SDZNY vs. FTAIN
SDZNY (Sandoz Group AG) and FTAIN (Fortress Transportation and Preferred Series C) are both stocks. SDZNY operates in Drug Manufacturers - Specialty & Generic (Healthcare), while FTAIN operates in Rental & Leasing Services (Industrials). Over the past year, SDZNY returned 59.96% vs 7.72% for FTAIN. At a correlation of -0.01, they often move in opposite directions.
Performance
SDZNY vs. FTAIN - Performance Comparison
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Returns By Period
In the year-to-date period, SDZNY achieves a 17.28% return, which is significantly higher than FTAIN's 2.52% return.
SDZNY
- 1D
- 0.12%
- 1M
- -2.92%
- YTD
- 17.28%
- 6M
- 17.96%
- 1Y
- 59.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FTAIN
- 1D
- 0.04%
- 1M
- 0.38%
- YTD
- 2.52%
- 6M
- 2.52%
- 1Y
- 7.72%
- 3Y*
- 11.74%
- 5Y*
- 6.88%
- 10Y*
- —
SDZNY vs. FTAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SDZNY Sandoz Group AG | 17.28% | 83.00% | 28.40% | 19.80% |
FTAIN Fortress Transportation and Preferred Series C | 2.52% | 4.26% | 18.15% | 10.88% |
Correlation
The correlation between SDZNY and FTAIN is 0.05, 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 | 0.05 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2023 | -0.01 |
Fundamentals
SDZNY:
$36.89B
FTAIN:
$2.61B
SDZNY:
$1.66
FTAIN:
$5.13
SDZNY:
50.92
FTAIN:
4.87
SDZNY:
0.24
FTAIN:
0.00
SDZNY:
2.02
FTAIN:
0.91
SDZNY:
3.93
FTAIN:
6.04
SDZNY:
$18.19B
FTAIN:
$2.84B
SDZNY:
$8.61B
FTAIN:
$922.62M
SDZNY:
$2.13B
FTAIN:
$992.07M
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Return for Risk
SDZNY vs. FTAIN — Risk / Return Rank
SDZNY
FTAIN
SDZNY vs. FTAIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sandoz Group AG (SDZNY) and Fortress Transportation and Preferred Series C (FTAIN). 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.
| SDZNY | FTAIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.33 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 4.67 | -1.51 |
| Martin ratioReturn relative to average drawdown | 8.41 | 16.81 | -8.40 |
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Drawdowns
SDZNY vs. FTAIN - Drawdown Comparison
The maximum SDZNY drawdown since its inception was -25.34%, smaller than the maximum FTAIN drawdown of -32.02%. Use the drawdown chart below to compare losses from any high point for SDZNY and FTAIN.
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Drawdown Indicators
| SDZNY | FTAIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.34% | -32.02% | +6.68% |
Max Drawdown (1Y)Largest decline over 1 year | -19.09% | -1.66% | -17.43% |
Max Drawdown (3Y)Largest decline over 3 years | — | -8.42% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.02% | — |
Current DrawdownCurrent decline from peak | -8.57% | 0.00% | -8.57% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -4.50% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.16% | 0.47% | +6.69% |
Volatility
SDZNY vs. FTAIN - Volatility Comparison
Sandoz Group AG (SDZNY) has a higher volatility of 7.35% compared to Fortress Transportation and Preferred Series C (FTAIN) at 0.27%. This indicates that SDZNY's price experiences larger fluctuations and is considered to be riskier than FTAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDZNY | FTAIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 0.27% | +7.08% |
Volatility (6M)Calculated over the trailing 6-month period | 23.43% | 2.37% | +21.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.56% | 4.79% | +26.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.66% | 18.69% | +11.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.66% | 18.39% | +12.27% |
Dividends
SDZNY vs. FTAIN - Dividend Comparison
SDZNY's dividend yield for the trailing twelve months is around 1.22%, less than FTAIN's 8.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
FTAIN Fortress Transportation and Preferred Series C | 8.25% | 8.12% | 7.81% | 8.52% | 10.58% | 5.56% |
SDZNY Sandoz Group AG | 1.22% | 1.00% | 1.22% | 0.00% | 0.00% | 0.00% |
Financials
SDZNY vs. FTAIN - Financials Comparison
This section allows you to compare key financial metrics between Sandoz Group AG and Fortress Transportation and Preferred Series C. 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
SDZNY vs. FTAIN - Profitability Comparison
SDZNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sandoz Group AG reported a gross profit of 2.25B and revenue of 4.64B. Therefore, the gross margin over that period was 48.4%.
FTAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Preferred Series C reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.
SDZNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sandoz Group AG reported an operating income of 808.02M and revenue of 4.64B, resulting in an operating margin of 17.4%.
FTAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Preferred Series C reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.
SDZNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sandoz Group AG reported a net income of 425.40M and revenue of 4.64B, resulting in a net margin of 9.2%.
FTAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Preferred Series C reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.
Frequently Asked Questions
SDZNY and FTAIN have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDZNY has higher volatility (7.35%) compared to FTAIN (0.27%). In terms of maximum drawdown, SDZNY dropped -25.34% vs FTAIN's -32.02%.
SDZNY currently has the higher Sharpe Ratio (1.91 vs 1.62), 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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