AY vs. MO
Compare and contrast key facts about Atlantica Sustainable Infrastructure plc (AY) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AY or MO.
Key characteristics
| AY | MO | |
|---|---|---|
| YTD Return | 8.52% | 33.35% |
| 1Y Return | 5.83% | 27.02% |
| 3Y Return (Ann) | -10.13% | 10.08% |
| 5Y Return (Ann) | 4.32% | 13.63% |
| 10Y Return (Ann) | 0.42% | 7.77% |
| Sharpe Ratio | 0.14 | 1.45 |
| Daily Std Dev | 30.60% | 18.24% |
| Max Drawdown | -64.00% | -57.39% |
| Current Drawdown | -39.93% | -5.88% |
Fundamentals
| AY | MO | |
|---|---|---|
| Market Cap | $2.54B | $86.16B |
| EPS | $0.30 | $5.80 |
| PE Ratio | 72.90 | 8.71 |
| PEG Ratio | 5.20 | 4.04 |
| Total Revenue (TTM) | $1.20B | $21.30B |
| Gross Profit (TTM) | $704.42M | $14.11B |
| EBITDA (TTM) | $572.97M | $12.61B |
Correlation
The correlation between AY and MO is 0.17, 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
AY vs. MO - Performance Comparison
In the year-to-date period, AY achieves a 8.52% return, which is significantly lower than MO's 33.35% return. Over the past 10 years, AY has underperformed MO with an annualized return of 0.42%, while MO has yielded a comparatively higher 7.77% 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
AY vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlantica Sustainable Infrastructure plc (AY) and Altria Group, Inc. (MO). 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
AY vs. MO - Dividend Comparison
AY's dividend yield for the trailing twelve months is around 8.14%, more than MO's 7.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AY Atlantica Sustainable Infrastructure plc | 8.14% | 8.28% | 6.83% | 4.80% | 4.37% | 5.95% | 6.79% | 6.13% | 2.34% | 7.41% | 0.14% | 0.00% |
MO Altria Group, Inc. | 7.84% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
AY vs. MO - Drawdown Comparison
The maximum AY drawdown since its inception was -64.00%, which is greater than MO's maximum drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for AY and MO. For additional features, visit the drawdowns tool.
Volatility
AY vs. MO - Volatility Comparison
The current volatility for Atlantica Sustainable Infrastructure plc (AY) is 0.71%, while Altria Group, Inc. (MO) has a volatility of 4.28%. This indicates that AY experiences smaller price fluctuations and is considered to be less risky than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AY vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Atlantica Sustainable Infrastructure plc and Altria Group, Inc.. 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