BWFG vs. AZN
BWFG (Bankwell Financial Group, Inc.) and AZN (AstraZeneca PLC) are both stocks. BWFG operates in Banks - Regional (Financial Services), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, BWFG returned 14.63%/yr vs 12.78%/yr for AZN. Their 0.04 correlation means their historical movements had little consistent relationship.
Performance
BWFG vs. AZN - Performance Comparison
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Returns By Period
In the year-to-date period, BWFG achieves a 49.91% return, which is significantly higher than AZN's -5.80% return. Over the past 10 years, BWFG has outperformed AZN with an annualized return of 14.63%, while AZN has yielded a comparatively lower 12.78% annualized return.
BWFG
- 1D
- 0.65%
- 1M
- 16.30%
- 6M
- 42.54%
- YTD
- 49.91%
- 1Y
- 77.41%
- 3Y*
- 38.98%
- 5Y*
- 21.98%
- 10Y*
- 14.63%
- ALL TIME*
- 10.44%
AZN
- 1D
- -0.99%
- 1M
- -13.07%
- 6M
- -6.66%
- YTD
- -5.80%
- 1Y
- 17.91%
- 3Y*
- 8.37%
- 5Y*
- 10.71%
- 10Y*
- 12.78%
- ALL TIME*
- 12.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $431.89M | $497.68M | $403.88M | |
| $5.39M | $5.14M | $3.95M |
BWFG vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWFG Bankwell Financial Group, Inc. | 49.91% | 50.33% | 7.06% | 5.76% | -8.20% | 71.96% | -29.99% | 2.33% | -15.09% | 6.55% |
AZN AstraZeneca PLC | -5.80% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
Correlation
The correlation between BWFG and AZN is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 5, 2010 | 0.04 |
Fundamentals
BWFG:
$543.37M
AZN:
$131.47B
BWFG:
$5.46
AZN:
$13.34
BWFG:
12.47
AZN:
12.71
BWFG:
0.22
AZN:
0.02
BWFG:
2.47
AZN:
2.16
BWFG:
1.66
AZN:
2.63
BWFG:
$216.69M
AZN:
$61.18B
BWFG:
$120.85M
AZN:
$48.56B
BWFG:
$61.62M
AZN:
$20.49B
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Return for Risk
BWFG vs. AZN — Risk / Return Rank
BWFG
AZN
BWFG vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bankwell Financial Group, Inc. (BWFG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWFG | AZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.15 | ||
| Sortino ratioReturn per unit of downside risk | +2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.15 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 5.98 | 0.92 | +5.06 |
| Martin ratioReturn relative to average drawdown | 15.44 | 2.43 | +13.01 |
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Drawdowns
BWFG vs. AZN - Drawdown Comparison
The maximum BWFG drawdown since its inception was -64.64%, which is greater than AZN's maximum drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for BWFG and AZN.
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Drawdown Indicators
| BWFG | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.64% | -48.94% | -15.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -21.08% | +8.68% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -27.87% | +3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -27.87% | -10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -64.64% | -27.87% | -36.77% |
Current DrawdownCurrent decline from peak | 0.00% | -18.62% | +18.62% |
Average DrawdownAverage peak-to-trough decline | -19.74% | -11.39% | -8.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 7.99% | -3.19% |
Volatility
BWFG vs. AZN - Volatility Comparison
The current volatility for Bankwell Financial Group, Inc. (BWFG) is 8.77%, while AstraZeneca PLC (AZN) has a volatility of 11.83%. This indicates that BWFG 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
| BWFG | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.77% | 11.83% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 18.59% | 19.94% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.94% | 27.24% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.53% | 24.51% | +4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.95% | 24.96% | +5.99% |
Dividends
BWFG vs. AZN - Dividend Comparison
BWFG's dividend yield for the trailing twelve months is around 1.17%, less than AZN's 3.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 3.14% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
BWFG Bankwell Financial Group, Inc. | 1.17% | 1.75% | 3.21% | 2.65% | 2.72% | 1.95% | 2.86% | 1.80% | 1.67% | 0.82% | 0.68% | 0.25% |
Financials
BWFG vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Bankwell Financial Group, Inc. 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
BWFG vs. AZN - Profitability Comparison
BWFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Bankwell Financial Group, Inc. reported a gross profit of 31.56M and revenue of 55.52M. Therefore, the gross margin over that period was 56.8%.
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AstraZeneca PLC reported a gross profit of 11.18B and revenue of 15.19B. Therefore, the gross margin over that period was 73.6%.
BWFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Bankwell Financial Group, Inc. reported an operating income of 16.32M and revenue of 55.52M, resulting in an operating margin of 29.4%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AstraZeneca PLC reported an operating income of 3.07B and revenue of 15.19B, resulting in an operating margin of 20.2%.
BWFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Bankwell Financial Group, Inc. reported a net income of 12.37M and revenue of 55.52M, resulting in a net margin of 22.3%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AstraZeneca PLC reported a net income of 2.48B and revenue of 15.19B, resulting in a net margin of 16.3%.
Frequently Asked Questions
BWFG and AZN have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AZN has higher volatility (11.83%) compared to BWFG (8.77%). In terms of maximum drawdown, BWFG dropped -64.64% vs AZN's -48.94%.
BWFG currently has the higher Sharpe Ratio (2.88 vs 0.73), 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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