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NESN.SW vs. NOV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NESN.SW vs. NOV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Nestlé S.A. (NESN.SW) and Novo Nordisk A/S (NOV.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

NESN.SW is traded in CHF, while NOV.DE is traded in EUR. To make them comparable, the NOV.DE values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, NESN.SW achieves a 1.36% return, which is significantly higher than NOV.DE's -11.83% return. Over the past 10 years, NESN.SW has underperformed NOV.DE with an annualized return of 3.43%, while NOV.DE has yielded a comparatively higher 7.63% annualized return.


NESN.SW

1D
-0.78%
1M
-1.02%
YTD
1.36%
6M
1.26%
1Y
-7.95%
3Y*
-7.76%
5Y*
-4.52%
10Y*
3.43%

NOV.DE

1D
4.04%
1M
-1.27%
YTD
-11.83%
6M
-4.56%
1Y
-40.47%
3Y*
-19.13%
5Y*
1.45%
10Y*
7.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NESN.SW vs. NOV.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NESN.SW
Nestlé S.A.
1.36%8.93%-20.71%-6.62%-13.99%25.41%2.09%34.76%-1.76%18.26%
NOV.DE
Novo Nordisk A/S
-11.83%-46.51%-8.63%40.50%24.84%65.76%13.11%30.63%14.92%47.45%

Correlation

The correlation between NESN.SW and NOV.DE is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

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

0.18

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

0.25

Correlation (All Time)
Calculated using the full available price history since Sep 3, 2007

0.27

Over the past year, the correlation between NESN.SW and NOV.DE has dropped to 0.06 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.

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Return for Risk

NESN.SW vs. NOV.DE — Risk / Return Rank

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

NESN.SW
NESN.SW Risk / Return Rank: 2424
Overall Rank
NESN.SW Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
NESN.SW Sortino Ratio Rank: 2020
Sortino Ratio Rank
NESN.SW Omega Ratio Rank: 2121
Omega Ratio Rank
NESN.SW Calmar Ratio Rank: 2626
Calmar Ratio Rank
NESN.SW Martin Ratio Rank: 2828
Martin Ratio Rank

NOV.DE
NOV.DE Risk / Return Rank: 1616
Overall Rank
NOV.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
NOV.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
NOV.DE Omega Ratio Rank: 1414
Omega Ratio Rank
NOV.DE Calmar Ratio Rank: 1717
Calmar Ratio Rank
NOV.DE Martin Ratio Rank: 2121
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.

NESN.SW vs. NOV.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NESN.SW) and Novo Nordisk A/S (NOV.DE). 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.


NESN.SWNOV.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.27

Omega ratioGain probability vs. loss probability

0.94

0.89

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.46

-0.69

+0.23

Martin ratioReturn relative to average drawdown

-0.75

-1.02

+0.27

NESN.SW vs. NOV.DE - Sharpe Ratio Comparison

The current NESN.SW Sharpe Ratio is -0.41, which is higher than the NOV.DE Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of NESN.SW and NOV.DE, 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


NESN.SWNOV.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.41

-0.73

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.26

0.04

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.23

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.39

+0.08

Drawdowns

NESN.SW vs. NOV.DE - Drawdown Comparison

The maximum NESN.SW drawdown since its inception was -39.85%, smaller than the maximum NOV.DE drawdown of -77.88%. Use the drawdown chart below to compare losses from any high point for NESN.SW and NOV.DE.


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Drawdown Indicators


NESN.SWNOV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-39.85%

-77.88%

+38.03%

Max Drawdown (1Y)

Largest decline over 1 year

-18.11%

-56.12%

+38.01%

Max Drawdown (3Y)

Largest decline over 3 years

-30.19%

-77.88%

+47.69%

Max Drawdown (5Y)

Largest decline over 5 years

-38.45%

-77.88%

+39.43%

Max Drawdown (10Y)

Largest decline over 10 years

-38.45%

-77.88%

+39.43%

Current Drawdown

Current decline from peak

-30.81%

-71.84%

+41.03%

Average Drawdown

Average peak-to-trough decline

-9.94%

-13.07%

+3.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.76%

37.88%

-26.12%

Volatility

NESN.SW vs. NOV.DE - Volatility Comparison

The current volatility for Nestlé S.A. (NESN.SW) is 5.83%, while Novo Nordisk A/S (NOV.DE) has a volatility of 8.26%. This indicates that NESN.SW experiences smaller price fluctuations and is considered to be less risky than NOV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NESN.SWNOV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.83%

8.26%

-2.43%

Volatility (6M)

Calculated over the trailing 6-month period

14.53%

39.04%

-24.51%

Volatility (1Y)

Calculated over the trailing 1-year period

20.81%

53.24%

-32.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.51%

38.12%

-20.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.61%

33.60%

-16.99%

Dividends

NESN.SW vs. NOV.DE - Dividend Comparison

NESN.SW's dividend yield for the trailing twelve months is around 4.04%, less than NOV.DE's 4.11% yield.


PositionTTM20252024202320222021202020192018201720162015
NESN.SW
Nestlé S.A.
4.04%3.87%4.01%3.03%2.61%2.16%2.59%2.34%2.94%2.74%3.08%2.95%
NOV.DE
Novo Nordisk A/S
4.11%3.54%1.58%1.01%1.17%1.27%1.98%2.08%27.19%2.27%3.67%1.25%

Financials

NESN.SW vs. NOV.DE - Financials Comparison

This section allows you to compare key financial metrics between Nestlé S.A. and Novo Nordisk A/S. 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


Please note, different currencies. NESN.SW values in CHF, NOV.DE values in EUR

Frequently Asked Questions


NESN.SW and NOV.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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