SDZNY vs. PHIN
SDZNY (Sandoz Group AG) and PHIN (PHINIA Inc.) are both stocks. SDZNY operates in Drug Manufacturers - Specialty & Generic (Healthcare), while PHIN operates in Auto Parts (Consumer Cyclical). Over the past year, SDZNY returned 59.96% vs 97.99% for PHIN. At a 0.07 correlation, their price movements are largely independent.
Performance
SDZNY vs. PHIN - Performance Comparison
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Returns By Period
In the year-to-date period, SDZNY achieves a 17.28% return, which is significantly lower than PHIN's 36.94% return.
SDZNY
- 1D
- 0.12%
- 1M
- -2.92%
- YTD
- 17.28%
- 6M
- 17.96%
- 1Y
- 59.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PHIN
- 1D
- 4.09%
- 1M
- 8.11%
- YTD
- 36.94%
- 6M
- 48.25%
- 1Y
- 97.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SDZNY vs. PHIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SDZNY Sandoz Group AG | 17.28% | 83.00% | 28.40% | 19.80% |
PHIN PHINIA Inc. | 36.94% | 32.99% | 62.69% | 17.81% |
Correlation
The correlation between SDZNY and PHIN is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2023 | 0.07 |
Fundamentals
SDZNY:
$36.89B
PHIN:
$3.30B
SDZNY:
$1.66
PHIN:
$3.58
SDZNY:
50.92
PHIN:
23.80
SDZNY:
0.24
PHIN:
1.28
SDZNY:
2.02
PHIN:
0.94
SDZNY:
3.93
PHIN:
2.13
SDZNY:
$18.19B
PHIN:
$3.57B
SDZNY:
$8.61B
PHIN:
$763.00M
SDZNY:
$2.13B
PHIN:
$374.00M
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Return for Risk
SDZNY vs. PHIN — Risk / Return Rank
SDZNY
PHIN
SDZNY vs. PHIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sandoz Group AG (SDZNY) and PHINIA Inc. (PHIN). 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 | PHIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.50 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 4.84 | -1.68 |
| Martin ratioReturn relative to average drawdown | 8.41 | 13.57 | -5.17 |
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Drawdowns
SDZNY vs. PHIN - Drawdown Comparison
The maximum SDZNY drawdown since its inception was -25.34%, smaller than the maximum PHIN drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for SDZNY and PHIN.
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Drawdown Indicators
| SDZNY | PHIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.34% | -34.71% | +9.37% |
Max Drawdown (1Y)Largest decline over 1 year | -19.09% | -20.37% | +1.28% |
Current DrawdownCurrent decline from peak | -8.57% | 0.00% | -8.57% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -12.11% | +6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.16% | 7.26% | -0.10% |
Volatility
SDZNY vs. PHIN - Volatility Comparison
The current volatility for Sandoz Group AG (SDZNY) is 7.35%, while PHINIA Inc. (PHIN) has a volatility of 11.75%. This indicates that SDZNY experiences smaller price fluctuations and is considered to be less risky than PHIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDZNY | PHIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 11.75% | -4.40% |
Volatility (6M)Calculated over the trailing 6-month period | 23.43% | 23.16% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.56% | 29.92% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.66% | 42.61% | -11.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.66% | 42.61% | -11.95% |
Dividends
SDZNY vs. PHIN - Dividend Comparison
SDZNY's dividend yield for the trailing twelve months is around 1.22%, less than PHIN's 1.34% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PHIN PHINIA Inc. | 1.34% | 1.72% | 2.08% | 1.65% |
SDZNY Sandoz Group AG | 1.22% | 1.00% | 1.22% | 0.00% |
Financials
SDZNY vs. PHIN - Financials Comparison
This section allows you to compare key financial metrics between Sandoz Group AG and PHINIA 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.
Total Revenue: Total amount of money received from sales and other business activities
SDZNY vs. PHIN - 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%.
PHIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PHINIA Inc. reported a gross profit of 188.00M and revenue of 878.00M. Therefore, the gross margin over that period was 21.4%.
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%.
PHIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PHINIA Inc. reported an operating income of 69.00M and revenue of 878.00M, resulting in an operating margin of 7.9%.
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%.
PHIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PHINIA Inc. reported a net income of 37.00M and revenue of 878.00M, resulting in a net margin of 4.2%.
Frequently Asked Questions
SDZNY and PHIN have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PHIN has higher volatility (11.75%) compared to SDZNY (7.35%). In terms of maximum drawdown, SDZNY dropped -25.34% vs PHIN's -34.71%.
PHIN currently has the higher Sharpe Ratio (3.29 vs 1.91), 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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