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BKE vs. MO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BKE vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Buckle, Inc. (BKE) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BKE achieves a -14.66% return, which is significantly lower than MO's 28.63% return. Over the past 10 years, BKE has outperformed MO with an annualized return of 14.89%, while MO has yielded a comparatively lower 7.43% annualized return.


BKE

1D
-0.07%
1M
-6.05%
6M
-17.98%
YTD
-14.66%
1Y
-2.38%
3Y*
17.30%
5Y*
6.42%
10Y*
14.89%

MO

1D
0.11%
1M
1.40%
6M
26.69%
YTD
28.63%
1Y
32.78%
3Y*
25.69%
5Y*
17.33%
10Y*
7.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKE vs. MO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BKE
The Buckle, Inc.
-14.66%13.95%17.49%15.02%10.91%49.40%25.01%55.19%-7.63%15.42%
MO
Altria Group, Inc.
28.63%18.17%40.76%-3.70%4.37%24.18%-10.21%7.87%-27.14%9.45%

Correlation

The correlation between BKE and MO is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since May 11, 1992

0.13

The correlation between BKE and MO shifts across timeframes, from 0.02 (1 year) to 0.18 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BKE:

$2.19B

MO:

$120.02B

EPS

BKE:

$4.36

MO:

$4.80

PE Ratio

BKE:

9.76

MO:

14.98

PS Ratio

BKE:

1.64

MO:

5.53

Total Revenue (TTM)

BKE:

$1.31B

MO:

$21.82B

Gross Profit (TTM)

BKE:

$642.36M

MO:

$14.80B

EBITDA (TTM)

BKE:

$292.93M

MO:

$11.70B

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Return for Risk

BKE vs. MO — Risk / Return Rank

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

BKE
BKE Risk / Return Rank: 4040
Overall Rank
BKE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
BKE Sortino Ratio Rank: 3636
Sortino Ratio Rank
BKE Omega Ratio Rank: 3636
Omega Ratio Rank
BKE Calmar Ratio Rank: 4343
Calmar Ratio Rank
BKE Martin Ratio Rank: 4242
Martin Ratio Rank

MO
MO Risk / Return Rank: 8181
Overall Rank
MO Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
MO Sortino Ratio Rank: 7979
Sortino Ratio Rank
MO Omega Ratio Rank: 8181
Omega Ratio Rank
MO Calmar Ratio Rank: 7979
Calmar Ratio Rank
MO Martin Ratio Rank: 8080
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.

BKE vs. MO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) and Altria Group, Inc. (MO). 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.


BKEMODifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-1.88

Omega ratioGain probability vs. loss probability

1.01

1.27

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.09

2.01

-2.10

Martin ratioReturn relative to average drawdown

-0.20

5.04

-5.25

BKE vs. MO - Sharpe Ratio Comparison

The current BKE Sharpe Ratio is -0.08, which is lower than the MO Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of BKE and MO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BKE vs. MO - Drawdown Comparison

The maximum BKE drawdown since its inception was -71.08%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for BKE and MO.


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Drawdown Indicators


BKEMODifference

Max Drawdown

Largest peak-to-trough decline

-71.08%

-65.43%

-5.65%

Max Drawdown (1Y)

Largest decline over 1 year

-27.39%

-16.40%

-10.99%

Max Drawdown (3Y)

Largest decline over 3 years

-33.91%

-16.40%

-17.51%

Max Drawdown (5Y)

Largest decline over 5 years

-48.89%

-25.83%

-23.06%

Max Drawdown (10Y)

Largest decline over 10 years

-53.20%

-53.69%

+0.49%

Current Drawdown

Current decline from peak

-25.48%

-2.94%

-22.54%

Average Drawdown

Average peak-to-trough decline

-27.69%

-11.91%

-15.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.64%

6.51%

+5.13%

Volatility

BKE vs. MO - Volatility Comparison

The Buckle, Inc. (BKE) has a higher volatility of 9.19% compared to Altria Group, Inc. (MO) at 6.81%. This indicates that BKE's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BKEMODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.19%

6.81%

+2.38%

Volatility (6M)

Calculated over the trailing 6-month period

22.82%

18.14%

+4.68%

Volatility (1Y)

Calculated over the trailing 1-year period

29.82%

22.89%

+6.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.85%

20.74%

+15.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.68%

23.04%

+20.64%

Dividends

BKE vs. MO - Dividend Comparison

BKE's dividend yield for the trailing twelve months is around 10.34%, more than MO's 5.90% yield.


PositionTTM20252024202320222021202020192018201720162015
BKE
The Buckle, Inc.
10.34%7.30%7.68%8.52%2.32%3.17%14.21%7.40%14.22%8.42%8.77%11.99%
MO
Altria Group, Inc.
5.90%7.21%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%

Financials

BKE vs. MO - Financials Comparison

This section allows you to compare key financial metrics between The Buckle, Inc. and Altria Group, 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


0.001.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
288.74M
5.43B
(BKE) Total Revenue
(MO) Total Revenue
Values in USD except per share items

BKE vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between The Buckle, Inc. and Altria Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

45.0%50.0%55.0%60.0%65.0%70.0%20222023202420252026
46.2%
64.6%
Portfolio components
BKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Buckle, Inc. reported a gross profit of 133.48M and revenue of 288.74M. Therefore, the gross margin over that period was 46.2%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.

BKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Buckle, Inc. reported an operating income of 59.45M and revenue of 288.74M, resulting in an operating margin of 20.6%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.

BKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Buckle, Inc. reported a net income of 46.88M and revenue of 288.74M, resulting in a net margin of 16.2%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.


Frequently Asked Questions


BKE and MO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BKE has higher volatility (9.19%) compared to MO (6.81%). In terms of maximum drawdown, BKE dropped -71.08% vs MO's -65.43%.

MO currently has the higher Sharpe Ratio (1.44 vs -0.08), 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.

Portfolio Optimizer

Find the right allocation for BKE and MO

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