ZURN.SW vs. SIKA.SW
Compare and contrast key facts about Zurich Insurance Group AG (ZURN.SW) and Sika AG (SIKA.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZURN.SW or SIKA.SW.
Key characteristics
| ZURN.SW | SIKA.SW | |
|---|---|---|
| YTD Return | 25.28% | -12.98% |
| 1Y Return | 26.57% | 1.70% |
| 3Y Return (Ann) | 14.92% | -11.77% |
| 5Y Return (Ann) | 11.86% | 7.80% |
| 10Y Return (Ann) | 12.18% | 16.47% |
| Sharpe Ratio | 1.99 | 0.21 |
| Sortino Ratio | 2.76 | 0.44 |
| Omega Ratio | 1.36 | 1.06 |
| Calmar Ratio | 3.78 | 0.12 |
| Martin Ratio | 12.03 | 0.59 |
| Ulcer Index | 2.23% | 8.04% |
| Daily Std Dev | 13.45% | 22.43% |
| Max Drawdown | -88.78% | -94.75% |
| Current Drawdown | -1.37% | -36.32% |
Fundamentals
| ZURN.SW | SIKA.SW | |
|---|---|---|
| Market Cap | CHF 75.42B | CHF 38.36B |
| EPS | CHF 29.41 | CHF 7.65 |
| PE Ratio | 17.81 | 31.25 |
| PEG Ratio | 1.11 | 1.91 |
| Total Revenue (TTM) | CHF 55.17B | CHF 11.73B |
| Gross Profit (TTM) | CHF 54.40B | CHF 5.10B |
| EBITDA (TTM) | CHF 25.69B | CHF 2.26B |
Correlation
The correlation between ZURN.SW and SIKA.SW is 0.39, 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.
Performance
ZURN.SW vs. SIKA.SW - Performance Comparison
In the year-to-date period, ZURN.SW achieves a 25.28% return, which is significantly higher than SIKA.SW's -12.98% return. Over the past 10 years, ZURN.SW has underperformed SIKA.SW with an annualized return of 12.18%, while SIKA.SW has yielded a comparatively higher 16.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ZURN.SW vs. SIKA.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group AG (ZURN.SW) and Sika AG (SIKA.SW). 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.
Dividends
ZURN.SW vs. SIKA.SW - Dividend Comparison
ZURN.SW's dividend yield for the trailing twelve months is around 5.00%, more than SIKA.SW's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZURN.SW Zurich Insurance Group AG | 5.00% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 5.73% | 6.06% | 6.58% | 5.45% | 6.58% |
SIKA.SW Sika AG | 0.70% | 1.17% | 1.31% | 0.66% | 0.95% | 1.13% | 1.48% | 1.24% | 1.59% | 1.99% | 1.94% | 1.61% |
Drawdowns
ZURN.SW vs. SIKA.SW - Drawdown Comparison
The maximum ZURN.SW drawdown since its inception was -88.78%, smaller than the maximum SIKA.SW drawdown of -94.75%. Use the drawdown chart below to compare losses from any high point for ZURN.SW and SIKA.SW. For additional features, visit the drawdowns tool.
Volatility
ZURN.SW vs. SIKA.SW - Volatility Comparison
The current volatility for Zurich Insurance Group AG (ZURN.SW) is 3.61%, while Sika AG (SIKA.SW) has a volatility of 6.61%. This indicates that ZURN.SW experiences smaller price fluctuations and is considered to be less risky than SIKA.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ZURN.SW vs. SIKA.SW - Financials Comparison
This section allows you to compare key financial metrics between Zurich Insurance Group AG and Sika 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