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SDZNY vs. SCMWY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SDZNY vs. SCMWY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sandoz Group AG (SDZNY) and SwissCom AG (SCMWY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SDZNY achieves a 17.28% return, which is significantly lower than SCMWY's 18.66% return.


SDZNY

1D
0.12%
1M
-2.92%
YTD
17.28%
6M
17.96%
1Y
59.96%
3Y*
5Y*
10Y*

SCMWY

1D
1.39%
1M
-4.87%
YTD
18.66%
6M
23.78%
1Y
24.06%
3Y*
17.36%
5Y*
12.58%
10Y*
11.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDZNY vs. SCMWY - Yearly Performance Comparison


2026 (YTD)202520242023
SDZNY
Sandoz Group AG
17.28%83.00%28.40%19.80%
SCMWY
SwissCom AG
18.66%35.49%1.05%2.73%

Correlation

The correlation between SDZNY and SCMWY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.27

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2023

0.24

Fundamentals

Market Cap

SDZNY:

$36.89B

SCMWY:

$43.00B

EPS

SDZNY:

$1.66

SCMWY:

CHF 2.40

PE Ratio

SDZNY:

50.92

SCMWY:

27.55

PS Ratio

SDZNY:

2.02

SCMWY:

2.30

PB Ratio

SDZNY:

3.93

SCMWY:

3.08

Total Revenue (TTM)

SDZNY:

$18.19B

SCMWY:

CHF 14.92B

Gross Profit (TTM)

SDZNY:

$8.61B

SCMWY:

CHF 10.10B

EBITDA (TTM)

SDZNY:

$2.13B

SCMWY:

CHF 5.60B

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Return for Risk

SDZNY vs. SCMWY — Risk / Return Rank

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

SDZNY
SDZNY Risk / Return Rank: 8787
Overall Rank
SDZNY Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
SDZNY Sortino Ratio Rank: 8888
Sortino Ratio Rank
SDZNY Omega Ratio Rank: 8686
Omega Ratio Rank
SDZNY Calmar Ratio Rank: 8585
Calmar Ratio Rank
SDZNY Martin Ratio Rank: 8686
Martin Ratio Rank

SCMWY
SCMWY Risk / Return Rank: 7878
Overall Rank
SCMWY Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
SCMWY Sortino Ratio Rank: 7676
Sortino Ratio Rank
SCMWY Omega Ratio Rank: 7272
Omega Ratio Rank
SCMWY Calmar Ratio Rank: 8080
Calmar Ratio Rank
SCMWY Martin Ratio Rank: 8080
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.

SDZNY vs. SCMWY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sandoz Group AG (SDZNY) and SwissCom AG (SCMWY). 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.


SDZNYSCMWYDifference
Sharpe ratioReturn per unit of total volatility

+0.62

Sortino ratioReturn per unit of downside risk

+0.81

Omega ratioGain probability vs. loss probability

1.34

1.23

+0.12

Calmar ratioReturn relative to maximum drawdown

3.16

2.44

+0.72

Martin ratioReturn relative to average drawdown

8.41

6.25

+2.16

SDZNY vs. SCMWY - Sharpe Ratio Comparison

The current SDZNY Sharpe Ratio is 1.91, which is higher than the SCMWY Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of SDZNY and SCMWY, 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

SDZNY vs. SCMWY - Drawdown Comparison

The maximum SDZNY drawdown since its inception was -25.34%, smaller than the maximum SCMWY drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SDZNY and SCMWY.


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Drawdown Indicators


SDZNYSCMWYDifference

Max Drawdown

Largest peak-to-trough decline

-25.34%

-33.75%

+8.41%

Max Drawdown (1Y)

Largest decline over 1 year

-19.09%

-9.92%

-9.17%

Max Drawdown (3Y)

Largest decline over 3 years

-16.68%

Max Drawdown (5Y)

Largest decline over 5 years

-26.82%

Max Drawdown (10Y)

Largest decline over 10 years

-26.82%

Current Drawdown

Current decline from peak

-8.57%

-7.80%

-0.77%

Average Drawdown

Average peak-to-trough decline

-5.80%

-8.52%

+2.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.16%

3.86%

+3.30%

Volatility

SDZNY vs. SCMWY - Volatility Comparison

Sandoz Group AG (SDZNY) has a higher volatility of 7.35% compared to SwissCom AG (SCMWY) at 4.61%. This indicates that SDZNY's price experiences larger fluctuations and is considered to be riskier than SCMWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDZNYSCMWYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.35%

4.61%

+2.74%

Volatility (6M)

Calculated over the trailing 6-month period

23.43%

13.90%

+9.53%

Volatility (1Y)

Calculated over the trailing 1-year period

31.56%

18.66%

+12.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.66%

17.52%

+13.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.66%

17.35%

+13.31%

Dividends

SDZNY vs. SCMWY - Dividend Comparison

SDZNY's dividend yield for the trailing twelve months is around 1.22%, less than SCMWY's 4.07% yield.


PositionTTM20252024202320222021202020192018201720162015
SCMWY
SwissCom AG
4.07%3.44%8.77%3.99%4.30%4.38%4.28%4.13%4.91%8.30%9.75%4.60%
SDZNY
Sandoz Group AG
1.22%1.00%1.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SDZNY vs. SCMWY - Financials Comparison

This section allows you to compare key financial metrics between Sandoz Group AG and SwissCom AG. 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


3.00B3.50B4.00B4.50B5.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
4.64B
3.69B
(SDZNY) Total Revenue
(SCMWY) Total Revenue
Please note, different currencies. SDZNY values in USD, SCMWY values in CHF

SDZNY vs. SCMWY - Profitability Comparison

The chart below illustrates the profitability comparison between Sandoz Group AG and SwissCom AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
48.4%
28.0%
Portfolio components
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%.

SCMWY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SwissCom AG reported a gross profit of 1.03B and revenue of 3.69B. Therefore, the gross margin over that period was 28.0%.

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%.

SCMWY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SwissCom AG reported an operating income of 618.49M and revenue of 3.69B, resulting in an operating margin of 16.8%.

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%.

SCMWY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SwissCom AG reported a net income of 339.41M and revenue of 3.69B, resulting in a net margin of 9.2%.


Frequently Asked Questions


SDZNY and SCMWY have a correlation of 0.27, 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 SCMWY (4.61%). In terms of maximum drawdown, SDZNY dropped -25.34% vs SCMWY's -33.75%.

SDZNY currently has the higher Sharpe Ratio (1.91 vs 1.30), 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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