PZAKY vs. IBEX

Last updated Jun 3, 2026

PZAKY (Powszechny Zaklad Ubezpieczen SA) and IBEX (IBEX Limited) are both stocks. PZAKY operates in Insurance - Property & Casualty (Financial Services), while IBEX operates in Information Technology Services (Technology). Over the past year, PZAKY returned 64.39% vs 12.16% for IBEX. At a correlation of -0.03, they often move in opposite directions.

Performance

PZAKY vs. IBEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Powszechny Zaklad Ubezpieczen SA (PZAKY) and IBEX Limited (IBEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PZAKY achieves a 14.73% return, which is significantly higher than IBEX's -16.42% return.

PZAKY

• 1D: 0.00%
• 1M: 1.79%
• YTD: 14.73%
• 6M: 3.43%
• 1Y: 64.39%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBEX

• 1D: -0.93%
• 1M: 12.96%
• YTD: -16.42%
• 6M: -8.98%
• 1Y: 12.16%
• 3Y*: 13.91%
• 5Y*: 8.34%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PZAKY vs. IBEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
PZAKY Powszechny Zaklad Ubezpieczen SA	14.73%	53.44%	76.46%
IBEX IBEX Limited	-16.42%	77.66%	23.65%

Correlation

The correlation between PZAKY and IBEX is -0.03, 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	-0.03
Correlation (All Time) Calculated using the full available price history since Feb 9, 2024	-0.03

Fundamentals

Market Cap PZAKY : $17.18B IBEX : $478.46M
EPS PZAKY : $7.34 IBEX : $3.21
PE Ratio PZAKY : 2.71 IBEX : 9.95
PEG Ratio PZAKY : 0.27 IBEX : 0.05
PS Ratio PZAKY : 0.29 IBEX : 0.75
PB Ratio PZAKY : 0.47 IBEX : 2.98
Total Revenue (TTM) PZAKY : $58.77B IBEX : $626.95M
Gross Profit (TTM) PZAKY : $58.84B IBEX : $133.71M
EBITDA (TTM) PZAKY : $24.17B IBEX : $70.34M

Return for Risk

PZAKY vs. IBEX — Risk / Return Rank

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

PZAKY

PZAKY Risk / Return Rank: 77
PZAKY Sharpe Ratio Rank: 68
PZAKY Sortino Ratio Rank: 71
PZAKY Omega Ratio Rank: 92
PZAKY Calmar Ratio Rank: 76
PZAKY Martin Ratio Rank: 77

IBEX

IBEX Risk / Return Rank: 48
IBEX Sharpe Ratio Rank: 48
IBEX Sortino Ratio Rank: 51
IBEX Omega Ratio Rank: 50
IBEX Calmar Ratio Rank: 47
IBEX Martin Ratio Rank: 46

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.

PZAKY vs. IBEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Powszechny Zaklad Ubezpieczen SA (PZAKY) and IBEX Limited (IBEX). 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.

	PZAKY	IBEX	Difference
Sharpe ratio Return per unit of total volatility	0.87	0.23	+0.63
Sortino ratio Return per unit of downside risk	1.80	0.89	+0.92
Omega ratio Gain probability vs. loss probability	1.48	1.11	+0.37
Calmar ratio Return relative to maximum drawdown	2.24	0.29	+1.95
Martin ratio Return relative to average drawdown	5.68	0.58	+5.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PZAKY vs. IBEX - Sharpe Ratio Comparison

The current PZAKY Sharpe Ratio is 0.87, which is higher than the IBEX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of PZAKY and IBEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PZAKY	IBEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.87	0.23	+0.63
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.17	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	0.25	+0.78

Drawdowns

PZAKY vs. IBEX - Drawdown Comparison

The maximum PZAKY drawdown since its inception was -28.78%, smaller than the maximum IBEX drawdown of -56.04%. Use the drawdown chart below to compare losses from any high point for PZAKY and IBEX.

Drawdown Indicators

	PZAKY	IBEX	Difference
Max Drawdown Largest peak-to-trough decline	-28.78%	-56.04%	+27.26%
Max Drawdown (1Y) Largest decline over 1 year	-28.78%	-37.14%	+8.36%
Max Drawdown (3Y) Largest decline over 3 years	—	-43.57%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-56.04%	—
Current Drawdown Current decline from peak	-9.09%	-24.02%	+14.93%
Average Drawdown Average peak-to-trough decline	-3.40%	-25.46%	+22.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.33%	18.75%	-7.42%

Volatility

PZAKY vs. IBEX - Volatility Comparison

Powszechny Zaklad Ubezpieczen SA (PZAKY) and IBEX Limited (IBEX) have volatilities of 18.37% and 17.59%, 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.

Volatility by Period

	PZAKY	IBEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.37%	17.59%	+0.78%
Volatility (6M) Calculated over the trailing 6-month period	57.25%	28.54%	+28.71%
Volatility (1Y) Calculated over the trailing 1-year period	75.50%	52.01%	+23.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	66.43%	48.20%	+18.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	66.43%	52.87%	+13.56%

Dividends

PZAKY vs. IBEX - Dividend Comparison

PZAKY's dividend yield for the trailing twelve months is around 6.17%, while IBEX has not paid dividends to shareholders.

Position	TTM	2025	2024
IBEX IBEX Limited	0.00%	0.00%	0.00%
PZAKY Powszechny Zaklad Ubezpieczen SA	6.17%	7.08%	9.07%

Financials

PZAKY vs. IBEX - Profitability Comparison

The chart below illustrates the profitability comparison between Powszechny Zaklad Ubezpieczen SA and IBEX Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PZAKY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Powszechny Zaklad Ubezpieczen SA reported a gross profit of 7.97B and revenue of 7.97B. Therefore, the gross margin over that period was 100.0%.

IBEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IBEX Limited reported a gross profit of 0.00 and revenue of 164.41M. Therefore, the gross margin over that period was 0.0%.

PZAKY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Powszechny Zaklad Ubezpieczen SA reported an operating income of 3.84B and revenue of 7.97B, resulting in an operating margin of 48.2%.

IBEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IBEX Limited reported an operating income of 16.16M and revenue of 164.41M, resulting in an operating margin of 9.8%.

PZAKY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Powszechny Zaklad Ubezpieczen SA reported a net income of 1.40B and revenue of 7.97B, resulting in a net margin of 17.5%.

IBEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IBEX Limited reported a net income of 13.33M and revenue of 164.41M, resulting in a net margin of 8.1%.

Frequently Asked Questions

Can I hold both PZAKY and IBEX in my portfolio?

PZAKY and IBEX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PZAKY or IBEX?

PZAKY has higher volatility (18.37%) compared to IBEX (17.59%). In terms of maximum drawdown, PZAKY dropped -28.78% vs IBEX's -56.04%.

Which has better risk-adjusted returns?

PZAKY currently has the higher Sharpe Ratio (0.87 vs 0.23), 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.