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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-08-02), Straumann Holding AG's 3-Year Sortino Ratio is -0.27.
Straumann Holding AG (XSWX:STMN) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-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.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
Straumann Holding AG 3-Year Sortino Ratio Related Terms
XSWX:STMN vs ISRG, BDX, MDLN: 3-Year Sortino Ratio Comparison
For the Medical Instruments & Supplies subindustry, Straumann Holding AG's 3-Year Sortino Ratio, along with its competitors' market caps and 3-Year Sortino 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.
Straumann Holding AG 3-Year Sortino Ratio vs Medical Devices & Instruments Industry
For the Medical Devices & Instruments industry and Healthcare sector, Straumann Holding AG's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Straumann Holding AG's 3-Year Sortino Ratio falls into.
Straumann Holding AG 3-Year Sortino Ratio Calculation
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
Straumann Holding AG (XSWX:STMN) has a 3-Year Sortino Ratio of -0.27 as of Aug. 02, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Straumann Holding AG and its competitors.
Is Straumann Holding AG's 3-Year Sortino Ratio too high?
Straumann Holding AG's current 3-Year Sortino Ratio is -0.27. Overall, Straumann Holding AG has a GF Score™ of 96/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Straumann Holding AG's 3-Year Sortino Ratio compare to ISRG and BDX?
Straumann Holding AG's 3-Year Sortino Ratio of -0.27 can be compared against companies in the Medical Devices & Instruments industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for a Medical Devices & Instruments company?
A good 3-Year Sortino Ratio depends on the Medical Devices & Instruments industry context. However, 3-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Straumann Holding AG and its competitors. Straumann Holding AG's current 3-Year Sortino Ratio is -0.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Straumann Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Straumann Holding AG (XSWX:STMN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF137.86, compared to a current price of CHF99.88 — trading 27.5% below its estimated fair value. The current 3-Year Sortino Ratio is -0.27. Straumann Holding AG's overall GF Score™ is 96/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For Straumann Holding AG (XSWX:STMN), the current 3-Year Sortino Ratio is -0.27 as of Aug. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Straumann Holding AG (XSWX:STMN) Overvalued in 2026?
Based on GuruFocus' analysis, Straumann Holding AG stock appears to be undervalued.
The current stock price of CHF99.88 is trading 27.5% below its estimated GF Value™ of CHF137.86.
GuruFocus considers Straumann Holding AG to be Modestly Undervalued.
Key valuation signals for XSWX:STMN:
3-Year Sortino Ratio: -0.27
GF Value™: CHF137.86 vs. price of CHF99.88 (27.5% below fair value)
No single metric tells the full story. See the XSWX:STMN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Straumann is a global leader in tooth replacement and orthodontics solutions. Its line of products includes dental implants, abutments, clear aligners, biomaterials, and computer-aided design/computer-aided manufacturing equipment. The firm's core products are dental implants, and it holds over one third of the CHF 6 billion global market. Originally a pure premium implant player, Straumann entered the value market in 2012 with its acquisition of Neodent. Straumann now accounts for almost half of the global premium market and around 15% of the value market. While its premium product catalog is marketed under Straumann, its value brands include Neodent, Anthogyr, and Medentika as well as other local and regional brands.
96GF Score
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