SIKA.SW vs. ZURN.SW
Compare and contrast key facts about Sika AG (SIKA.SW) and Zurich Insurance Group AG (ZURN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIKA.SW or ZURN.SW.
Key characteristics
| SIKA.SW | ZURN.SW | |
|---|---|---|
| YTD Return | -12.98% | 25.28% |
| 1Y Return | 1.70% | 26.57% |
| 3Y Return (Ann) | -11.77% | 14.92% |
| 5Y Return (Ann) | 7.80% | 11.86% |
| 10Y Return (Ann) | 16.47% | 12.18% |
| Sharpe Ratio | 0.21 | 1.99 |
| Sortino Ratio | 0.44 | 2.76 |
| Omega Ratio | 1.06 | 1.36 |
| Calmar Ratio | 0.12 | 3.78 |
| Martin Ratio | 0.59 | 12.03 |
| Ulcer Index | 8.04% | 2.23% |
| Daily Std Dev | 22.43% | 13.45% |
| Max Drawdown | -94.75% | -88.78% |
| Current Drawdown | -36.32% | -1.37% |
Fundamentals
| SIKA.SW | ZURN.SW | |
|---|---|---|
| Market Cap | CHF 38.36B | CHF 75.42B |
| EPS | CHF 7.65 | CHF 29.41 |
| PE Ratio | 31.25 | 17.81 |
| PEG Ratio | 1.91 | 1.11 |
| Total Revenue (TTM) | CHF 11.73B | CHF 55.17B |
| Gross Profit (TTM) | CHF 5.10B | CHF 54.40B |
| EBITDA (TTM) | CHF 2.26B | CHF 25.69B |
Correlation
The correlation between SIKA.SW and ZURN.SW is 0.39, 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.
Performance
SIKA.SW vs. ZURN.SW - Performance Comparison
In the year-to-date period, SIKA.SW achieves a -12.98% return, which is significantly lower than ZURN.SW's 25.28% return. Over the past 10 years, SIKA.SW has outperformed ZURN.SW with an annualized return of 16.47%, while ZURN.SW has yielded a comparatively lower 12.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SIKA.SW vs. ZURN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sika AG (SIKA.SW) and Zurich Insurance Group AG (ZURN.SW). 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.
Dividends
SIKA.SW vs. ZURN.SW - Dividend Comparison
SIKA.SW's dividend yield for the trailing twelve months is around 0.70%, less than ZURN.SW's 5.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIKA.SW Sika AG | 0.70% | 1.17% | 1.31% | 0.66% | 0.95% | 1.13% | 1.48% | 1.24% | 1.59% | 1.99% | 1.94% | 1.61% |
ZURN.SW Zurich Insurance Group AG | 5.00% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 5.73% | 6.06% | 6.58% | 5.45% | 6.58% |
Drawdowns
SIKA.SW vs. ZURN.SW - Drawdown Comparison
The maximum SIKA.SW drawdown since its inception was -94.75%, which is greater than ZURN.SW's maximum drawdown of -88.78%. Use the drawdown chart below to compare losses from any high point for SIKA.SW and ZURN.SW. For additional features, visit the drawdowns tool.
Volatility
SIKA.SW vs. ZURN.SW - Volatility Comparison
Sika AG (SIKA.SW) has a higher volatility of 6.61% compared to Zurich Insurance Group AG (ZURN.SW) at 3.61%. This indicates that SIKA.SW's price experiences larger fluctuations and is considered to be riskier than ZURN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SIKA.SW vs. ZURN.SW - Financials Comparison
This section allows you to compare key financial metrics between Sika AG and Zurich Insurance Group 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.
Total Revenue: Total amount of money received from sales and other business activities