CARL-B.CO vs. RICK

Last updated Jun 13, 2026

CARL-B.CO (Carlsberg A/S) and RICK (RCI Hospitality Holdings, Inc.) are both stocks. CARL-B.CO operates in Beverages - Brewers (Consumer Defensive), while RICK operates in Restaurants (Consumer Cyclical). Over the past 10 years, CARL-B.CO returned 6.08%/yr vs 10.75%/yr for RICK. At a 0.13 correlation, their price movements are largely independent.

Performance

CARL-B.CO vs. RICK - Performance Comparison

The chart below illustrates the hypothetical performance of a DKK 10,000 investment in Carlsberg A/S (CARL-B.CO) and RCI Hospitality Holdings, Inc. (RICK). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CARL-B.CO is traded in DKK, while RICK is traded in USD. To make them comparable, the RICK values have been converted to DKK using the latest available exchange rates.

Returns By Period

In the year-to-date period, CARL-B.CO achieves a 4.47% return, which is significantly lower than RICK's 16.96% return. Over the past 10 years, CARL-B.CO has underperformed RICK with an annualized return of 6.08%, while RICK has yielded a comparatively higher 10.75% annualized return.

CARL-B.CO

• 1D: -1.03%
• 1M: 1.61%
• YTD: 4.47%
• 6M: 4.57%
• 1Y: -6.42%
• 3Y*: -4.51%
• 5Y*: -2.90%
• 10Y*: 6.08%

RICK

• 1D: 1.70%
• 1M: 11.64%
• YTD: 16.96%
• 6M: 3.49%
• 1Y: -30.44%
• 3Y*: -30.52%
• 5Y*: -15.78%
• 10Y*: 10.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CARL-B.CO vs. RICK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CARL-B.CO Carlsberg A/S	4.47%	24.73%	-16.11%	-5.74%	-15.78%	18.41%	1.01%	46.68%	-4.93%	24.15%
RICK RCI Hospitality Holdings, Inc.	16.96%	-63.09%	-7.01%	-30.62%	27.53%	112.44%	77.17%	-5.38%	-15.90%	44.43%

Correlation

The correlation between CARL-B.CO and RICK is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.01
Correlation (5Y) Calculated over the trailing 5-year period	0.06
Correlation (10Y) Calculated over the trailing 10-year period	0.09
Correlation (All Time) Calculated using the full available price history since Sep 10, 2007	0.13

The correlation between CARL-B.CO and RICK shifts across timeframes, from 0.01 (3 years) to 0.13 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CARL-B.CO vs. RICK — Risk / Return Rank

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

CARL-B.CO

CARL-B.CO Risk / Return Rank: 29
CARL-B.CO Sharpe Ratio Rank: 29
CARL-B.CO Sortino Ratio Rank: 25
CARL-B.CO Omega Ratio Rank: 25
CARL-B.CO Calmar Ratio Rank: 32
CARL-B.CO Martin Ratio Rank: 34

RICK

RICK Risk / Return Rank: 17
RICK Sharpe Ratio Rank: 13
RICK Sortino Ratio Rank: 15
RICK Omega Ratio Rank: 16
RICK Calmar Ratio Rank: 17
RICK Martin Ratio Rank: 23

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.

CARL-B.CO vs. RICK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carlsberg A/S (CARL-B.CO) and RCI Hospitality Holdings, Inc. (RICK). 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.

	CARL-B.CO	RICK	Difference
Sharpe ratio: Return per unit of total volatility	-0.30	-0.69	+0.39
Sortino ratio: Return per unit of downside risk	-0.27	-0.83	+0.56
Omega ratio: Gain probability vs. loss probability	0.97	0.90	+0.06
Calmar ratio: Return relative to maximum drawdown	-0.33	-0.71	+0.39
Martin ratio: Return relative to average drawdown	-0.51	-1.00	+0.49

CARL-B.CO vs. RICK - Sharpe Ratio Comparison

The current CARL-B.CO Sharpe Ratio is -0.30, which is higher than the RICK Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of CARL-B.CO and RICK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CARL-B.CO vs. RICK - Drawdown Comparison

The maximum CARL-B.CO drawdown since its inception was -71.18%, smaller than the maximum RICK drawdown of -90.36%. Use the drawdown chart below to compare losses from any high point for CARL-B.CO and RICK.

Drawdown Indicators

	CARL-B.CO	RICK	Difference
Max Drawdown Largest peak-to-trough decline	-71.18%	-90.36%	+19.18%
Max Drawdown (1Y) Largest decline over 1 year	-20.76%	-47.49%	+26.73%
Max Drawdown (3Y) Largest decline over 3 years	-36.63%	-73.74%	+37.11%
Max Drawdown (5Y) Largest decline over 5 years	-39.46%	-79.32%	+39.86%
Max Drawdown (10Y) Largest decline over 10 years	-39.46%	-79.32%	+39.86%
Current Drawdown Current decline from peak	-18.91%	-73.11%	+54.20%
Average Drawdown Average peak-to-trough decline	-13.92%	-46.03%	+32.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.56%	35.55%	-21.99%

Volatility

CARL-B.CO vs. RICK - Volatility Comparison

The current volatility for Carlsberg A/S (CARL-B.CO) is 7.74%, while RCI Hospitality Holdings, Inc. (RICK) has a volatility of 9.43%. This indicates that CARL-B.CO experiences smaller price fluctuations and is considered to be less risky than RICK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CARL-B.CO	RICK	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.74%	9.43%	-1.69%
Volatility (6M) Calculated over the trailing 6-month period	17.60%	30.92%	-13.32%
Volatility (1Y) Calculated over the trailing 1-year period	22.58%	49.42%	-26.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.01%	42.90%	-19.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.90%	52.10%	-30.20%

Dividends

CARL-B.CO vs. RICK - Dividend Comparison

CARL-B.CO's dividend yield for the trailing twelve months is around 3.44%, more than RICK's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CARL-B.CO Carlsberg A/S	3.44%	3.23%	3.91%	3.19%	2.60%	1.95%	2.15%	1.81%	2.31%	1.34%	1.48%	1.47%
RICK RCI Hospitality Holdings, Inc.	1.06%	1.17%	0.45%	0.36%	0.21%	0.21%	0.38%	0.63%	0.54%	0.43%	0.70%	0.00%

Financials

Frequently Asked Questions

Can I hold both CARL-B.CO and RICK in my portfolio?

CARL-B.CO and RICK have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.