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BGS vs. GIS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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BGS vs. GIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BGS
B&G Foods, Inc.
16.19%-26.81%-28.30%0.33%-60.70%17.69%67.73%-31.93%-12.20%-15.46%
GIS
General Mills, Inc.
-18.83%-23.75%1.45%-19.97%28.09%18.53%13.60%43.13%-31.57%-0.65%

Fundamentals

Market Cap

BGS:

$383.62M

GIS:

$20.19B

EPS

BGS:

-$0.54

GIS:

$4.07

PS Ratio

BGS:

0.21

GIS:

1.10

PB Ratio

BGS:

0.85

GIS:

2.16

Total Revenue (TTM)

BGS:

$1.83B

GIS:

$18.37B

Gross Profit (TTM)

BGS:

$398.63M

GIS:

$4.70B

EBITDA (TTM)

BGS:

$161.44M

GIS:

$3.03B

Returns By Period

In the year-to-date period, BGS achieves a 16.19% return, which is significantly higher than GIS's -18.83% return. Over the past 10 years, BGS has underperformed GIS with an annualized return of -11.01%, while GIS has yielded a comparatively higher -1.97% annualized return.


BGS

1D
-2.04%
1M
-5.91%
YTD
16.19%
6M
17.74%
1Y
-17.16%
3Y*
-24.30%
5Y*
-23.89%
10Y*
-11.01%

GIS

1D
0.30%
1M
-17.71%
YTD
-18.83%
6M
-24.20%
1Y
-34.63%
3Y*
-21.16%
5Y*
-6.10%
10Y*
-1.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BGS vs. GIS — Risk / Return Rank

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

BGS
BGS Risk / Return Rank: 3131
Overall Rank
BGS Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
BGS Sortino Ratio Rank: 2929
Sortino Ratio Rank
BGS Omega Ratio Rank: 2929
Omega Ratio Rank
BGS Calmar Ratio Rank: 3434
Calmar Ratio Rank
BGS Martin Ratio Rank: 3636
Martin Ratio Rank

GIS
GIS Risk / Return Rank: 33
Overall Rank
GIS Sharpe Ratio Rank: 00
Sharpe Ratio Rank
GIS Sortino Ratio Rank: 22
Sortino Ratio Rank
GIS Omega Ratio Rank: 33
Omega Ratio Rank
GIS Calmar Ratio Rank: 88
Calmar Ratio Rank
GIS Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BGS vs. GIS - Risk-Adjusted Trends 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.


BGSGISDifference

Sharpe ratio

Return per unit of total volatility

-0.30

-1.46

+1.16

Sortino ratio

Return per unit of downside risk

-0.06

-2.13

+2.07

Omega ratio

Gain probability vs. loss probability

0.99

0.75

+0.24

Calmar ratio

Return relative to maximum drawdown

-0.27

-0.89

+0.62

Martin ratio

Return relative to average drawdown

-0.38

-1.82

+1.43

BGS vs. GIS - Sharpe Ratio Comparison

The current BGS Sharpe Ratio is -0.30, which is higher than the GIS Sharpe Ratio of -1.46. 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.


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Sharpe Ratios by Period


BGSGISDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.30

-1.46

+1.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.49

-0.29

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.24

-0.09

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.43

-0.40

Correlation

The correlation between BGS and GIS is 0.35, 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.


Dividends

BGS vs. GIS - Dividend Comparison

BGS's dividend yield for the trailing twelve months is around 15.80%, more than GIS's 6.53% yield.


TTM20252024202320222021202020192018201720162015
BGS
B&G Foods, Inc.
15.80%17.67%11.03%7.24%14.48%6.18%6.85%10.60%6.54%5.29%3.94%3.94%
GIS
General Mills, Inc.
6.53%5.20%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%

Drawdowns

BGS vs. GIS - Drawdown Comparison

The maximum BGS drawdown since its inception was -86.50%, which is greater than GIS's maximum drawdown of -55.55%. Use the drawdown chart below to compare losses from any high point for BGS and GIS.


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Drawdown Indicators


BGSGISDifference

Max Drawdown

Largest peak-to-trough decline

-86.50%

-55.55%

-30.95%

Max Drawdown (1Y)

Largest decline over 1 year

-43.14%

-37.97%

-5.17%

Max Drawdown (5Y)

Largest decline over 5 years

-84.68%

-55.55%

-29.13%

Max Drawdown (10Y)

Largest decline over 10 years

-86.50%

-55.55%

-30.95%

Current Drawdown

Current decline from peak

-80.89%

-54.07%

-26.82%

Average Drawdown

Average peak-to-trough decline

-31.54%

-10.06%

-21.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.42%

18.65%

+11.77%

Volatility

BGS vs. GIS - Volatility Comparison

B&G Foods, Inc. (BGS) has a higher volatility of 19.76% compared to General Mills, Inc. (GIS) at 7.33%. 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.


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Volatility by Period


BGSGISDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.76%

7.33%

+12.43%

Volatility (6M)

Calculated over the trailing 6-month period

37.70%

18.36%

+19.34%

Volatility (1Y)

Calculated over the trailing 1-year period

57.97%

23.79%

+34.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.04%

20.89%

+28.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.49%

21.97%

+24.52%

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


0.001.00B2.00B3.00B4.00B5.00B202120222023202420252026
539.56M
4.44B
(BGS) Total Revenue
(GIS) Total Revenue
Values in USD except per share items

BGS vs. GIS - Profitability Comparison

The chart below illustrates the profitability comparison between B&G Foods, Inc. and General Mills, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%202120222023202420252026
22.8%
0
Portfolio components
BGS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, B&G Foods, Inc. reported a gross profit of 122.74M and revenue of 539.56M. Therefore, the gross margin over that period was 22.8%.

GIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, General Mills, Inc. reported a gross profit of 0.00 and revenue of 4.44B. Therefore, the gross margin over that period was 0.0%.

BGS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, B&G Foods, Inc. reported an operating income of 28.24M and revenue of 539.56M, resulting in an operating margin of 5.2%.

GIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, General Mills, Inc. reported an operating income of 524.60M and revenue of 4.44B, resulting in an operating margin of 11.8%.

BGS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, B&G Foods, Inc. reported a net income of -15.18M and revenue of 539.56M, resulting in a net margin of -2.8%.

GIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, General Mills, Inc. reported a net income of 303.10M and revenue of 4.44B, resulting in a net margin of 6.8%.