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SIS.TO vs. AZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SIS.TO vs. AZN - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Savaria Corporation (SIS.TO) and AstraZeneca PLC (AZN). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SIS.TO is traded in CAD, while AZN is traded in USD. To make them comparable, the AZN values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SIS.TO achieves a 33.17% return, which is significantly higher than AZN's 3.75% return. Both investments have delivered pretty close results over the past 10 years, with SIS.TO having a 17.59% annualized return and AZN not far behind at 17.04%.


SIS.TO

1D
0.87%
1M
6.35%
YTD
33.17%
6M
40.53%
1Y
61.12%
3Y*
25.21%
5Y*
11.69%
10Y*
17.59%

AZN

1D
1.07%
1M
2.44%
YTD
3.75%
6M
5.00%
1Y
31.58%
3Y*
11.50%
5Y*
15.03%
10Y*
17.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SIS.TO vs. AZN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SIS.TO
Savaria Corporation
33.17%17.77%34.86%12.15%-24.44%35.92%7.37%10.42%-26.61%71.44%
AZN
AstraZeneca PLC
3.80%36.76%7.80%-0.97%26.69%19.60%0.67%30.09%23.44%24.09%

Correlation

The correlation between SIS.TO and AZN is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2006

0.08

Fundamentals

Market Cap

SIS.TO:

CA$2.19B

AZN:

$286.33B

EPS

SIS.TO:

CA$1.10

AZN:

$6.66

PE Ratio

SIS.TO:

27.43

AZN:

27.56

PEG Ratio

SIS.TO:

0.43

AZN:

0.04

PS Ratio

SIS.TO:

2.33

AZN:

4.74

PB Ratio

SIS.TO:

3.32

AZN:

6.05

Total Revenue (TTM)

SIS.TO:

CA$928.84M

AZN:

$60.44B

Gross Profit (TTM)

SIS.TO:

CA$362.29M

AZN:

$49.37B

EBITDA (TTM)

SIS.TO:

CA$176.47M

AZN:

$20.47B

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Return for Risk

SIS.TO vs. AZN — Risk / Return Rank

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

SIS.TO
SIS.TO Risk / Return Rank: 9494
Overall Rank
SIS.TO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SIS.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
SIS.TO Omega Ratio Rank: 9292
Omega Ratio Rank
SIS.TO Calmar Ratio Rank: 9595
Calmar Ratio Rank
SIS.TO Martin Ratio Rank: 9595
Martin Ratio Rank

AZN
AZN Risk / Return Rank: 7575
Overall Rank
AZN Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
AZN Sortino Ratio Rank: 7575
Sortino Ratio Rank
AZN Omega Ratio Rank: 7171
Omega Ratio Rank
AZN Calmar Ratio Rank: 7575
Calmar Ratio Rank
AZN Martin Ratio Rank: 7777
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.

SIS.TO vs. AZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Savaria Corporation (SIS.TO) and AstraZeneca PLC (AZN). 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.


SIS.TOAZNDifference
Sharpe ratioReturn per unit of total volatility

+1.37

Sortino ratioReturn per unit of downside risk

+1.87

Omega ratioGain probability vs. loss probability

1.45

1.23

+0.22

Calmar ratioReturn relative to maximum drawdown

6.32

2.21

+4.10

Martin ratioReturn relative to average drawdown

18.52

5.50

+13.02

SIS.TO vs. AZN - Sharpe Ratio Comparison

The current SIS.TO Sharpe Ratio is 2.60, which is higher than the AZN Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of SIS.TO and AZN, 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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Sharpe Ratios by Period


SIS.TOAZNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.60

1.23

+1.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.61

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.66

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.43

-0.03

Drawdowns

SIS.TO vs. AZN - Drawdown Comparison

The maximum SIS.TO drawdown since its inception was -75.48%, which is greater than AZN's maximum drawdown of -49.50%. Use the drawdown chart below to compare losses from any high point for SIS.TO and AZN.


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Drawdown Indicators


SIS.TOAZNDifference

Max Drawdown

Largest peak-to-trough decline

-75.48%

-49.50%

-25.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.72%

-14.39%

+4.67%

Max Drawdown (3Y)

Largest decline over 3 years

-33.99%

-25.38%

-8.61%

Max Drawdown (5Y)

Largest decline over 5 years

-44.22%

-25.38%

-18.84%

Max Drawdown (10Y)

Largest decline over 10 years

-62.16%

-26.18%

-35.98%

Current Drawdown

Current decline from peak

-0.47%

-10.24%

+9.77%

Average Drawdown

Average peak-to-trough decline

-20.77%

-13.30%

-7.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

5.77%

-2.46%

Volatility

SIS.TO vs. AZN - Volatility Comparison

The current volatility for Savaria Corporation (SIS.TO) is 6.66%, while AstraZeneca PLC (AZN) has a volatility of 7.48%. This indicates that SIS.TO experiences smaller price fluctuations and is considered to be less risky than AZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SIS.TOAZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

7.48%

-0.82%

Volatility (6M)

Calculated over the trailing 6-month period

19.37%

17.93%

+1.44%

Volatility (1Y)

Calculated over the trailing 1-year period

23.64%

25.95%

-2.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.92%

24.83%

+2.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.32%

25.75%

+6.57%

Dividends

SIS.TO vs. AZN - Dividend Comparison

SIS.TO's dividend yield for the trailing twelve months is around 1.85%, less than AZN's 2.90% yield.


PositionTTM20252024202320222021202020192018201720162015
AZN
AstraZeneca PLC
2.90%1.70%2.27%2.15%2.12%2.35%2.80%2.81%3.69%3.95%5.01%4.06%
SIS.TO
Savaria Corporation
1.85%2.40%2.65%3.42%3.62%2.54%3.23%3.11%2.91%1.73%1.98%3.09%

Financials

SIS.TO vs. AZN - Financials Comparison

This section allows you to compare key financial metrics between Savaria Corporation and AstraZeneca PLC. 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


0.005.00B10.00B15.00B20222023202420252026
235.55M
15.29B
(SIS.TO) Total Revenue
(AZN) Total Revenue
Please note, different currencies. SIS.TO values in CAD, AZN values in USD

SIS.TO vs. AZN - Profitability Comparison

The chart below illustrates the profitability comparison between Savaria Corporation and AstraZeneca PLC 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%20222023202420252026
39.0%
82.5%
Portfolio components
SIS.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported a gross profit of 91.74M and revenue of 235.55M. Therefore, the gross margin over that period was 39.0%.

AZN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.

SIS.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported an operating income of 33.15M and revenue of 235.55M, resulting in an operating margin of 14.1%.

AZN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.

SIS.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported a net income of 22.68M and revenue of 235.55M, resulting in a net margin of 9.6%.

AZN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.


Frequently Asked Questions


SIS.TO and AZN have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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