FTAIN vs. SDZNY

Last updated Aug 1, 2026

FTAIN (Fortress Transportation and Preferred Series C) and SDZNY (Sandoz Group AG) are both stocks. FTAIN operates in Rental & Leasing Services (Industrials), while SDZNY operates in Drug Manufacturers - Specialty & Generic (Healthcare). Their -0.00 correlation means they have often moved in opposite directions in the past.

Performance

FTAIN vs. SDZNY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fortress Transportation and Preferred Series C (FTAIN) and Sandoz Group AG (SDZNY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FTAIN

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SDZNY

• 1D: -2.90%
• 1M: -9.17%
• 6M: 4.03%
• YTD: 13.33%
• 1Y: 44.72%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 50.83%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SDZNY Sandoz Group AG	$2.11M	$1.80M	$2.40M

FTAIN vs. SDZNY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
FTAIN Fortress Transportation and Preferred Series C	2.52%	4.26%	18.15%	10.88%
SDZNY Sandoz Group AG	13.33%	83.00%	28.40%	19.80%

Correlation

The correlation between FTAIN and SDZNY is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.06
Correlation (All Time) Calculated using the full available price history since Oct 4, 2023	-0.00

Fundamentals

Market Cap FTAIN : $2.61B SDZNY : $35.26B
EPS FTAIN : $5.12 SDZNY : $1.65
PE Ratio FTAIN : 4.88 SDZNY : 49.30
PEG Ratio FTAIN : 0.00 SDZNY : 0.24
PS Ratio FTAIN : 0.92 SDZNY : 1.96
PB Ratio FTAIN : 6.04 SDZNY : 3.80
Total Revenue (TTM) FTAIN : $2.84B SDZNY : $18.19B
Gross Profit (TTM) FTAIN : $922.62M SDZNY : $8.61B
EBITDA (TTM) FTAIN : $992.07M SDZNY : $2.13B

Return for Risk

FTAIN vs. SDZNY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FTAIN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SDZNY

SDZNY Risk / Return Rank: 81
SDZNY Sharpe Ratio Rank: 83
SDZNY Sortino Ratio Rank: 82
SDZNY Omega Ratio Rank: 79
SDZNY Calmar Ratio Rank: 82
SDZNY Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FTAIN vs. SDZNY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortress Transportation and Preferred Series C (FTAIN) and Sandoz Group AG (SDZNY). 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.

	FTAIN	SDZNY	Difference
Sharpe ratio: Return per unit of total volatility	—	1.37	—
Sortino ratio: Return per unit of downside risk	—	2.13	—
Omega ratio: Gain probability vs. loss probability	—	1.25	—
Calmar ratio: Return relative to maximum drawdown	—	2.35	—
Martin ratio: Return relative to average drawdown	—	5.63	—

Drawdowns

Drawdown Indicators

	FTAIN	SDZNY	Difference
Max Drawdown Largest peak-to-trough decline	—	-25.34%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-19.09%	—
Current Drawdown Current decline from peak	—	-11.65%	—
Average Drawdown Average peak-to-trough decline	—	-5.94%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.95%	—

Volatility

Volatility by Period

	FTAIN	SDZNY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.70%	—
Volatility (6M) Calculated over the trailing 6-month period	—	23.76%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	32.89%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	30.68%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	30.68%	—

Dividends

FTAIN vs. SDZNY - Dividend Comparison

FTAIN has not paid dividends to shareholders, while SDZNY's dividend yield for the trailing twelve months is around 1.26%.

Position	TTM	2025	2024	2023	2022	2021
FTAIN Fortress Transportation and Preferred Series C	8.25%	8.12%	7.81%	8.52%	10.58%	5.56%
SDZNY Sandoz Group AG	1.26%	1.00%	1.22%	0.00%	0.00%	0.00%

Financials

FTAIN vs. SDZNY - Profitability Comparison

The chart below illustrates the profitability comparison between Fortress Transportation and Preferred Series C and Sandoz Group AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

FTAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Fortress Transportation and Preferred Series C reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.

SDZNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Sandoz Group AG reported a gross profit of 2.25B and revenue of 4.64B. Therefore, the gross margin over that period was 48.4%.

FTAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Fortress Transportation and Preferred Series C reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.

SDZNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Sandoz Group AG reported an operating income of 808.02M and revenue of 4.64B, resulting in an operating margin of 17.4%.

FTAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Fortress Transportation and Preferred Series C reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.

SDZNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Sandoz Group AG reported a net income of 425.40M and revenue of 4.64B, resulting in a net margin of 9.2%.

Frequently Asked Questions

Can I hold both FTAIN and SDZNY in my portfolio?

FTAIN and SDZNY have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.