NVO vs. AAPL
Compare and contrast key facts about Novo Nordisk A/S (NVO) and Apple Inc (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVO or AAPL.
Key characteristics
NVO | AAPL | |
---|---|---|
YTD Return | 24.23% | 13.26% |
1Y Return | 62.94% | 12.41% |
3Y Return (Ann) | 43.51% | 14.12% |
5Y Return (Ann) | 41.05% | 34.21% |
10Y Return (Ann) | 20.47% | 25.86% |
Sharpe Ratio | 1.80 | 0.57 |
Daily Std Dev | 32.74% | 22.71% |
Max Drawdown | -51.38% | -81.80% |
Current Drawdown | -12.97% | -7.38% |
Fundamentals
NVO | AAPL | |
---|---|---|
Market Cap | $593.01B | $3.35T |
EPS | $2.91 | $6.43 |
PE Ratio | 45.32 | 33.99 |
PEG Ratio | 2.36 | 2.35 |
Total Revenue (TTM) | $189.94B | $299.83B |
Gross Profit (TTM) | $160.30B | $137.55B |
EBITDA (TTM) | $96.60B | $103.58B |
Correlation
The correlation between NVO and AAPL is 0.16, 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
NVO vs. AAPL - Performance Comparison
In the year-to-date period, NVO achieves a 24.23% return, which is significantly higher than AAPL's 13.26% return. Over the past 10 years, NVO has underperformed AAPL with an annualized return of 20.47%, while AAPL has yielded a comparatively higher 25.86% 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
NVO vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novo Nordisk A/S (NVO) and Apple Inc (AAPL). 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
NVO vs. AAPL - Dividend Comparison
NVO's dividend yield for the trailing twelve months is around 0.76%, more than AAPL's 0.45% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVO Novo Nordisk A/S | 0.76% | 0.71% | 0.84% | 0.94% | 1.33% | 1.51% | 1.97% | 1.52% | 2.87% | 0.92% | 1.43% | 1.23% |
AAPL Apple Inc | 0.45% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
NVO vs. AAPL - Drawdown Comparison
The maximum NVO drawdown since its inception was -51.38%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for NVO and AAPL. For additional features, visit the drawdowns tool.
Volatility
NVO vs. AAPL - Volatility Comparison
Novo Nordisk A/S (NVO) has a higher volatility of 9.02% compared to Apple Inc (AAPL) at 7.64%. This indicates that NVO's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NVO vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Novo Nordisk A/S and Apple 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