LOTBY vs. AZN.L
Compare and contrast key facts about Lotus Bakeries NV (LOTBY) and AstraZeneca plc (AZN.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOTBY or AZN.L.
Key characteristics
| LOTBY | AZN.L | |
|---|---|---|
| YTD Return | 122.56% | -3.69% |
| 1Y Return | 122.56% | -0.38% |
| 3Y Return (Ann) | 32.01% | 6.63% |
| Sharpe Ratio | 1.98 | 0.01 |
| Sortino Ratio | 279.19 | 0.16 |
| Omega Ratio | 211.11 | 1.02 |
| Calmar Ratio | 19.02 | 0.01 |
| Martin Ratio | 795.85 | 0.03 |
| Ulcer Index | 0.15% | 6.74% |
| Daily Std Dev | 61.84% | 21.23% |
| Max Drawdown | -12.85% | -49.99% |
| Current Drawdown | 0.00% | -24.75% |
Fundamentals
| LOTBY | AZN.L | |
|---|---|---|
| Market Cap | $11.68B | £154.87B |
| EPS | $1.87 | £3.19 |
| PE Ratio | 76.86 | 31.32 |
| Total Revenue (TTM) | $1.16B | £37.64B |
| Gross Profit (TTM) | $334.16M | £30.93B |
| EBITDA (TTM) | $226.81M | £11.50B |
Correlation
The correlation between LOTBY and AZN.L is 0.03, 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
LOTBY vs. AZN.L - Performance Comparison
In the year-to-date period, LOTBY achieves a 122.56% return, which is significantly higher than AZN.L's -3.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LOTBY vs. AZN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lotus Bakeries NV (LOTBY) 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
LOTBY vs. AZN.L - Dividend Comparison
LOTBY's dividend yield for the trailing twelve months is around 0.44%, less than AZN.L's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOTBY Lotus Bakeries NV | 0.44% | 1.49% | 0.72% | 0.00% | 0.00% | 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
LOTBY vs. AZN.L - Drawdown Comparison
The maximum LOTBY drawdown since its inception was -12.85%, smaller than the maximum AZN.L drawdown of -49.99%. Use the drawdown chart below to compare losses from any high point for LOTBY and AZN.L. For additional features, visit the drawdowns tool.
Volatility
LOTBY vs. AZN.L - Volatility Comparison
Lotus Bakeries NV (LOTBY) has a higher volatility of 30.45% compared to AstraZeneca plc (AZN.L) at 9.16%. This indicates that LOTBY's price experiences larger fluctuations and is considered to be riskier than AZN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LOTBY vs. AZN.L - Financials Comparison
This section allows you to compare key financial metrics between Lotus Bakeries NV 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