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MDT vs. APD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MDT vs. APD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Medtronic plc (MDT) and Air Products and Chemicals, Inc. (APD). The values are adjusted to include any dividend payments, if applicable.

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MDT vs. APD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDT
Medtronic plc
-9.06%24.05%0.28%9.58%-22.55%-9.79%5.70%27.34%15.18%15.90%
APD
Air Products and Chemicals, Inc.
18.46%-12.66%8.09%-8.95%3.91%13.75%18.82%50.02%0.26%17.04%

Fundamentals

Market Cap

MDT:

$111.62B

APD:

$64.75B

EPS

MDT:

$3.58

APD:

-$1.50

PS Ratio

MDT:

3.14

APD:

5.30

Total Revenue (TTM)

MDT:

$35.48B

APD:

$12.21B

Gross Profit (TTM)

MDT:

$5.78B

APD:

$3.86B

EBITDA (TTM)

MDT:

$7.11B

APD:

$1.41B

Returns By Period

In the year-to-date period, MDT achieves a -9.06% return, which is significantly lower than APD's 18.46% return. Over the past 10 years, MDT has underperformed APD with an annualized return of 4.10%, while APD has yielded a comparatively higher 9.76% annualized return.


MDT

1D
1.06%
1M
-10.55%
YTD
-9.06%
6M
-7.60%
1Y
-0.51%
3Y*
5.82%
5Y*
-3.11%
10Y*
4.10%

APD

1D
-0.37%
1M
5.38%
YTD
18.46%
6M
8.00%
1Y
1.12%
3Y*
2.79%
5Y*
2.80%
10Y*
9.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MDT vs. APD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MDT
MDT Risk / Return Rank: 4040
Overall Rank
MDT Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
MDT Sortino Ratio Rank: 3333
Sortino Ratio Rank
MDT Omega Ratio Rank: 3333
Omega Ratio Rank
MDT Calmar Ratio Rank: 4646
Calmar Ratio Rank
MDT Martin Ratio Rank: 4646
Martin Ratio Rank

APD
APD Risk / Return Rank: 4141
Overall Rank
APD Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
APD Sortino Ratio Rank: 3737
Sortino Ratio Rank
APD Omega Ratio Rank: 3737
Omega Ratio Rank
APD Calmar Ratio Rank: 4545
Calmar Ratio Rank
APD Martin Ratio Rank: 4545
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.

MDT vs. APD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Medtronic plc (MDT) and Air Products and Chemicals, Inc. (APD). 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.


MDTAPDDifference

Sharpe ratio

Return per unit of total volatility

-0.02

0.04

-0.06

Sortino ratio

Return per unit of downside risk

0.11

0.26

-0.15

Omega ratio

Gain probability vs. loss probability

1.01

1.03

-0.02

Calmar ratio

Return relative to maximum drawdown

0.11

0.09

+0.02

Martin ratio

Return relative to average drawdown

0.32

0.21

+0.11

MDT vs. APD - Sharpe Ratio Comparison

The current MDT Sharpe Ratio is -0.02, which is lower than the APD Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of MDT and APD, 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


MDTAPDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

0.04

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

0.11

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.38

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.42

+0.06

Correlation

The correlation between MDT and APD is 0.33, 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.


Dividends

MDT vs. APD - Dividend Comparison

MDT's dividend yield for the trailing twelve months is around 3.28%, more than APD's 2.46% yield.


TTM20252024202320222021202020192018201720162015
MDT
Medtronic plc
3.28%2.95%3.49%3.34%3.44%2.39%1.95%1.87%2.15%2.24%2.34%1.88%
APD
Air Products and Chemicals, Inc.
2.46%2.89%1.83%2.56%2.10%1.97%1.96%1.97%2.75%2.32%2.39%2.49%

Drawdowns

MDT vs. APD - Drawdown Comparison

The maximum MDT drawdown since its inception was -57.63%, roughly equal to the maximum APD drawdown of -60.30%. Use the drawdown chart below to compare losses from any high point for MDT and APD.


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Drawdown Indicators


MDTAPDDifference

Max Drawdown

Largest peak-to-trough decline

-57.63%

-60.30%

+2.67%

Max Drawdown (1Y)

Largest decline over 1 year

-17.61%

-22.39%

+4.78%

Max Drawdown (5Y)

Largest decline over 5 years

-45.10%

-31.77%

-13.33%

Max Drawdown (10Y)

Largest decline over 10 years

-45.10%

-31.77%

-13.33%

Current Drawdown

Current decline from peak

-25.69%

-11.78%

-13.91%

Average Drawdown

Average peak-to-trough decline

-16.48%

-11.06%

-5.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.27%

9.51%

-3.24%

Volatility

MDT vs. APD - Volatility Comparison

The current volatility for Medtronic plc (MDT) is 5.55%, while Air Products and Chemicals, Inc. (APD) has a volatility of 6.75%. This indicates that MDT experiences smaller price fluctuations and is considered to be less risky than APD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDTAPDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

6.75%

-1.20%

Volatility (6M)

Calculated over the trailing 6-month period

13.84%

20.83%

-6.99%

Volatility (1Y)

Calculated over the trailing 1-year period

20.72%

28.28%

-7.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.41%

25.98%

-4.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.00%

25.86%

-2.86%

Financials

MDT vs. APD - Financials Comparison

This section allows you to compare key financial metrics between Medtronic plc and Air Products and Chemicals, Inc.. 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


3.00B4.00B5.00B6.00B7.00B8.00B9.00B20222023202420252026
9.02B
3.10B
(MDT) Total Revenue
(APD) Total Revenue
Values in USD except per share items