AZZ Incorporated

10-Year Study

AZZ.US · Industrials · US · Common Stock

Executive Summary: AZZ Incorporated has compounded at 10.1% annually over the last 10 years, with a maximum drawdown of 55.5% and an annualized volatility of 59.4%.

1Y CAGR
+53.7%
3Y CAGR
+59.9%
5Y CAGR
+21.9%
10Y CAGR
+10.1%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
55.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.36
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.66
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
33.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +46.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -26.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202616.09.6-8.06.9————————25.0%
20254.912.0-13.04.04.54.216.13.1-3.3-8.35.61.731.9%
20247.816.66.2-7.117.1-7.93.74.0-0.7-7.622.3-12.042.3%
20236.1-4.31.5-8.1-7.524.52.410.8-7.24.14.018.146.8%
2022-13.63.5-2.0-5.1-1.9-8.84.70.2-14.310.73.6-3.4-26.1%
20210.77.4-1.44.91.6-3.22.71.1-0.70.2-2.36.618.1%
2020-9.9-10.6-23.811.61.58.4-7.510.0-1.8-1.132.76.45.3%
201911.32.8-11.116.5-11.49.41.6-11.45.5-10.6-1.920.715.6%
2018-11.0-9.97.02.3-2.90.525.1-0.8-6.0-11.97.6-15.5-19.9%
2017-6.8-1.21.4-0.5-8.12.9-8.8-3.6-0.4-1.50.66.2-19.0%
2016———-2.77.51.63.87.0-1.7-18.222.3-1.813.8%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 59.4%. The dominant macroeconomic risk driver is SHV.US, accounting for 66.6% of variance. Idiosyncratic stock-specific factors contribute 6.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019728.55888339869
2016-05-0110454.82321423513
2016-06-0110624.891241446016
2016-07-0111023.969373591199
2016-08-0111796.428267916328
2016-09-0111590.444625202847
2016-10-019485.384873759142
2016-11-0111596.211357832843
2016-12-0111382.457801681054
2017-01-0110607.59104355603
2017-02-0110477.202183669422
2017-03-0110629.059476259272
2017-04-0110580.355878222794
2017-05-019720.303350370486
2017-06-019998.037287490844
2017-07-019114.796424221087
2017-08-018791.191670005303
2017-09-018755.235586203547
2017-10-018624.300404278309
2017-11-018678.42675440194
2017-12-019219.710489787825
2018-01-018209.338464713666
2018-02-017398.293047141522
2018-03-017914.466202899959
2018-04-018098.394622572409
2018-05-017862.079989640115
2018-06-017898.440756433449
2018-07-019883.350127677484
2018-08-019801.280416985355
2018-09-019208.64240996815
2018-10-018117.4147231766
2018-11-018737.874685864828
2018-12-017387.123796573955
2019-01-018221.883637452602
2019-02-018455.203616247214
2019-03-017520.041925157929
2019-04-018757.967196396701
2019-05-017760.261748958953
2019-06-018486.870060338235
2019-07-018622.37816006831
2019-08-017639.443641823178
2019-09-018063.349075501706
2019-10-017211.754422173391
2019-11-017077.885288559207
2019-12-018542.918654671865
2020-01-017701.420841983433
2020-02-016885.741804157712
2020-03-015248.778869072912
2020-04-015859.141991121256
2020-05-015944.752677989696
2020-06-016444.212426195939
2020-07-015961.668427037681
2020-08-016556.329849012775
2020-09-016441.157069609522
2020-10-016371.875341451274
2020-11-018458.522016778155
2020-12-018999.158259377517
2021-01-019059.213215327774
2021-02-019725.483292662693
2021-03-019584.6131432942
2021-04-0110053.175345093421
2021-05-0110215.513927165157
2021-06-019888.934752961268
2021-07-0110153.597429453637
2021-08-0110260.89912467069
2021-09-0110193.843152966125
2021-10-0110213.004892617368
2021-11-019974.646610577603
2021-12-0110628.209641976959
2022-01-019178.453058796393
2022-02-019496.756465822498
2022-03-019305.766327947003
2022-04-018835.524691732733
2022-05-018665.153152278162
2022-06-017902.406649750918
2022-07-018270.850279433605
2022-08-018284.447627950645
2022-09-017098.463418680977
2022-10-017855.099208035385
2022-11-018134.532813720372
2022-12-017855.099208035385
2023-01-018334.54738230807
2023-02-017975.492398030003
2023-03-018091.251967771047
2023-04-017434.471706588643
2023-05-016878.801490852141
2023-06-018563.53725309279
2023-07-018769.885110498692
2023-08-019713.545144411126
2023-09-019017.18688665234
2023-10-019384.90208695019
2023-11-019762.127337550131
2023-12-0111533.101045296167
2024-01-0112432.589930677805
2024-02-0114493.073850599134
2024-03-0115390.923769864878
2024-04-0114291.663125690491
2024-05-0116735.78652162828
2024-06-0115412.978992905908
2024-07-0115989.915299849865
2024-08-0116631.843695241332
2024-09-0116519.84767732197
2024-10-0115266.665857300684
2024-11-0118665.497132821005
2024-12-0116416.977260862703
2025-01-0117226.52535136601
2025-02-0119298.765312192692
2025-03-0116788.779759375495
2025-04-0117457.660042006097
2025-05-0118248.451075849734
2025-06-0119011.055939329926
2025-07-0122077.096156725627
2025-08-0122760.585495352218
2025-09-0122002.492847228124
2025-10-0120171.86886652341
2025-11-0121297.130392906718
2025-12-0121652.684869307624
2026-01-0125109.284641875784
2026-02-0127514.396597425406
2026-03-0125318.99136811179
2026-04-0127065.198476773217
Annual Return Matrix
YearAnnual Return
2017-0.19000705731356338
2018-0.19876835560549633
20190.15646074032683077
20200.05340558925445804
20210.1810226396343122
2022-0.2609198093899985
20230.46823111202699574
20240.4234660041896061
20250.3189203179885376
20260.24996962917692267
Total Factor Risk
0.5941384498575759
VTI.US Exposure
0.24110956700870853
VEA.US Exposure
0.05178297658731857
VWO.US Exposure
-0.013090403814535316
QQQ.US Exposure
-0.06454954403116422
VTV.US Exposure
-0.044058635328928744
IJR.US Exposure
0.07121226960118006
QUAL.US Exposure
0.02348882748627179
SHV.US Exposure
0.6663926946183649
TLT.US Exposure
0.005588272647378577
LQD.US Exposure
-0.0040881972030985545
HYG.US Exposure
0.003053239843537297
GLD.US Exposure
-0.0013327034015066788
USO.US Exposure
0.00042552640832025425
VNQ.US Exposure
-0.009937586400346348
BTC-USD.CC Exposure
0.004273708285074873
CPER.US Exposure
-0.00034669873215788244
VIX.INDX Exposure
0.004350776034122985
UUP.US Exposure
-0.0015221834082021829
TIP.US Exposure
0.00545521796979353
Idiosyncratic Exposure
0.06179287582986835
Value Score
45.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
7.1
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
59.4%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →12.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.59%
Market Cap$3.8B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$40
Avg Yield on Cost
0.40%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$40.470.40%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+2.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+17.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
4.6% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.14
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is AZZ Incorporated a high-risk investment?

AZZ Incorporated (AZZ.US) has an annualized volatility of 59.4% and experienced a maximum drawdown of 55.5% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AZZ.US?

Over the past 10 years, AZZ.US has generated a Compound Annual Growth Rate (CAGR) of 10.1%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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