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BAC vs. K
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BAC vs. K - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bank of America Corporation (BAC) and Kellogg Company (K). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BAC

1D
2.31%
1M
13.98%
YTD
3.72%
6M
3.46%
1Y
30.78%
3Y*
27.43%
5Y*
8.79%
10Y*
18.19%

K

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAC vs. K - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BAC
Bank of America Corporation
3.72%28.04%33.85%4.83%-23.82%49.61%-11.63%46.19%-15.00%35.69%
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%

Correlation

The correlation between BAC and K is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (10Y)
Calculated over the trailing 10-year period

0.11

Correlation (All Time)
Calculated using the full available price history since May 29, 1986

0.24

Over the past year, the correlation between BAC and K has dropped to 0.03 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

BAC:

$415.53B

K:

$29.20B

EPS

BAC:

$4.19

K:

$3.65

PE Ratio

BAC:

13.36

K:

22.87

PEG Ratio

BAC:

5.36

K:

3.84

PS Ratio

BAC:

2.42

K:

2.30

PB Ratio

BAC:

1.51

K:

6.95

Total Revenue (TTM)

BAC:

$174.85B

K:

$12.67B

Gross Profit (TTM)

BAC:

$110.47B

K:

$4.41B

EBITDA (TTM)

BAC:

$41.74B

K:

$2.25B

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Return for Risk

BAC vs. K — Risk / Return Rank

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

BAC
BAC Risk / Return Rank: 7575
Overall Rank
BAC Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
BAC Sortino Ratio Rank: 7474
Sortino Ratio Rank
BAC Omega Ratio Rank: 7474
Omega Ratio Rank
BAC Calmar Ratio Rank: 7373
Calmar Ratio Rank
BAC Martin Ratio Rank: 7474
Martin Ratio Rank

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAC vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank of America Corporation (BAC) and Kellogg Company (K). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BACKDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

1.64

Martin ratioReturn relative to average drawdown

4.21

BAC vs. K - Sharpe Ratio Comparison


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Drawdowns

BAC vs. K - Drawdown Comparison


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Drawdown Indicators


BACKDifference

Max Drawdown

Largest peak-to-trough decline

-93.10%

Max Drawdown (1Y)

Largest decline over 1 year

-17.93%

Max Drawdown (3Y)

Largest decline over 3 years

-27.51%

Max Drawdown (5Y)

Largest decline over 5 years

-46.64%

Max Drawdown (10Y)

Largest decline over 10 years

-48.95%

Current Drawdown

Current decline from peak

-0.36%

Average Drawdown

Average peak-to-trough decline

-28.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.96%

Volatility

BAC vs. K - Volatility Comparison


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Volatility by Period


BACKDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

Volatility (6M)

Calculated over the trailing 6-month period

16.57%

Volatility (1Y)

Calculated over the trailing 1-year period

21.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.68%

Dividends

BAC vs. K - Dividend Comparison

BAC's dividend yield for the trailing twelve months is around 2.72%, while K has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BAC
Bank of America Corporation
2.72%1.96%2.28%2.73%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%

Financials

BAC vs. K - Financials Comparison

This section allows you to compare key financial metrics between Bank of America Corporation and Kellogg Company. 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


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
30.27B
3.26B
(BAC) Total Revenue
(K) Total Revenue
Values in USD except per share items

BAC vs. K - Profitability Comparison

The chart below illustrates the profitability comparison between Bank of America Corporation and Kellogg Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
95.6%
33.3%
Portfolio components
BAC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a gross profit of 28.94B and revenue of 30.27B. Therefore, the gross margin over that period was 95.6%.

K - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a gross profit of 1.08B and revenue of 3.26B. Therefore, the gross margin over that period was 33.3%.

BAC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported an operating income of 10.40B and revenue of 30.27B, resulting in an operating margin of 34.4%.

K - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported an operating income of 452.00M and revenue of 3.26B, resulting in an operating margin of 13.9%.

BAC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a net income of 8.58B and revenue of 30.27B, resulting in a net margin of 28.4%.

K - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a net income of 309.00M and revenue of 3.26B, resulting in a net margin of 9.5%.


Frequently Asked Questions


BAC and K have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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