BCE vs. GIS
Compare and contrast key facts about BCE Inc. (BCE) and General Mills, Inc. (GIS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCE or GIS.
Key characteristics
BCE | GIS | |
---|---|---|
YTD Return | -11.16% | 7.92% |
1Y Return | -17.15% | -15.10% |
3Y Return (Ann) | -3.39% | 7.84% |
5Y Return (Ann) | 0.77% | 9.68% |
10Y Return (Ann) | 3.24% | 6.64% |
Sharpe Ratio | -1.01 | -0.87 |
Daily Std Dev | 16.96% | 17.47% |
Max Drawdown | -60.66% | -45.08% |
Current Drawdown | -33.78% | -21.06% |
Fundamentals
BCE | GIS | |
---|---|---|
Market Cap | $30.92B | $39.01B |
EPS | $1.69 | $4.36 |
PE Ratio | 19.95 | 15.85 |
PEG Ratio | 1.90 | 2.03 |
Revenue (TTM) | $24.67B | $20.17B |
Gross Profit (TTM) | $10.47B | $6.55B |
EBITDA (TTM) | $8.70B | $4.30B |
Correlation
The correlation between BCE and GIS is 0.20, 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
BCE vs. GIS - Performance Comparison
In the year-to-date period, BCE achieves a -11.16% return, which is significantly lower than GIS's 7.92% return. Over the past 10 years, BCE has underperformed GIS with an annualized return of 3.24%, while GIS has yielded a comparatively higher 6.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Risk-Adjusted Performance
BCE vs. GIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BCE Inc. (BCE) and General Mills, Inc. (GIS). 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.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
BCE Inc. | -1.01 | ||||
General Mills, Inc. | -0.87 |
Dividends
BCE vs. GIS - Dividend Comparison
BCE's dividend yield for the trailing twelve months is around 8.43%, more than GIS's 3.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BCE Inc. | 8.43% | 7.30% | 6.37% | 5.32% | 5.78% | 5.15% | 5.81% | 4.63% | 4.81% | 5.18% | 4.83% | 5.20% |
General Mills, Inc. | 3.32% | 3.47% | 2.50% | 3.03% | 3.37% | 3.66% | 5.03% | 3.27% | 3.01% | 3.00% | 3.02% | 2.85% |
Drawdowns
BCE vs. GIS - Drawdown Comparison
The maximum BCE drawdown since its inception was -60.66%, which is greater than GIS's maximum drawdown of -45.08%. The drawdown chart below compares losses from any high point along the way for BCE and GIS
Volatility
BCE vs. GIS - Volatility Comparison
BCE Inc. (BCE) has a higher volatility of 4.74% compared to General Mills, Inc. (GIS) at 4.50%. This indicates that BCE's price experiences larger fluctuations and is considered to be riskier than GIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.