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BIO vs. ZBH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BIO vs. ZBH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bio-Rad Laboratories, Inc. (BIO) and Zimmer Biomet Holdings, Inc. (ZBH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BIO achieves a 1.04% return, which is significantly higher than ZBH's -6.61% return. Over the past 10 years, BIO has outperformed ZBH with an annualized return of 7.52%, while ZBH has yielded a comparatively lower -2.60% annualized return.


BIO

1D
0.22%
1M
19.33%
YTD
1.04%
6M
-3.90%
1Y
41.36%
3Y*
-6.32%
5Y*
-12.05%
10Y*
7.52%

ZBH

1D
0.98%
1M
1.03%
YTD
-6.61%
6M
-10.56%
1Y
-7.12%
3Y*
-12.81%
5Y*
-10.87%
10Y*
-2.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIO vs. ZBH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BIO
Bio-Rad Laboratories, Inc.
1.04%-7.77%1.74%-23.21%-44.35%29.61%57.54%59.34%-2.70%30.94%
ZBH
Zimmer Biomet Holdings, Inc.
-6.61%-14.03%-12.46%-3.81%4.24%-17.02%3.77%45.37%-13.30%17.86%

Correlation

The correlation between BIO and ZBH is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

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

0.30

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

0.35

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

0.36

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2001

0.37

Fundamentals

Market Cap

BIO:

$8.25B

ZBH:

$16.40B

EPS

BIO:

$6.24

ZBH:

$3.85

PE Ratio

BIO:

49.02

ZBH:

21.75

PEG Ratio

BIO:

0.45

ZBH:

0.32

PS Ratio

BIO:

3.20

ZBH:

1.97

PB Ratio

BIO:

1.20

ZBH:

1.11

Total Revenue (TTM)

BIO:

$2.59B

ZBH:

$8.41B

Gross Profit (TTM)

BIO:

$1.34B

ZBH:

$5.89B

EBITDA (TTM)

BIO:

$746.20M

ZBH:

$2.21B

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Return for Risk

BIO vs. ZBH — Risk / Return Rank

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

BIO
BIO Risk / Return Rank: 6868
Overall Rank
BIO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
BIO Sortino Ratio Rank: 6969
Sortino Ratio Rank
BIO Omega Ratio Rank: 6969
Omega Ratio Rank
BIO Calmar Ratio Rank: 6464
Calmar Ratio Rank
BIO Martin Ratio Rank: 6565
Martin Ratio Rank

ZBH
ZBH Risk / Return Rank: 2828
Overall Rank
ZBH Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
ZBH Sortino Ratio Rank: 2727
Sortino Ratio Rank
ZBH Omega Ratio Rank: 2626
Omega Ratio Rank
ZBH Calmar Ratio Rank: 3030
Calmar Ratio Rank
ZBH Martin Ratio Rank: 2828
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.

BIO vs. ZBH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bio-Rad Laboratories, Inc. (BIO) and Zimmer Biomet Holdings, Inc. (ZBH). 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.


BIOZBHDifference

Sharpe ratio

Return per unit of total volatility

1.01

-0.24

+1.25

Sortino ratio

Return per unit of downside risk

1.73

-0.11

+1.84

Omega ratio

Gain probability vs. loss probability

1.23

0.98

+0.24

Calmar ratio

Return relative to maximum drawdown

1.21

-0.32

+1.53

Martin ratio

Return relative to average drawdown

2.91

-0.65

+3.56

BIO vs. ZBH - Sharpe Ratio Comparison

The current BIO Sharpe Ratio is 1.01, which is higher than the ZBH Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of BIO and ZBH, 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


BIOZBHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

-0.24

+1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.32

-0.41

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

-0.09

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.18

+0.09

Drawdowns

BIO vs. ZBH - Drawdown Comparison

The maximum BIO drawdown since its inception was -83.64%, which is greater than ZBH's maximum drawdown of -65.03%. Use the drawdown chart below to compare losses from any high point for BIO and ZBH.


