZN vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 0.40 | +1.44 |
| Martin ratioReturn relative to average drawdown | 4.90 | 0.66 | +4.24 |
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 | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.35 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.52 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.49 | 0.00 |
Drawdowns
AZN vs. ORCL - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for AZN and ORCL.
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Drawdown Indicators
| AZN | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -84.19% | +35.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -58.25% | +42.82% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -58.25% | +30.38% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -58.25% | +30.38% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -58.25% | +30.38% |
Current DrawdownCurrent decline from peak | -12.90% | -34.98% | +22.08% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -29.10% | +17.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 35.04% | -29.29% |
Volatility
AZN vs. ORCL - Volatility Comparison
The current volatility for AstraZeneca PLC (AZN) is 7.42%, while Oracle Corporation (ORCL) has a volatility of 21.62%. This indicates that AZN experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZN | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 21.62% | -14.20% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 42.42% | -24.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 65.38% | -39.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 41.98% | -17.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.94% | 35.01% | -10.07% |
Dividends
AZN vs. ORCL - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.93%, more than ORCL's 0.94% 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% |
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
AZN vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC and Oracle Corporation. 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
Frequently Asked Questions
AZN and ORCL have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (21.62%) compared to AZN (7.42%). In terms of maximum drawdown, AZN dropped -48.94% vs ORCL's -84.19%.
AZN currently has the higher Sharpe Ratio (1.11 vs 0.35), 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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