BF-A vs. MKC
BF-A (Brown-Forman Corporation Class A) 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 -2.03%/yr vs 2.29%/yr for MKC. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
BF-A vs. MKC - Performance Comparison
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Returns By Period
In the year-to-date period, BF-A achieves a 8.77% return, which is significantly higher than MKC's -22.99% return. Over the past 10 years, BF-A has underperformed MKC with an annualized return of -2.03%, while MKC has yielded a comparatively higher 2.29% annualized return.
BF-A
- 1D
- -3.76%
- 1M
- 5.08%
- 6M
- 3.77%
- YTD
- 8.77%
- 1Y
- 1.74%
- 3Y*
- -24.79%
- 5Y*
- -13.81%
- 10Y*
- -2.03%
- ALL TIME*
- 10.79%
MKC
- 1D
- 1.22%
- 1M
- -2.74%
- 6M
- -14.16%
- YTD
- -22.99%
- 1Y
- -24.33%
- 3Y*
- -13.91%
- 5Y*
- -7.05%
- 10Y*
- 2.29%
- ALL TIME*
- 10.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.56M | $3.74M | $4.82M | |
| $185.23M | $182.27M | $209.74M |
BF-A vs. MKC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation Class A | 8.77% | -28.07% | -35.56% | -8.20% | -1.88% | -5.36% | 18.31% | 34.00% | -9.34% | 47.37% |
MKC McCormick & Company, Incorporated | -22.99% | -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 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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 0.43 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BF-A:
$12.89B
MKC:
$13.85B
BF-A:
$1.71
MKC:
$6.05
BF-A:
16.47
MKC:
8.52
BF-A:
20.47
MKC:
6.20
BF-A:
3.40
MKC:
1.88
BF-A:
$3.91B
MKC:
$7.39B
BF-A:
$2.32B
MKC:
$2.85B
BF-A:
$1.19B
MKC:
$1.37B
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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 Class A (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 | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.88 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | -0.68 | +0.75 |
| Martin ratioReturn relative to average drawdown | 0.15 | -1.27 | +1.42 |
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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.
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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% | -35.79% | +11.62% |
Max Drawdown (3Y)Largest decline over 3 years | -65.60% | -44.28% | -21.32% |
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 | -61.27% | -45.30% | -15.97% |
Average DrawdownAverage peak-to-trough decline | -14.93% | -11.16% | -3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.24% | 19.22% | -7.98% |
Volatility
BF-A vs. MKC - Volatility Comparison
Brown-Forman Corporation Class A (BF-A) has a higher volatility of 11.91% compared to McCormick & Company, Incorporated (MKC) at 9.07%. This indicates that BF-A's price experiences larger fluctuations and is considered to be riskier than MKC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BF-A | MKC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.91% | 9.07% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 31.06% | 23.98% | +7.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.29% | 29.86% | +7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.77% | 24.96% | +4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.44% | 24.48% | +3.96% |
Dividends
BF-A vs. MKC - Dividend Comparison
BF-A's dividend yield for the trailing twelve months is around 3.27%, less than MKC's 3.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation Class A | 3.27% | 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 | 3.67% | 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 Class A 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 Aug 2026, Brown-Forman Corporation Class A 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 Aug 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 Aug 2026, Brown-Forman Corporation Class A 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 Aug 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 Aug 2026, Brown-Forman Corporation Class A 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 Aug 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 0.39, 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 (11.91%) compared to MKC (9.07%). In terms of maximum drawdown, BF-A dropped -70.24% vs MKC's -52.02%.
BF-A currently has the higher Sharpe Ratio (0.05 vs -0.82), 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.
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