SGIOY vs. GILD

Last updated Apr 3, 2026

Compare and contrast key facts about Shionogi & Co Ltd ADR (SGIOY) and Gilead Sciences, Inc. (GILD).

Performance

SGIOY vs. GILD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shionogi & Co Ltd ADR (SGIOY) and Gilead Sciences, Inc. (GILD). The values are adjusted to include any dividend payments, if applicable.

SGIOY vs. GILD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGIOY Shionogi & Co Ltd ADR	24.16%	30.97%	-12.80%	-3.30%	-29.92%	28.94%	-11.90%	10.11%	2.21%	6.08%
GILD Gilead Sciences, Inc.	14.47%	36.59%	18.68%	-1.99%	23.63%	29.95%	-6.70%	7.88%	-9.92%	-12.02%

Fundamentals

Market Cap SGIOY : $18.98B GILD : $175.06B
EPS SGIOY : $114.79 GILD : $6.79
PE Ratio SGIOY : 0.10 GILD : 20.59
PS Ratio SGIOY : 0.04 GILD : 5.95
PB Ratio SGIOY : 0.01 GILD : 7.74
Total Revenue (TTM) SGIOY : $465.42B GILD : $29.44B
Gross Profit (TTM) SGIOY : $390.89B GILD : $23.79B
EBITDA (TTM) SGIOY : $266.54B GILD : $12.90B

Returns By Period

In the year-to-date period, SGIOY achieves a 24.16% return, which is significantly higher than GILD's 14.47% return.

SGIOY

• 1D: -2.28%
• 1M: 2.20%
• YTD: 24.16%
• 6M: 32.58%
• 1Y: 49.06%
• 3Y*: 14.75%
• 5Y*: 4.72%
• 10Y*: —

GILD

• 1D: -0.42%
• 1M: -4.96%
• YTD: 14.47%
• 6M: 27.92%
• 1Y: 28.18%
• 3Y*: 22.94%
• 5Y*: 20.43%
• 10Y*: 7.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SGIOY vs. GILD — Risk / Return Rank

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

SGIOY

SGIOY Risk / Return Rank: 85
SGIOY Sharpe Ratio Rank: 89
SGIOY Sortino Ratio Rank: 84
SGIOY Omega Ratio Rank: 81
SGIOY Calmar Ratio Rank: 87
SGIOY Martin Ratio Rank: 84

GILD

GILD Risk / Return Rank: 71
GILD Sharpe Ratio Rank: 72
GILD Sortino Ratio Rank: 68
GILD Omega Ratio Rank: 63
GILD Calmar Ratio Rank: 76
GILD Martin Ratio Rank: 77

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.

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.

	SGIOY	GILD	Difference
Sharpe ratio Return per unit of total volatility	1.89	0.98	+0.91
Sortino ratio Return per unit of downside risk	2.43	1.58	+0.86
Omega ratio Gain probability vs. loss probability	1.31	1.18	+0.13
Calmar ratio Return relative to maximum drawdown	3.53	2.10	+1.43
Martin ratio Return relative to average drawdown	8.42	5.65	+2.77
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SGIOY vs. GILD - Sharpe Ratio Comparison

The current SGIOY Sharpe Ratio is 1.89, which is higher than the GILD Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of SGIOY and GILD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SGIOY	GILD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.89	0.98	+0.91
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.16	0.86	-0.70
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.11	0.39	-0.28

Correlation

The correlation between SGIOY and GILD is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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 2.28%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
GILD Gilead Sciences, Inc.	2.28%	2.57%	3.33%	3.70%	3.40%	3.91%	4.67%	3.88%	3.65%	2.90%	2.57%	1.27%

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.

Drawdown Indicators

	SGIOY	GILD	Difference
Max Drawdown Largest peak-to-trough decline	-51.25%	-70.83%	+19.58%
Max Drawdown (1Y) Largest decline over 1 year	-13.45%	-13.77%	+0.32%
Max Drawdown (5Y) Largest decline over 5 years	-51.25%	-26.59%	-24.66%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.01%	—
Current Drawdown Current decline from peak	-11.48%	-9.82%	-1.66%
Average Drawdown Average peak-to-trough decline	-25.42%	-22.20%	-3.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.64%	5.12%	+0.52%

Volatility

SGIOY vs. GILD - Volatility Comparison

Shionogi & Co Ltd ADR (SGIOY) has a higher volatility of 8.09% compared to Gilead Sciences, Inc. (GILD) at 6.34%. This indicates that SGIOY's price experiences larger fluctuations and is considered to be riskier than GILD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SGIOY	GILD	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.09%	6.34%	+1.75%
Volatility (6M) Calculated over the trailing 6-month period	18.88%	18.92%	-0.04%
Volatility (1Y) Calculated over the trailing 1-year period	26.15%	29.00%	-2.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.98%	23.89%	+5.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.22%	25.63%	+4.59%

Financials

SGIOY vs. GILD - Profitability Comparison

The chart below illustrates the profitability comparison between Shionogi & Co Ltd ADR and Gilead Sciences, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SGIOY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Shionogi & Co Ltd ADR reported a gross profit of 124.27B and revenue of 150.39B. Therefore, the gross margin over that period was 82.6%.

GILD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gilead Sciences, Inc. reported a gross profit of 6.88B and revenue of 7.93B. Therefore, the gross margin over that period was 86.8%.

SGIOY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Shionogi & Co Ltd ADR reported an operating income of 57.74B and revenue of 150.39B, resulting in an operating margin of 38.4%.

GILD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gilead Sciences, Inc. reported an operating income of 2.96B and revenue of 7.93B, resulting in an operating margin of 37.4%.

SGIOY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Shionogi & Co Ltd ADR reported a net income of 76.03B and revenue of 150.39B, resulting in a net margin of 50.6%.

GILD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gilead Sciences, Inc. reported a net income of 2.18B and revenue of 7.93B, resulting in a net margin of 27.6%.