RHHBY vs. AWK

Last updated Jun 9, 2026

RHHBY (Roche Holding AG) and AWK (American Water Works Company, Inc.) are both stocks. RHHBY operates in Drug Manufacturers - General (Healthcare), while AWK operates in Utilities - Regulated Water (Utilities). Over the past 10 years, RHHBY returned 7.66%/yr vs 6.76%/yr for AWK. At a 0.24 correlation, their price movements are largely independent.

Performance

RHHBY vs. AWK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roche Holding AG (RHHBY) and American Water Works Company, Inc. (AWK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RHHBY achieves a 1.04% return, which is significantly higher than AWK's -4.83% return. Over the past 10 years, RHHBY has outperformed AWK with an annualized return of 7.66%, while AWK has yielded a comparatively lower 6.76% annualized return.

RHHBY

• 1D: -1.81%
• 1M: -1.06%
• YTD: 1.04%
• 6M: 6.55%
• 1Y: 27.52%
• 3Y*: 12.73%
• 5Y*: 4.71%
• 10Y*: 7.66%

AWK

• 1D: -1.59%
• 1M: -1.35%
• YTD: -4.83%
• 6M: -3.31%
• 1Y: -10.24%
• 3Y*: -3.56%
• 5Y*: -2.91%
• 10Y*: 6.76%

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

RHHBY vs. AWK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RHHBY Roche Holding AG	1.04%	52.86%	0.23%	-4.02%	-22.21%	20.20%	9.94%	33.47%	2.16%	14.32%
AWK American Water Works Company, Inc.	-4.83%	7.40%	-3.53%	-11.68%	-17.89%	24.83%	26.88%	37.79%	1.32%	29.01%

Correlation

The correlation between RHHBY and AWK is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.14
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.24
Correlation (All Time) Calculated using the full available price history since Apr 24, 2008	0.24

The correlation between RHHBY and AWK shifts across timeframes, from 0.14 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS RHHBY : $5.42 AWK : $5.65
PE Ratio RHHBY : 9.33 AWK : 21.67
PS Ratio RHHBY : 1.51 AWK : 4.59
Total Revenue (TTM) RHHBY : $107.65B AWK : $5.21B
Gross Profit (TTM) RHHBY : $79.28B AWK : $2.27B
EBITDA (TTM) RHHBY : $31.01B AWK : $2.48B

Return for Risk

RHHBY vs. AWK — Risk / Return Rank

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

RHHBY

RHHBY Risk / Return Rank: 70
RHHBY Sharpe Ratio Rank: 72
RHHBY Sortino Ratio Rank: 69
RHHBY Omega Ratio Rank: 67
RHHBY Calmar Ratio Rank: 69
RHHBY Martin Ratio Rank: 70

AWK

AWK Risk / Return Rank: 18
AWK Sharpe Ratio Rank: 21
AWK Sortino Ratio Rank: 19
AWK Omega Ratio Rank: 21
AWK Calmar Ratio Rank: 18
AWK Martin Ratio Rank: 14

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.

RHHBY vs. AWK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roche Holding AG (RHHBY) and American Water Works Company, Inc. (AWK). 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.

	RHHBY	AWK	Difference
Sharpe ratio: Return per unit of total volatility	1.01	-0.48	+1.49
Sortino ratio: Return per unit of downside risk	1.66	-0.56	+2.22
Omega ratio: Gain probability vs. loss probability	1.20	0.94	+0.26
Calmar ratio: Return relative to maximum drawdown	1.43	-0.67	+2.09
Martin ratio: Return relative to average drawdown	3.49	-1.25	+4.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RHHBY vs. AWK - Sharpe Ratio Comparison

The current RHHBY Sharpe Ratio is 1.01, which is higher than the AWK Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of RHHBY and AWK, 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

	RHHBY	AWK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	-0.48	+1.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	-0.13	+0.33
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.29	+0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	0.56	-0.21

Drawdowns

RHHBY vs. AWK - Drawdown Comparison

The maximum RHHBY drawdown since its inception was -45.73%, which is greater than AWK's maximum drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for RHHBY and AWK.

Drawdown Indicators

	RHHBY	AWK	Difference
Max Drawdown Largest peak-to-trough decline	-45.73%	-37.10%	-8.63%
Max Drawdown (1Y) Largest decline over 1 year	-19.38%	-15.45%	-3.93%
Max Drawdown (3Y) Largest decline over 3 years	-23.46%	-22.33%	-1.13%
Max Drawdown (5Y) Largest decline over 5 years	-40.88%	-37.10%	-3.78%
Max Drawdown (10Y) Largest decline over 10 years	-40.88%	-37.10%	-3.78%
Current Drawdown Current decline from peak	-13.99%	-28.49%	+14.50%
Average Drawdown Average peak-to-trough decline	-12.84%	-9.50%	-3.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.91%	8.23%	-0.32%

Volatility

RHHBY vs. AWK - Volatility Comparison

Roche Holding AG (RHHBY) has a higher volatility of 8.10% compared to American Water Works Company, Inc. (AWK) at 5.75%. This indicates that RHHBY's price experiences larger fluctuations and is considered to be riskier than AWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RHHBY	AWK	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.10%	5.75%	+2.35%
Volatility (6M) Calculated over the trailing 6-month period	18.55%	15.38%	+3.17%
Volatility (1Y) Calculated over the trailing 1-year period	27.48%	21.40%	+6.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.39%	22.90%	+0.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.58%	23.70%	-1.12%

Dividends

RHHBY vs. AWK - Dividend Comparison

RHHBY's dividend yield for the trailing twelve months is around 3.07%, more than AWK's 2.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AWK American Water Works Company, Inc.	2.76%	2.49%	2.41%	2.10%	1.68%	1.25%	1.40%	1.59%	1.96%	1.77%	2.02%	2.23%
RHHBY Roche Holding AG	3.07%	2.69%	3.87%	3.55%	3.23%	1.57%	1.66%	1.70%	3.58%	3.25%	3.57%	2.91%

Financials

RHHBY vs. AWK - Profitability Comparison

The chart below illustrates the profitability comparison between Roche Holding AG and American Water Works Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

RHHBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported a gross profit of 21.75B and revenue of 30.32B. Therefore, the gross margin over that period was 71.7%.

AWK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Water Works Company, Inc. reported a gross profit of 714.00M and revenue of 1.21B. Therefore, the gross margin over that period was 59.2%.

RHHBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported an operating income of 7.05B and revenue of 30.32B, resulting in an operating margin of 23.2%.

AWK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Water Works Company, Inc. reported an operating income of 391.00M and revenue of 1.21B, resulting in an operating margin of 32.4%.

RHHBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported a net income of 5.42B and revenue of 30.32B, resulting in a net margin of 17.9%.

AWK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Water Works Company, Inc. reported a net income of 196.00M and revenue of 1.21B, resulting in a net margin of 16.2%.

Frequently Asked Questions

Can I hold both RHHBY and AWK in my portfolio?

RHHBY and AWK have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RHHBY or AWK?

RHHBY has higher volatility (8.10%) compared to AWK (5.75%). In terms of maximum drawdown, RHHBY dropped -45.73% vs AWK's -37.10%.

Which has better risk-adjusted returns?

RHHBY currently has the higher Sharpe Ratio (1.01 vs -0.48), 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.