CFR.SW vs. MC.PA
Compare and contrast key facts about Compagnie Financière Richemont SA (CFR.SW) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFR.SW or MC.PA.
Key characteristics
| CFR.SW | MC.PA | |
|---|---|---|
| YTD Return | 18.75% | 8.16% |
| 1Y Return | -9.31% | -8.54% |
| 3Y Return (Ann) | 15.36% | 9.53% |
| 5Y Return (Ann) | 15.61% | 19.49% |
| 10Y Return (Ann) | 6.38% | 21.58% |
| Sharpe Ratio | -0.33 | -0.32 |
| Daily Std Dev | 30.06% | 27.30% |
| Max Drawdown | -66.93% | -70.25% |
| Current Drawdown | -9.78% | -10.64% |
Fundamentals
| CFR.SW | MC.PA | |
|---|---|---|
| Market Cap | CHF 79.58B | €394.14B |
| EPS | CHF 6.69 | €30.35 |
| PE Ratio | 20.25 | 25.98 |
| PEG Ratio | 0.83 | 2.58 |
| Revenue (TTM) | CHF 20.50B | €86.15B |
| Gross Profit (TTM) | CHF 12.02B | €54.20B |
| EBITDA (TTM) | CHF 5.57B | €25.27B |
Correlation
The correlation between CFR.SW and MC.PA is 0.59, 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
CFR.SW vs. MC.PA - Performance Comparison
In the year-to-date period, CFR.SW achieves a 18.75% return, which is significantly higher than MC.PA's 8.16% return. Over the past 10 years, CFR.SW has underperformed MC.PA with an annualized return of 6.38%, while MC.PA has yielded a comparatively higher 21.58% 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
CFR.SW vs. MC.PA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Compagnie Financière Richemont SA (CFR.SW) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA). 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
CFR.SW vs. MC.PA - Dividend Comparison
CFR.SW's dividend yield for the trailing twelve months is around 1.82%, more than MC.PA's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFR.SW Compagnie Financière Richemont SA | 1.82% | 2.16% | 0.83% | 1.46% | 1.25% | 2.63% | 3.02% | 2.04% | 2.52% | 2.22% | 1.58% | 1.13% |
MC.PA LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 1.65% | 1.70% | 1.76% | 0.96% | 0.90% | 1.50% | 2.09% | 1.71% | 1.98% | 2.28% | 3.58% | 2.26% |
Drawdowns
CFR.SW vs. MC.PA - Drawdown Comparison
The maximum CFR.SW drawdown since its inception was -66.93%, roughly equal to the maximum MC.PA drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for CFR.SW and MC.PA. For additional features, visit the drawdowns tool.
Volatility
CFR.SW vs. MC.PA - Volatility Comparison
Compagnie Financière Richemont SA (CFR.SW) has a higher volatility of 6.98% compared to LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) at 5.95%. This indicates that CFR.SW's price experiences larger fluctuations and is considered to be riskier than MC.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CFR.SW vs. MC.PA - Financials Comparison
This section allows you to compare key financial metrics between Compagnie Financière Richemont SA and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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