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IBDRY vs. ALIZY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

IBDRY vs. ALIZY

Last updated Apr 2, 2026

Compare and contrast key facts about Iberdrola SA (IBDRY) and Allianz SE ADR (ALIZY).

Performance

IBDRY vs. ALIZY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Iberdrola SA (IBDRY) and Allianz SE ADR (ALIZY). The values are adjusted to include any dividend payments, if applicable.

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IBDRY vs. ALIZY - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
IBDRY
Iberdrola SA		9.19%65.75%10.02%17.36%3.59%-15.13%45.72%
ALIZY
Allianz SE ADR		-7.26%56.96%20.60%31.20%-4.34%0.09%5.98%

Fundamentals

Market Cap

IBDRY:

$155.42B

ALIZY:

$160.66B

EPS

IBDRY:

$3.95

ALIZY:

$2.71

PE Ratio

IBDRY:

23.53

ALIZY:

15.72

PEG Ratio

IBDRY:

1.94

ALIZY:

1.02

PS Ratio

IBDRY:

3.25

ALIZY:

0.91

PB Ratio

IBDRY:

3.11

ALIZY:

2.56

Total Revenue (TTM)

IBDRY:

$45.41B

ALIZY:

$179.52B

Gross Profit (TTM)

IBDRY:

$17.74B

ALIZY:

$179.52B

EBITDA (TTM)

IBDRY:

$18.95B

ALIZY:

$0.00

Returns By Period

In the year-to-date period, IBDRY achieves a 9.19% return, which is significantly higher than ALIZY's -7.26% return.

IBDRY

1D
0.88%
1M
0.43%
YTD
9.19%
6M
23.62%
1Y
48.37%
3Y*
29.30%
5Y*
17.47%
10Y*
19.00%

ALIZY

1D
1.47%
1M
-1.23%
YTD
-7.26%
6M
0.00%
1Y
15.49%
3Y*
28.93%
5Y*
16.17%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Iberdrola SA

Allianz SE ADR

Often compared with IBDRY:
IBDRY vs. ENLAYIBDRY vs. ENA.DEIBDRY vs. ^IBEXIBDRY vs. VSTIBDRY vs. WMTIBDRY vs. ^GSPCIBDRY vs. ewp
Often compared with ALIZY:
ALIZY vs. BRK-AALIZY vs. VZALIZY vs. MAALIZY vs. APOALIZY vs. NFLYALIZY vs. ^GSPCALIZY vs. BRK-B

Return for Risk

IBDRY vs. ALIZY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBDRY
IBDRY Risk / Return Rank: 9292
Overall Rank
IBDRY Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
IBDRY Sortino Ratio Rank: 8989
Sortino Ratio Rank
IBDRY Omega Ratio Rank: 9191
Omega Ratio Rank
IBDRY Calmar Ratio Rank: 9494
Calmar Ratio Rank
IBDRY Martin Ratio Rank: 9494
Martin Ratio Rank
ALIZY
ALIZY Risk / Return Rank: 6262
Overall Rank
ALIZY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ALIZY Sortino Ratio Rank: 5555
Sortino Ratio Rank
ALIZY Omega Ratio Rank: 5656
Omega Ratio Rank
ALIZY Calmar Ratio Rank: 6666
Calmar Ratio Rank
ALIZY Martin Ratio Rank: 6666
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.

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.

IBDRYALIZYDifference

Sharpe ratio

Return per unit of total volatility

2.29

0.70

+1.59

Sortino ratio

Return per unit of downside risk

2.80

1.04

+1.76

Omega ratio

Gain probability vs. loss probability

1.41

1.14

+0.27

Calmar ratio

Return relative to maximum drawdown

5.24

1.20

+4.05

Martin ratio

Return relative to average drawdown

14.70

3.01

+11.69

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IBDRY vs. ALIZY - Sharpe Ratio Comparison

The current IBDRY Sharpe Ratio is 2.29, which is higher than the ALIZY Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of IBDRY and ALIZY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IBDRYALIZYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.29

0.70

+1.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

0.74

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.53

-0.27

Correlation

The correlation between IBDRY and ALIZY is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

IBDRY vs. ALIZY - Dividend Comparison

IBDRY's dividend yield for the trailing twelve months is around 3.36%, less than ALIZY's 4.00% yield.

TTM20252024202320222021202020192018201720162015
IBDRY
Iberdrola SA		3.36%4.18%4.38%4.11%4.14%3.77%2.83%3.01%3.76%7.28%10.00%1.71%
ALIZY
Allianz SE ADR		4.00%3.71%4.91%4.70%5.43%4.87%2.95%0.00%0.00%0.00%0.00%0.00%

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

IBDRYALIZYDifference

Max Drawdown

Largest peak-to-trough decline

-77.08%

-49.10%

-27.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.56%

-13.55%

+3.99%

Max Drawdown (5Y)

Largest decline over 5 years

-33.38%

-38.35%

+4.97%

Max Drawdown (10Y)

Largest decline over 10 years

-37.43%

—

—

Current Drawdown

Current decline from peak

-3.48%

-7.64%

+4.16%

Average Drawdown

Average peak-to-trough decline

-29.73%

-8.86%

-20.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

5.40%

-1.99%

Volatility

IBDRY vs. ALIZY - Volatility Comparison

Iberdrola SA (IBDRY) and Allianz SE ADR (ALIZY) have volatilities of 7.52% and 7.22%, 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.

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Volatility by Period

IBDRYALIZYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.52%

7.22%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

13.06%

14.08%

-1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

21.28%

22.34%

-1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.59%

22.01%

-0.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.47%

27.82%

-4.35%

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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0020.00B40.00B60.00B80.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
11.57B
79.73B
(IBDRY) Total Revenue
(ALIZY) Total Revenue
Values in USD except per share items