PortfoliosLab logoPortfoliosLab logo
BC vs. MBUU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BC vs. MBUU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brunswick Corporation (BC) and Malibu Boats, Inc. (MBUU). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BC achieves a 10.98% return, which is significantly higher than MBUU's -6.52% return. Both investments have delivered pretty close results over the past 10 years, with BC having a 8.33% annualized return and MBUU not far behind at 8.00%.


BC

1D
-2.45%
1M
0.69%
YTD
10.98%
6M
7.56%
1Y
50.61%
3Y*
2.67%
5Y*
-1.24%
10Y*
8.33%

MBUU

1D
-3.23%
1M
-4.35%
YTD
-6.52%
6M
-8.85%
1Y
-16.42%
3Y*
-22.32%
5Y*
-18.77%
10Y*
8.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BC vs. MBUU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BC
Brunswick Corporation
10.98%18.05%-31.75%36.90%-27.11%33.82%29.16%31.38%-14.77%2.54%
MBUU
Malibu Boats, Inc.
-6.52%-24.95%-31.43%2.85%-22.45%10.07%52.48%17.67%17.05%55.82%

Correlation

The correlation between BC and MBUU is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.72

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

0.72

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

0.73

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

0.67

Correlation (All Time)
Calculated using the full available price history since Jan 31, 2014

0.61

The correlation between BC and MBUU shifts across timeframes, from 0.61 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

BC:

-$2.75

MBUU:

-$0.05

PS Ratio

BC:

0.73

MBUU:

0.61

Total Revenue (TTM)

BC:

$5.52B

MBUU:

$826.09M

Gross Profit (TTM)

BC:

$1.03B

MBUU:

$127.07M

EBITDA (TTM)

BC:

$190.90M

MBUU:

$7.24M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BC vs. MBUU — Risk / Return Rank

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

BC
BC Risk / Return Rank: 7777
Overall Rank
BC Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
BC Sortino Ratio Rank: 7676
Sortino Ratio Rank
BC Omega Ratio Rank: 7373
Omega Ratio Rank
BC Calmar Ratio Rank: 7878
Calmar Ratio Rank
BC Martin Ratio Rank: 7979
Martin Ratio Rank

MBUU
MBUU Risk / Return Rank: 2929
Overall Rank
MBUU Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
MBUU Sortino Ratio Rank: 2929
Sortino Ratio Rank
MBUU Omega Ratio Rank: 2929
Omega Ratio Rank
MBUU Calmar Ratio Rank: 2828
Calmar Ratio Rank
MBUU Martin Ratio Rank: 3030
Martin Ratio Rank
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.

BC vs. MBUU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brunswick Corporation (BC) and Malibu Boats, Inc. (MBUU). 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.


BCMBUUDifference
Sharpe ratioReturn per unit of total volatility

+1.58

Sortino ratioReturn per unit of downside risk

+2.08

Omega ratioGain probability vs. loss probability

1.24

0.99

+0.25

Calmar ratioReturn relative to maximum drawdown

2.27

-0.42

+2.69

Martin ratioReturn relative to average drawdown

5.80

-0.66

+6.46

BC vs. MBUU - Sharpe Ratio Comparison

The current BC Sharpe Ratio is 1.27, which is higher than the MBUU Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of BC and MBUU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BC vs. MBUU - Drawdown Comparison

The maximum BC drawdown since its inception was -95.60%, which is greater than MBUU's maximum drawdown of -73.94%. Use the drawdown chart below to compare losses from any high point for BC and MBUU.


Loading charts...

Drawdown Indicators


BCMBUUDifference

Max Drawdown

Largest peak-to-trough decline

-95.60%

-73.94%

-21.66%

Max Drawdown (1Y)

Largest decline over 1 year

-22.38%

-39.37%

+16.99%

Max Drawdown (3Y)

Largest decline over 3 years

-56.47%

-60.27%

+3.80%

Max Drawdown (5Y)

Largest decline over 5 years

-57.77%

-71.77%

+14.00%

Max Drawdown (10Y)

Largest decline over 10 years

-60.99%

-73.94%

+12.95%

Current Drawdown

Current decline from peak

-21.70%

-71.32%

+49.62%

Average Drawdown

Average peak-to-trough decline

-28.21%

-31.46%

+3.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.75%

25.01%

-16.26%

Volatility

BC vs. MBUU - Volatility Comparison

The current volatility for Brunswick Corporation (BC) is 10.37%, while Malibu Boats, Inc. (MBUU) has a volatility of 12.10%. This indicates that BC experiences smaller price fluctuations and is considered to be less risky than MBUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BCMBUUDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.37%

12.10%

-1.73%

Volatility (6M)

Calculated over the trailing 6-month period

28.19%

36.05%

-7.86%

Volatility (1Y)

Calculated over the trailing 1-year period

40.28%

52.78%

-12.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.20%

45.06%

-6.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.85%

46.99%

-7.14%

Dividends

BC vs. MBUU - Dividend Comparison

BC's dividend yield for the trailing twelve months is around 2.13%, while MBUU has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BC
Brunswick Corporation
2.13%2.32%2.60%1.65%2.03%1.27%1.30%1.45%1.68%1.24%1.13%1.04%
MBUU
Malibu Boats, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

BC vs. MBUU - Financials Comparison

This section allows you to compare key financial metrics between Brunswick Corporation and Malibu Boats, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B20222023202420252026
1.38B
235.70M
(BC) Total Revenue
(MBUU) Total Revenue
Values in USD except per share items

BC vs. MBUU - Profitability Comparison

The chart below illustrates the profitability comparison between Brunswick Corporation and Malibu Boats, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%202220232024202520260
19.0%
Portfolio components
BC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brunswick Corporation reported a gross profit of 0.00 and revenue of 1.38B. Therefore, the gross margin over that period was 0.0%.

MBUU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a gross profit of 44.70M and revenue of 235.70M. Therefore, the gross margin over that period was 19.0%.

BC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brunswick Corporation reported an operating income of 50.30M and revenue of 1.38B, resulting in an operating margin of 3.7%.

MBUU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported an operating income of -1.91M and revenue of 235.70M, resulting in an operating margin of -0.8%.

BC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brunswick Corporation reported a net income of 21.00M and revenue of 1.38B, resulting in a net margin of 1.5%.

MBUU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a net income of -2.44M and revenue of 235.70M, resulting in a net margin of -1.0%.


Frequently Asked Questions


BC and MBUU have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MBUU has higher volatility (12.10%) compared to BC (10.37%). In terms of maximum drawdown, BC dropped -95.60% vs MBUU's -73.94%.

BC currently has the higher Sharpe Ratio (1.26 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BC and MBUU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer