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ZBH vs. GSK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ZBH vs. GSK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zimmer Biomet Holdings, Inc. (ZBH) and GlaxoSmithKline plc (GSK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZBH achieves a -1.23% return, which is significantly lower than GSK's 9.89% return. Over the past 10 years, ZBH has underperformed GSK with an annualized return of -1.64%, while GSK has yielded a comparatively higher 5.35% annualized return.


ZBH

1D
1.64%
1M
7.16%
YTD
-1.23%
6M
-2.78%
1Y
-1.95%
3Y*
-12.72%
5Y*
-9.68%
10Y*
-1.64%

GSK

1D
0.34%
1M
6.78%
YTD
9.89%
6M
10.40%
1Y
34.50%
3Y*
19.84%
5Y*
5.34%
10Y*
5.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZBH vs. GSK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZBH
Zimmer Biomet Holdings, Inc.
-1.23%-14.03%-12.46%-3.81%4.24%-17.02%3.77%45.37%-13.30%17.86%
GSK
GlaxoSmithKline plc
9.89%51.23%-5.14%9.71%-33.41%26.74%-17.72%29.24%13.79%-2.97%

Correlation

The correlation between ZBH and GSK is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.32

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

0.30

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

0.31

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2001

0.31

Fundamentals

Market Cap

ZBH:

$17.34B

GSK:

$108.04B

EPS

ZBH:

$3.85

GSK:

£2.85

PE Ratio

ZBH:

23.01

GSK:

13.90

PEG Ratio

ZBH:

0.34

GSK:

0.93

PS Ratio

ZBH:

2.08

GSK:

2.47

PB Ratio

ZBH:

1.18

GSK:

3.42

Total Revenue (TTM)

ZBH:

$8.41B

GSK:

£32.78B

Gross Profit (TTM)

ZBH:

$5.89B

GSK:

£23.87B

EBITDA (TTM)

ZBH:

$2.21B

GSK:

£11.30B

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Return for Risk

ZBH vs. GSK — Risk / Return Rank

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

ZBH
ZBH Risk / Return Rank: 3636
Overall Rank
ZBH Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
ZBH Sortino Ratio Rank: 3333
Sortino Ratio Rank
ZBH Omega Ratio Rank: 3333
Omega Ratio Rank
ZBH Calmar Ratio Rank: 3838
Calmar Ratio Rank
ZBH Martin Ratio Rank: 3838
Martin Ratio Rank

GSK
GSK Risk / Return Rank: 7272
Overall Rank
GSK Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
GSK Sortino Ratio Rank: 7171
Sortino Ratio Rank
GSK Omega Ratio Rank: 6969
Omega Ratio Rank
GSK Calmar Ratio Rank: 7272
Calmar Ratio Rank
GSK Martin Ratio Rank: 7373
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.

ZBH vs. GSK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zimmer Biomet Holdings, Inc. (ZBH) and GlaxoSmithKline plc (GSK). 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.


ZBHGSKDifference
Sharpe ratioReturn per unit of total volatility

-1.22

Sortino ratioReturn per unit of downside risk

-1.63

Omega ratioGain probability vs. loss probability

1.00

1.20

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.16

1.58

-1.74

Martin ratioReturn relative to average drawdown

-0.31

3.92

-4.23

ZBH vs. GSK - Sharpe Ratio Comparison

The current ZBH Sharpe Ratio is -0.13, which is lower than the GSK Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of ZBH and GSK, 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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Drawdowns

ZBH vs. GSK - Drawdown Comparison

The maximum ZBH drawdown since its inception was -65.03%, which is greater than GSK's maximum drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for ZBH and GSK.


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Drawdown Indicators


ZBHGSKDifference

Max Drawdown

Largest peak-to-trough decline

-65.03%

-55.70%

-9.33%

Max Drawdown (1Y)

Largest decline over 1 year

-25.54%

-18.63%

-6.91%

Max Drawdown (3Y)

Largest decline over 3 years

-43.94%

-28.46%

-15.48%

Max Drawdown (5Y)

Largest decline over 5 years

-48.62%

-50.10%

+1.48%

Max Drawdown (10Y)

Largest decline over 10 years

-52.14%

-50.10%

-2.04%

Current Drawdown

Current decline from peak

-46.73%

-11.92%

-34.81%

Average Drawdown

Average peak-to-trough decline

-20.08%

-18.87%

-1.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.04%

8.28%

+4.76%

Volatility

ZBH vs. GSK - Volatility Comparison

The current volatility for Zimmer Biomet Holdings, Inc. (ZBH) is 5.90%, while GlaxoSmithKline plc (GSK) has a volatility of 6.81%. This indicates that ZBH experiences smaller price fluctuations and is considered to be less risky than GSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZBHGSKDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.90%

6.81%

-0.91%

Volatility (6M)

Calculated over the trailing 6-month period

20.40%

18.49%

+1.91%

Volatility (1Y)

Calculated over the trailing 1-year period

30.57%

27.06%

+3.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.65%

25.08%

+1.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.45%

22.89%

+5.56%

Dividends

ZBH vs. GSK - Dividend Comparison

ZBH's dividend yield for the trailing twelve months is around 1.08%, less than GSK's 3.26% yield.


PositionTTM20252024202320222021202020192018201720162015
GSK
GlaxoSmithKline plc
3.26%3.42%4.60%3.75%5.47%4.99%5.59%4.35%5.65%5.83%6.86%5.93%
ZBH
Zimmer Biomet Holdings, Inc.
1.08%1.07%0.91%0.79%0.75%0.76%0.62%0.64%0.93%0.80%0.93%0.86%

Financials

ZBH vs. GSK - Financials Comparison

This section allows you to compare key financial metrics between Zimmer Biomet Holdings, Inc. and GlaxoSmithKline 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


2.00B4.00B6.00B8.00B10.00B20222023202420252026
2.09B
7.63B
(ZBH) Total Revenue
(GSK) Total Revenue
Please note, different currencies. ZBH values in USD, GSK values in GBP

ZBH vs. GSK - Profitability Comparison

The chart below illustrates the profitability comparison between Zimmer Biomet Holdings, Inc. and GlaxoSmithKline plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%20222023202420252026
72.4%
75.4%
Portfolio components
ZBH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zimmer Biomet Holdings, Inc. reported a gross profit of 1.51B and revenue of 2.09B. Therefore, the gross margin over that period was 72.4%.

GSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a gross profit of 5.75B and revenue of 7.63B. Therefore, the gross margin over that period was 75.4%.

ZBH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zimmer Biomet Holdings, Inc. reported an operating income of 373.20M and revenue of 2.09B, resulting in an operating margin of 17.9%.

GSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported an operating income of 2.29B and revenue of 7.63B, resulting in an operating margin of 30.1%.

ZBH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zimmer Biomet Holdings, Inc. reported a net income of 238.10M and revenue of 2.09B, resulting in a net margin of 11.4%.

GSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a net income of 1.74B and revenue of 7.63B, resulting in a net margin of 22.8%.


Frequently Asked Questions


ZBH and GSK have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSK has higher volatility (6.81%) compared to ZBH (5.90%). In terms of maximum drawdown, ZBH dropped -65.03% vs GSK's -55.70%.

GSK currently has the higher Sharpe Ratio (1.09 vs -0.13), 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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