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CFRUY vs. LVMUY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CFRUY vs. LVMUY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Compagnie Financiere Richemont (CFRUY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CFRUY achieves a 2.42% return, which is significantly higher than LVMUY's -25.87% return. Both investments have delivered pretty close results over the past 10 years, with CFRUY having a 17.27% annualized return and LVMUY not far behind at 16.44%.


CFRUY

1D
-1.61%
1M
11.76%
YTD
2.42%
6M
2.37%
1Y
23.22%
3Y*
13.46%
5Y*
15.08%
10Y*
17.27%

LVMUY

1D
0.00%
1M
1.34%
YTD
-25.87%
6M
-24.47%
1Y
7.72%
3Y*
-13.41%
5Y*
-5.51%
10Y*
16.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CFRUY vs. LVMUY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFRUY
Compagnie Financiere Richemont
2.42%44.64%12.76%10.15%-10.95%70.67%15.96%23.07%-27.42%39.00%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-25.87%18.11%-18.01%13.89%-10.84%34.13%36.97%62.30%1.61%59.50%

Correlation

The correlation between CFRUY and LVMUY is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.71

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

0.75

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

0.76

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

0.71

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2009

0.67

The correlation between CFRUY and LVMUY has been stable across timeframes, ranging from 0.67 to 0.76 - a consistent structural relationship.

Fundamentals

EPS

CFRUY:

€1.06

LVMUY:

€18.76

PE Ratio

CFRUY:

18.35

LVMUY:

5.13

PS Ratio

CFRUY:

2.61

LVMUY:

0.73

Total Revenue (TTM)

CFRUY:

€43.80B

LVMUY:

€165.19B

Gross Profit (TTM)

CFRUY:

€28.72B

LVMUY:

€110.09B

EBITDA (TTM)

CFRUY:

€10.63B

LVMUY:

€44.58B

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Return for Risk

CFRUY vs. LVMUY — Risk / Return Rank

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

CFRUY
CFRUY Risk / Return Rank: 6363
Overall Rank
CFRUY Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CFRUY Sortino Ratio Rank: 6262
Sortino Ratio Rank
CFRUY Omega Ratio Rank: 5959
Omega Ratio Rank
CFRUY Calmar Ratio Rank: 6262
Calmar Ratio Rank
CFRUY Martin Ratio Rank: 6565
Martin Ratio Rank

LVMUY
LVMUY Risk / Return Rank: 4848
Overall Rank
LVMUY Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
LVMUY Sortino Ratio Rank: 4646
Sortino Ratio Rank
LVMUY Omega Ratio Rank: 4545
Omega Ratio Rank
LVMUY Calmar Ratio Rank: 4949
Calmar Ratio Rank
LVMUY Martin Ratio Rank: 4848
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.

CFRUY vs. LVMUY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Compagnie Financiere Richemont (CFRUY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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.


CFRUYLVMUYDifference
Sharpe ratioReturn per unit of total volatility

+0.50

Sortino ratioReturn per unit of downside risk

+0.68

Omega ratioGain probability vs. loss probability

1.15

1.07

+0.08

Calmar ratioReturn relative to maximum drawdown

0.91

0.25

+0.67

Martin ratioReturn relative to average drawdown

2.46

0.48

+1.97

CFRUY vs. LVMUY - Sharpe Ratio Comparison

The current CFRUY Sharpe Ratio is 0.74, which is higher than the LVMUY Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of CFRUY and LVMUY, 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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Drawdowns

CFRUY vs. LVMUY - Drawdown Comparison

The maximum CFRUY drawdown since its inception was -48.02%, smaller than the maximum LVMUY drawdown of -80.82%. Use the drawdown chart below to compare losses from any high point for CFRUY and LVMUY.


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Drawdown Indicators


CFRUYLVMUYDifference

Max Drawdown

Largest peak-to-trough decline

-48.02%

-80.82%

+32.80%

Max Drawdown (1Y)

Largest decline over 1 year

-25.50%

-31.47%

+5.97%

Max Drawdown (3Y)

Largest decline over 3 years

-33.55%

-46.56%

+13.01%

Max Drawdown (5Y)

Largest decline over 5 years

-39.18%

-46.56%

+7.38%

Max Drawdown (10Y)

Largest decline over 10 years

-48.02%

-46.56%

-1.46%

Current Drawdown

Current decline from peak

-4.26%

-41.10%

+36.84%

Average Drawdown

Average peak-to-trough decline

-14.72%

-20.63%

+5.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.48%

16.00%

-6.52%

Volatility

CFRUY vs. LVMUY - Volatility Comparison

The current volatility for Compagnie Financiere Richemont (CFRUY) is 10.46%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a volatility of 11.79%. This indicates that CFRUY experiences smaller price fluctuations and is considered to be less risky than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CFRUYLVMUYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.46%

11.79%

-1.33%

Volatility (6M)

Calculated over the trailing 6-month period

25.28%

24.17%

+1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

31.65%

33.18%

-1.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.18%

32.73%

+3.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.05%

30.85%

+2.20%

Dividends

CFRUY vs. LVMUY - Dividend Comparison

CFRUY's dividend yield for the trailing twelve months is around 1.68%, less than LVMUY's 2.73% yield.


PositionTTM20252024202320222021202020192018201720162015
CFRUY
Compagnie Financiere Richemont
1.68%1.72%2.13%2.86%2.57%1.45%1.17%1.49%1.76%1.19%4.42%2.53%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.73%1.92%2.14%1.65%1.78%0.99%1.64%1.49%2.21%2.67%4.16%12.95%

Financials

CFRUY vs. LVMUY - Financials Comparison

This section allows you to compare key financial metrics between Compagnie Financiere Richemont 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B20.00B30.00B40.00B20222023202420252026
11.96B
40.69B
(CFRUY) Total Revenue
(LVMUY) Total Revenue
Values in EUR except per share items

CFRUY vs. LVMUY - Profitability Comparison

The chart below illustrates the profitability comparison between Compagnie Financiere Richemont and LVMH Moët Hennessy - Louis Vuitton, Société Européenne over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%62.0%64.0%66.0%68.0%70.0%20222023202420252026
63.6%
65.7%
Portfolio components
CFRUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Compagnie Financiere Richemont reported a gross profit of 7.60B and revenue of 11.96B. Therefore, the gross margin over that period was 63.6%.

LVMUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.72B and revenue of 40.69B. Therefore, the gross margin over that period was 65.7%.

CFRUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Compagnie Financiere Richemont reported an operating income of 2.36B and revenue of 11.96B, resulting in an operating margin of 19.7%.

LVMUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.63B and revenue of 40.69B, resulting in an operating margin of 21.2%.

CFRUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Compagnie Financiere Richemont reported a net income of 1.69B and revenue of 11.96B, resulting in a net margin of 14.2%.

LVMUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.14B and revenue of 40.69B, resulting in a net margin of 12.6%.


Frequently Asked Questions


CFRUY and LVMUY have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LVMUY has higher volatility (11.79%) compared to CFRUY (10.46%). In terms of maximum drawdown, CFRUY dropped -48.02% vs LVMUY's -80.82%.

CFRUY currently has the higher Sharpe Ratio (0.74 vs 0.23), 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

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