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BMY vs. MKC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BMY vs. MKC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bristol-Myers Squibb Company (BMY) and McCormick & Company, Incorporated (MKC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BMY achieves a 8.27% return, which is significantly higher than MKC's -27.49% return. Over the past 10 years, BMY has underperformed MKC with an annualized return of 1.00%, while MKC has yielded a comparatively higher 1.82% annualized return.


BMY

1D
0.40%
1M
0.23%
YTD
8.27%
6M
11.43%
1Y
20.57%
3Y*
0.45%
5Y*
0.73%
10Y*
1.00%

MKC

1D
-0.57%
1M
5.61%
YTD
-27.49%
6M
-25.55%
1Y
-31.93%
3Y*
-16.44%
5Y*
-9.29%
10Y*
1.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BMY vs. MKC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BMY
Bristol-Myers Squibb Company
8.27%0.11%15.81%-26.14%18.98%2.88%0.41%27.74%-12.90%7.71%
MKC
McCormick & Company, Incorporated
-27.49%-8.33%13.97%-15.68%-12.65%2.67%14.70%23.65%39.01%11.34%

Correlation

The correlation between BMY and MKC is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.34

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

0.33

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

0.28

Correlation (All Time)
Calculated using the full available price history since Mar 26, 1990

0.24

Fundamentals

Market Cap

BMY:

$116.75B

MKC:

$13.19B

EPS

BMY:

$3.57

MKC:

$6.10

PE Ratio

BMY:

16.02

MKC:

8.02

PEG Ratio

BMY:

0.91

MKC:

5.83

PS Ratio

BMY:

2.40

MKC:

1.85

PB Ratio

BMY:

5.82

MKC:

1.89

Total Revenue (TTM)

BMY:

$48.48B

MKC:

$7.11B

Gross Profit (TTM)

BMY:

$33.33B

MKC:

$2.70B

EBITDA (TTM)

BMY:

$13.34B

MKC:

$1.22B

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Return for Risk

BMY vs. MKC — Risk / Return Rank

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

BMY
BMY Risk / Return Rank: 6565
Overall Rank
BMY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BMY Sortino Ratio Rank: 6161
Sortino Ratio Rank
BMY Omega Ratio Rank: 5858
Omega Ratio Rank
BMY Calmar Ratio Rank: 7171
Calmar Ratio Rank
BMY Martin Ratio Rank: 7070
Martin Ratio Rank

MKC
MKC Risk / Return Rank: 55
Overall Rank
MKC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 44
Sortino Ratio Rank
MKC Omega Ratio Rank: 66
Omega Ratio Rank
MKC Calmar Ratio Rank: 99
Calmar Ratio Rank
MKC Martin Ratio Rank: 33
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.

BMY vs. MKC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bristol-Myers Squibb Company (BMY) 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.


BMYMKCDifference
Sharpe ratioReturn per unit of total volatility

+1.88

Sortino ratioReturn per unit of downside risk

+2.88

Omega ratioGain probability vs. loss probability

1.14

0.80

+0.33

Calmar ratioReturn relative to maximum drawdown

1.53

-0.85

+2.38

Martin ratioReturn relative to average drawdown

3.32

-1.69

+5.01

BMY vs. MKC - Sharpe Ratio Comparison

The current BMY Sharpe Ratio is 0.68, which is higher than the MKC Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of BMY and MKC, 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

BMY vs. MKC - Drawdown Comparison

The maximum BMY drawdown since its inception was -72.03%, which is greater than MKC's maximum drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for BMY and MKC.


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Drawdown Indicators


BMYMKCDifference

Max Drawdown

Largest peak-to-trough decline

-72.03%

-52.02%

-20.01%

Max Drawdown (1Y)

Largest decline over 1 year

-12.05%

-39.50%

+27.45%

Max Drawdown (3Y)

Largest decline over 3 years

-36.85%

-47.65%

+10.80%

Max Drawdown (5Y)

Largest decline over 5 years

-47.67%

-52.02%

+4.35%

Max Drawdown (10Y)

Largest decline over 10 years

-47.67%

-52.02%

+4.35%

Current Drawdown

Current decline from peak

-17.79%

-48.49%

+30.70%

Average Drawdown

Average peak-to-trough decline

-22.38%

-11.03%

-11.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.34%

19.92%

-13.58%

Volatility

BMY vs. MKC - Volatility Comparison

Bristol-Myers Squibb Company (BMY) has a higher volatility of 8.22% compared to McCormick & Company, Incorporated (MKC) at 6.12%. This indicates that BMY's price experiences larger fluctuations and is considered to be riskier 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


BMYMKCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

6.12%

+2.10%

Volatility (6M)

Calculated over the trailing 6-month period

18.18%

23.28%

-5.10%

Volatility (1Y)

Calculated over the trailing 1-year period

27.08%

28.06%

-0.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.02%

24.34%

-0.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.29%

24.17%

+1.12%

Dividends

BMY vs. MKC - Dividend Comparison

BMY's dividend yield for the trailing twelve months is around 4.38%, more than MKC's 3.80% yield.


PositionTTM20252024202320222021202020192018201720162015
BMY
Bristol-Myers Squibb Company
4.38%4.60%4.24%4.44%3.00%2.36%3.69%2.55%3.08%2.55%1.95%2.17%
MKC
McCormick & Company, Incorporated
3.80%2.69%2.24%2.32%1.81%1.44%1.68%1.37%1.53%1.89%1.89%1.91%

Financials

BMY vs. MKC - Financials Comparison

This section allows you to compare key financial metrics between Bristol-Myers Squibb Company 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.


Quarterly
Annual

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


2.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
11.49B
1.87B
(BMY) Total Revenue
(MKC) Total Revenue
Values in USD except per share items

BMY vs. MKC - Profitability Comparison

The chart below illustrates the profitability comparison between Bristol-Myers Squibb Company and McCormick & Company, Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20222023202420252026
70.2%
37.8%
Portfolio components
BMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bristol-Myers Squibb Company reported a gross profit of 8.07B and revenue of 11.49B. Therefore, the gross margin over that period was 70.2%.

MKC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McCormick & Company, Incorporated reported a gross profit of 708.90M and revenue of 1.87B. Therefore, the gross margin over that period was 37.8%.

BMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bristol-Myers Squibb Company reported an operating income of 3.27B and revenue of 11.49B, resulting in an operating margin of 28.5%.

MKC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McCormick & Company, Incorporated reported an operating income of 227.50M and revenue of 1.87B, resulting in an operating margin of 12.1%.

BMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bristol-Myers Squibb Company reported a net income of 2.68B and revenue of 11.49B, resulting in a net margin of 23.3%.

MKC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McCormick & Company, Incorporated reported a net income of 1.02B and revenue of 1.87B, resulting in a net margin of 54.2%.


Frequently Asked Questions


BMY and MKC have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BMY has higher volatility (8.22%) compared to MKC (6.12%). In terms of maximum drawdown, BMY dropped -72.03% vs MKC's -52.02%.

BMY currently has the higher Sharpe Ratio (0.68 vs -1.20), 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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