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SAUHY vs. AZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SAUHY vs. AZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Straumann Holding AG ADR (SAUHY) and AstraZeneca PLC (AZN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SAUHY achieves a 1.28% return, which is significantly lower than AZN's 3.25% return.


SAUHY

1D
-2.83%
1M
4.27%
YTD
1.28%
6M
3.80%
1Y
-8.27%
3Y*
-7.08%
5Y*
8.60%
10Y*

AZN

1D
2.28%
1M
0.56%
YTD
3.25%
6M
5.26%
1Y
32.11%
3Y*
10.74%
5Y*
12.93%
10Y*
15.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAUHY vs. AZN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SAUHY
Straumann Holding AG ADR
1.28%-5.91%-22.01%43.22%5.25%79.03%21.76%58.49%-10.24%8.83%
AZN
AstraZeneca PLC
3.25%43.30%-0.62%1.44%19.14%19.66%3.12%35.68%13.86%2.06%

Correlation

The correlation between SAUHY and AZN is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2017

0.21

Fundamentals

Market Cap

SAUHY:

$18.48B

AZN:

$290.27B

EPS

SAUHY:

$0.47

AZN:

$6.66

PE Ratio

SAUHY:

24.95

AZN:

27.94

PEG Ratio

SAUHY:

9.03

AZN:

0.04

PS Ratio

SAUHY:

3.64

AZN:

4.80

PB Ratio

SAUHY:

8.54

AZN:

6.13

Total Revenue (TTM)

SAUHY:

$5.10B

AZN:

$60.44B

Gross Profit (TTM)

SAUHY:

$3.57B

AZN:

$49.37B

EBITDA (TTM)

SAUHY:

$1.97B

AZN:

$20.47B

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Return for Risk

SAUHY vs. AZN — Risk / Return Rank

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

SAUHY
SAUHY Risk / Return Rank: 3131
Overall Rank
SAUHY Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SAUHY Sortino Ratio Rank: 2828
Sortino Ratio Rank
SAUHY Omega Ratio Rank: 2828
Omega Ratio Rank
SAUHY Calmar Ratio Rank: 3333
Calmar Ratio Rank
SAUHY Martin Ratio Rank: 3232
Martin Ratio Rank

AZN
AZN Risk / Return Rank: 7676
Overall Rank
AZN Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
AZN Sortino Ratio Rank: 7676
Sortino Ratio Rank
AZN Omega Ratio Rank: 7272
Omega Ratio Rank
AZN Calmar Ratio Rank: 7575
Calmar Ratio Rank
AZN Martin Ratio Rank: 7777
Martin Ratio Rank
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.

SAUHY vs. AZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Straumann Holding AG ADR (SAUHY) and AstraZeneca PLC (AZN). 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.


SAUHYAZNDifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-2.19

Omega ratioGain probability vs. loss probability

0.99

1.24

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.26

2.10

-2.36

Martin ratioReturn relative to average drawdown

-0.52

5.67

-6.19

SAUHY vs. AZN - Sharpe Ratio Comparison

The current SAUHY Sharpe Ratio is -0.24, which is lower than the AZN Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of SAUHY and AZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SAUHYAZNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.24

1.28

-1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.54

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.50

-0.18

Drawdowns

SAUHY vs. AZN - Drawdown Comparison

The maximum SAUHY drawdown since its inception was -49.95%, roughly equal to the maximum AZN drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for SAUHY and AZN.


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Drawdown Indicators


SAUHYAZNDifference

Max Drawdown

Largest peak-to-trough decline

-49.95%

-48.94%

-1.01%

Max Drawdown (1Y)

Largest decline over 1 year

-31.50%

-15.43%

-16.07%

Max Drawdown (3Y)

Largest decline over 3 years

-43.87%

-27.87%

-16.00%

Max Drawdown (5Y)

Largest decline over 5 years

-49.95%

-27.87%

-22.08%

Max Drawdown (10Y)

Largest decline over 10 years

-27.87%

Current Drawdown

Current decline from peak

-29.92%

-10.79%

-19.13%

Average Drawdown

Average peak-to-trough decline

-14.12%

-11.37%

-2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.80%

5.69%

+10.11%

Volatility

SAUHY vs. AZN - Volatility Comparison

Straumann Holding AG ADR (SAUHY) has a higher volatility of 10.09% compared to AstraZeneca PLC (AZN) at 7.13%. This indicates that SAUHY's price experiences larger fluctuations and is considered to be riskier than AZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SAUHYAZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.09%

7.13%

+2.96%

Volatility (6M)

Calculated over the trailing 6-month period

23.84%

17.31%

+6.53%

Volatility (1Y)

Calculated over the trailing 1-year period

33.96%

25.40%

+8.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.81%

23.99%

+38.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.37%

24.93%

+29.44%

Dividends

SAUHY vs. AZN - Dividend Comparison

SAUHY's dividend yield for the trailing twelve months is around 1.07%, less than AZN's 2.86% yield.


PositionTTM20252024202320222021202020192018201720162015
AZN
AstraZeneca PLC
2.86%1.70%2.27%2.15%2.12%2.35%2.80%2.81%3.69%3.95%5.01%4.06%
SAUHY
Straumann Holding AG ADR
1.07%0.56%1.06%0.54%0.32%0.28%0.28%0.30%0.00%0.00%0.00%0.00%

Financials

SAUHY vs. AZN - Financials Comparison

This section allows you to compare key financial metrics between Straumann Holding AG ADR and AstraZeneca 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B202120222023202420252026
1.25B
15.29B
(SAUHY) Total Revenue
(AZN) Total Revenue
Values in USD except per share items

SAUHY vs. AZN - Profitability Comparison

The chart below illustrates the profitability comparison between Straumann Holding AG ADR and AstraZeneca PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%80.0%202120222023202420252026
65.1%
82.5%
Portfolio components
SAUHY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Straumann Holding AG ADR reported a gross profit of 811.38M and revenue of 1.25B. Therefore, the gross margin over that period was 65.1%.

AZN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.

SAUHY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Straumann Holding AG ADR reported an operating income of 811.38M and revenue of 1.25B, resulting in an operating margin of 65.1%.

AZN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.

SAUHY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Straumann Holding AG ADR reported a net income of 118.83M and revenue of 1.25B, resulting in a net margin of 9.5%.

AZN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.


Frequently Asked Questions


SAUHY and AZN have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAUHY has higher volatility (10.09%) compared to AZN (7.13%). In terms of maximum drawdown, SAUHY dropped -49.95% vs AZN's -48.94%.

AZN currently has the higher Sharpe Ratio (1.28 vs -0.24), 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.

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