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AMUN.PA vs. MC.PA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMUN.PA and MC.PA is 0.37, 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

AMUN.PA vs. MC.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amundi (AMUN.PA) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AMUN.PA:

0.37

MC.PA:

-1.04

Sortino Ratio

AMUN.PA:

0.73

MC.PA:

-1.41

Omega Ratio

AMUN.PA:

1.10

MC.PA:

0.83

Calmar Ratio

AMUN.PA:

0.50

MC.PA:

-0.71

Martin Ratio

AMUN.PA:

1.64

MC.PA:

-1.72

Ulcer Index

AMUN.PA:

6.96%

MC.PA:

18.14%

Daily Std Dev

AMUN.PA:

26.89%

MC.PA:

31.97%

Max Drawdown

AMUN.PA:

-45.78%

MC.PA:

-70.25%

Current Drawdown

AMUN.PA:

-1.59%

MC.PA:

-41.18%

Fundamentals

Market Cap

AMUN.PA:

€15.12B

MC.PA:

€248.13B

EPS

AMUN.PA:

€6.37

MC.PA:

€25.14

PE Ratio

AMUN.PA:

11.66

MC.PA:

19.83

PEG Ratio

AMUN.PA:

2.15

MC.PA:

2.74

PS Ratio

AMUN.PA:

2.24

MC.PA:

2.93

PB Ratio

AMUN.PA:

1.23

MC.PA:

3.71

Total Revenue (TTM)

AMUN.PA:

€4.88B

MC.PA:

€84.68B

Gross Profit (TTM)

AMUN.PA:

€3.48B

MC.PA:

€56.77B

EBITDA (TTM)

AMUN.PA:

€1.71B

MC.PA:

€22.30B

Returns By Period

In the year-to-date period, AMUN.PA achieves a 15.73% return, which is significantly higher than MC.PA's -19.34% return.


AMUN.PA

YTD

15.73%

1M

14.75%

6M

10.57%

1Y

10.01%

3Y*

18.91%

5Y*

9.00%

10Y*

N/A

MC.PA

YTD

-19.34%

1M

5.56%

6M

-10.38%

1Y

-33.59%

3Y*

-1.36%

5Y*

8.93%

10Y*

13.73%

*Annualized

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Amundi

Risk-Adjusted Performance

AMUN.PA vs. MC.PA — Risk-Adjusted Performance Rank

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

AMUN.PA
The Risk-Adjusted Performance Rank of AMUN.PA is 6565
Overall Rank
The Sharpe Ratio Rank of AMUN.PA is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of AMUN.PA is 5858
Sortino Ratio Rank
The Omega Ratio Rank of AMUN.PA is 5757
Omega Ratio Rank
The Calmar Ratio Rank of AMUN.PA is 7272
Calmar Ratio Rank
The Martin Ratio Rank of AMUN.PA is 7070
Martin Ratio Rank

MC.PA
The Risk-Adjusted Performance Rank of MC.PA is 66
Overall Rank
The Sharpe Ratio Rank of MC.PA is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of MC.PA is 66
Sortino Ratio Rank
The Omega Ratio Rank of MC.PA is 88
Omega Ratio Rank
The Calmar Ratio Rank of MC.PA is 88
Calmar Ratio Rank
The Martin Ratio Rank of MC.PA is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMUN.PA vs. MC.PA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi (AMUN.PA) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA). 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.


The current AMUN.PA Sharpe Ratio is 0.37, which is higher than the MC.PA Sharpe Ratio of -1.04. The chart below compares the historical Sharpe Ratios of AMUN.PA and MC.PA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AMUN.PA vs. MC.PA - Dividend Comparison

AMUN.PA's dividend yield for the trailing twelve months is around 5.52%, more than MC.PA's 2.57% yield.


TTM20242023202220212020201920182017201620152014
AMUN.PA
Amundi
5.52%6.39%6.66%7.74%4.00%0.00%4.15%5.42%3.11%4.12%0.00%0.00%
MC.PA
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.57%2.05%1.70%1.76%0.96%0.90%1.50%2.09%1.71%1.98%2.28%3.58%

Drawdowns

AMUN.PA vs. MC.PA - Drawdown Comparison

The maximum AMUN.PA drawdown since its inception was -45.78%, smaller than the maximum MC.PA drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for AMUN.PA and MC.PA. For additional features, visit the drawdowns tool.


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Volatility

AMUN.PA vs. MC.PA - Volatility Comparison

The current volatility for Amundi (AMUN.PA) is 5.93%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) has a volatility of 9.75%. This indicates that AMUN.PA experiences smaller price fluctuations and is considered to be less risky than MC.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AMUN.PA vs. MC.PA - Financials Comparison

This section allows you to compare key financial metrics between Amundi and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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


0.0010.00B20.00B30.00B40.00B20212022202320242025
924.00M
43.01B
(AMUN.PA) Total Revenue
(MC.PA) Total Revenue
Values in EUR except per share items