IBDRY vs. ALIZY
IBDRY (Iberdrola SA) and ALIZY (Allianz SE ADR) are both stocks. IBDRY operates in Utilities - Diversified (Utilities), while ALIZY operates in Insurance - Diversified (Financial Services). Over the past 5 years, IBDRY returned 17.04%/yr vs 15.42%/yr for ALIZY. At a 0.49 correlation, their price movements are largely independent.
Performance
IBDRY vs. ALIZY - Performance Comparison
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Returns By Period
In the year-to-date period, IBDRY achieves a 6.44% return, which is significantly higher than ALIZY's -2.98% return.
IBDRY
- 1D
- -0.20%
- 1M
- -1.17%
- YTD
- 6.44%
- 6M
- 9.44%
- 1Y
- 29.97%
- 3Y*
- 28.29%
- 5Y*
- 17.04%
- 10Y*
- 18.51%
ALIZY
- 1D
- -2.19%
- 1M
- 1.55%
- YTD
- -2.98%
- 6M
- 4.62%
- 1Y
- 11.83%
- 3Y*
- 29.66%
- 5Y*
- 15.42%
- 10Y*
- —
IBDRY vs. ALIZY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBDRY Iberdrola SA | 6.44% | 65.75% | 10.02% | 17.36% | 3.59% | -15.13% | 45.72% |
ALIZY Allianz SE ADR | -2.98% | 56.96% | 20.60% | 31.20% | -4.34% | 0.09% | 5.98% |
Correlation
The correlation between IBDRY and ALIZY is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 7, 2020 | 0.49 |
Fundamentals
IBDRY:
$153.20B
ALIZY:
$163.19B
IBDRY:
$3.71
ALIZY:
$3.16
IBDRY:
24.45
ALIZY:
13.53
IBDRY:
2.01
ALIZY:
0.94
IBDRY:
3.28
ALIZY:
1.15
IBDRY:
2.57
ALIZY:
2.48
IBDRY:
$44.56B
ALIZY:
$141.95B
IBDRY:
$16.97B
ALIZY:
$116.91B
IBDRY:
$18.42B
ALIZY:
$1.56B
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Return for Risk
IBDRY vs. ALIZY — Risk / Return Rank
IBDRY
ALIZY
IBDRY vs. ALIZY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Iberdrola SA (IBDRY) and Allianz SE ADR (ALIZY). 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.
| IBDRY | ALIZY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.12 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.28 | 0.88 | +2.41 |
| Martin ratioReturn relative to average drawdown | 8.57 | 2.27 | +6.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBDRY | ALIZY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 0.59 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.70 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.54 | -0.29 |
Drawdowns
IBDRY vs. ALIZY - Drawdown Comparison
The maximum IBDRY drawdown since its inception was -77.08%, which is greater than ALIZY's maximum drawdown of -49.10%. Use the drawdown chart below to compare losses from any high point for IBDRY and ALIZY.
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Drawdown Indicators
| IBDRY | ALIZY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.08% | -49.10% | -27.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.17% | -13.55% | +4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -19.11% | -13.55% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -38.35% | +10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.43% | — | — |
Current DrawdownCurrent decline from peak | -5.91% | -5.78% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -29.49% | -8.68% | -20.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 5.22% | -1.71% |
Volatility
IBDRY vs. ALIZY - Volatility Comparison
The current volatility for Iberdrola SA (IBDRY) is 5.14%, while Allianz SE ADR (ALIZY) has a volatility of 7.28%. This indicates that IBDRY experiences smaller price fluctuations and is considered to be less risky than ALIZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBDRY | ALIZY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 7.28% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 15.26% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.62% | 20.02% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 22.18% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.43% | 27.70% | -4.27% |
Dividends
IBDRY vs. ALIZY - Dividend Comparison
IBDRY's dividend yield for the trailing twelve months is around 3.46%, less than ALIZY's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 4.58% | 3.71% | 4.91% | 4.70% | 5.43% | 4.87% | 2.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBDRY Iberdrola SA | 3.46% | 4.18% | 4.38% | 4.11% | 4.14% | 3.77% | 2.83% | 3.01% | 3.76% | 7.28% | 10.00% | 1.71% |
Financials
IBDRY vs. ALIZY - Financials Comparison
This section allows you to compare key financial metrics between Iberdrola SA and Allianz SE ADR. 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
IBDRY vs. ALIZY - Profitability Comparison
IBDRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Iberdrola SA reported a gross profit of 6.43B and revenue of 12.02B. Therefore, the gross margin over that period was 53.5%.
ALIZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a gross profit of 24.81B and revenue of 31.07B. Therefore, the gross margin over that period was 79.9%.
IBDRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Iberdrola SA reported an operating income of 2.59B and revenue of 12.02B, resulting in an operating margin of 21.6%.
ALIZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported an operating income of 5.12B and revenue of 31.07B, resulting in an operating margin of 16.5%.
IBDRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Iberdrola SA reported a net income of 1.71B and revenue of 12.02B, resulting in a net margin of 14.2%.
ALIZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a net income of 3.69B and revenue of 31.07B, resulting in a net margin of 11.9%.
Frequently Asked Questions
IBDRY and ALIZY have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALIZY has higher volatility (7.28%) compared to IBDRY (5.14%). In terms of maximum drawdown, IBDRY dropped -77.08% vs ALIZY's -49.10%.
IBDRY currently has the higher Sharpe Ratio (1.71 vs 0.59), 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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