BAYN.DE vs. TAK
Compare and contrast key facts about Bayer Aktiengesellschaft (BAYN.DE) and Takeda Pharmaceutical Company Limited (TAK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAYN.DE or TAK.
Key characteristics
| BAYN.DE | TAK | |
|---|---|---|
| YTD Return | 17.50% | 3.21% |
| 1Y Return | -13.84% | 11.05% |
| 5Y Return (Ann) | -7.40% | -0.16% |
| 10Y Return (Ann) | -1.28% | 1.62% |
| Sharpe Ratio | -0.48 | 0.56 |
| Daily Std Dev | 27.88% | 18.88% |
| Max Drawdown | -80.85% | -52.14% |
Fundamentals
| BAYN.DE | TAK | |
|---|---|---|
| Market Cap | €52.44B | $50.86B |
| EPS | €4.21 | $0.73 |
| PE Ratio | 12.68 | 22.26 |
| PEG Ratio | 1.30 | 0.59 |
| Revenue (TTM) | €50.49B | $4.03T |
| Gross Profit (TTM) | €31.85B | $2.44T |
| EBITDA (TTM) | €11.41B | $1.22T |
Correlation
The correlation between BAYN.DE and TAK is 0.07, 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.
BAYN.DE vs. TAK - Performance Comparison
In the year-to-date period, BAYN.DE achieves a 17.50% return, which is significantly higher than TAK's 3.21% return. Over the past 10 years, BAYN.DE has underperformed TAK with an annualized return of -1.28%, while TAK has yielded a comparatively higher 1.62% 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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BAYN.DE vs. TAK - Dividend Comparison
BAYN.DE's dividend yield for the trailing twelve months is around 8.09%, more than TAK's 3.92% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAYN.DE Bayer Aktiengesellschaft | 8.09% | 4.32% | 4.59% | 6.51% | 4.50% | 5.58% | 3.33% | 3.26% | 2.58% | 2.51% | 2.57% | 3.24% |
TAK Takeda Pharmaceutical Company Limited | 3.92% | 4.05% | 6.17% | 4.76% | 6.60% | 10.15% | 6.65% | 9.50% | 7.73% | 7.70% | 6.28% | 7.83% |
BAYN.DE vs. TAK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bayer Aktiengesellschaft (BAYN.DE) and Takeda Pharmaceutical Company Limited (TAK). 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 | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BAYN.DE Bayer Aktiengesellschaft | -0.48 | ||||
TAK Takeda Pharmaceutical Company Limited | 0.56 |
BAYN.DE vs. TAK - Drawdown Comparison
The maximum BAYN.DE drawdown for the period was -56.71%, lower than the maximum TAK drawdown of -38.74%. The drawdown chart below compares losses from any high point along the way for BAYN.DE and TAK
BAYN.DE vs. TAK - Volatility Comparison
Bayer Aktiengesellschaft (BAYN.DE) has a higher volatility of 9.43% compared to Takeda Pharmaceutical Company Limited (TAK) at 6.33%. This indicates that BAYN.DE's price experiences larger fluctuations and is considered to be riskier than TAK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.