RHHBY vs. HLMA.L
RHHBY (Roche Holding AG) and HLMA.L (Halma plc) are both stocks. RHHBY operates in Drug Manufacturers - General (Healthcare), while HLMA.L operates in Conglomerates (Industrials). Over the past 10 years, RHHBY returned 7.66%/yr vs 17.59%/yr for HLMA.L. At a 0.28 correlation, their price movements are largely independent.
Performance
RHHBY vs. HLMA.L - Performance Comparison
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Different Trading Currencies
RHHBY is traded in USD, while HLMA.L is traded in GBp. To make them comparable, the HLMA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, RHHBY achieves a 1.04% return, which is significantly lower than HLMA.L's 32.29% return. Over the past 10 years, RHHBY has underperformed HLMA.L with an annualized return of 7.66%, while HLMA.L has yielded a comparatively higher 17.59% 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%
HLMA.L
- 1D
- 1.30%
- 1M
- 1.59%
- YTD
- 32.29%
- 6M
- 29.81%
- 1Y
- 57.48%
- 3Y*
- 28.56%
- 5Y*
- 11.63%
- 10Y*
- 17.59%
RHHBY vs. HLMA.L - 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% |
HLMA.L Halma plc | 32.29% | 42.52% | 16.72% | 22.94% | -44.39% | 30.29% | 20.15% | 62.62% | 3.28% | 55.63% |
Correlation
The correlation between RHHBY and HLMA.L is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.28 |
Fundamentals
RHHBY:
$5.42
HLMA.L:
£1.46
RHHBY:
9.33
HLMA.L:
32.33
RHHBY:
1.51
HLMA.L:
4.49
RHHBY:
$107.65B
HLMA.L:
£3.98B
RHHBY:
$79.28B
HLMA.L:
£1.17B
RHHBY:
$31.01B
HLMA.L:
£936.80M
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Return for Risk
RHHBY vs. HLMA.L — Risk / Return Rank
RHHBY
HLMA.L
RHHBY vs. HLMA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roche Holding AG (RHHBY) and Halma plc (HLMA.L). 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 | HLMA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 3.96 | -2.54 |
| Martin ratioReturn relative to average drawdown | 3.49 | 14.76 | -11.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RHHBY | HLMA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 2.18 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.41 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.65 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.52 | -0.17 |
Drawdowns
RHHBY vs. HLMA.L - Drawdown Comparison
The maximum RHHBY drawdown since its inception was -45.73%, smaller than the maximum HLMA.L drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for RHHBY and HLMA.L.
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Drawdown Indicators
| RHHBY | HLMA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.73% | -60.44% | +14.71% |
Max Drawdown (1Y)Largest decline over 1 year | -19.38% | -14.43% | -4.95% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -28.38% | +4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -40.88% | -49.10% | +8.22% |
Max Drawdown (10Y)Largest decline over 10 years | -40.88% | -49.10% | +8.22% |
Current DrawdownCurrent decline from peak | -13.99% | -3.82% | -10.17% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -13.57% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.91% | 3.88% | +4.03% |
Volatility
RHHBY vs. HLMA.L - Volatility Comparison
The current volatility for Roche Holding AG (RHHBY) is 8.10%, while Halma plc (HLMA.L) has a volatility of 9.55%. This indicates that RHHBY experiences smaller price fluctuations and is considered to be less risky than HLMA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RHHBY | HLMA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 9.55% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 18.55% | 20.83% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.48% | 26.27% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 28.24% | -4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.58% | 26.95% | -4.37% |
Dividends
RHHBY vs. HLMA.L - Dividend Comparison
RHHBY's dividend yield for the trailing twelve months is around 3.07%, more than HLMA.L's 0.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 0.50% | 0.67% | 0.83% | 0.91% | 0.98% | 0.57% | 0.69% | 0.76% | 1.11% | 1.12% | 0.00% | 0.00% |
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. HLMA.L - Financials Comparison
This section allows you to compare key financial metrics between Roche Holding AG and Halma 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
RHHBY vs. HLMA.L - Profitability Comparison
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%.
HLMA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halma plc reported a gross profit of 0.00 and revenue of 1.24B. Therefore, the gross margin over that period was 0.0%.
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%.
HLMA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halma plc reported an operating income of 256.90M and revenue of 1.24B, resulting in an operating margin of 20.8%.
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%.
HLMA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halma plc reported a net income of 186.80M and revenue of 1.24B, resulting in a net margin of 15.1%.
Frequently Asked Questions
RHHBY and HLMA.L have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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