NVAX vs. AMGN
Compare and contrast key facts about Novavax, Inc. (NVAX) and Amgen Inc. (AMGN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVAX or AMGN.
Key characteristics
| NVAX | AMGN | |
|---|---|---|
| YTD Return | 200.00% | 10.12% |
| 1Y Return | 85.81% | 43.22% |
| 3Y Return (Ann) | -53.21% | 10.89% |
| 5Y Return (Ann) | 19.57% | 16.47% |
| 10Y Return (Ann) | -16.92% | 13.95% |
| Sharpe Ratio | 0.65 | 1.72 |
| Daily Std Dev | 137.03% | 24.83% |
| Max Drawdown | -98.82% | -78.03% |
| Current Drawdown | -95.50% | -2.27% |
Fundamentals
| NVAX | AMGN | |
|---|---|---|
| Market Cap | $1.25B | $166.38B |
| EPS | -$5.41 | $7.01 |
| PEG Ratio | 0.00 | 2.39 |
| Revenue (TTM) | $983.71M | $29.53B |
| Gross Profit (TTM) | -$156.05M | $19.92B |
| EBITDA (TTM) | -$510.99M | $11.80B |
Correlation
The correlation between NVAX and AMGN is 0.21, 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
NVAX vs. AMGN - Performance Comparison
In the year-to-date period, NVAX achieves a 200.00% return, which is significantly higher than AMGN's 10.12% return. Over the past 10 years, NVAX has underperformed AMGN with an annualized return of -16.92%, while AMGN has yielded a comparatively higher 13.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NVAX vs. AMGN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novavax, Inc. (NVAX) and Amgen Inc. (AMGN). 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
NVAX vs. AMGN - Dividend Comparison
NVAX has not paid dividends to shareholders, while AMGN's dividend yield for the trailing twelve months is around 2.78%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVAX Novavax, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMGN Amgen Inc. | 2.78% | 2.96% | 2.95% | 3.13% | 2.78% | 2.41% | 2.71% | 2.65% | 2.74% | 1.95% | 1.53% | 1.65% |
Drawdowns
NVAX vs. AMGN - Drawdown Comparison
The maximum NVAX drawdown since its inception was -98.82%, which is greater than AMGN's maximum drawdown of -78.03%. Use the drawdown chart below to compare losses from any high point for NVAX and AMGN. For additional features, visit the drawdowns tool.
Volatility
NVAX vs. AMGN - Volatility Comparison
Novavax, Inc. (NVAX) has a higher volatility of 77.72% compared to Amgen Inc. (AMGN) at 12.97%. This indicates that NVAX's price experiences larger fluctuations and is considered to be riskier than AMGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NVAX vs. AMGN - Financials Comparison
This section allows you to compare key financial metrics between Novavax, Inc. and Amgen 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.
Total Revenue: Total amount of money received from sales and other business activities