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 -2.10%/yr vs 1.26%/yr for MKC. At a 0.31 correlation, their price movements are largely independent.
Performance
BF-A vs. MKC - Performance Comparison
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Returns By Period
In the year-to-date period, BF-A achieves a 5.41% return, which is significantly higher than MKC's -29.82% return. Over the past 10 years, BF-A has underperformed MKC with an annualized return of -2.10%, while MKC has yielded a comparatively higher 1.26% annualized return.
BF-A
- 1D
- -0.15%
- 1M
- 1.83%
- YTD
- 5.41%
- 6M
- 3.99%
- 1Y
- 4.21%
- 3Y*
- -23.88%
- 5Y*
- -15.24%
- 10Y*
- -2.10%
MKC
- 1D
- 3.61%
- 1M
- -0.88%
- YTD
- -29.82%
- 6M
- -30.13%
- 1Y
- -34.89%
- 3Y*
- -18.37%
- 5Y*
- -9.35%
- 10Y*
- 1.26%
BF-A vs. MKC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 5.41% | -28.07% | -35.56% | -8.20% | -1.88% | -5.36% | 18.31% | 34.00% | -9.34% | 47.37% |
MKC McCormick & Company, Incorporated | -29.82% | -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 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
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:
$1.71
MKC:
$6.10
BF-A:
15.96
MKC:
7.77
BF-A:
19.84
MKC:
5.65
BF-A:
3.29
MKC:
1.80
BF-A:
$3.91B
MKC:
$7.11B
BF-A:
$2.32B
MKC:
$2.70B
BF-A:
$1.19B
MKC:
$1.22B
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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 (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 | +1.35 | ||
| Sortino ratioReturn per unit of downside risk | +2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.80 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | -0.89 | +1.06 |
| Martin ratioReturn relative to average drawdown | 0.39 | -1.68 | +2.08 |
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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% | -39.50% | +15.33% |
Max Drawdown (3Y)Largest decline over 3 years | -65.74% | -47.65% | -18.09% |
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 | -62.47% | -50.15% | -12.32% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -11.05% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 20.75% | -10.06% |
Volatility
BF-A vs. MKC - Volatility Comparison
Brown-Forman Corporation (BF-A) has a higher volatility of 9.70% compared to McCormick & Company, Incorporated (MKC) at 7.68%. 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 | 9.70% | 7.68% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 29.93% | 23.43% | +6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.75% | 28.40% | +8.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.32% | 24.43% | +4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.21% | 24.23% | +3.98% |
Dividends
BF-A vs. MKC - Dividend Comparison
BF-A's dividend yield for the trailing twelve months is around 3.37%, less than MKC's 3.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 3.37% | 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 | 3.93% | 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 Jun 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 Jun 2026, McCormick & Company, Incorporated reported a gross profit of 708.90M and revenue of 1.87B. Therefore, the gross margin over that period was 37.8%.
BF-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, McCormick & Company, Incorporated reported an operating income of 227.50M and revenue of 1.87B, resulting in an operating margin of 12.1%.
BF-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2026, McCormick & Company, Incorporated reported a net income of 1.02B and revenue of 1.87B, resulting in a net margin of 54.2%.
Frequently Asked Questions
BF-A and MKC have a correlation of 0.37, 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 (9.70%) compared to MKC (7.68%). In terms of maximum drawdown, BF-A dropped -70.24% vs MKC's -52.02%.
BF-A currently has the higher Sharpe Ratio (0.12 vs -1.24), 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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