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BMRRY vs. DG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BMRRY and DG is 0.31, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

BMRRY vs. DG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B&M European Value Retail SA ADR (BMRRY) and Dollar General Corporation (DG). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
100.16%
25.73%
BMRRY
DG

Key characteristics

Sharpe Ratio

BMRRY:

-0.76

DG:

-0.71

Sortino Ratio

BMRRY:

-0.96

DG:

-0.69

Omega Ratio

BMRRY:

0.88

DG:

0.88

Calmar Ratio

BMRRY:

-0.49

DG:

-0.45

Martin Ratio

BMRRY:

-0.89

DG:

-0.88

Ulcer Index

BMRRY:

29.13%

DG:

37.07%

Daily Std Dev

BMRRY:

34.00%

DG:

46.40%

Max Drawdown

BMRRY:

-61.34%

DG:

-72.61%

Current Drawdown

BMRRY:

-36.01%

DG:

-62.31%

Fundamentals

Market Cap

BMRRY:

$4.45B

DG:

$20.58B

EPS

BMRRY:

$1.72

DG:

$5.11

PE Ratio

BMRRY:

10.30

DG:

18.31

PS Ratio

BMRRY:

0.80

DG:

0.51

PB Ratio

BMRRY:

4.52

DG:

2.78

Total Revenue (TTM)

BMRRY:

$3.54B

DG:

$40.61B

Gross Profit (TTM)

BMRRY:

$1.33B

DG:

$11.79B

EBITDA (TTM)

BMRRY:

$373.20M

DG:

$2.44B

Returns By Period

In the year-to-date period, BMRRY achieves a 2.49% return, which is significantly lower than DG's 25.17% return.


BMRRY

YTD

2.49%

1M

31.94%

6M

-8.70%

1Y

-26.51%

5Y*

10.53%

10Y*

N/A

DG

YTD

25.17%

1M

7.57%

6M

18.07%

1Y

-32.42%

5Y*

-11.05%

10Y*

3.70%

*Annualized

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Risk-Adjusted Performance

BMRRY vs. DG — Risk-Adjusted Performance Rank

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

BMRRY
The Risk-Adjusted Performance Rank of BMRRY is 1919
Overall Rank
The Sharpe Ratio Rank of BMRRY is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of BMRRY is 1414
Sortino Ratio Rank
The Omega Ratio Rank of BMRRY is 1515
Omega Ratio Rank
The Calmar Ratio Rank of BMRRY is 2121
Calmar Ratio Rank
The Martin Ratio Rank of BMRRY is 3232
Martin Ratio Rank

DG
The Risk-Adjusted Performance Rank of DG is 2121
Overall Rank
The Sharpe Ratio Rank of DG is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of DG is 1919
Sortino Ratio Rank
The Omega Ratio Rank of DG is 1515
Omega Ratio Rank
The Calmar Ratio Rank of DG is 2424
Calmar Ratio Rank
The Martin Ratio Rank of DG is 3232
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.

BMRRY vs. DG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for B&M European Value Retail SA ADR (BMRRY) and Dollar General Corporation (DG). 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.


The chart of Sharpe ratio for BMRRY, currently valued at -0.76, compared to the broader market-2.00-1.000.001.002.003.00
BMRRY: -0.76
DG: -0.71
The chart of Sortino ratio for BMRRY, currently valued at -0.96, compared to the broader market-6.00-4.00-2.000.002.004.00
BMRRY: -0.96
DG: -0.69
The chart of Omega ratio for BMRRY, currently valued at 0.88, compared to the broader market0.501.001.502.00
BMRRY: 0.88
DG: 0.88
The chart of Calmar ratio for BMRRY, currently valued at -0.49, compared to the broader market0.001.002.003.004.005.00
BMRRY: -0.49
DG: -0.45
The chart of Martin ratio for BMRRY, currently valued at -0.89, compared to the broader market-5.000.005.0010.0015.0020.00
BMRRY: -0.89
DG: -0.88

The current BMRRY Sharpe Ratio is -0.76, which is comparable to the DG Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of BMRRY and DG, 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-1.60-1.40-1.20-1.00-0.80-0.60-0.40NovemberDecember2025FebruaryMarchApril
-0.76
-0.71
BMRRY
DG

Dividends

BMRRY vs. DG - Dividend Comparison

BMRRY's dividend yield for the trailing twelve months is around 8.54%, more than DG's 2.52% yield.


TTM2024202320222021202020192018201720162015
BMRRY
B&M European Value Retail SA ADR
8.54%9.74%5.22%3.94%10.61%8.23%1.73%2.62%1.32%5.81%0.00%
DG
Dollar General Corporation
2.52%3.11%1.30%1.06%0.69%0.67%0.80%1.05%0.84%1.35%1.22%

Drawdowns

BMRRY vs. DG - Drawdown Comparison

The maximum BMRRY drawdown since its inception was -61.34%, smaller than the maximum DG drawdown of -72.61%. Use the drawdown chart below to compare losses from any high point for BMRRY and DG. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%NovemberDecember2025FebruaryMarchApril
-36.01%
-62.31%
BMRRY
DG

Volatility

BMRRY vs. DG - Volatility Comparison

B&M European Value Retail SA ADR (BMRRY) has a higher volatility of 16.15% compared to Dollar General Corporation (DG) at 10.82%. This indicates that BMRRY's price experiences larger fluctuations and is considered to be riskier than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.15%
10.82%
BMRRY
DG

Financials

BMRRY vs. DG - Financials Comparison

This section allows you to compare key financial metrics between B&M European Value Retail SA ADR and Dollar General Corporation. 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