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SGI vs. AZO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SGI vs. AZO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Somnigroup International Inc. (SGI) and AutoZone, Inc. (AZO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGI achieves a -26.49% return, which is significantly lower than AZO's -11.06% return. Both investments have delivered pretty close results over the past 10 years, with SGI having a 13.74% annualized return and AZO not far ahead at 14.16%.


SGI

1D
-2.30%
1M
-16.70%
6M
-25.29%
YTD
-26.49%
1Y
-8.76%
3Y*
15.11%
5Y*
9.72%
10Y*
13.74%
ALL TIME*
14.25%

AZO

1D
0.32%
1M
-4.53%
6M
-18.57%
YTD
-11.06%
1Y
-21.84%
3Y*
6.73%
5Y*
13.19%
10Y*
14.16%
ALL TIME*
18.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$422.59M$552.95M$1.12B
$170.41M$154.58M$209.28M

SGI vs. AZO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGI
Somnigroup International Inc.
-26.49%58.81%12.34%50.08%-25.99%75.59%24.05%110.29%-33.96%-8.19%
AZO
AutoZone, Inc.
-11.06%5.92%23.84%4.84%17.64%76.84%-0.49%42.10%17.85%-9.93%

Correlation

The correlation between SGI and AZO is 0.21, which is low. Their historical price movements had little consistent relationship.


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

0.21

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

0.22

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

0.26

Correlation (10Y)
Provides a long-term view across more market conditions.

0.27

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2003

0.30

Fundamentals

Market Cap

SGI:

$13.74B

AZO:

$49.24B

EPS

SGI:

$2.45

AZO:

$145.27

PE Ratio

SGI:

26.65

AZO:

20.76

PS Ratio

SGI:

1.81

AZO:

2.57

Total Revenue (TTM)

SGI:

$7.67B

AZO:

$19.99B

Gross Profit (TTM)

SGI:

$3.40B

AZO:

$10.34B

EBITDA (TTM)

SGI:

$1.14B

AZO:

$4.26B

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Return for Risk

SGI vs. AZO — Risk / Return Rank

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

SGI
SGI Risk / Return Rank: 3333
Overall Rank
SGI Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SGI Sortino Ratio Rank: 3131
Sortino Ratio Rank
SGI Omega Ratio Rank: 3131
Omega Ratio Rank
SGI Calmar Ratio Rank: 3636
Calmar Ratio Rank
SGI Martin Ratio Rank: 3434
Martin Ratio Rank

AZO
AZO Risk / Return Rank: 1717
Overall Rank
AZO Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
AZO Sortino Ratio Rank: 1515
Sortino Ratio Rank
AZO Omega Ratio Rank: 1616
Omega Ratio Rank
AZO Calmar Ratio Rank: 2222
Calmar Ratio Rank
AZO Martin Ratio Rank: 2020
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.

SGI vs. AZO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Somnigroup International Inc. (SGI) and AutoZone, Inc. (AZO). 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.


SGIAZODifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.73

Omega ratioGain probability vs. loss probability

0.99

0.90

+0.09

Calmar ratioReturn relative to maximum drawdown

-0.24

-0.61

+0.37

Martin ratioReturn relative to average drawdown

-0.55

-1.06

+0.51

SGI vs. AZO - Sharpe Ratio Comparison

The current SGI Sharpe Ratio is -0.23, which is higher than the AZO Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of SGI and AZO, 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

SGI vs. AZO - Drawdown Comparison

The maximum SGI drawdown since its inception was -89.24%, which is greater than AZO's maximum drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for SGI and AZO.


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Drawdown Indicators


SGIAZODifference

Max Drawdown

Largest peak-to-trough decline

-89.24%

-46.32%

-42.92%

Max Drawdown (1Y)

Largest decline over 1 year

-37.12%

-32.86%

-4.26%

Max Drawdown (3Y)

Largest decline over 3 years

-37.12%

-32.86%

-4.26%

Max Drawdown (5Y)

Largest decline over 5 years

-58.53%

-32.86%

-25.67%

Max Drawdown (10Y)

Largest decline over 10 years

-74.91%

-42.14%

-32.77%

Current Drawdown

Current decline from peak

-33.02%

-30.73%

-2.29%

Average Drawdown

Average peak-to-trough decline

-27.77%

-10.95%

-16.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.48%

18.86%

-2.38%

Volatility

SGI vs. AZO - Volatility Comparison

Somnigroup International Inc. (SGI) and AutoZone, Inc. (AZO) have volatilities of 11.47% and 11.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGIAZODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.47%

11.72%

-0.25%

Volatility (6M)

Calculated over the trailing 6-month period

33.18%

23.98%

+9.20%

Volatility (1Y)

Calculated over the trailing 1-year period

39.21%

29.01%

+10.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.00%

25.00%

+14.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.46%

26.75%

+19.71%

Dividends

SGI vs. AZO - Dividend Comparison

SGI's dividend yield for the trailing twelve months is around 0.98%, while AZO has not paid dividends to shareholders.


PositionTTM20252024202320222021
AZO
AutoZone, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%
SGI
Somnigroup International Inc.
0.98%0.67%0.92%0.86%1.17%0.68%

Financials

SGI vs. AZO - Financials Comparison

This section allows you to compare key financial metrics between Somnigroup International Inc. and AutoZone, 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

SGI vs. AZO - Profitability Comparison

The chart below illustrates the profitability comparison between Somnigroup International Inc. and AutoZone, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

SGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Somnigroup International Inc. reported a gross profit of 776.90M and revenue of 1.80B. Therefore, the gross margin over that period was 43.1%.

AZO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AutoZone, Inc. reported a gross profit of 2.52B and revenue of 4.84B. Therefore, the gross margin over that period was 52.2%.

SGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Somnigroup International Inc. reported an operating income of 187.10M and revenue of 1.80B, resulting in an operating margin of 10.4%.

AZO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AutoZone, Inc. reported an operating income of 923.76M and revenue of 4.84B, resulting in an operating margin of 19.1%.

SGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Somnigroup International Inc. reported a net income of 104.20M and revenue of 1.80B, resulting in a net margin of 5.8%.

AZO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AutoZone, Inc. reported a net income of 641.49M and revenue of 4.84B, resulting in a net margin of 13.3%.


Frequently Asked Questions


SGI and AZO have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AZO has higher volatility (11.72%) compared to SGI (11.47%). In terms of maximum drawdown, SGI dropped -89.24% vs AZO's -46.32%.

SGI currently has the higher Sharpe Ratio (-0.23 vs -0.69), 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

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