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BAYRY vs. MCD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BAYRY and MCD is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BAYRY vs. MCD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bayer AG PK (BAYRY) and McDonald's Corporation (MCD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BAYRY:

-0.30

MCD:

0.99

Sortino Ratio

BAYRY:

-0.14

MCD:

1.47

Omega Ratio

BAYRY:

0.98

MCD:

1.19

Calmar Ratio

BAYRY:

-0.13

MCD:

1.17

Martin Ratio

BAYRY:

-0.44

MCD:

3.79

Ulcer Index

BAYRY:

24.49%

MCD:

5.30%

Daily Std Dev

BAYRY:

38.92%

MCD:

20.31%

Max Drawdown

BAYRY:

-82.45%

MCD:

-73.62%

Current Drawdown

BAYRY:

-75.42%

MCD:

-2.37%

Fundamentals

Market Cap

BAYRY:

$26.92B

MCD:

$225.76B

EPS

BAYRY:

-$0.73

MCD:

$11.32

PEG Ratio

BAYRY:

37.01

MCD:

2.76

PS Ratio

BAYRY:

0.57

MCD:

8.78

PB Ratio

BAYRY:

0.73

MCD:

0.00

Total Revenue (TTM)

BAYRY:

$32.84B

MCD:

$25.71B

Gross Profit (TTM)

BAYRY:

$17.03B

MCD:

$17.23B

EBITDA (TTM)

BAYRY:

$4.49B

MCD:

$13.31B

Returns By Period

In the year-to-date period, BAYRY achieves a 36.85% return, which is significantly higher than MCD's 8.83% return. Over the past 10 years, BAYRY has underperformed MCD with an annualized return of -12.01%, while MCD has yielded a comparatively higher 15.24% annualized return.


BAYRY

YTD

36.85%

1M

27.38%

6M

5.74%

1Y

-11.47%

5Y*

-13.45%

10Y*

-12.01%

MCD

YTD

8.83%

1M

3.20%

6M

6.16%

1Y

19.92%

5Y*

14.24%

10Y*

15.24%

*Annualized

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Risk-Adjusted Performance

BAYRY vs. MCD — Risk-Adjusted Performance Rank

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

BAYRY
The Risk-Adjusted Performance Rank of BAYRY is 3838
Overall Rank
The Sharpe Ratio Rank of BAYRY is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of BAYRY is 3333
Sortino Ratio Rank
The Omega Ratio Rank of BAYRY is 3333
Omega Ratio Rank
The Calmar Ratio Rank of BAYRY is 4343
Calmar Ratio Rank
The Martin Ratio Rank of BAYRY is 4343
Martin Ratio Rank

MCD
The Risk-Adjusted Performance Rank of MCD is 8181
Overall Rank
The Sharpe Ratio Rank of MCD is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of MCD is 7777
Sortino Ratio Rank
The Omega Ratio Rank of MCD is 7676
Omega Ratio Rank
The Calmar Ratio Rank of MCD is 8787
Calmar Ratio Rank
The Martin Ratio Rank of MCD is 8383
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.

BAYRY vs. MCD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bayer AG PK (BAYRY) and McDonald's Corporation (MCD). 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 BAYRY Sharpe Ratio is -0.30, which is lower than the MCD Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of BAYRY and MCD, 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

BAYRY vs. MCD - Dividend Comparison

BAYRY's dividend yield for the trailing twelve months is around 0.46%, less than MCD's 2.19% yield.


TTM20242023202220212020201920182017201620152014
BAYRY
Bayer AG PK
0.46%0.60%6.81%4.26%4.45%5.22%3.86%7.10%2.33%2.74%10.30%2.14%
MCD
McDonald's Corporation
2.19%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%3.50%

Drawdowns

BAYRY vs. MCD - Drawdown Comparison

The maximum BAYRY drawdown since its inception was -82.45%, which is greater than MCD's maximum drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for BAYRY and MCD. For additional features, visit the drawdowns tool.


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Volatility

BAYRY vs. MCD - Volatility Comparison


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Financials

BAYRY vs. MCD - Financials Comparison

This section allows you to compare key financial metrics between Bayer AG PK and McDonald's Corporation. 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


4.00B6.00B8.00B10.00B12.00B14.00B20212022202320242025
11.73B
5.96B
(BAYRY) Total Revenue
(MCD) Total Revenue
Values in USD except per share items

BAYRY vs. MCD - Profitability Comparison

The chart below illustrates the profitability comparison between Bayer AG PK and McDonald's Corporation 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%20212022202320242025
51.2%
100.0%
(BAYRY) Gross Margin
(MCD) Gross Margin
BAYRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bayer AG PK reported a gross profit of 6.01B and revenue of 11.73B. Therefore, the gross margin over that period was 51.2%.

MCD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported a gross profit of 5.96B and revenue of 5.96B. Therefore, the gross margin over that period was 100.0%.

BAYRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bayer AG PK reported an operating income of 3.53B and revenue of 11.73B, resulting in an operating margin of 30.1%.

MCD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported an operating income of 2.65B and revenue of 5.96B, resulting in an operating margin of 44.5%.

BAYRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bayer AG PK reported a net income of -335.00M and revenue of 11.73B, resulting in a net margin of -2.9%.

MCD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported a net income of 1.87B and revenue of 5.96B, resulting in a net margin of 31.4%.