PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
AZZ vs. SMCI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

AZZ vs. SMCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AZZ Inc. (AZZ) and Super Micro Computer, Inc. (SMCI). The values are adjusted to include any dividend payments, if applicable.

-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
5.68%
-76.17%
AZZ
SMCI

Returns By Period

In the year-to-date period, AZZ achieves a 47.70% return, which is significantly higher than SMCI's -24.22% return. Over the past 10 years, AZZ has underperformed SMCI with an annualized return of 8.02%, while SMCI has yielded a comparatively higher 20.43% annualized return.


AZZ

YTD

47.70%

1M

8.53%

6M

5.68%

1Y

73.79%

5Y (annualized)

19.64%

10Y (annualized)

8.02%

SMCI

YTD

-24.22%

1M

-54.42%

6M

-76.17%

1Y

-25.36%

5Y (annualized)

59.38%

10Y (annualized)

20.43%

Fundamentals


AZZSMCI
Market Cap$2.54B$12.71B
EPS$1.44$2.01
PE Ratio59.0310.80
PEG Ratio1.040.76
Total Revenue (TTM)$1.57B$12.82B
Gross Profit (TTM)$375.38M$1.76B
EBITDA (TTM)$333.03M$1.11B

Key characteristics


AZZSMCI
Sharpe Ratio2.26-0.22
Sortino Ratio2.850.42
Omega Ratio1.381.06
Calmar Ratio3.73-0.28
Martin Ratio11.14-0.61
Ulcer Index6.95%39.51%
Daily Std Dev34.28%108.27%
Max Drawdown-74.83%-84.84%
Current Drawdown-1.81%-81.87%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Correlation

-0.50.00.51.00.4

The correlation between AZZ and SMCI is 0.36, 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.

Risk-Adjusted Performance

AZZ vs. SMCI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AZZ Inc. (AZZ) and Super Micro Computer, Inc. (SMCI). 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.


Sharpe ratio
The chart of Sharpe ratio for AZZ, currently valued at 2.26, compared to the broader market-4.00-2.000.002.004.002.26-0.22
The chart of Sortino ratio for AZZ, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.002.850.42
The chart of Omega ratio for AZZ, currently valued at 1.38, compared to the broader market0.501.001.502.001.381.06
The chart of Calmar ratio for AZZ, currently valued at 3.73, compared to the broader market0.002.004.006.003.73-0.28
The chart of Martin ratio for AZZ, currently valued at 11.14, compared to the broader market-10.000.0010.0020.0030.0011.14-0.61
AZZ
SMCI

The current AZZ Sharpe Ratio is 2.26, which is higher than the SMCI Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of AZZ and SMCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00JuneJulyAugustSeptemberOctoberNovember
2.26
-0.22
AZZ
SMCI

Dividends

AZZ vs. SMCI - Dividend Comparison

AZZ's dividend yield for the trailing twelve months is around 0.80%, while SMCI has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AZZ
AZZ Inc.
0.80%1.17%1.69%1.23%1.43%1.48%1.68%1.33%0.97%1.08%1.21%1.15%
SMCI
Super Micro Computer, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AZZ vs. SMCI - Drawdown Comparison

The maximum AZZ drawdown since its inception was -74.83%, smaller than the maximum SMCI drawdown of -84.84%. Use the drawdown chart below to compare losses from any high point for AZZ and SMCI. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.81%
-81.87%
AZZ
SMCI

Volatility

AZZ vs. SMCI - Volatility Comparison

The current volatility for AZZ Inc. (AZZ) is 9.49%, while Super Micro Computer, Inc. (SMCI) has a volatility of 52.95%. This indicates that AZZ experiences smaller price fluctuations and is considered to be less risky than SMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%JuneJulyAugustSeptemberOctoberNovember
9.49%
52.95%
AZZ
SMCI

Financials

AZZ vs. SMCI - Financials Comparison

This section allows you to compare key financial metrics between AZZ Inc. and Super Micro Computer, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items