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NABZY vs. SAP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NABZY vs. SAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Australia Bank Ltd ADR (NABZY) and SAP SE (SAP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NABZY achieves a -4.09% return, which is significantly higher than SAP's -24.33% return. Both investments have delivered pretty close results over the past 10 years, with NABZY having a 9.76% annualized return and SAP not far ahead at 9.93%.


NABZY

1D
-1.42%
1M
-3.19%
YTD
-4.09%
6M
1.16%
1Y
10.68%
3Y*
21.09%
5Y*
9.43%
10Y*
9.76%

SAP

1D
-5.32%
1M
7.23%
YTD
-24.33%
6M
-24.61%
1Y
-40.01%
3Y*
12.19%
5Y*
6.90%
10Y*
9.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NABZY vs. SAP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NABZY
National Australia Bank Ltd ADR
-4.09%28.38%14.94%8.79%1.20%29.44%4.63%7.33%-20.32%10.66%
SAP
SAP SE
-24.33%-0.48%61.27%52.30%-24.64%9.22%-1.28%36.43%-10.04%31.25%

Correlation

The correlation between NABZY and SAP 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

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.42

Over the past year, the correlation between NABZY and SAP has dropped to 0.11 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

NABZY:

$81.14B

SAP:

$211.02B

EPS

NABZY:

$2.04

SAP:

$6.13

PE Ratio

NABZY:

6.47

SAP:

29.49

PEG Ratio

NABZY:

2.41

SAP:

0.63

PS Ratio

NABZY:

1.07

SAP:

5.68

PB Ratio

NABZY:

1.35

SAP:

4.70

Total Revenue (TTM)

NABZY:

$76.82B

SAP:

$37.34B

Gross Profit (TTM)

NABZY:

$40.43B

SAP:

$27.51B

EBITDA (TTM)

NABZY:

$9.35B

SAP:

$12.97B

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Return for Risk

NABZY vs. SAP — Risk / Return Rank

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

NABZY
NABZY Risk / Return Rank: 5151
Overall Rank
NABZY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
NABZY Sortino Ratio Rank: 4747
Sortino Ratio Rank
NABZY Omega Ratio Rank: 4747
Omega Ratio Rank
NABZY Calmar Ratio Rank: 5050
Calmar Ratio Rank
NABZY Martin Ratio Rank: 5353
Martin Ratio Rank

SAP
SAP Risk / Return Rank: 55
Overall Rank
SAP Sharpe Ratio Rank: 22
Sharpe Ratio Rank
SAP Sortino Ratio Rank: 44
Sortino Ratio Rank
SAP Omega Ratio Rank: 44
Omega Ratio Rank
SAP Calmar Ratio Rank: 88
Calmar Ratio Rank
SAP Martin Ratio Rank: 66
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.

NABZY vs. SAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for National Australia Bank Ltd ADR (NABZY) and SAP SE (SAP). 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.


NABZYSAPDifference
Sharpe ratioReturn per unit of total volatility

+1.61

Sortino ratioReturn per unit of downside risk

+2.41

Omega ratioGain probability vs. loss probability

1.09

0.78

+0.31

Calmar ratioReturn relative to maximum drawdown

0.43

-0.84

+1.28

Martin ratioReturn relative to average drawdown

1.17

-1.46

+2.63

NABZY vs. SAP - Sharpe Ratio Comparison

The current NABZY Sharpe Ratio is 0.41, which is higher than the SAP Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of NABZY and SAP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NABZYSAPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

-1.20

+1.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.24

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.35

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.19

0.15

-0.34

Drawdowns

NABZY vs. SAP - Drawdown Comparison

The maximum NABZY drawdown since its inception was -95.64%, which is greater than SAP's maximum drawdown of -87.91%. Use the drawdown chart below to compare losses from any high point for NABZY and SAP.


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Drawdown Indicators


NABZYSAPDifference

Max Drawdown

Largest peak-to-trough decline

-95.64%

-87.91%

-7.73%

Max Drawdown (1Y)

Largest decline over 1 year

-24.72%

-47.71%

+22.99%

Max Drawdown (3Y)

Largest decline over 3 years

-30.10%

-47.71%

+17.61%

Max Drawdown (5Y)

Largest decline over 5 years

-30.10%

-47.71%

+17.61%

Max Drawdown (10Y)

Largest decline over 10 years

-62.94%

-51.31%

-11.63%

Current Drawdown

Current decline from peak

-80.35%

-41.07%

-39.28%

Average Drawdown

Average peak-to-trough decline

-82.99%

-28.23%

-54.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.16%

27.40%

-18.24%

Volatility

NABZY vs. SAP - Volatility Comparison

The current volatility for National Australia Bank Ltd ADR (NABZY) is 6.45%, while SAP SE (SAP) has a volatility of 13.32%. This indicates that NABZY experiences smaller price fluctuations and is considered to be less risky than SAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NABZYSAPDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.45%

13.32%

-6.87%

Volatility (6M)

Calculated over the trailing 6-month period

19.90%

29.81%

-9.91%

Volatility (1Y)

Calculated over the trailing 1-year period

25.99%

33.55%

-7.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.32%

28.60%

-2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.24%

28.29%

-0.05%

Dividends

NABZY vs. SAP - Dividend Comparison

NABZY's dividend yield for the trailing twelve months is around 4.41%, more than SAP's 1.62% yield.


PositionTTM20252024202320222021202020192018201720162015
NABZY
National Australia Bank Ltd ADR
4.41%3.92%4.82%5.15%5.05%6.59%2.28%6.62%8.31%6.41%13.52%10.20%
SAP
SAP SE
1.62%1.05%0.97%1.41%2.05%1.56%1.31%1.27%1.73%0.87%1.08%1.11%

Financials

NABZY vs. SAP - Financials Comparison

This section allows you to compare key financial metrics between National Australia Bank Ltd ADR and SAP SE. 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


10.00B15.00B20.00B25.00B30.00B20222023202420252026
28.03B
9.56B
(NABZY) Total Revenue
(SAP) Total Revenue
Values in USD except per share items

NABZY vs. SAP - Profitability Comparison

The chart below illustrates the profitability comparison between National Australia Bank Ltd ADR and SAP SE over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
37.1%
73.0%
Portfolio components
NABZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Australia Bank Ltd ADR reported a gross profit of 10.38B and revenue of 28.03B. Therefore, the gross margin over that period was 37.1%.

SAP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SAP SE reported a gross profit of 6.97B and revenue of 9.56B. Therefore, the gross margin over that period was 73.0%.

NABZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Australia Bank Ltd ADR reported an operating income of 3.78B and revenue of 28.03B, resulting in an operating margin of 13.5%.

SAP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SAP SE reported an operating income of 2.75B and revenue of 9.56B, resulting in an operating margin of 28.8%.

NABZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Australia Bank Ltd ADR reported a net income of 2.70B and revenue of 28.03B, resulting in a net margin of 9.6%.

SAP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SAP SE reported a net income of 1.93B and revenue of 9.56B, resulting in a net margin of 20.2%.


Frequently Asked Questions


NABZY and SAP 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.

SAP has higher volatility (13.32%) compared to NABZY (6.45%). In terms of maximum drawdown, NABZY dropped -95.64% vs SAP's -87.91%.

NABZY currently has the higher Sharpe Ratio (0.41 vs -1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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