Roche Holding AG (XSWX:RO) 5-Year Sharpe Ratio: N/A (As of Aug. 09, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:RO Roche Holding AG XSWX:RO
77 GF Score
Price CHF372.60
GF Value CHF269.80
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Roche Holding AG 5-Year Sharpe Ratio?

The 5-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past five years. As of today (2026-08-09), Roche Holding AG's 5-Year Sharpe Ratio is Not available.

Roche Holding AG  (XSWX:RO) 5-Year Sharpe Ratio Explanation

The 5-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past five years. It is calculated as the annualized result of the average five-year monthly excess returns divided by its standard deviation in the five-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Roche Holding AG 5-Year Sharpe Ratio Related Terms

XSWX:RO vs LLY, JNJ, ABBV: 5-Year Sharpe Ratio Comparison

For the Drug Manufacturers - General subindustry, Roche Holding AG's 5-Year Sharpe Ratio, along with its competitors' market caps and 5-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Roche Holding AG 5-Year Sharpe Ratio vs Drug Manufacturers Industry

For the Drug Manufacturers industry and Healthcare sector, Roche Holding AG's 5-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Roche Holding AG's 5-Year Sharpe Ratio falls into.


XSWX:RO
77GF Score
Roche Holding AG XSWX:RO
5-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Roche Holding AG 5-Year Sharpe Ratio Calculation

The 5-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last five years. A stock / portfolio's 5-Year Sharpe Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past five years.

Is Roche Holding AG (XSWX:RO) Overvalued in 2026?

Based on GuruFocus' analysis, Roche Holding AG stock appears to be overvalued. The current stock price of CHF372.60 is trading 38.1% above its estimated GF Value™ of CHF269.80. GuruFocus considers Roche Holding AG to be Significantly Overvalued.

Key valuation signals for XSWX:RO:

  • 5-Year Sharpe Ratio: N/A
  • GF Value™: CHF269.80 vs. price of CHF372.60 (38.1% above fair value)
  • GF Score™: 77/100 with 7 warning signs

No single metric tells the full story. See the XSWX:RO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Roche Holding AG Business Description

Address Grenzacherstrasse 124, Basel, CHE, 4070
Roche is a Swiss biopharmaceutical and diagnostic company. The firm's bestselling pharmaceutical products include a variety of oncology therapies from acquired partner Genentech, and its diagnostics group was bolstered by the acquisition of Ventana in 2008. Oncology products account for 40% of pharmaceutical sales, and centralized and point-of-care diagnostics for two-thirds of diagnostic-related sales.
77GF Score

Get the complete analysis for XSWX:RO

5-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF372.60
Price
CHF269.80
GF Value