SOAGY vs. LVMUY
SOAGY (Sartorius Aktiengesellschaft) and LVMUY (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) are both stocks. SOAGY operates in Medical Instruments & Supplies (Healthcare), while LVMUY operates in Luxury Goods (Consumer Cyclical). Over the past 5 years, SOAGY returned -8.25%/yr vs -5.54%/yr for LVMUY. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
SOAGY vs. LVMUY - Performance Comparison
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Returns By Period
In the year-to-date period, SOAGY achieves a -12.99% return, which is significantly higher than LVMUY's -26.22% return.
SOAGY
- 1D
- -2.00%
- 1M
- -5.41%
- 6M
- -10.34%
- YTD
- -12.99%
- 1Y
- 20.44%
- 3Y*
- -14.90%
- 5Y*
- -8.25%
- 10Y*
- —
- ALL TIME*
- -9.49%
LVMUY
- 1D
- 0.09%
- 1M
- -3.80%
- 6M
- -13.93%
- YTD
- -26.22%
- 1Y
- 5.35%
- 3Y*
- -13.76%
- 5Y*
- -5.54%
- 10Y*
- 14.98%
- ALL TIME*
- 9.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $41.79M | $39.10M | $55.89M | |
| $410.23K | $391.81K | $428.04K |
SOAGY vs. LVMUY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOAGY Sartorius Aktiengesellschaft | -12.99% | 30.06% | -39.37% | -6.83% | -37.01% | 61.68% | -13.82% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -26.22% | 18.11% | -18.01% | 13.89% | -10.84% | 34.13% | 26.57% |
Correlation
The correlation between SOAGY and LVMUY is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2020 | 0.26 |
Fundamentals
SOAGY:
$74.03B
LVMUY:
$270.07B
SOAGY:
€0.57
LVMUY:
€8.84
SOAGY:
76.75
LVMUY:
10.76
SOAGY:
4.21
LVMUY:
1.45
SOAGY:
5.37
LVMUY:
3.46
SOAGY:
€3.59B
LVMUY:
€162.92B
SOAGY:
€1.64B
LVMUY:
€107.85B
SOAGY:
€1.05B
LVMUY:
€44.44B
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Return for Risk
SOAGY vs. LVMUY — Risk / Return Rank
SOAGY
LVMUY
SOAGY vs. LVMUY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sartorius Aktiengesellschaft (SOAGY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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.
| SOAGY | LVMUY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 0.14 | +0.69 |
| Martin ratioReturn relative to average drawdown | 1.71 | 0.24 | +1.47 |
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Drawdowns
SOAGY vs. LVMUY - Drawdown Comparison
The maximum SOAGY drawdown since its inception was -69.53%, smaller than the maximum LVMUY drawdown of -80.82%. Use the drawdown chart below to compare losses from any high point for SOAGY and LVMUY.
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Drawdown Indicators
| SOAGY | LVMUY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.53% | -80.82% | +11.29% |
Max Drawdown (1Y)Largest decline over 1 year | -23.78% | -31.47% | +7.69% |
Max Drawdown (3Y)Largest decline over 3 years | -53.14% | -44.24% | -8.90% |
Max Drawdown (5Y)Largest decline over 5 years | -69.53% | -46.56% | -22.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.56% | — |
Current DrawdownCurrent decline from peak | -60.35% | -41.38% | -18.97% |
Average DrawdownAverage peak-to-trough decline | -39.90% | -20.74% | -19.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.46% | 18.01% | -6.55% |
Volatility
SOAGY vs. LVMUY - Volatility Comparison
Sartorius Aktiengesellschaft (SOAGY) has a higher volatility of 13.52% compared to LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) at 9.20%. This indicates that SOAGY's price experiences larger fluctuations and is considered to be riskier than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOAGY | LVMUY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.52% | 9.20% | +4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 33.62% | 23.52% | +10.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.91% | 31.84% | +10.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.06% | 32.80% | +20.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.59% | 30.87% | +18.72% |
Dividends
SOAGY vs. LVMUY - Dividend Comparison
SOAGY's dividend yield for the trailing twelve months is around 0.35%, less than LVMUY's 2.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.75% | 1.92% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 2.67% | 4.16% | 12.95% |
SOAGY Sartorius Aktiengesellschaft | 0.35% | 0.26% | 0.36% | 0.42% | 0.35% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SOAGY vs. LVMUY - Financials Comparison
This section allows you to compare key financial metrics between Sartorius Aktiengesellschaft and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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
SOAGY vs. LVMUY - Profitability Comparison
SOAGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Sartorius Aktiengesellschaft reported a gross profit of 433.10M and revenue of 911.80M. Therefore, the gross margin over that period was 47.5%.
LVMUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.45B and revenue of 39.41B. Therefore, the gross margin over that period was 67.1%.
SOAGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Sartorius Aktiengesellschaft reported an operating income of 164.10M and revenue of 911.80M, resulting in an operating margin of 18.0%.
LVMUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.84B and revenue of 39.41B, resulting in an operating margin of 22.4%.
SOAGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Sartorius Aktiengesellschaft reported a net income of 65.90M and revenue of 911.80M, resulting in a net margin of 7.2%.
LVMUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.81B and revenue of 39.41B, resulting in a net margin of 14.7%.
Frequently Asked Questions
SOAGY and LVMUY have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOAGY has higher volatility (13.52%) compared to LVMUY (9.20%). In terms of maximum drawdown, SOAGY dropped -69.53% vs LVMUY's -80.82%.
SOAGY currently has the higher Sharpe Ratio (0.47 vs 0.14), 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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