PortfoliosLab logoPortfoliosLab logo
CALM vs. MO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CALM vs. MO - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, CALM achieves a 11.79% return, which is significantly lower than MO's 22.29% return. Over the past 10 years, CALM has outperformed MO with an annualized return of 10.82%, while MO has yielded a comparatively lower 7.21% annualized return.


CALM

1D
0.80%
1M
4.69%
6M
5.58%
YTD
11.79%
1Y
-14.37%
3Y*
31.12%
5Y*
26.60%
10Y*
10.82%
ALL TIME*
16.54%

MO

1D
0.57%
1M
-6.02%
6M
13.75%
YTD
22.29%
1Y
18.10%
3Y*
23.87%
5Y*
15.92%
10Y*
7.21%
ALL TIME*
17.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$107.67M$90.60M$71.32M
$637.73M$559.86M$594.92M

CALM vs. MO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CALM
Cal-Maine Foods, Inc.
11.79%-15.61%87.00%14.48%51.87%-1.38%-12.19%2.09%-3.90%0.62%
MO
Altria Group, Inc.
22.29%18.17%40.76%-3.70%4.37%24.18%-10.21%7.87%-27.14%9.45%

Correlation

The correlation between CALM and MO is 0.18, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.18

Correlation (3Y)
Balances recent behavior with more history.

0.12

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.15

Correlation (10Y)
Provides a long-term view across more market conditions.

0.18

Correlation (All Time)
Calculated using the full available price history since Dec 12, 1996

0.14

Fundamentals

Market Cap

CALM:

$4.12B

MO:

$114.07B

EPS

CALM:

$6.63

MO:

$4.76

PE Ratio

CALM:

13.24

MO:

14.37

PEG Ratio

CALM:

0.08

MO:

0.31

PS Ratio

CALM:

1.44

MO:

5.24

Total Revenue (TTM)

CALM:

$2.91B

MO:

$21.87B

Gross Profit (TTM)

CALM:

$672.05M

MO:

$15.52B

EBITDA (TTM)

CALM:

$515.05M

MO:

$11.75B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CALM vs. MO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CALM
CALM Risk / Return Rank: 2323
Overall Rank
CALM Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
CALM Sortino Ratio Rank: 1919
Sortino Ratio Rank
CALM Omega Ratio Rank: 2020
Omega Ratio Rank
CALM Calmar Ratio Rank: 2828
Calmar Ratio Rank
CALM Martin Ratio Rank: 3232
Martin Ratio Rank

MO
MO Risk / Return Rank: 6666
Overall Rank
MO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
MO Sortino Ratio Rank: 6161
Sortino Ratio Rank
MO Omega Ratio Rank: 6464
Omega Ratio Rank
MO Calmar Ratio Rank: 6868
Calmar Ratio Rank
MO Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CALM vs. MO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cal-Maine Foods, Inc. (CALM) 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.


CALMMODifference
Sharpe ratioReturn per unit of total volatility

-1.28

Sortino ratioReturn per unit of downside risk

-1.70

Omega ratioGain probability vs. loss probability

0.93

1.15

-0.23

Calmar ratioReturn relative to maximum drawdown

-0.46

1.09

-1.55

Martin ratioReturn relative to average drawdown

-0.66

2.71

-3.37

CALM vs. MO - Sharpe Ratio Comparison

The current CALM Sharpe Ratio is -0.56, which is lower than the MO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of CALM 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.


Loading charts...

Drawdowns

CALM vs. MO - Drawdown Comparison

The maximum CALM drawdown since its inception was -74.08%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for CALM and MO.


Loading charts...

Drawdown Indicators


CALMMODifference

Max Drawdown

Largest peak-to-trough decline

-74.08%

-65.43%

-8.65%

Max Drawdown (1Y)

Largest decline over 1 year

-37.00%

-16.40%

-20.60%

Max Drawdown (3Y)

Largest decline over 3 years

-37.00%

-16.40%

-20.60%

Max Drawdown (5Y)

Largest decline over 5 years

-37.00%

-25.83%

-11.17%

Max Drawdown (10Y)

Largest decline over 10 years

-39.12%

-53.69%

+14.57%

Current Drawdown

Current decline from peak

-22.64%

-8.80%

-13.84%

Average Drawdown

Average peak-to-trough decline

-30.29%

-11.90%

-18.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.62%

6.59%

+19.03%

Volatility

CALM vs. MO - Volatility Comparison

Cal-Maine Foods, Inc. (CALM) has a higher volatility of 13.24% compared to Altria Group, Inc. (MO) at 12.13%. This indicates that CALM'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.


Loading charts...

Volatility by Period


CALMMODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.24%

12.13%

+1.11%

Volatility (6M)

Calculated over the trailing 6-month period

22.88%

20.12%

+2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

30.03%

24.97%

+5.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.05%

21.27%

+11.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.34%

23.29%

+8.05%

Dividends

CALM vs. MO - Dividend Comparison

CALM's dividend yield for the trailing twelve months is around 5.47%, less than MO's 6.21% yield.


PositionTTM20252024202320222021202020192018201720162015
CALM
Cal-Maine Foods, Inc.
5.47%10.90%2.82%7.51%3.17%0.09%0.00%0.98%1.03%0.00%2.70%4.10%
MO
Altria Group, Inc.
6.21%7.21%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%

Financials

CALM vs. MO - Financials Comparison

This section allows you to compare key financial metrics between Cal-Maine Foods, 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


Values in USD except per share items

CALM vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between Cal-Maine Foods, 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

CALM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Cal-Maine Foods, Inc. reported a gross profit of 34.07M and revenue of 552.58M. Therefore, the gross margin over that period was 6.2%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported a gross profit of 4.58B and revenue of 6.11B. Therefore, the gross margin over that period was 74.9%.

CALM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Cal-Maine Foods, Inc. reported an operating income of -61.02M and revenue of 552.58M, resulting in an operating margin of -11.0%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported an operating income of 3.14B and revenue of 6.11B, resulting in an operating margin of 51.3%.

CALM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Cal-Maine Foods, Inc. reported a net income of -35.88M and revenue of 552.58M, resulting in a net margin of -6.5%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported a net income of 2.30B and revenue of 6.11B, resulting in a net margin of 37.6%.


Frequently Asked Questions


CALM and MO have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CALM has higher volatility (13.24%) compared to MO (12.13%). In terms of maximum drawdown, CALM dropped -74.08% vs MO's -65.43%.

MO currently has the higher Sharpe Ratio (0.72 vs -0.56), 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 CALM and MO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer