BF-A vs. MKC
BF-A (Brown-Forman Corporation) and MKC (McCormick & Company, Incorporated) are both stocks. Both are in the Consumer Defensive sector — BF-A in Beverages - Wineries & Distilleries, MKC in Packaged Foods. Over the past 10 years, BF-A returned -3.03%/yr vs 2.08%/yr for MKC. At a 0.31 correlation, their price movements are largely independent.
Performance
BF-A vs. MKC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BF-A achieves a -0.55% return, which is significantly higher than MKC's -21.00% return. Over the past 10 years, BF-A has underperformed MKC with an annualized return of -3.03%, while MKC has yielded a comparatively higher 2.08% annualized return.
BF-A
- 1D
- -3.60%
- 1M
- -6.17%
- 6M
- -1.96%
- YTD
- -0.55%
- 1Y
- -6.52%
- 3Y*
- -26.17%
- 5Y*
- -15.95%
- 10Y*
- -3.03%
MKC
- 1D
- -1.67%
- 1M
- 8.95%
- 6M
- -20.20%
- YTD
- -21.00%
- 1Y
- -24.18%
- 3Y*
- -12.65%
- 5Y*
- -7.42%
- 10Y*
- 2.08%
BF-A vs. MKC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | -0.55% | -28.07% | -35.56% | -8.20% | -1.88% | -5.36% | 18.31% | 34.00% | -9.34% | 47.37% |
MKC McCormick & Company, Incorporated | -21.00% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
Correlation
The correlation between BF-A and MKC is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.31 |
The correlation between BF-A and MKC shifts across timeframes, from 0.31 (all time) to 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BF-A:
$11.80B
MKC:
$14.21B
BF-A:
$1.71
MKC:
$6.05
BF-A:
15.06
MKC:
8.74
BF-A:
18.72
MKC:
6.36
BF-A:
3.11
MKC:
1.93
BF-A:
$3.91B
MKC:
$7.39B
BF-A:
$2.32B
MKC:
$2.85B
BF-A:
$1.19B
MKC:
$1.37B
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
BF-A vs. MKC — Risk / Return Rank
BF-A
MKC
BF-A vs. MKC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-A) and McCormick & Company, Incorporated (MKC). 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.
| BF-A | MKC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.88 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | -0.68 | +0.40 |
| Martin ratioReturn relative to average drawdown | -0.59 | -1.32 | +0.72 |
Loading charts...
Drawdowns
BF-A vs. MKC - Drawdown Comparison
The maximum BF-A drawdown since its inception was -70.24%, which is greater than MKC's maximum drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for BF-A and MKC.
Loading charts...
Drawdown Indicators
| BF-A | MKC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.24% | -52.02% | -18.22% |
Max Drawdown (1Y)Largest decline over 1 year | -24.17% | -35.93% | +11.76% |
Max Drawdown (3Y)Largest decline over 3 years | -65.74% | -45.65% | -20.09% |
Max Drawdown (5Y)Largest decline over 5 years | -67.09% | -52.02% | -15.07% |
Max Drawdown (10Y)Largest decline over 10 years | -68.32% | -52.02% | -16.30% |
Current DrawdownCurrent decline from peak | -64.59% | -43.89% | -20.70% |
Average DrawdownAverage peak-to-trough decline | -14.88% | -11.11% | -3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 18.39% | -7.38% |
Volatility
BF-A vs. MKC - Volatility Comparison
Brown-Forman Corporation (BF-A) and McCormick & Company, Incorporated (MKC) have volatilities of 10.99% and 10.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BF-A | MKC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.99% | 10.89% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 30.39% | 24.98% | +5.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.98% | 29.16% | +7.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.46% | 24.78% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.27% | 24.37% | +3.90% |
Dividends
BF-A vs. MKC - Dividend Comparison
BF-A's dividend yield for the trailing twelve months is around 3.58%, which matches MKC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 3.58% | 3.46% | 2.33% | 1.40% | 1.17% | 2.55% | 0.96% | 1.07% | 3.11% | 1.11% | 1.50% | 1.17% |
MKC McCormick & Company, Incorporated | 3.58% | 2.69% | 2.24% | 2.32% | 1.81% | 1.44% | 1.68% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% |
Financials
BF-A vs. MKC - Financials Comparison
This section allows you to compare key financial metrics between Brown-Forman Corporation and McCormick & Company, Incorporated. 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
BF-A vs. MKC - Profitability Comparison
BF-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Brown-Forman Corporation reported a gross profit of 640.00M and revenue of 1.06B. Therefore, the gross margin over that period was 60.6%.
MKC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, McCormick & Company, Incorporated reported a gross profit of 778.20M and revenue of 1.94B. Therefore, the gross margin over that period was 40.2%.
BF-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Brown-Forman Corporation reported an operating income of 343.00M and revenue of 1.06B, resulting in an operating margin of 32.5%.
MKC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, McCormick & Company, Incorporated reported an operating income of 276.40M and revenue of 1.94B, resulting in an operating margin of 14.3%.
BF-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.
MKC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, McCormick & Company, Incorporated reported a net income of 160.20M and revenue of 1.94B, resulting in a net margin of 8.3%.
Frequently Asked Questions
BF-A and MKC have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BF-A has higher volatility (10.99%) compared to MKC (10.89%). In terms of maximum drawdown, BF-A dropped -70.24% vs MKC's -52.02%.
BF-A currently has the higher Sharpe Ratio (-0.18 vs -0.83), 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.
Find the right allocation for BF-A and MKC
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