LGEN.L vs. AZN
LGEN.L (Legal & General Group plc) and AZN (AstraZeneca PLC) are both stocks. LGEN.L operates in Asset Management (Financial Services), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, LGEN.L returned 9.70%/yr vs 16.63%/yr for AZN. At a 0.19 correlation, their price movements are largely independent.
Performance
LGEN.L vs. AZN - Performance Comparison
Loading charts...
Different Trading Currencies
LGEN.L is traded in GBp, while AZN is traded in USD. To make them comparable, the AZN values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, LGEN.L achieves a 9.56% return, which is significantly higher than AZN's 1.79% return. Over the past 10 years, LGEN.L has underperformed AZN with an annualized return of 9.70%, while AZN has yielded a comparatively higher 16.63% annualized return.
LGEN.L
- 1D
- 0.37%
- 1M
- 7.50%
- YTD
- 9.56%
- 6M
- 15.01%
- 1Y
- 14.74%
- 3Y*
- 13.55%
- 5Y*
- 8.11%
- 10Y*
- 9.70%
AZN
- 1D
- -2.40%
- 1M
- 1.44%
- YTD
- 1.79%
- 6M
- 1.36%
- 1Y
- 29.80%
- 3Y*
- 7.39%
- 5Y*
- 13.34%
- 10Y*
- 16.63%
LGEN.L vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGEN.L Legal & General Group plc | 9.56% | 24.31% | -0.17% | 9.34% | -10.20% | 19.04% | -4.25% | 39.75% | -10.39% | 16.77% |
AZN AstraZeneca PLC | 1.79% | 33.09% | 1.12% | -3.63% | 33.30% | 20.79% | 0.09% | 30.52% | 20.61% | 21.59% |
Correlation
The correlation between LGEN.L and AZN is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.19 |
The correlation between LGEN.L and AZN shifts across timeframes, from 0.06 (10 years) to 0.19 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LGEN.L:
£16.20B
AZN:
$283.40B
LGEN.L:
£0.09
AZN:
$6.66
LGEN.L:
29.56
AZN:
27.27
LGEN.L:
1.99
AZN:
0.04
LGEN.L:
0.24
AZN:
4.69
LGEN.L:
9.06
AZN:
5.99
LGEN.L:
£66.62B
AZN:
$60.44B
LGEN.L:
£44.74B
AZN:
$49.37B
LGEN.L:
£2.02B
AZN:
$20.47B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LGEN.L vs. AZN — Risk / Return Rank
LGEN.L
AZN
LGEN.L vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Legal & General Group plc (LGEN.L) 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.
| LGEN.L | AZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.00 | -0.96 |
| Martin ratioReturn relative to average drawdown | 2.84 | 5.24 | -2.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| LGEN.L | AZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.21 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.58 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.67 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.54 | -0.26 |
Drawdowns
LGEN.L vs. AZN - Drawdown Comparison
The maximum LGEN.L drawdown since its inception was -84.94%, which is greater than AZN's maximum drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for LGEN.L and AZN.
Loading charts...
Drawdown Indicators
| LGEN.L | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.94% | -32.75% | -52.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -15.03% | +0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -15.59% | -25.73% | +10.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.00% | -25.73% | -3.27% |
Max Drawdown (10Y)Largest decline over 10 years | -56.47% | -28.56% | -27.91% |
Current DrawdownCurrent decline from peak | -0.73% | -12.00% | +11.27% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -8.23% | -5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 5.71% | -0.54% |
Volatility
LGEN.L vs. AZN - Volatility Comparison
Legal & General Group plc (LGEN.L) and AstraZeneca PLC (AZN) have volatilities of 7.44% and 7.38%, 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.
Loading charts...
Volatility by Period
| LGEN.L | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 7.38% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 17.27% | 17.33% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 24.85% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.16% | 23.13% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.63% | 24.90% | +5.73% |
Dividends
LGEN.L vs. AZN - Dividend Comparison
LGEN.L's dividend yield for the trailing twelve months is around 8.06%, more than AZN's 2.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LGEN.L Legal & General Group plc | 8.06% | 8.20% | 8.98% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% |
Financials
LGEN.L vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Legal & General 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
LGEN.L vs. AZN - Profitability Comparison
LGEN.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported a gross profit of 38.39B and revenue of 38.39B. Therefore, the gross margin over that period was 100.0%.
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%.
LGEN.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported an operating income of 348.00M and revenue of 38.39B, resulting in an operating margin of 0.9%.
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%.
LGEN.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported a net income of 215.00M and revenue of 38.39B, resulting in a net margin of 0.6%.
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
LGEN.L and AZN have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for LGEN.L and AZN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer