GEN vs. ALGN

Last updated Jun 13, 2026

GEN (Gen Digital Inc.) and ALGN (Align Technology, Inc.) are both stocks. GEN operates in Software - Infrastructure (Technology), while ALGN operates in Medical Devices (Healthcare). Over the past 10 years, GEN returned 10.43%/yr vs 8.27%/yr for ALGN. At a 0.33 correlation, their price movements are largely independent.

Performance

GEN vs. ALGN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gen Digital Inc. (GEN) and Align Technology, Inc. (ALGN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GEN achieves a -9.60% return, which is significantly lower than ALGN's 11.97% return. Over the past 10 years, GEN has outperformed ALGN with an annualized return of 10.43%, while ALGN has yielded a comparatively lower 8.27% annualized return.

GEN

• 1D: 1.59%
• 1M: 5.48%
• YTD: -9.60%
• 6M: -11.16%
• 1Y: -16.74%
• 3Y*: 11.92%
• 5Y*: -1.14%
• 10Y*: 10.43%

ALGN

• 1D: -0.95%
• 1M: 8.91%
• YTD: 11.97%
• 6M: 5.69%
• 1Y: -1.69%
• 3Y*: -18.42%
• 5Y*: -22.15%
• 10Y*: 8.27%

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

GEN vs. ALGN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GEN Gen Digital Inc.	-9.60%	1.06%	22.41%	9.29%	-15.81%	27.59%	44.36%	37.17%	-31.76%	18.69%
ALGN Align Technology, Inc.	11.97%	-25.11%	-23.90%	29.92%	-67.91%	22.98%	91.51%	33.24%	-5.74%	131.13%

Correlation

The correlation between GEN and ALGN is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.35
Correlation (5Y) Calculated over the trailing 5-year period	0.37
Correlation (10Y) Calculated over the trailing 10-year period	0.36
Correlation (All Time) Calculated using the full available price history since Jan 30, 2001	0.33

Fundamentals

Market Cap GEN : $14.81B ALGN : $12.52B
EPS GEN : $1.57 ALGN : $5.96
PE Ratio GEN : 15.49 ALGN : 29.32
PS Ratio GEN : 3.01 ALGN : 3.08
PB Ratio GEN : 5.67 ALGN : 3.02
Total Revenue (TTM) GEN : $5.00B ALGN : $4.10B
Gross Profit (TTM) GEN : $3.92B ALGN : $2.77B
EBITDA (TTM) GEN : $2.46B ALGN : $776.15M

Return for Risk

GEN vs. ALGN — Risk / Return Rank

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

GEN

GEN Risk / Return Rank: 22
GEN Sharpe Ratio Rank: 19
GEN Sortino Ratio Rank: 17
GEN Omega Ratio Rank: 19
GEN Calmar Ratio Rank: 28
GEN Martin Ratio Rank: 26

ALGN

ALGN Risk / Return Rank: 40
ALGN Sharpe Ratio Rank: 40
ALGN Sortino Ratio Rank: 39
ALGN Omega Ratio Rank: 41
ALGN Calmar Ratio Rank: 40
ALGN Martin Ratio Rank: 40

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.

GEN vs. ALGN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gen Digital Inc. (GEN) and Align Technology, Inc. (ALGN). 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.

	GEN	ALGN	Difference
Sharpe ratio: Return per unit of total volatility	-0.54	-0.07	-0.47
Sortino ratio: Return per unit of downside risk	-0.68	0.28	-0.96
Omega ratio: Gain probability vs. loss probability	0.92	1.05	-0.13
Calmar ratio: Return relative to maximum drawdown	-0.42	-0.10	-0.32
Martin ratio: Return relative to average drawdown	-0.83	-0.16	-0.68

GEN vs. ALGN - Sharpe Ratio Comparison

The current GEN Sharpe Ratio is -0.54, which is lower than the ALGN Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of GEN and ALGN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GEN vs. ALGN - Drawdown Comparison

The maximum GEN drawdown since its inception was -87.75%, smaller than the maximum ALGN drawdown of -92.83%. Use the drawdown chart below to compare losses from any high point for GEN and ALGN.

Drawdown Indicators

	GEN	ALGN	Difference
Max Drawdown Largest peak-to-trough decline	-87.75%	-92.83%	+5.08%
Max Drawdown (1Y) Largest decline over 1 year	-43.59%	-39.73%	-3.86%
Max Drawdown (3Y) Largest decline over 3 years	-43.59%	-67.59%	+24.00%
Max Drawdown (5Y) Largest decline over 5 years	-48.41%	-82.89%	+34.48%
Max Drawdown (10Y) Largest decline over 10 years	-48.41%	-82.89%	+34.48%
Current Drawdown Current decline from peak	-22.90%	-76.05%	+53.15%
Average Drawdown Average peak-to-trough decline	-34.28%	-37.96%	+3.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	21.73%	23.97%	-2.24%

Volatility

GEN vs. ALGN - Volatility Comparison

Gen Digital Inc. (GEN) and Align Technology, Inc. (ALGN) have volatilities of 12.50% and 13.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GEN	ALGN	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.50%	13.05%	-0.55%
Volatility (6M) Calculated over the trailing 6-month period	28.74%	29.02%	-0.28%
Volatility (1Y) Calculated over the trailing 1-year period	33.57%	52.95%	-19.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.38%	49.58%	-18.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.26%	49.08%	-15.82%

Dividends

GEN vs. ALGN - Dividend Comparison

GEN's dividend yield for the trailing twelve months is around 2.06%, while ALGN has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALGN Align Technology, 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%
GEN Gen Digital Inc.	2.06%	1.84%	1.83%	2.19%	2.33%	1.92%	60.15%	1.37%	1.59%	1.07%	18.31%	2.86%

Financials

GEN vs. ALGN - Profitability Comparison

The chart below illustrates the profitability comparison between Gen Digital Inc. and Align Technology, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

GEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Gen Digital Inc. reported a gross profit of 1.06B and revenue of 1.28B. Therefore, the gross margin over that period was 82.8%.

ALGN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Align Technology, Inc. reported a gross profit of 736.59M and revenue of 1.04B. Therefore, the gross margin over that period was 70.8%.

GEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Gen Digital Inc. reported an operating income of 792.00M and revenue of 1.28B, resulting in an operating margin of 61.7%.

ALGN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Align Technology, Inc. reported an operating income of 141.96M and revenue of 1.04B, resulting in an operating margin of 13.7%.

GEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Gen Digital Inc. reported a net income of 512.00M and revenue of 1.28B, resulting in a net margin of 39.9%.

ALGN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Align Technology, Inc. reported a net income of 112.77M and revenue of 1.04B, resulting in a net margin of 10.8%.

Frequently Asked Questions

Can I hold both GEN and ALGN in my portfolio?

GEN and ALGN have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GEN or ALGN?

ALGN has higher volatility (13.05%) compared to GEN (12.50%). In terms of maximum drawdown, GEN dropped -87.75% vs ALGN's -92.83%.

Which has better risk-adjusted returns?

ALGN currently has the higher Sharpe Ratio (-0.07 vs -0.54), 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.