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VEOEY vs. ALIZY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VEOEY vs. ALIZY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Veolia Environnement SA ADR (VEOEY) and Allianz SE ADR (ALIZY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VEOEY achieves a 22.33% return, which is significantly higher than ALIZY's -2.98% return.


VEOEY

1D
1.50%
1M
2.99%
YTD
22.33%
6M
22.47%
1Y
23.64%
3Y*
15.56%
5Y*
10.72%
10Y*
11.22%

ALIZY

1D
-2.19%
1M
1.55%
YTD
-2.98%
6M
4.62%
1Y
11.83%
3Y*
29.66%
5Y*
15.42%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEOEY vs. ALIZY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
VEOEY
Veolia Environnement SA ADR
22.33%29.09%-7.09%27.73%-26.84%60.92%-7.09%
ALIZY
Allianz SE ADR
-2.98%56.96%20.60%31.20%-4.34%0.09%5.98%

Correlation

The correlation between VEOEY and ALIZY is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.45

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

0.50

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

0.55

Correlation (All Time)
Calculated using the full available price history since Jan 7, 2020

0.54

The correlation between VEOEY and ALIZY shifts across timeframes, from 0.45 (1 year) to 0.55 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

VEOEY:

$29.86B

ALIZY:

$163.19B

EPS

VEOEY:

$2.09

ALIZY:

$3.16

PE Ratio

VEOEY:

9.72

ALIZY:

13.53

PEG Ratio

VEOEY:

0.76

ALIZY:

0.94

PS Ratio

VEOEY:

0.25

ALIZY:

1.15

PB Ratio

VEOEY:

4.25

ALIZY:

2.48

Total Revenue (TTM)

VEOEY:

$88.92B

ALIZY:

$141.95B

Gross Profit (TTM)

VEOEY:

$15.59B

ALIZY:

$116.91B

EBITDA (TTM)

VEOEY:

$12.34B

ALIZY:

$1.56B

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Return for Risk

VEOEY vs. ALIZY — Risk / Return Rank

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

VEOEY
VEOEY Risk / Return Rank: 6969
Overall Rank
VEOEY Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VEOEY Sortino Ratio Rank: 6666
Sortino Ratio Rank
VEOEY Omega Ratio Rank: 6666
Omega Ratio Rank
VEOEY Calmar Ratio Rank: 7070
Calmar Ratio Rank
VEOEY Martin Ratio Rank: 7171
Martin Ratio Rank

ALIZY
ALIZY Risk / Return Rank: 5656
Overall Rank
ALIZY Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
ALIZY Sortino Ratio Rank: 5252
Sortino Ratio Rank
ALIZY Omega Ratio Rank: 5050
Omega Ratio Rank
ALIZY Calmar Ratio Rank: 5959
Calmar Ratio Rank
ALIZY Martin Ratio Rank: 6161
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.

VEOEY vs. ALIZY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Veolia Environnement SA ADR (VEOEY) and Allianz SE ADR (ALIZY). 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.


VEOEYALIZYDifference
Sharpe ratioReturn per unit of total volatility

+0.51

Sortino ratioReturn per unit of downside risk

+0.59

Omega ratioGain probability vs. loss probability

1.20

1.12

+0.08

Calmar ratioReturn relative to maximum drawdown

1.55

0.88

+0.67

Martin ratioReturn relative to average drawdown

4.06

2.27

+1.79

VEOEY vs. ALIZY - Sharpe Ratio Comparison

The current VEOEY Sharpe Ratio is 1.10, which is higher than the ALIZY Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of VEOEY and ALIZY, 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


VEOEYALIZYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

0.59

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.70

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.54

-0.07

Drawdowns

VEOEY vs. ALIZY - Drawdown Comparison

The maximum VEOEY drawdown since its inception was -48.54%, roughly equal to the maximum ALIZY drawdown of -49.10%. Use the drawdown chart below to compare losses from any high point for VEOEY and ALIZY.


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Drawdown Indicators


VEOEYALIZYDifference

Max Drawdown

Largest peak-to-trough decline

-48.54%

-49.10%

+0.56%

Max Drawdown (1Y)

Largest decline over 1 year

-15.31%

-13.55%

-1.76%

Max Drawdown (3Y)

Largest decline over 3 years

-21.05%

-13.55%

-7.50%

Max Drawdown (5Y)

Largest decline over 5 years

-48.54%

-38.35%

-10.19%

Max Drawdown (10Y)

Largest decline over 10 years

-48.54%

Current Drawdown

Current decline from peak

-1.73%

-5.78%

+4.05%

Average Drawdown

Average peak-to-trough decline

-11.33%

-8.68%

-2.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.83%

5.22%

+0.61%

Volatility

VEOEY vs. ALIZY - Volatility Comparison

Veolia Environnement SA ADR (VEOEY) has a higher volatility of 8.20% compared to Allianz SE ADR (ALIZY) at 7.28%. This indicates that VEOEY's price experiences larger fluctuations and is considered to be riskier than ALIZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEOEYALIZYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.20%

7.28%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

16.92%

15.26%

+1.66%

Volatility (1Y)

Calculated over the trailing 1-year period

21.66%

20.02%

+1.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.47%

22.18%

+5.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.48%

27.70%

-0.22%

Dividends

VEOEY vs. ALIZY - Dividend Comparison

VEOEY's dividend yield for the trailing twelve months is around 4.26%, less than ALIZY's 4.58% yield.


PositionTTM20252024202320222021202020192018201720162015
ALIZY
Allianz SE ADR
4.58%3.71%4.91%4.70%5.43%4.87%2.95%0.00%0.00%0.00%0.00%0.00%
VEOEY
Veolia Environnement SA ADR
4.26%4.43%4.72%3.90%4.10%5.11%2.23%4.50%5.06%7.54%4.95%3.35%

Financials

VEOEY vs. ALIZY - Financials Comparison

This section allows you to compare key financial metrics between Veolia Environnement SA ADR and Allianz SE ADR. 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


15.00B20.00B25.00B30.00B35.00B40.00B202120222023202420252026
22.18B
31.07B
(VEOEY) Total Revenue
(ALIZY) Total Revenue
Values in USD except per share items

VEOEY vs. ALIZY - Profitability Comparison

The chart below illustrates the profitability comparison between Veolia Environnement SA ADR and Allianz SE ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%202120222023202420252026
17.7%
79.9%
Portfolio components
VEOEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Veolia Environnement SA ADR reported a gross profit of 3.93B and revenue of 22.18B. Therefore, the gross margin over that period was 17.7%.

ALIZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a gross profit of 24.81B and revenue of 31.07B. Therefore, the gross margin over that period was 79.9%.

VEOEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Veolia Environnement SA ADR reported an operating income of 1.75B and revenue of 22.18B, resulting in an operating margin of 7.9%.

ALIZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported an operating income of 5.12B and revenue of 31.07B, resulting in an operating margin of 16.5%.

VEOEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Veolia Environnement SA ADR reported a net income of 549.90M and revenue of 22.18B, resulting in a net margin of 2.5%.

ALIZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a net income of 3.69B and revenue of 31.07B, resulting in a net margin of 11.9%.


Frequently Asked Questions


VEOEY and ALIZY have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VEOEY has higher volatility (8.20%) compared to ALIZY (7.28%). In terms of maximum drawdown, VEOEY dropped -48.54% vs ALIZY's -49.10%.

VEOEY currently has the higher Sharpe Ratio (1.10 vs 0.59), 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.

Portfolio Optimizer

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