IHC.L vs. AZN.L
Compare and contrast key facts about Inspiration Healthcare Group plc (IHC.L) and AstraZeneca plc (AZN.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IHC.L or AZN.L.
Key characteristics
| IHC.L | AZN.L | |
|---|---|---|
| YTD Return | -56.87% | -3.74% |
| 1Y Return | -56.64% | 1.13% |
| 3Y Return (Ann) | -48.94% | 6.63% |
| 5Y Return (Ann) | -23.07% | 8.82% |
| 10Y Return (Ann) | -10.03% | 11.52% |
| Sharpe Ratio | -0.70 | -0.02 |
| Sortino Ratio | -0.66 | 0.11 |
| Omega Ratio | 0.83 | 1.02 |
| Calmar Ratio | -0.57 | -0.02 |
| Martin Ratio | -1.14 | -0.07 |
| Ulcer Index | 49.74% | 6.55% |
| Daily Std Dev | 81.07% | 21.27% |
| Max Drawdown | -99.18% | -49.99% |
| Current Drawdown | -99.11% | -24.79% |
Fundamentals
| IHC.L | AZN.L | |
|---|---|---|
| Market Cap | £15.47M | £154.80B |
| EPS | -£0.14 | £3.18 |
| Total Revenue (TTM) | £34.30M | £37.64B |
| Gross Profit (TTM) | £15.39M | £30.93B |
| EBITDA (TTM) | -£1.73M | £11.50B |
Correlation
The correlation between IHC.L and AZN.L is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IHC.L vs. AZN.L - Performance Comparison
In the year-to-date period, IHC.L achieves a -56.87% return, which is significantly lower than AZN.L's -3.74% return. Over the past 10 years, IHC.L has underperformed AZN.L with an annualized return of -10.03%, while AZN.L has yielded a comparatively higher 11.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IHC.L vs. AZN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspiration Healthcare Group plc (IHC.L) and AstraZeneca plc (AZN.L). 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.
Dividends
IHC.L vs. AZN.L - Dividend Comparison
IHC.L's dividend yield for the trailing twelve months is around 1.22%, less than AZN.L's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHC.L Inspiration Healthcare Group plc | 1.22% | 1.55% | 1.05% | 0.49% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AZN.L AstraZeneca plc | 2.34% | 2.21% | 1.98% | 2.33% | 2.95% | 2.87% | 3.44% | 4.28% | 4.50% | 3.95% | 3.73% | 5.03% |
Drawdowns
IHC.L vs. AZN.L - Drawdown Comparison
The maximum IHC.L drawdown since its inception was -99.18%, which is greater than AZN.L's maximum drawdown of -49.99%. Use the drawdown chart below to compare losses from any high point for IHC.L and AZN.L. For additional features, visit the drawdowns tool.
Volatility
IHC.L vs. AZN.L - Volatility Comparison
The current volatility for Inspiration Healthcare Group plc (IHC.L) is 8.18%, while AstraZeneca plc (AZN.L) has a volatility of 9.46%. This indicates that IHC.L experiences smaller price fluctuations and is considered to be less risky than AZN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IHC.L vs. AZN.L - Financials Comparison
This section allows you to compare key financial metrics between Inspiration Healthcare Group 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.
Total Revenue: Total amount of money received from sales and other business activities