SOAGY vs. NVS
SOAGY (Sartorius Aktiengesellschaft) and NVS (Novartis AG) are both stocks. Both are in the Healthcare sector — SOAGY in Medical Instruments & Supplies, NVS in Drug Manufacturers - General. Over the past 5 years, SOAGY returned -5.58%/yr vs 14.79%/yr for NVS. At a 0.11 correlation, their price movements are largely independent.
Performance
SOAGY vs. NVS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SOAGY achieves a 0.41% return, which is significantly lower than NVS's 10.91% return.
SOAGY
- 1D
- 1.98%
- 1M
- 10.02%
- YTD
- 0.41%
- 6M
- -2.91%
- 1Y
- 25.17%
- 3Y*
- -6.05%
- 5Y*
- -5.58%
- 10Y*
- —
NVS
- 1D
- 3.30%
- 1M
- 1.99%
- YTD
- 10.91%
- 6M
- 15.47%
- 1Y
- 30.77%
- 3Y*
- 18.32%
- 5Y*
- 14.79%
- 10Y*
- 10.15%
SOAGY vs. NVS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOAGY Sartorius Aktiengesellschaft | 0.41% | 30.06% | -39.37% | -6.83% | -37.01% | 61.68% | -13.82% |
NVS Novartis AG | 10.91% | 46.95% | 0.02% | 16.14% | 8.06% | -3.65% | 8.01% |
Correlation
The correlation between SOAGY and NVS is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2020 | 0.11 |
The correlation between SOAGY and NVS shifts across timeframes, from 0.11 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SOAGY:
$20.06B
NVS:
$284.33B
SOAGY:
$0.47
NVS:
$6.99
SOAGY:
122.92
NVS:
21.23
SOAGY:
8.90
NVS:
1.43
SOAGY:
5.64
NVS:
5.13
SOAGY:
7.36
NVS:
7.38
SOAGY:
$3.56B
NVS:
$56.05B
SOAGY:
$1.62B
NVS:
$42.19B
SOAGY:
$998.48M
NVS:
$22.40B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SOAGY vs. NVS — Risk / Return Rank
SOAGY
NVS
SOAGY vs. NVS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sartorius Aktiengesellschaft (SOAGY) and Novartis AG (NVS). 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.
| SOAGY | NVS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.44 | -1.38 |
| Martin ratioReturn relative to average drawdown | 2.15 | 6.09 | -3.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SOAGY | NVS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.51 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.79 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.15 | 0.42 | -0.57 |
Drawdowns
SOAGY vs. NVS - Drawdown Comparison
The maximum SOAGY drawdown since its inception was -69.53%, which is greater than NVS's maximum drawdown of -42.10%. Use the drawdown chart below to compare losses from any high point for SOAGY and NVS.
Loading charts...
Drawdown Indicators
| SOAGY | NVS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.53% | -42.10% | -27.43% |
Max Drawdown (1Y)Largest decline over 1 year | -23.78% | -12.65% | -11.13% |
Max Drawdown (3Y)Largest decline over 3 years | -53.66% | -19.95% | -33.71% |
Max Drawdown (5Y)Largest decline over 5 years | -69.53% | -20.42% | -49.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.03% | — |
Current DrawdownCurrent decline from peak | -54.25% | -9.31% | -44.94% |
Average DrawdownAverage peak-to-trough decline | -39.41% | -10.93% | -28.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 5.06% | +6.69% |
Volatility
SOAGY vs. NVS - Volatility Comparison
Sartorius Aktiengesellschaft (SOAGY) has a higher volatility of 11.09% compared to Novartis AG (NVS) at 6.49%. This indicates that SOAGY's price experiences larger fluctuations and is considered to be riskier than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SOAGY | NVS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.09% | 6.49% | +4.60% |
Volatility (6M)Calculated over the trailing 6-month period | 30.83% | 14.39% | +16.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.53% | 20.52% | +20.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.51% | 18.83% | +33.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.78% | 19.61% | +30.17% |
Dividends
SOAGY vs. NVS - Dividend Comparison
SOAGY's dividend yield for the trailing twelve months is around 0.30%, less than NVS's 3.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.22% | 2.90% | 3.84% | 3.44% | 3.70% | 3.86% | 3.22% | 3.03% | 3.47% | 3.24% | 3.73% | 3.10% |
SOAGY Sartorius Aktiengesellschaft | 0.30% | 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. NVS - Financials Comparison
This section allows you to compare key financial metrics between Sartorius Aktiengesellschaft and Novartis 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
SOAGY vs. NVS - Profitability Comparison
SOAGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sartorius Aktiengesellschaft reported a gross profit of 421.32M and revenue of 913.89M. Therefore, the gross margin over that period was 46.1%.
NVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Novartis AG reported a gross profit of 10.07B and revenue of 13.52B. Therefore, the gross margin over that period was 74.4%.
SOAGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sartorius Aktiengesellschaft reported an operating income of 153.48M and revenue of 913.89M, resulting in an operating margin of 16.8%.
NVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Novartis AG reported an operating income of 4.24B and revenue of 13.52B, resulting in an operating margin of 31.3%.
SOAGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sartorius Aktiengesellschaft reported a net income of 57.12M and revenue of 913.89M, resulting in a net margin of 6.3%.
NVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Novartis AG reported a net income of 3.16B and revenue of 13.52B, resulting in a net margin of 23.3%.
Frequently Asked Questions
SOAGY and NVS have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOAGY has higher volatility (11.09%) compared to NVS (6.49%). In terms of maximum drawdown, SOAGY dropped -69.53% vs NVS's -42.10%.
NVS currently has the higher Sharpe Ratio (1.51 vs 0.62), 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.
Find the right allocation for SOAGY and NVS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer