BF-B vs. MKC
BF-B (Brown-Forman Corporation) and MKC (McCormick & Company, Incorporated) are both stocks. Both are in the Consumer Defensive sector — BF-B in Beverages - Wineries & Distilleries, MKC in Packaged Foods. Over the past 10 years, BF-B returned -2.31%/yr vs 2.06%/yr for MKC. At a 0.34 correlation, their price movements are largely independent.
Performance
BF-B vs. MKC - Performance Comparison
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Returns By Period
In the year-to-date period, BF-B achieves a 2.70% return, which is significantly higher than MKC's -21.75% return. Over the past 10 years, BF-B has underperformed MKC with an annualized return of -2.31%, while MKC has yielded a comparatively higher 2.06% annualized return.
BF-B
- 1D
- -0.45%
- 1M
- -1.31%
- 6M
- -1.57%
- YTD
- 2.70%
- 1Y
- -4.11%
- 3Y*
- -25.57%
- 5Y*
- -16.26%
- 10Y*
- -2.31%
- ALL TIME*
- 12.69%
MKC
- 1D
- 0.21%
- 1M
- 13.26%
- 6M
- -21.43%
- YTD
- -21.75%
- 1Y
- -23.61%
- 3Y*
- -13.71%
- 5Y*
- -7.10%
- 10Y*
- 2.06%
- ALL TIME*
- 10.93%
BF-B vs. MKC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 2.70% | -29.29% | -32.23% | -11.91% | -8.86% | -6.07% | 18.67% | 43.78% | -10.98% | 55.01% |
MKC McCormick & Company, Incorporated | -21.75% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
Correlation
The correlation between BF-B and MKC is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.34 |
The correlation between BF-B and MKC shifts across timeframes, from 0.34 (all time) to 0.45 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BF-B:
$12.26B
MKC:
$14.07B
BF-B:
$1.71
MKC:
$6.05
BF-B:
15.40
MKC:
8.66
BF-B:
19.14
MKC:
6.30
BF-B:
3.18
MKC:
1.91
BF-B:
$3.91B
MKC:
$7.39B
BF-B:
$2.32B
MKC:
$2.85B
BF-B:
$1.19B
MKC:
$1.37B
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Return for Risk
BF-B vs. MKC — Risk / Return Rank
BF-B
MKC
BF-B vs. MKC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) 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-B | MKC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.88 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | -0.66 | +0.50 |
| Martin ratioReturn relative to average drawdown | -0.35 | -1.26 | +0.91 |
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Drawdowns
BF-B vs. MKC - Drawdown Comparison
The maximum BF-B drawdown since its inception was -68.96%, 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-B and MKC.
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Drawdown Indicators
| BF-B | MKC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.96% | -52.02% | -16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -25.48% | -35.93% | +10.45% |
Max Drawdown (3Y)Largest decline over 3 years | -65.65% | -45.65% | -20.00% |
Max Drawdown (5Y)Largest decline over 5 years | -68.31% | -52.02% | -16.29% |
Max Drawdown (10Y)Largest decline over 10 years | -68.96% | -52.02% | -16.94% |
Current DrawdownCurrent decline from peak | -63.89% | -44.42% | -19.47% |
Average DrawdownAverage peak-to-trough decline | -11.74% | -11.12% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.86% | 18.76% | -6.90% |
Volatility
BF-B vs. MKC - Volatility Comparison
The current volatility for Brown-Forman Corporation (BF-B) is 10.49%, while McCormick & Company, Incorporated (MKC) has a volatility of 11.85%. This indicates that BF-B experiences smaller price fluctuations and is considered to be less risky 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-B | MKC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.49% | 11.85% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 31.54% | 25.45% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.70% | 29.68% | +9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.26% | 24.88% | +5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.20% | 24.44% | +3.76% |
Dividends
BF-B vs. MKC - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 3.50%, less than MKC's 3.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 3.50% | 3.49% | 2.32% | 1.46% | 1.17% | 2.37% | 0.88% | 0.99% | 3.10% | 1.09% | 1.54% | 1.29% |
MKC McCormick & Company, Incorporated | 3.61% | 2.69% | 2.24% | 2.32% | 1.81% | 1.44% | 1.68% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% |
Financials
BF-B 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-B vs. MKC - Profitability Comparison
BF-B - 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-B - 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-B - 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-B 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.
MKC has higher volatility (11.85%) compared to BF-B (10.49%). In terms of maximum drawdown, BF-B dropped -68.96% vs MKC's -52.02%.
BF-B currently has the higher Sharpe Ratio (-0.11 vs -0.80), 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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