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GSK vs. AZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GSK vs. AZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GlaxoSmithKline plc (GSK) 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, GSK achieves a 4.91% return, which is significantly higher than AZN's 0.81% return. Over the past 10 years, GSK has underperformed AZN with an annualized return of 4.64%, while AZN has yielded a comparatively higher 15.85% annualized return.


GSK

1D
-1.71%
1M
1.25%
YTD
4.91%
6M
6.15%
1Y
27.36%
3Y*
17.87%
5Y*
4.68%
10Y*
4.64%

AZN

1D
-2.37%
1M
-0.71%
YTD
0.81%
6M
1.53%
1Y
28.04%
3Y*
9.54%
5Y*
12.08%
10Y*
15.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSK vs. AZN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GSK
GlaxoSmithKline plc
4.91%51.23%-5.14%9.71%-33.41%26.74%-17.72%29.24%13.79%-2.97%
AZN
AstraZeneca PLC
0.81%43.30%-0.62%1.44%19.14%19.66%3.12%35.68%13.86%33.10%

Correlation

The correlation between GSK and AZN is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.67

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

0.56

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

0.56

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

0.57

Correlation (All Time)
Calculated using the full available price history since May 17, 1993

0.55

The correlation between GSK and AZN shifts across timeframes, from 0.55 (all time) to 0.67 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

GSK:

$103.15B

AZN:

$283.40B

EPS

GSK:

$2.85

AZN:

$6.66

PE Ratio

GSK:

17.78

AZN:

27.27

PEG Ratio

GSK:

1.19

AZN:

0.04

PS Ratio

GSK:

3.16

AZN:

4.69

PB Ratio

GSK:

4.38

AZN:

5.99

Total Revenue (TTM)

GSK:

$32.78B

AZN:

$60.44B

Gross Profit (TTM)

GSK:

$23.87B

AZN:

$49.37B

EBITDA (TTM)

GSK:

$11.30B

AZN:

$20.47B

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Return for Risk

GSK vs. AZN — Risk / Return Rank

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

GSK
GSK Risk / Return Rank: 6969
Overall Rank
GSK Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
GSK Sortino Ratio Rank: 6868
Sortino Ratio Rank
GSK Omega Ratio Rank: 6565
Omega Ratio Rank
GSK Calmar Ratio Rank: 7070
Calmar Ratio Rank
GSK Martin Ratio Rank: 6969
Martin Ratio Rank

AZN
AZN Risk / Return Rank: 7373
Overall Rank
AZN Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
AZN Sortino Ratio Rank: 7373
Sortino Ratio Rank
AZN Omega Ratio Rank: 6969
Omega Ratio Rank
AZN Calmar Ratio Rank: 7474
Calmar Ratio Rank
AZN Martin Ratio Rank: 7676
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.

GSK vs. AZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GlaxoSmithKline plc (GSK) 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.


GSKAZNDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.19

1.21

-0.02

Calmar ratioReturn relative to maximum drawdown

1.48

1.83

-0.36

Martin ratioReturn relative to average drawdown

3.38

4.90

-1.52

GSK vs. AZN - Sharpe Ratio Comparison

The current GSK Sharpe Ratio is 1.02, which is comparable to the AZN Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of GSK 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


GSKAZNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.11

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.51

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

0.64

-0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.49

-0.17

Drawdowns

GSK vs. AZN - Drawdown Comparison

The maximum GSK drawdown since its inception was -55.70%, which is greater than AZN's maximum drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for GSK and AZN.


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Drawdown Indicators


GSKAZNDifference

Max Drawdown

Largest peak-to-trough decline

-55.70%

-48.94%

-6.76%

Max Drawdown (1Y)

Largest decline over 1 year

-18.63%

-15.43%

-3.20%

Max Drawdown (3Y)

Largest decline over 3 years

-28.46%

-27.87%

-0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-50.10%

-27.87%

-22.23%

Max Drawdown (10Y)

Largest decline over 10 years

-50.10%

-27.87%

-22.23%

Current Drawdown

Current decline from peak

-15.91%

-12.90%

-3.01%

Average Drawdown

Average peak-to-trough decline

-18.87%

-11.37%

-7.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.11%

5.75%

+2.36%

Volatility

GSK vs. AZN - Volatility Comparison

The current volatility for GlaxoSmithKline plc (GSK) is 6.42%, while AstraZeneca PLC (AZN) has a volatility of 7.42%. This indicates that GSK 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


GSKAZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.42%

7.42%

-1.00%

Volatility (6M)

Calculated over the trailing 6-month period

18.51%

17.47%

+1.04%

Volatility (1Y)

Calculated over the trailing 1-year period

26.94%

25.55%

+1.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.06%

24.02%

+1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.89%

24.94%

-2.05%

Dividends

GSK vs. AZN - Dividend Comparison

GSK's dividend yield for the trailing twelve months is around 3.41%, more than AZN's 2.93% yield.


PositionTTM20252024202320222021202020192018201720162015
AZN
AstraZeneca PLC
2.93%1.70%2.27%2.15%2.12%2.35%2.80%2.81%3.69%3.95%5.01%4.06%
GSK
GlaxoSmithKline plc
3.41%3.42%4.60%3.75%5.47%4.99%5.59%4.35%5.65%5.83%6.86%5.93%

Financials

GSK vs. AZN - Financials Comparison

This section allows you to compare key financial metrics between GlaxoSmithKline plc 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


6.00B8.00B10.00B12.00B14.00B16.00B20222023202420252026
7.63B
15.29B
(GSK) Total Revenue
(AZN) Total Revenue
Values in USD except per share items

GSK vs. AZN - Profitability Comparison

The chart below illustrates the profitability comparison between GlaxoSmithKline plc 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

60.0%65.0%70.0%75.0%80.0%20222023202420252026
75.4%
82.5%
Portfolio components
GSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a gross profit of 5.75B and revenue of 7.63B. Therefore, the gross margin over that period was 75.4%.

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%.

GSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported an operating income of 2.29B and revenue of 7.63B, resulting in an operating margin of 30.1%.

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%.

GSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a net income of 1.74B and revenue of 7.63B, resulting in a net margin of 22.8%.

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


GSK and AZN have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AZN has higher volatility (7.42%) compared to GSK (6.42%). In terms of maximum drawdown, GSK dropped -55.70% vs AZN's -48.94%.

AZN currently has the higher Sharpe Ratio (1.11 vs 1.02), 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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