HBCP vs. AZN
HBCP (Home Bancorp, Inc.) and AZN (AstraZeneca PLC) are both stocks. HBCP operates in Banks - Regional (Financial Services), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, HBCP returned 12.27%/yr vs 12.78%/yr for AZN. Their 0.14 correlation means their historical movements had little consistent relationship.
Performance
HBCP vs. AZN - Performance Comparison
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Returns By Period
In the year-to-date period, HBCP achieves a 24.65% return, which is significantly higher than AZN's -5.80% return. Both investments have delivered pretty close results over the past 10 years, with HBCP having a 12.27% annualized return and AZN not far ahead at 12.78%.
HBCP
- 1D
- 0.68%
- 1M
- 2.91%
- 6M
- 20.70%
- YTD
- 24.65%
- 1Y
- 43.10%
- 3Y*
- 29.02%
- 5Y*
- 18.05%
- 10Y*
- 12.27%
- ALL TIME*
- 12.65%
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 | |
| $9.44M | $7.65M | $6.24M |
HBCP vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HBCP Home Bancorp, Inc. | 24.65% | 27.88% | 12.75% | 8.00% | -1.24% | 52.02% | -26.14% | 13.27% | -16.72% | 13.54% |
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 HBCP and AZN is 0.10, 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. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.11 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2008 | 0.14 |
Fundamentals
HBCP:
$561.31M
AZN:
$131.47B
HBCP:
$5.97
AZN:
$13.34
HBCP:
11.96
AZN:
12.71
HBCP:
3.76
AZN:
0.02
HBCP:
2.76
AZN:
2.16
HBCP:
1.23
AZN:
2.63
HBCP:
$202.69M
AZN:
$61.18B
HBCP:
$75.69M
AZN:
$48.56B
HBCP:
$73.91M
AZN:
$20.49B
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Return for Risk
HBCP vs. AZN — Risk / Return Rank
HBCP
AZN
HBCP vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Home Bancorp, Inc. (HBCP) 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.
| HBCP | AZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | 0.92 | +3.00 |
| Martin ratioReturn relative to average drawdown | 10.92 | 2.43 | +8.49 |
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Drawdowns
HBCP vs. AZN - Drawdown Comparison
The maximum HBCP drawdown since its inception was -58.31%, which is greater than AZN's maximum drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for HBCP and AZN.
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Drawdown Indicators
| HBCP | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -48.94% | -9.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -21.08% | +11.00% |
Max Drawdown (3Y)Largest decline over 3 years | -21.74% | -27.87% | +6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -34.91% | -27.87% | -7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -58.31% | -27.87% | -30.44% |
Current DrawdownCurrent decline from peak | -0.36% | -18.62% | +18.26% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -11.39% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 7.99% | -4.37% |
Volatility
HBCP vs. AZN - Volatility Comparison
The current volatility for Home Bancorp, Inc. (HBCP) is 6.73%, while AstraZeneca PLC (AZN) has a volatility of 11.83%. This indicates that HBCP 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
| HBCP | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 11.83% | -5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 19.94% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.67% | 27.24% | -1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.94% | 24.51% | +5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.85% | 24.96% | +8.89% |
Dividends
HBCP vs. AZN - Dividend Comparison
HBCP's dividend yield for the trailing twelve months is around 1.71%, 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% |
HBCP Home Bancorp, Inc. | 1.71% | 1.97% | 2.19% | 2.38% | 2.32% | 2.19% | 3.14% | 2.14% | 2.01% | 1.27% | 1.06% | 1.15% |
Financials
HBCP vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Home Bancorp, 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
HBCP vs. AZN - Profitability Comparison
HBCP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Home Bancorp, Inc. reported a gross profit of -37.30M and revenue of 45.48M. Therefore, the gross margin over that period was -82.0%.
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%.
HBCP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Home Bancorp, Inc. reported an operating income of -14.36M and revenue of 45.48M, resulting in an operating margin of -31.6%.
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%.
HBCP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Home Bancorp, Inc. reported a net income of 11.62M and revenue of 45.48M, resulting in a net margin of 25.5%.
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
HBCP and AZN have a correlation of 0.10, 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 HBCP (6.73%). In terms of maximum drawdown, HBCP dropped -58.31% vs AZN's -48.94%.
HBCP currently has the higher Sharpe Ratio (1.55 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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