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Drawdown Indicators


BIOZBHDifference

Max Drawdown

Largest peak-to-trough decline

-83.64%

-65.03%

-18.61%

Max Drawdown (1Y)

Largest decline over 1 year

-28.86%

-25.54%

-3.32%

Max Drawdown (3Y)

Largest decline over 3 years

-48.76%

-43.94%

-4.82%

Max Drawdown (5Y)

Largest decline over 5 years

-73.77%

-48.62%

-25.15%

Max Drawdown (10Y)

Largest decline over 10 years

-73.77%

-52.14%

-21.63%

Current Drawdown

Current decline from peak

-62.93%

-49.63%

-13.30%

Average Drawdown

Average peak-to-trough decline

-27.73%

-20.05%

-7.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.98%

12.65%

-0.67%

Volatility

BIO vs. ZBH - Volatility Comparison

Bio-Rad Laboratories, Inc. (BIO) has a higher volatility of 15.41% compared to Zimmer Biomet Holdings, Inc. (ZBH) at 7.32%. This indicates that BIO's price experiences larger fluctuations and is considered to be riskier than ZBH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BIOZBHDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.41%

7.32%

+8.09%

Volatility (6M)

Calculated over the trailing 6-month period

28.44%

20.23%

+8.21%

Volatility (1Y)

Calculated over the trailing 1-year period

41.28%

30.37%

+10.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.26%

26.59%

+10.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.03%

28.43%

+5.60%

Dividends

BIO vs. ZBH - Dividend Comparison

BIO has not paid dividends to shareholders, while ZBH's dividend yield for the trailing twelve months is around 1.15%.


PositionTTM20252024202320222021202020192018201720162015
BIO
Bio-Rad Laboratories, 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%
ZBH
Zimmer Biomet Holdings, Inc.
1.15%1.07%0.91%0.79%0.75%0.76%0.62%0.64%0.93%0.80%0.93%0.86%

Financials

BIO vs. ZBH - Financials Comparison

This section allows you to compare key financial metrics between Bio-Rad Laboratories, Inc. and Zimmer Biomet Holdings, 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


500.00M1.00B1.50B2.00B20222023202420252026
592.10M
2.09B
(BIO) Total Revenue
(ZBH) Total Revenue
Values in USD except per share items

BIO vs. ZBH - Profitability Comparison

The chart below illustrates the profitability comparison between Bio-Rad Laboratories, Inc. and Zimmer Biomet Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%55.0%60.0%65.0%70.0%20222023202420252026
52.3%
72.4%
Portfolio components
BIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bio-Rad Laboratories, Inc. reported a gross profit of 309.40M and revenue of 592.10M. Therefore, the gross margin over that period was 52.3%.

ZBH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zimmer Biomet Holdings, Inc. reported a gross profit of 1.51B and revenue of 2.09B. Therefore, the gross margin over that period was 72.4%.

BIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bio-Rad Laboratories, Inc. reported an operating income of 34.10M and revenue of 592.10M, resulting in an operating margin of 5.8%.

ZBH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zimmer Biomet Holdings, Inc. reported an operating income of 373.20M and revenue of 2.09B, resulting in an operating margin of 17.9%.

BIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bio-Rad Laboratories, Inc. reported a net income of -527.10M and revenue of 592.10M, resulting in a net margin of -89.0%.

ZBH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zimmer Biomet Holdings, Inc. reported a net income of 238.10M and revenue of 2.09B, resulting in a net margin of 11.4%.


Frequently Asked Questions


BIO and ZBH have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIO has higher volatility (15.41%) compared to ZBH (7.32%). In terms of maximum drawdown, BIO dropped -83.64% vs ZBH's -65.03%.

BIO currently has the higher Sharpe Ratio (1.01 vs -0.24), 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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