BAG.L vs. AZN
BAG.L (A.G.Barr plc) and AZN (AstraZeneca PLC) are both stocks. BAG.L operates in Beverages - Non-Alcoholic (Consumer Defensive), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, BAG.L returned 3.88%/yr vs 16.63%/yr for AZN. At a 0.09 correlation, their price movements are largely independent.
Performance
BAG.L vs. AZN - Performance Comparison
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Different Trading Currencies
BAG.L is traded in GBp, while AZN is traded in USD. To make them comparable, the AZN values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BAG.L achieves a 0.99% return, which is significantly lower than AZN's 1.79% return. Over the past 10 years, BAG.L has underperformed AZN with an annualized return of 3.88%, while AZN has yielded a comparatively higher 16.63% annualized return.
BAG.L
- 1D
- 0.00%
- 1M
- -0.16%
- YTD
- 0.99%
- 6M
- 0.67%
- 1Y
- -8.06%
- 3Y*
- 10.29%
- 5Y*
- 6.06%
- 10Y*
- 3.88%
AZN
- 1D
- -2.40%
- 1M
- 1.44%
- YTD
- 1.79%
- 6M
- 1.36%
- 1Y
- 29.80%
- 3Y*
- 7.39%
- 5Y*
- 13.34%
- 10Y*
- 16.63%
BAG.L vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAG.L A.G.Barr plc | 0.99% | 5.05% | 21.87% | -1.23% | 5.31% | 1.72% | -10.52% | -24.80% | 21.06% | 35.93% |
AZN AstraZeneca PLC | 1.79% | 33.09% | 1.12% | -3.63% | 33.30% | 20.79% | 0.09% | 30.52% | 20.61% | 21.59% |
Correlation
The correlation between BAG.L and AZN is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.09 |
Fundamentals
BAG.L:
£688.86M
AZN:
$283.40B
BAG.L:
£0.77
AZN:
$6.66
BAG.L:
7.94
AZN:
27.27
BAG.L:
0.56
AZN:
0.04
BAG.L:
0.80
AZN:
4.69
BAG.L:
2.04
AZN:
5.99
BAG.L:
£857.70M
AZN:
$60.44B
BAG.L:
£340.30M
AZN:
$49.37B
BAG.L:
£139.50M
AZN:
$20.47B
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Return for Risk
BAG.L vs. AZN — Risk / Return Rank
BAG.L
AZN
BAG.L vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for A.G.Barr plc (BAG.L) and AstraZeneca PLC (AZN). 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.
| BAG.L | AZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.23 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 2.00 | -2.60 |
| Martin ratioReturn relative to average drawdown | -1.08 | 5.24 | -6.32 |
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
| BAG.L | AZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 1.21 | -1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.58 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.67 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.54 | -0.36 |
Drawdowns
BAG.L vs. AZN - Drawdown Comparison
The maximum BAG.L drawdown since its inception was -93.03%, which is greater than AZN's maximum drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for BAG.L and AZN.
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Drawdown Indicators
| BAG.L | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.03% | -32.75% | -60.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -15.03% | +1.58% |
Max Drawdown (3Y)Largest decline over 3 years | -16.05% | -25.73% | +9.68% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -25.73% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -61.52% | -28.56% | -32.96% |
Current DrawdownCurrent decline from peak | -26.68% | -12.00% | -14.68% |
Average DrawdownAverage peak-to-trough decline | -21.35% | -8.23% | -13.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.47% | 5.71% | +1.76% |
Volatility
BAG.L vs. AZN - Volatility Comparison
The current volatility for A.G.Barr plc (BAG.L) is 5.07%, while AstraZeneca PLC (AZN) has a volatility of 7.38%. This indicates that BAG.L experiences smaller price fluctuations and is considered to be less risky than AZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAG.L | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 7.38% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.75% | 17.33% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 24.85% | -6.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.62% | 23.13% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.07% | 24.90% | +2.17% |
Dividends
BAG.L vs. AZN - Dividend Comparison
BAG.L's dividend yield for the trailing twelve months is around 3.04%, more than AZN's 2.93% 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% |
BAG.L A.G.Barr plc | 3.04% | 2.76% | 2.55% | 2.58% | 2.35% | 1.93% | 0.00% | 2.89% | 1.99% | 2.19% | 2.69% | 2.32% |
Financials
BAG.L vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between A.G.Barr plc and AstraZeneca PLC. 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
BAG.L vs. AZN - Profitability Comparison
BAG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported a gross profit of 80.90M and revenue of 209.20M. Therefore, the gross margin over that period was 38.7%.
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%.
BAG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported an operating income of 27.40M and revenue of 209.20M, resulting in an operating margin of 13.1%.
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%.
BAG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported a net income of 19.40M and revenue of 209.20M, resulting in a net margin of 9.3%.
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%.
Frequently Asked Questions
BAG.L and AZN have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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