SGIOY vs. GILD
SGIOY (Shionogi & Co Ltd ADR) and GILD (Gilead Sciences, Inc.) are both stocks. Both are in the Healthcare sector — SGIOY in Drug Manufacturers - Specialty & Generic, GILD in Drug Manufacturers - General. Over the past 5 years, SGIOY returned 0.86%/yr vs 18.01%/yr for GILD. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
SGIOY vs. GILD - Performance Comparison
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Returns By Period
In the year-to-date period, SGIOY achieves a 0.67% return, which is significantly lower than GILD's 7.39% return.
SGIOY
- 1D
- -4.54%
- 1M
- 4.63%
- 6M
- -11.55%
- YTD
- 0.67%
- 1Y
- 5.73%
- 3Y*
- 9.03%
- 5Y*
- 0.86%
- 10Y*
- —
- ALL TIME*
- 0.63%
GILD
- 1D
- -0.82%
- 1M
- -0.81%
- 6M
- -7.14%
- YTD
- 7.39%
- 1Y
- 18.04%
- 3Y*
- 23.83%
- 5Y*
- 18.01%
- 10Y*
- 8.84%
- ALL TIME*
- 18.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $811.25M | $879.82M | $985.54M | |
| $1.08M | $1.39M | $1.75M |
SGIOY vs. GILD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGIOY Shionogi & Co Ltd ADR | 0.67% | 30.97% | -12.80% | -3.30% | -29.92% | 28.94% | -11.90% | 10.11% | 2.21% | 6.08% |
GILD Gilead Sciences, Inc. | 7.39% | 36.59% | 18.68% | -1.99% | 23.63% | 29.95% | -6.70% | 7.88% | -9.92% | -12.19% |
Correlation
The correlation between SGIOY and GILD 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. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 2017 | 0.15 |
Fundamentals
SGIOY:
$15.39B
GILD:
$161.66B
SGIOY:
¥121.02
GILD:
$7.35
SGIOY:
11.76
GILD:
17.71
SGIOY:
0.53
GILD:
0.04
SGIOY:
4.83
GILD:
5.49
SGIOY:
1.43
GILD:
6.94
SGIOY:
¥502.23B
GILD:
$29.74B
SGIOY:
¥413.57B
GILD:
$18.74B
SGIOY:
¥238.89B
GILD:
$12.88B
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Return for Risk
SGIOY vs. GILD — Risk / Return Rank
SGIOY
GILD
SGIOY vs. GILD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shionogi & Co Ltd ADR (SGIOY) and Gilead Sciences, Inc. (GILD). 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.
| SGIOY | GILD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.88 | -0.59 |
| Martin ratioReturn relative to average drawdown | 0.64 | 2.01 | -1.37 |
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Drawdowns
SGIOY vs. GILD - Drawdown Comparison
The maximum SGIOY drawdown since its inception was -51.25%, smaller than the maximum GILD drawdown of -70.83%. Use the drawdown chart below to compare losses from any high point for SGIOY and GILD.
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Drawdown Indicators
| SGIOY | GILD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.25% | -70.83% | +19.58% |
Max Drawdown (1Y)Largest decline over 1 year | -29.18% | -21.59% | -7.59% |
Max Drawdown (3Y)Largest decline over 3 years | -30.42% | -26.59% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -51.25% | -26.59% | -24.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.47% | — |
Current DrawdownCurrent decline from peak | -28.23% | -15.40% | -12.83% |
Average DrawdownAverage peak-to-trough decline | -25.43% | -22.13% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.37% | 9.47% | +3.90% |
Volatility
SGIOY vs. GILD - Volatility Comparison
Shionogi & Co Ltd ADR (SGIOY) and Gilead Sciences, Inc. (GILD) have volatilities of 10.30% and 10.07%, 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
| SGIOY | GILD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.30% | 10.07% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 25.99% | 19.28% | +6.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.01% | 27.06% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.27% | 24.54% | +5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.64% | 25.46% | +5.18% |
Dividends
SGIOY vs. GILD - Dividend Comparison
SGIOY has not paid dividends to shareholders, while GILD's dividend yield for the trailing twelve months is around 2.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GILD Gilead Sciences, Inc. | 2.47% | 2.57% | 3.33% | 3.70% | 3.40% | 3.91% | 4.67% | 3.88% | 3.65% | 2.90% | 2.57% | 1.27% |
SGIOY Shionogi & Co Ltd ADR | 0.00% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SGIOY vs. GILD - Financials Comparison
This section allows you to compare key financial metrics between Shionogi & Co Ltd ADR and Gilead Sciences, 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
SGIOY vs. GILD - Profitability Comparison
SGIOY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Shionogi & Co Ltd ADR reported a gross profit of 108.28B and revenue of 141.55B. Therefore, the gross margin over that period was 76.5%.
GILD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Gilead Sciences, Inc. reported a gross profit of 79.20M and revenue of 6.96B. Therefore, the gross margin over that period was 1.1%.
SGIOY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Shionogi & Co Ltd ADR reported an operating income of 28.25B and revenue of 141.55B, resulting in an operating margin of 20.0%.
GILD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Gilead Sciences, Inc. reported an operating income of 2.59B and revenue of 6.96B, resulting in an operating margin of 37.2%.
SGIOY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Shionogi & Co Ltd ADR reported a net income of 47.80B and revenue of 141.55B, resulting in a net margin of 33.8%.
GILD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Gilead Sciences, Inc. reported a net income of 2.02B and revenue of 6.96B, resulting in a net margin of 29.0%.
Frequently Asked Questions
SGIOY and GILD 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.
SGIOY has higher volatility (10.30%) compared to GILD (10.07%). In terms of maximum drawdown, SGIOY dropped -51.25% vs GILD's -70.83%.
GILD currently has the higher Sharpe Ratio (0.71 vs 0.28), 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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