LLOY.L vs. AZN
LLOY.L (Lloyds Banking Group plc) and AZN (AstraZeneca PLC) are both stocks. LLOY.L operates in Banks - Regional (Financial Services), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, LLOY.L returned 8.20%/yr vs 16.63%/yr for AZN. At a 0.14 correlation, their price movements are largely independent.
Performance
LLOY.L vs. AZN - Performance Comparison
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Different Trading Currencies
LLOY.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, LLOY.L achieves a 3.29% return, which is significantly higher than AZN's 1.79% return. Over the past 10 years, LLOY.L has underperformed AZN with an annualized return of 8.20%, while AZN has yielded a comparatively higher 16.63% annualized return.
LLOY.L
- 1D
- -0.10%
- 1M
- 0.03%
- YTD
- 3.29%
- 6M
- 6.03%
- 1Y
- 34.00%
- 3Y*
- 36.39%
- 5Y*
- 21.21%
- 10Y*
- 8.20%
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%
LLOY.L vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLOY.L Lloyds Banking Group plc | 3.29% | 88.33% | 21.09% | 10.91% | -0.38% | 34.81% | -41.70% | 27.49% | -20.02% | 11.38% |
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 LLOY.L and AZN is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.14 |
The correlation between LLOY.L and AZN shifts across timeframes, from 0.04 (10 years) to 0.14 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
LLOY.L:
£58.25B
AZN:
$283.40B
LLOY.L:
£0.08
AZN:
$6.66
LLOY.L:
11.79
AZN:
27.27
LLOY.L:
3.30
AZN:
0.04
LLOY.L:
3.05
AZN:
4.69
LLOY.L:
1.21
AZN:
5.99
LLOY.L:
£19.51B
AZN:
$60.44B
LLOY.L:
£19.34B
AZN:
$49.37B
LLOY.L:
£7.17B
AZN:
$20.47B
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Return for Risk
LLOY.L vs. AZN — Risk / Return Rank
LLOY.L
AZN
LLOY.L vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lloyds Banking Group plc (LLOY.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.
| LLOY.L | AZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.00 | -0.28 |
| Martin ratioReturn relative to average drawdown | 4.84 | 5.24 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LLOY.L | AZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.21 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.58 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.67 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.54 | -0.52 |
Drawdowns
LLOY.L vs. AZN - Drawdown Comparison
The maximum LLOY.L drawdown since its inception was -91.44%, which is greater than AZN's maximum drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for LLOY.L and AZN.
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Drawdown Indicators
| LLOY.L | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.44% | -32.75% | -58.69% |
Max Drawdown (1Y)Largest decline over 1 year | -19.68% | -15.03% | -4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -19.68% | -25.73% | +6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -25.73% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -64.34% | -28.56% | -35.78% |
Current DrawdownCurrent decline from peak | -9.88% | -12.00% | +2.12% |
Average DrawdownAverage peak-to-trough decline | -52.56% | -8.23% | -44.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.00% | 5.71% | +1.29% |
Volatility
LLOY.L vs. AZN - Volatility Comparison
Lloyds Banking Group plc (LLOY.L) has a higher volatility of 8.28% compared to AstraZeneca PLC (AZN) at 7.38%. This indicates that LLOY.L's price experiences larger fluctuations and is considered to be riskier 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
| LLOY.L | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 7.38% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 20.96% | 17.33% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.61% | 24.85% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.16% | 23.13% | +4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.69% | 24.90% | +5.79% |
Dividends
LLOY.L vs. AZN - Dividend Comparison
LLOY.L's dividend yield for the trailing twelve months is around 3.68%, 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% |
LLOY.L Lloyds Banking Group plc | 3.68% | 3.39% | 5.29% | 5.28% | 4.69% | 2.59% | 0.00% | 5.22% | 6.02% | 2.20% | 2.16% | 2.05% |
Financials
LLOY.L vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Lloyds Banking 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
LLOY.L vs. AZN - Profitability Comparison
LLOY.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lloyds Banking Group plc reported a gross profit of 5.18B and revenue of 5.18B. 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%.
LLOY.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lloyds Banking Group plc reported an operating income of 2.03B and revenue of 5.18B, resulting in an operating margin of 39.1%.
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%.
LLOY.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lloyds Banking Group plc reported a net income of 1.53B and revenue of 5.18B, resulting in a net margin of 29.5%.
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
LLOY.L and AZN have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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