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SZLMY vs. APLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SZLMY vs. APLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Swiss Life Holding AG ADR (SZLMY) and Applied Digital Corporation (APLD). The values are adjusted to include any dividend payments, if applicable.

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SZLMY vs. APLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SZLMY
Swiss Life Holding AG ADR
-5.68%54.33%17.54%44.47%-12.51%37.89%-7.06%35.51%14.50%-6.15%
APLD
Applied Digital Corporation
-3.18%220.94%13.35%266.30%-92.68%11,789.90%389.44%-34.55%64.99%-6.10%

Fundamentals

Market Cap

SZLMY:

$30.49B

APLD:

$6.33B

EPS

SZLMY:

$4.34

APLD:

-$0.51

PS Ratio

SZLMY:

0.76

APLD:

20.33

PB Ratio

SZLMY:

4.31

APLD:

4.37

Total Revenue (TTM)

SZLMY:

$40.81B

APLD:

$281.74M

Gross Profit (TTM)

SZLMY:

$42.70B

APLD:

$46.19M

EBITDA (TTM)

SZLMY:

$2.13B

APLD:

-$49.02M

Returns By Period

In the year-to-date period, SZLMY achieves a -5.68% return, which is significantly lower than APLD's -3.18% return.


SZLMY

1D
3.41%
1M
-5.63%
YTD
-5.68%
6M
1.21%
1Y
24.98%
3Y*
26.50%
5Y*
21.75%
10Y*

APLD

1D
15.55%
1M
-12.94%
YTD
-3.18%
6M
3.49%
1Y
322.42%
3Y*
119.66%
5Y*
76.65%
10Y*
75.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SZLMY vs. APLD — Risk / Return Rank

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

SZLMY
SZLMY Risk / Return Rank: 7070
Overall Rank
SZLMY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
SZLMY Sortino Ratio Rank: 6464
Sortino Ratio Rank
SZLMY Omega Ratio Rank: 6363
Omega Ratio Rank
SZLMY Calmar Ratio Rank: 7575
Calmar Ratio Rank
SZLMY Martin Ratio Rank: 7676
Martin Ratio Rank

APLD
APLD Risk / Return Rank: 9494
Overall Rank
APLD Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
APLD Sortino Ratio Rank: 9393
Sortino Ratio Rank
APLD Omega Ratio Rank: 9090
Omega Ratio Rank
APLD Calmar Ratio Rank: 9696
Calmar Ratio Rank
APLD Martin Ratio Rank: 9494
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.

SZLMY vs. APLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG ADR (SZLMY) and Applied Digital Corporation (APLD). 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.


SZLMYAPLDDifference

Sharpe ratio

Return per unit of total volatility

0.89

2.57

-1.68

Sortino ratio

Return per unit of downside risk

1.33

3.14

-1.82

Omega ratio

Gain probability vs. loss probability

1.17

1.39

-0.22

Calmar ratio

Return relative to maximum drawdown

1.82

6.26

-4.44

Martin ratio

Return relative to average drawdown

4.70

14.46

-9.76

SZLMY vs. APLD - Sharpe Ratio Comparison

The current SZLMY Sharpe Ratio is 0.89, which is lower than the APLD Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of SZLMY and APLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SZLMYAPLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

2.57

-1.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.41

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.04

+0.58

Correlation

The correlation between SZLMY and APLD is 0.05, 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

SZLMY vs. APLD - Dividend Comparison

SZLMY's dividend yield for the trailing twelve months is around 3.76%, while APLD has not paid dividends to shareholders.


TTM20252024202320222021202020192018
SZLMY
Swiss Life Holding AG ADR
3.76%3.54%4.63%4.56%5.29%2.22%3.04%0.00%3.49%
APLD
Applied Digital Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SZLMY vs. APLD - Drawdown Comparison

The maximum SZLMY drawdown since its inception was -50.48%, smaller than the maximum APLD drawdown of -99.70%. Use the drawdown chart below to compare losses from any high point for SZLMY and APLD.


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Drawdown Indicators


SZLMYAPLDDifference

Max Drawdown

Largest peak-to-trough decline

-50.48%

-99.70%

+49.22%

Max Drawdown (1Y)

Largest decline over 1 year

-13.36%

-50.31%

+36.95%

Max Drawdown (5Y)

Largest decline over 5 years

-35.97%

-97.10%

+61.13%

Max Drawdown (10Y)

Largest decline over 10 years

-97.10%

Current Drawdown

Current decline from peak

-8.11%

-42.59%

+34.48%

Average Drawdown

Average peak-to-trough decline

-8.47%

-84.03%

+75.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.18%

21.79%

-16.61%

Volatility

SZLMY vs. APLD - Volatility Comparison

The current volatility for Swiss Life Holding AG ADR (SZLMY) is 8.73%, while Applied Digital Corporation (APLD) has a volatility of 32.29%. This indicates that SZLMY experiences smaller price fluctuations and is considered to be less risky than APLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SZLMYAPLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.73%

32.29%

-23.56%

Volatility (6M)

Calculated over the trailing 6-month period

17.81%

77.82%

-60.01%

Volatility (1Y)

Calculated over the trailing 1-year period

28.08%

126.27%

-98.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.95%

187.90%

-154.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.26%

295.81%

-258.55%

Financials

SZLMY vs. APLD - Financials Comparison

This section allows you to compare key financial metrics between Swiss Life Holding AG ADR and Applied Digital Corporation. 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


0.005.00B10.00B15.00B20.00B20212022202320242025
22.53B
126.59M
(SZLMY) Total Revenue
(APLD) Total Revenue
Values in USD except per share items

SZLMY vs. APLD - Profitability Comparison

The chart below illustrates the profitability comparison between Swiss Life Holding AG ADR and Applied Digital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
20.6%
Portfolio components
SZLMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Swiss Life Holding AG ADR reported a gross profit of 22.53B and revenue of 22.53B. Therefore, the gross margin over that period was 100.0%.

APLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Applied Digital Corporation reported a gross profit of 26.04M and revenue of 126.59M. Therefore, the gross margin over that period was 20.6%.

SZLMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Swiss Life Holding AG ADR reported an operating income of 0.00 and revenue of 22.53B, resulting in an operating margin of 0.0%.

APLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Applied Digital Corporation reported an operating income of -30.96M and revenue of 126.59M, resulting in an operating margin of -24.5%.

SZLMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Swiss Life Holding AG ADR reported a net income of 648.60M and revenue of 22.53B, resulting in a net margin of 2.9%.

APLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Applied Digital Corporation reported a net income of -17.51M and revenue of 126.59M, resulting in a net margin of -13.8%.