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BGS vs. GIS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BGS and GIS is 0.34, 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.


-0.50.00.51.00.3

Performance

BGS vs. GIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B&G Foods, Inc. (BGS) and General Mills, Inc. (GIS). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%SeptemberOctoberNovemberDecember2025February
41.42%
247.52%
BGS
GIS

Key characteristics

Sharpe Ratio

BGS:

-0.57

GIS:

-0.16

Sortino Ratio

BGS:

-0.50

GIS:

-0.09

Omega Ratio

BGS:

0.92

GIS:

0.99

Calmar Ratio

BGS:

-0.38

GIS:

-0.09

Martin Ratio

BGS:

-1.14

GIS:

-0.32

Ulcer Index

BGS:

27.42%

GIS:

9.37%

Daily Std Dev

BGS:

55.34%

GIS:

19.10%

Max Drawdown

BGS:

-81.67%

GIS:

-45.08%

Current Drawdown

BGS:

-80.33%

GIS:

-30.83%

Fundamentals

Market Cap

BGS:

$483.69M

GIS:

$32.82B

EPS

BGS:

-$0.32

GIS:

$4.55

PEG Ratio

BGS:

7.93

GIS:

3.31

Total Revenue (TTM)

BGS:

$1.38B

GIS:

$19.90B

Gross Profit (TTM)

BGS:

$299.34M

GIS:

$6.95B

EBITDA (TTM)

BGS:

$139.29M

GIS:

$4.08B

Returns By Period

In the year-to-date period, BGS achieves a -12.48% return, which is significantly lower than GIS's -6.77% return. Over the past 10 years, BGS has underperformed GIS with an annualized return of -8.67%, while GIS has yielded a comparatively higher 4.48% annualized return.


BGS

YTD

-12.48%

1M

-7.09%

6M

-23.76%

1Y

-33.11%

5Y*

-8.73%

10Y*

-8.67%

GIS

YTD

-6.77%

1M

-1.32%

6M

-13.16%

1Y

-4.77%

5Y*

5.30%

10Y*

4.48%

*Annualized

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Risk-Adjusted Performance

BGS vs. GIS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGS
The Risk-Adjusted Performance Rank of BGS is 1818
Overall Rank
The Sharpe Ratio Rank of BGS is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of BGS is 1919
Sortino Ratio Rank
The Omega Ratio Rank of BGS is 1717
Omega Ratio Rank
The Calmar Ratio Rank of BGS is 2222
Calmar Ratio Rank
The Martin Ratio Rank of BGS is 1717
Martin Ratio Rank

GIS
The Risk-Adjusted Performance Rank of GIS is 3434
Overall Rank
The Sharpe Ratio Rank of GIS is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of GIS is 2929
Sortino Ratio Rank
The Omega Ratio Rank of GIS is 2929
Omega Ratio Rank
The Calmar Ratio Rank of GIS is 3838
Calmar Ratio Rank
The Martin Ratio Rank of GIS is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BGS vs. GIS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for B&G Foods, Inc. (BGS) 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
The chart of Sharpe ratio for BGS, currently valued at -0.57, compared to the broader market-2.000.002.004.00-0.57-0.16
The chart of Sortino ratio for BGS, currently valued at -0.50, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.50-0.09
The chart of Omega ratio for BGS, currently valued at 0.92, compared to the broader market0.501.001.502.000.920.99
The chart of Calmar ratio for BGS, currently valued at -0.38, compared to the broader market0.002.004.006.00-0.38-0.09
The chart of Martin ratio for BGS, currently valued at -1.14, compared to the broader market-10.000.0010.0020.0030.00-1.14-0.32
BGS
GIS

The current BGS Sharpe Ratio is -0.57, which is lower than the GIS Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of BGS and GIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.00SeptemberOctoberNovemberDecember2025February
-0.57
-0.16
BGS
GIS

Dividends

BGS vs. GIS - Dividend Comparison

BGS's dividend yield for the trailing twelve months is around 12.60%, more than GIS's 4.06% yield.


TTM20242023202220212020201920182017201620152014
BGS
B&G Foods, Inc.
12.60%11.03%7.24%14.48%6.18%6.85%10.60%6.54%5.29%3.94%3.94%4.55%
GIS
General Mills, Inc.
4.06%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%3.02%

Drawdowns

BGS vs. GIS - Drawdown Comparison

The maximum BGS drawdown since its inception was -81.67%, which is greater than GIS's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for BGS and GIS. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%SeptemberOctoberNovemberDecember2025February
-80.33%
-30.83%
BGS
GIS

Volatility

BGS vs. GIS - Volatility Comparison

B&G Foods, Inc. (BGS) has a higher volatility of 11.46% compared to General Mills, Inc. (GIS) at 6.55%. This indicates that BGS'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.


5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
11.46%
6.55%
BGS
GIS

Financials

BGS vs. GIS - Financials Comparison

This section allows you to compare key financial metrics between B&G Foods, Inc. and General Mills, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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