BUD vs. DEO
Compare and contrast key facts about Anheuser-Busch InBev SA/NV (BUD) and Diageo plc (DEO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUD or DEO.
Key characteristics
| BUD | DEO | |
|---|---|---|
| YTD Return | -7.24% | -4.03% |
| 1Y Return | -8.27% | -24.23% |
| 3Y Return (Ann) | -4.41% | -6.14% |
| 5Y Return (Ann) | -6.15% | -1.39% |
| 10Y Return (Ann) | -4.05% | 4.00% |
| Sharpe Ratio | -0.36 | -1.16 |
| Daily Std Dev | 20.72% | 21.45% |
| Max Drawdown | -71.10% | -53.18% |
| Current Drawdown | -48.83% | -34.22% |
Fundamentals
| BUD | DEO | |
|---|---|---|
| Market Cap | $115.78B | $78.29B |
| EPS | $2.60 | $7.47 |
| PE Ratio | 22.59 | 18.84 |
| PEG Ratio | 0.93 | 1.61 |
| Revenue (TTM) | $59.38B | $21.64B |
| Gross Profit (TTM) | $31.48B | $10.21B |
| EBITDA (TTM) | $18.21B | $6.99B |
Correlation
The correlation between BUD and DEO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BUD vs. DEO - Performance Comparison
In the year-to-date period, BUD achieves a -7.24% return, which is significantly lower than DEO's -4.03% return. Over the past 10 years, BUD has underperformed DEO with an annualized return of -4.05%, while DEO has yielded a comparatively higher 4.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BUD vs. DEO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anheuser-Busch InBev SA/NV (BUD) and Diageo plc (DEO). 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.
Dividends
BUD vs. DEO - Dividend Comparison
BUD's dividend yield for the trailing twelve months is around 1.37%, less than DEO's 2.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUD Anheuser-Busch InBev SA/NV | 1.37% | 1.27% | 0.67% | 0.99% | 0.81% | 2.45% | 3.84% | 2.88% | 3.03% | 2.58% | 2.38% | 2.35% |
DEO Diageo plc | 2.99% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.93% | 2.21% |
Drawdowns
BUD vs. DEO - Drawdown Comparison
The maximum BUD drawdown since its inception was -71.10%, which is greater than DEO's maximum drawdown of -53.18%. Use the drawdown chart below to compare losses from any high point for BUD and DEO. For additional features, visit the drawdowns tool.
Volatility
BUD vs. DEO - Volatility Comparison
The current volatility for Anheuser-Busch InBev SA/NV (BUD) is 4.64%, while Diageo plc (DEO) has a volatility of 5.67%. This indicates that BUD experiences smaller price fluctuations and is considered to be less risky than DEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BUD vs. DEO - Financials Comparison
This section allows you to compare key financial metrics between Anheuser-Busch InBev SA/NV and Diageo 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.
Total Revenue: Total amount of money received from sales and other business activities