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SDGR vs. AAPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SDGR vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schrodinger, Inc. (SDGR) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SDGR achieves a -15.32% return, which is significantly lower than AAPL's 13.84% return.


SDGR

1D
-1.37%
1M
-10.31%
6M
8.38%
YTD
-15.32%
1Y
-22.48%
3Y*
-33.86%
5Y*
-25.88%
10Y*
ALL TIME*
-8.01%

AAPL

1D
-7.35%
1M
0.09%
6M
19.27%
YTD
13.84%
1Y
53.24%
3Y*
16.99%
5Y*
16.79%
10Y*
29.23%
ALL TIME*
19.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$19.18B$17.68B$17.20B
$12.37M$14.56M$19.33M

SDGR vs. AAPL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SDGR
Schrodinger, Inc.
-15.32%-7.31%-46.12%91.55%-46.34%-56.01%204.54%
AAPL
Apple Inc
13.84%9.05%30.71%49.01%-26.40%34.65%66.54%

Correlation

The correlation between SDGR and AAPL is 0.16, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.16

Correlation (3Y)
Balances recent behavior with more history.

0.19

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.30

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2020

0.27

The correlation between SDGR and AAPL shifts across timeframes, from 0.16 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SDGR:

$1.13B

AAPL:

$4.54T

EPS

SDGR:

-$1.40

AAPL:

$8.69

PS Ratio

SDGR:

4.38

AAPL:

9.82

PB Ratio

SDGR:

3.57

AAPL:

42.38

Total Revenue (TTM)

SDGR:

$254.91M

AAPL:

$466.82B

Gross Profit (TTM)

SDGR:

$141.04M

AAPL:

$227.12B

EBITDA (TTM)

SDGR:

-$85.22M

AAPL:

$168.49B

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Return for Risk

SDGR vs. AAPL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SDGR
SDGR Risk / Return Rank: 2424
Overall Rank
SDGR Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
SDGR Sortino Ratio Rank: 2323
Sortino Ratio Rank
SDGR Omega Ratio Rank: 2424
Omega Ratio Rank
SDGR Calmar Ratio Rank: 2626
Calmar Ratio Rank
SDGR Martin Ratio Rank: 2828
Martin Ratio Rank

AAPL
AAPL Risk / Return Rank: 8989
Overall Rank
AAPL Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 8888
Sortino Ratio Rank
AAPL Omega Ratio Rank: 9090
Omega Ratio Rank
AAPL Calmar Ratio Rank: 9090
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SDGR vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schrodinger, Inc. (SDGR) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SDGRAAPLDifference
Sharpe ratioReturn per unit of total volatility

-2.41

Sortino ratioReturn per unit of downside risk

-3.02

Omega ratioGain probability vs. loss probability

0.95

1.35

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.50

3.60

-4.10

Martin ratioReturn relative to average drawdown

-0.82

8.56

-9.39

SDGR vs. AAPL - Sharpe Ratio Comparison

The current SDGR Sharpe Ratio is -0.50, which is lower than the AAPL Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of SDGR and AAPL, 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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Drawdowns

SDGR vs. AAPL - Drawdown Comparison

The maximum SDGR drawdown since its inception was -90.21%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for SDGR and AAPL.


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Drawdown Indicators


SDGRAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-90.21%

-81.80%

-8.41%

Max Drawdown (1Y)

Largest decline over 1 year

-50.84%

-13.80%

-37.04%

Max Drawdown (3Y)

Largest decline over 3 years

-72.25%

-33.36%

-38.89%

Max Drawdown (5Y)

Largest decline over 5 years

-83.96%

-33.36%

-50.60%

Max Drawdown (10Y)

Largest decline over 10 years

-38.52%

Current Drawdown

Current decline from peak

-86.61%

-9.17%

-77.44%

Average Drawdown

Average peak-to-trough decline

-64.53%

-29.52%

-35.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.07%

5.79%

+25.28%

Volatility

SDGR vs. AAPL - Volatility Comparison

The current volatility for Schrodinger, Inc. (SDGR) is 9.40%, while Apple Inc (AAPL) has a volatility of 11.52%. This indicates that SDGR experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDGRAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.40%

11.52%

-2.12%

Volatility (6M)

Calculated over the trailing 6-month period

37.40%

20.71%

+16.69%

Volatility (1Y)

Calculated over the trailing 1-year period

51.61%

25.91%

+25.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.43%

28.02%

+35.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.50%

29.12%

+40.38%

Dividends

SDGR vs. AAPL - Dividend Comparison

SDGR has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.34%.


PositionTTM20252024202320222021202020192018201720162015
AAPL
Apple Inc
0.34%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
SDGR
Schrodinger, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SDGR vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Schrodinger, Inc. 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.


Quarterly
Annual

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


Values in USD except per share items

Frequently Asked Questions


SDGR and AAPL have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AAPL has higher volatility (11.52%) compared to SDGR (9.40%). In terms of maximum drawdown, SDGR dropped -90.21% vs AAPL's -81.80%.

AAPL currently has the higher Sharpe Ratio (1.92 vs -0.50), 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.

Portfolio Optimizer

Find the right allocation for SDGR and AAPL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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