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BC94.L vs. AZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BC94.L vs. AZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Samsung Electronics Co., Ltd (BC94.L) and AstraZeneca PLC (AZN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BC94.L achieves a 171.75% return, which is significantly higher than AZN's 3.25% return. Over the past 10 years, BC94.L has outperformed AZN with an annualized return of 27.90%, while AZN has yielded a comparatively lower 15.38% annualized return.


BC94.L

1D
-4.35%
1M
23.24%
YTD
171.75%
6M
208.14%
1Y
418.37%
3Y*
62.43%
5Y*
26.70%
10Y*
27.90%

AZN

1D
2.28%
1M
0.56%
YTD
3.25%
6M
5.26%
1Y
32.11%
3Y*
10.74%
5Y*
12.93%
10Y*
15.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BC94.L vs. AZN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BC94.L
Samsung Electronics Co., Ltd
171.75%130.23%-38.22%37.91%-31.58%-8.20%58.92%40.94%-25.70%62.80%
AZN
AstraZeneca PLC
3.25%43.30%-0.62%1.44%19.14%19.66%3.12%35.68%13.86%33.10%

Correlation

The correlation between BC94.L and AZN is 0.05, 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

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

0.11

Correlation (All Time)
Calculated using the full available price history since May 1, 2001

0.14

Fundamentals

Market Cap

BC94.L:

$1.51T

AZN:

$290.27B

EPS

BC94.L:

$314.84K

AZN:

$6.66

PE Ratio

BC94.L:

0.02

AZN:

27.94

PEG Ratio

BC94.L:

0.00

AZN:

0.04

PS Ratio

BC94.L:

0.00

AZN:

4.80

PB Ratio

BC94.L:

0.00

AZN:

6.13

Total Revenue (TTM)

BC94.L:

$388.34T

AZN:

$60.44B

Gross Profit (TTM)

BC94.L:

$185.81T

AZN:

$49.37B

EBITDA (TTM)

BC94.L:

$114.10T

AZN:

$20.47B

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Return for Risk

BC94.L vs. AZN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BC94.L
BC94.L Risk / Return Rank: 9999
Overall Rank
BC94.L Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BC94.L Sortino Ratio Rank: 9999
Sortino Ratio Rank
BC94.L Omega Ratio Rank: 9898
Omega Ratio Rank
BC94.L Calmar Ratio Rank: 9999
Calmar Ratio Rank
BC94.L Martin Ratio Rank: 9999
Martin Ratio Rank

AZN
AZN Risk / Return Rank: 7676
Overall Rank
AZN Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
AZN Sortino Ratio Rank: 7676
Sortino Ratio Rank
AZN Omega Ratio Rank: 7272
Omega Ratio Rank
AZN Calmar Ratio Rank: 7575
Calmar Ratio Rank
AZN Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BC94.L vs. AZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Samsung Electronics Co., Ltd (BC94.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.


BC94.LAZNDifference
Sharpe ratioReturn per unit of total volatility

+7.36

Sortino ratioReturn per unit of downside risk

+4.26

Omega ratioGain probability vs. loss probability

1.81

1.24

+0.57

Calmar ratioReturn relative to maximum drawdown

19.59

2.10

+17.49

Martin ratioReturn relative to average drawdown

66.09

5.67

+60.42

BC94.L vs. AZN - Sharpe Ratio Comparison

The current BC94.L Sharpe Ratio is 8.64, which is higher than the AZN Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of BC94.L and AZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BC94.LAZNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

8.64

1.28

+7.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

0.54

+0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.62

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.50

+0.03

Drawdowns

BC94.L vs. AZN - Drawdown Comparison

The maximum BC94.L drawdown since its inception was -64.96%, which is greater than AZN's maximum drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for BC94.L and AZN.


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Drawdown Indicators


BC94.LAZNDifference

Max Drawdown

Largest peak-to-trough decline

-64.96%

-48.94%

-16.02%

Max Drawdown (1Y)

Largest decline over 1 year

-22.00%

-15.43%

-6.57%

Max Drawdown (3Y)

Largest decline over 3 years

-44.67%

-27.87%

-16.80%

Max Drawdown (5Y)

Largest decline over 5 years

-49.33%

-27.87%

-21.46%

Max Drawdown (10Y)

Largest decline over 10 years

-54.66%

-27.87%

-26.79%

Current Drawdown

Current decline from peak

-5.88%

-10.79%

+4.91%

Average Drawdown

Average peak-to-trough decline

-18.12%

-11.37%

-6.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.53%

5.69%

+0.84%

Volatility

BC94.L vs. AZN - Volatility Comparison

Samsung Electronics Co., Ltd (BC94.L) has a higher volatility of 22.24% compared to AstraZeneca PLC (AZN) at 7.13%. This indicates that BC94.L's price experiences larger fluctuations and is considered to be riskier 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


BC94.LAZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.24%

7.13%

+15.11%

Volatility (6M)

Calculated over the trailing 6-month period

42.19%

17.31%

+24.88%

Volatility (1Y)

Calculated over the trailing 1-year period

49.89%

25.40%

+24.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.45%

23.99%

+10.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.75%

24.93%

+7.82%

Dividends

BC94.L vs. AZN - Dividend Comparison

BC94.L's dividend yield for the trailing twelve months is around 0.27%, less than AZN's 2.86% yield.


PositionTTM20252024202320222021202020192018201720162015
AZN
AstraZeneca PLC
2.86%1.70%2.27%2.15%2.12%2.35%2.80%2.81%3.69%3.95%5.01%4.06%
BC94.L
Samsung Electronics Co., Ltd
0.27%0.80%2.29%1.52%2.12%1.64%3.06%2.09%3.09%1.37%1.43%1.32%

Financials

BC94.L vs. AZN - Financials Comparison

This section allows you to compare key financial metrics between Samsung Electronics Co., Ltd 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.


Quarterly
Annual

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


0.0020.00T40.00T60.00T80.00T100.00T120.00T140.00T20222023202420252026
133.87T
15.29B
(BC94.L) Total Revenue
(AZN) Total Revenue
Values in USD except per share items

BC94.L vs. AZN - Profitability Comparison

The chart below illustrates the profitability comparison between Samsung Electronics Co., Ltd and AstraZeneca PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
61.2%
82.5%
Portfolio components
BC94.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co., Ltd reported a gross profit of 81.91T and revenue of 133.87T. Therefore, the gross margin over that period was 61.2%.

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%.

BC94.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co., Ltd reported an operating income of 58.98T and revenue of 133.87T, resulting in an operating margin of 44.1%.

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%.

BC94.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co., Ltd reported a net income of 48.66T and revenue of 133.87T, resulting in a net margin of 36.4%.

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


BC94.L and AZN have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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