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BUD vs. BIRK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BUD vs. BIRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anheuser-Busch InBev SA/NV (BUD) and Birkenstock Holding plc (BIRK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BUD achieves a 31.39% return, which is significantly higher than BIRK's 19.19% return.


BUD

1D
0.78%
1M
3.44%
YTD
31.39%
6M
32.01%
1Y
17.68%
3Y*
16.08%
5Y*
2.63%
10Y*
-1.70%

BIRK

1D
5.50%
1M
47.41%
YTD
19.19%
6M
7.12%
1Y
-8.93%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BUD vs. BIRK - Yearly Performance Comparison


2026 (YTD)202520242023
BUD
Anheuser-Busch InBev SA/NV
31.39%30.33%-21.37%20.47%
BIRK
Birkenstock Holding plc
19.19%-27.82%16.27%18.85%

Correlation

The correlation between BUD and BIRK is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.27

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2023

0.21

Fundamentals

Market Cap

BUD:

$163.97B

BIRK:

$8.97B

EPS

BUD:

$6.15

BIRK:

€1.93

PE Ratio

BUD:

13.48

BIRK:

21.88

PEG Ratio

BUD:

1.19

BIRK:

0.28

PS Ratio

BUD:

1.37

BIRK:

3.56

PB Ratio

BUD:

1.88

BIRK:

2.68

Total Revenue (TTM)

BUD:

$120.38B

BIRK:

€2.19B

Gross Profit (TTM)

BUD:

$67.02B

BIRK:

€1.23B

EBITDA (TTM)

BUD:

$35.48B

BIRK:

€671.99M

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Return for Risk

BUD vs. BIRK — Risk / Return Rank

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

BUD
BUD Risk / Return Rank: 6161
Overall Rank
BUD Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BUD Sortino Ratio Rank: 5656
Sortino Ratio Rank
BUD Omega Ratio Rank: 6262
Omega Ratio Rank
BUD Calmar Ratio Rank: 6262
Calmar Ratio Rank
BUD Martin Ratio Rank: 6060
Martin Ratio Rank

BIRK
BIRK Risk / Return Rank: 3535
Overall Rank
BIRK Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
BIRK Sortino Ratio Rank: 3333
Sortino Ratio Rank
BIRK Omega Ratio Rank: 3333
Omega Ratio Rank
BIRK Calmar Ratio Rank: 3737
Calmar Ratio Rank
BIRK Martin Ratio Rank: 3636
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.

BUD vs. BIRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anheuser-Busch InBev SA/NV (BUD) and Birkenstock Holding plc (BIRK). 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.


BUDBIRKDifference
Sharpe ratioReturn per unit of total volatility

+0.86

Sortino ratioReturn per unit of downside risk

+0.95

Omega ratioGain probability vs. loss probability

1.16

1.01

+0.15

Calmar ratioReturn relative to maximum drawdown

0.88

-0.22

+1.10

Martin ratioReturn relative to average drawdown

1.66

-0.41

+2.07

BUD vs. BIRK - Sharpe Ratio Comparison

The current BUD Sharpe Ratio is 0.67, which is higher than the BIRK Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of BUD and BIRK, 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

BUD vs. BIRK - Drawdown Comparison

The maximum BUD drawdown since its inception was -70.02%, which is greater than BIRK's maximum drawdown of -50.94%. Use the drawdown chart below to compare losses from any high point for BUD and BIRK.


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Drawdown Indicators


BUDBIRKDifference

Max Drawdown

Largest peak-to-trough decline

-70.02%

-50.94%

-19.08%

Max Drawdown (1Y)

Largest decline over 1 year

-20.12%

-41.59%

+21.47%

Max Drawdown (3Y)

Largest decline over 3 years

-31.55%

Max Drawdown (5Y)

Largest decline over 5 years

-42.88%

Max Drawdown (10Y)

Largest decline over 10 years

-70.02%

Current Drawdown

Current decline from peak

-22.81%

-23.31%

+0.50%

Average Drawdown

Average peak-to-trough decline

-23.45%

-20.00%

-3.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.86%

21.79%

-10.93%

Volatility

BUD vs. BIRK - Volatility Comparison

The current volatility for Anheuser-Busch InBev SA/NV (BUD) is 6.20%, while Birkenstock Holding plc (BIRK) has a volatility of 23.33%. This indicates that BUD experiences smaller price fluctuations and is considered to be less risky than BIRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUDBIRKDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

23.33%

-17.13%

Volatility (6M)

Calculated over the trailing 6-month period

17.97%

42.05%

-24.08%

Volatility (1Y)

Calculated over the trailing 1-year period

26.38%

47.51%

-21.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.90%

43.51%

-18.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.65%

43.51%

-15.86%

Dividends

BUD vs. BIRK - Dividend Comparison

BUD's dividend yield for the trailing twelve months is around 1.62%, while BIRK has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BIRK
Birkenstock Holding plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BUD
Anheuser-Busch InBev SA/NV
1.62%1.91%1.74%1.28%0.88%0.98%0.79%2.45%5.15%3.63%5.41%3.21%

Financials

BUD vs. BIRK - Financials Comparison

This section allows you to compare key financial metrics between Anheuser-Busch InBev SA/NV and Birkenstock Holding plc. 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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B202120222023202420252026
30.61B
628.50M
(BUD) Total Revenue
(BIRK) Total Revenue
Please note, different currencies. BUD values in USD, BIRK values in EUR

BUD vs. BIRK - Profitability Comparison

The chart below illustrates the profitability comparison between Anheuser-Busch InBev SA/NV and Birkenstock Holding plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%55.0%60.0%65.0%202120222023202420252026
55.9%
50.2%
Portfolio components
BUD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Anheuser-Busch InBev SA/NV reported a gross profit of 17.10B and revenue of 30.61B. Therefore, the gross margin over that period was 55.9%.

BIRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a gross profit of 315.59M and revenue of 628.50M. Therefore, the gross margin over that period was 50.2%.

BUD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Anheuser-Busch InBev SA/NV reported an operating income of 80.56M and revenue of 30.61B, resulting in an operating margin of 0.3%.

BIRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported an operating income of 164.94M and revenue of 628.50M, resulting in an operating margin of 26.2%.

BUD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Anheuser-Busch InBev SA/NV reported a net income of 3.01B and revenue of 30.61B, resulting in a net margin of 9.8%.

BIRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a net income of 83.23M and revenue of 628.50M, resulting in a net margin of 13.2%.


Frequently Asked Questions


BUD and BIRK have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIRK has higher volatility (23.33%) compared to BUD (6.20%). In terms of maximum drawdown, BUD dropped -70.02% vs BIRK's -50.94%.

BUD currently has the higher Sharpe Ratio (0.67 vs -0.19), 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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