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CCHGY vs. MO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CCHGY vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Coca Cola HBC AG ADR (CCHGY) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CCHGY achieves a 11.63% return, which is significantly lower than MO's 23.96% return. Over the past 10 years, CCHGY has outperformed MO with an annualized return of 14.92%, while MO has yielded a comparatively lower 7.78% annualized return.


CCHGY

1D
-0.98%
1M
-1.35%
YTD
11.63%
6M
16.54%
1Y
9.71%
3Y*
27.55%
5Y*
12.59%
10Y*
14.92%

MO

1D
1.53%
1M
-4.24%
YTD
23.96%
6M
24.61%
1Y
24.64%
3Y*
25.16%
5Y*
15.82%
10Y*
7.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CCHGY vs. MO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CCHGY
Coca Cola HBC AG ADR
11.63%55.07%20.29%28.64%-29.84%9.69%-2.77%19.15%-4.50%56.29%
MO
Altria Group, Inc.
23.96%18.17%40.76%-3.70%4.37%24.18%-10.21%7.87%-27.14%9.45%

Correlation

The correlation between CCHGY and MO is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.19

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

0.19

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

0.17

Correlation (All Time)
Calculated using the full available price history since Jul 28, 2014

0.18

Fundamentals

Market Cap

CCHGY:

$20.49B

MO:

$117.61B

EPS

CCHGY:

$4.83

MO:

$4.79

PE Ratio

CCHGY:

11.66

MO:

14.66

PEG Ratio

CCHGY:

0.67

MO:

0.31

PS Ratio

CCHGY:

0.92

MO:

5.41

Total Revenue (TTM)

CCHGY:

$22.31B

MO:

$21.82B

Gross Profit (TTM)

CCHGY:

$8.13B

MO:

$14.80B

EBITDA (TTM)

CCHGY:

$2.99B

MO:

$11.70B

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Return for Risk

CCHGY vs. MO — Risk / Return Rank

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

CCHGY
CCHGY Risk / Return Rank: 5151
Overall Rank
CCHGY Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
CCHGY Sortino Ratio Rank: 4848
Sortino Ratio Rank
CCHGY Omega Ratio Rank: 4747
Omega Ratio Rank
CCHGY Calmar Ratio Rank: 5353
Calmar Ratio Rank
CCHGY Martin Ratio Rank: 5252
Martin Ratio Rank

MO
MO Risk / Return Rank: 6969
Overall Rank
MO Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
MO Sortino Ratio Rank: 6666
Sortino Ratio Rank
MO Omega Ratio Rank: 6868
Omega Ratio Rank
MO Calmar Ratio Rank: 6868
Calmar Ratio Rank
MO Martin Ratio Rank: 7070
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.

CCHGY vs. MO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Coca Cola HBC AG ADR (CCHGY) 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.


CCHGYMODifference

Sharpe ratio

Return per unit of total volatility

0.38

1.10

-0.72

Sortino ratio

Return per unit of downside risk

0.73

1.58

-0.85

Omega ratio

Gain probability vs. loss probability

1.09

1.22

-0.13

Calmar ratio

Return relative to maximum drawdown

0.53

1.51

-0.98

Martin ratio

Return relative to average drawdown

1.04

3.82

-2.77

CCHGY vs. MO - Sharpe Ratio Comparison

The current CCHGY Sharpe Ratio is 0.38, which is lower than the MO Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of CCHGY 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.


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Sharpe Ratios by Period


CCHGYMODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

1.10

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.77

-0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.34

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.69

-0.33

Drawdowns

CCHGY vs. MO - Drawdown Comparison

The maximum CCHGY drawdown since its inception was -51.91%, smaller than the maximum MO drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for CCHGY and MO.


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Drawdown Indicators


CCHGYMODifference

Max Drawdown

Largest peak-to-trough decline

-51.91%

-65.43%

+13.52%

Max Drawdown (1Y)

Largest decline over 1 year

-18.43%

-16.40%

-2.03%

Max Drawdown (3Y)

Largest decline over 3 years

-20.69%

-16.40%

-4.29%

Max Drawdown (5Y)

Largest decline over 5 years

-51.01%

-25.83%

-25.18%

Max Drawdown (10Y)

Largest decline over 10 years

-51.91%

-53.69%

+1.78%

Current Drawdown

Current decline from peak

-12.10%

-5.70%

-6.40%

Average Drawdown

Average peak-to-trough decline

-14.31%

-11.93%

-2.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.34%

6.48%

+2.86%

Volatility

CCHGY vs. MO - Volatility Comparison

Coca Cola HBC AG ADR (CCHGY) has a higher volatility of 8.97% compared to Altria Group, Inc. (MO) at 7.41%. This indicates that CCHGY'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.


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Volatility by Period


CCHGYMODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.97%

7.41%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

18.60%

17.18%

+1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

25.34%

22.42%

+2.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.04%

20.63%

+8.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.49%

22.94%

+7.55%

Dividends

CCHGY vs. MO - Dividend Comparison

CCHGY's dividend yield for the trailing twelve months is around 2.34%, less than MO's 5.97% yield.


PositionTTM20252024202320222021202020192018201720162015
CCHGY
Coca Cola HBC AG ADR
2.34%2.17%4.70%2.91%3.15%2.23%2.03%8.26%1.17%1.36%1.85%2.00%
MO
Altria Group, Inc.
5.97%7.21%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%

Financials

CCHGY vs. MO - Financials Comparison

This section allows you to compare key financial metrics between Coca Cola HBC AG ADR 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


3.50B4.00B4.50B5.00B5.50B6.00B202120222023202420252026
5.94B
5.43B
(CCHGY) Total Revenue
(MO) Total Revenue
Values in USD except per share items

CCHGY vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between Coca Cola HBC AG ADR 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

30.0%40.0%50.0%60.0%70.0%202120222023202420252026
36.8%
64.6%
Portfolio components
CCHGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Coca Cola HBC AG ADR reported a gross profit of 2.19B and revenue of 5.94B. Therefore, the gross margin over that period was 36.8%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.

CCHGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coca Cola HBC AG ADR reported an operating income of 650.05M and revenue of 5.94B, resulting in an operating margin of 10.9%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.

CCHGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coca Cola HBC AG ADR reported a net income of 466.32M and revenue of 5.94B, resulting in a net margin of 7.9%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.


Frequently Asked Questions


CCHGY and MO have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CCHGY has higher volatility (8.97%) compared to MO (7.41%). In terms of maximum drawdown, CCHGY dropped -51.91% vs MO's -65.43%.

MO currently has the higher Sharpe Ratio (1.10 vs 0.38), 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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