NSRGY vs. AON
NSRGY (Nestlé S.A.) and AON (Aon plc) are both stocks. NSRGY operates in Packaged Foods (Consumer Defensive), while AON operates in Insurance Brokers (Financial Services). Over the past 10 years, NSRGY returned 6.67%/yr vs 13.10%/yr for AON. At a 0.25 correlation, their price movements are largely independent.
Performance
NSRGY vs. AON - Performance Comparison
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Returns By Period
In the year-to-date period, NSRGY achieves a 5.66% return, which is significantly higher than AON's -4.52% return. Over the past 10 years, NSRGY has underperformed AON with an annualized return of 6.67%, while AON has yielded a comparatively higher 13.10% annualized return.
NSRGY
- 1D
- -0.20%
- 1M
- 2.01%
- YTD
- 5.66%
- 6M
- 6.71%
- 1Y
- -0.82%
- 3Y*
- -1.88%
- 5Y*
- -1.61%
- 10Y*
- 6.67%
AON
- 1D
- 0.04%
- 1M
- 7.85%
- YTD
- -4.52%
- 6M
- -4.77%
- 1Y
- -4.90%
- 3Y*
- 2.54%
- 5Y*
- 6.89%
- 10Y*
- 13.10%
NSRGY vs. AON - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 5.66% | 24.80% | -27.05% | 2.88% | -15.94% | 22.32% | 11.63% | 37.26% | -2.74% | 27.45% |
AON Aon plc | -4.52% | -0.94% | 24.45% | -2.31% | 0.61% | 43.39% | 2.37% | 44.68% | 9.94% | 21.49% |
Correlation
The correlation between NSRGY and AON is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.25 |
The correlation between NSRGY and AON shifts across timeframes, from 0.12 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
NSRGY:
$258.63B
AON:
$72.23B
NSRGY:
CHF 7.72
AON:
$18.21
NSRGY:
10.34
AON:
18.41
NSRGY:
1.14
AON:
4.15
NSRGY:
6.27
AON:
7.34
NSRGY:
CHF 181.02B
AON:
$17.49B
NSRGY:
CHF 83.86B
AON:
$9.77B
NSRGY:
CHF 36.34B
AON:
$6.55B
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Return for Risk
NSRGY vs. AON — Risk / Return Rank
NSRGY
AON
NSRGY vs. AON - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NSRGY) and Aon plc (AON). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NSRGY | AON | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.98 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | -0.28 | +0.23 |
| Martin ratioReturn relative to average drawdown | -0.10 | -0.53 | +0.43 |
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Drawdowns
NSRGY vs. AON - Drawdown Comparison
The maximum NSRGY drawdown since its inception was -75.68%, which is greater than AON's maximum drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for NSRGY and AON.
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Drawdown Indicators
| NSRGY | AON | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.68% | -69.05% | -6.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -17.28% | +1.57% |
Max Drawdown (3Y)Largest decline over 3 years | -32.79% | -23.84% | -8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -38.24% | -25.38% | -12.86% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -38.73% | +0.49% |
Current DrawdownCurrent decline from peak | -17.25% | -17.16% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -24.16% | -13.67% | -10.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.31% | 9.29% | +0.02% |
Volatility
NSRGY vs. AON - Volatility Comparison
Nestlé S.A. (NSRGY) and Aon plc (AON) have volatilities of 5.46% and 5.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NSRGY | AON | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 5.69% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 19.50% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 23.54% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 23.11% | -3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 23.45% | -5.01% |
Dividends
NSRGY vs. AON - Dividend Comparison
NSRGY's dividend yield for the trailing twelve months is around 4.00%, more than AON's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AON Aon plc | 0.91% | 0.82% | 0.74% | 0.83% | 0.73% | 0.66% | 0.84% | 0.83% | 1.35% | 1.05% | 1.16% | 1.25% |
NSRGY Nestlé S.A. | 4.00% | 3.44% | 4.01% | 2.86% | 2.57% | 2.18% | 2.34% | 2.28% | 3.12% | 5.64% | 6.54% | 3.13% |
Financials
NSRGY vs. AON - Financials Comparison
This section allows you to compare key financial metrics between Nestlé S.A. and Aon 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
NSRGY vs. AON - Profitability Comparison
NSRGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.
AON - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aon plc reported a gross profit of 2.64B and revenue of 5.03B. Therefore, the gross margin over that period was 52.5%.
NSRGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.
AON - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aon plc reported an operating income of 1.72B and revenue of 5.03B, resulting in an operating margin of 34.1%.
NSRGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.
AON - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aon plc reported a net income of 1.21B and revenue of 5.03B, resulting in a net margin of 24.1%.
Frequently Asked Questions
NSRGY and AON have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AON has higher volatility (5.69%) compared to NSRGY (5.46%). In terms of maximum drawdown, NSRGY dropped -75.68% vs AON's -69.05%.
NSRGY currently has the higher Sharpe Ratio (-0.04 vs -0.21), 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.
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