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DDS vs. MNST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DDS vs. MNST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dillard's, Inc. (DDS) and Monster Beverage Corporation (MNST). The values are adjusted to include any dividend payments, if applicable.

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DDS vs. MNST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DDS
Dillard's, Inc.
-5.59%46.81%13.47%32.05%38.66%306.41%-12.71%22.76%0.97%-3.63%
MNST
Monster Beverage Corporation
-5.49%45.87%-8.77%13.48%5.72%3.85%45.52%29.11%-22.23%42.74%

Fundamentals

Market Cap

DDS:

$8.92B

MNST:

$71.50B

EPS

DDS:

$36.38

MNST:

$1.93

PE Ratio

DDS:

15.73

MNST:

37.47

PS Ratio

DDS:

1.39

MNST:

8.61

PB Ratio

DDS:

3.80

MNST:

8.66

Total Revenue (TTM)

DDS:

$6.47B

MNST:

$8.29B

Gross Profit (TTM)

DDS:

-$644.80M

MNST:

$4.63B

EBITDA (TTM)

DDS:

$878.26M

MNST:

$2.51B

Returns By Period

The year-to-date returns for both investments are quite close, with DDS having a -5.59% return and MNST slightly higher at -5.49%. Over the past 10 years, DDS has outperformed MNST with an annualized return of 24.75%, while MNST has yielded a comparatively lower 12.42% annualized return.


DDS

1D
3.07%
1M
-5.04%
YTD
-5.59%
6M
-2.79%
1Y
66.97%
3Y*
29.66%
5Y*
51.43%
10Y*
24.75%

MNST

1D
1.60%
1M
-15.05%
YTD
-5.49%
6M
7.65%
1Y
23.82%
3Y*
10.29%
5Y*
9.67%
10Y*
12.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DDS vs. MNST — Risk / Return Rank

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

DDS
DDS Risk / Return Rank: 8484
Overall Rank
DDS Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
DDS Sortino Ratio Rank: 8181
Sortino Ratio Rank
DDS Omega Ratio Rank: 8080
Omega Ratio Rank
DDS Calmar Ratio Rank: 8787
Calmar Ratio Rank
DDS Martin Ratio Rank: 8787
Martin Ratio Rank

MNST
MNST Risk / Return Rank: 7373
Overall Rank
MNST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
MNST Sortino Ratio Rank: 6969
Sortino Ratio Rank
MNST Omega Ratio Rank: 6969
Omega Ratio Rank
MNST Calmar Ratio Rank: 7171
Calmar Ratio Rank
MNST Martin Ratio Rank: 7878
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.

DDS vs. MNST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dillard's, Inc. (DDS) and Monster Beverage Corporation (MNST). 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.


DDSMNSTDifference

Sharpe ratio

Return per unit of total volatility

1.52

1.04

+0.48

Sortino ratio

Return per unit of downside risk

2.12

1.53

+0.59

Omega ratio

Gain probability vs. loss probability

1.28

1.20

+0.08

Calmar ratio

Return relative to maximum drawdown

3.16

1.43

+1.73

Martin ratio

Return relative to average drawdown

8.51

5.21

+3.30

DDS vs. MNST - Sharpe Ratio Comparison

The current DDS Sharpe Ratio is 1.52, which is higher than the MNST Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of DDS and MNST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DDSMNSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

1.04

+0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.41

+0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.48

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.59

-0.36

Correlation

The correlation between DDS and MNST is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

DDS vs. MNST - Dividend Comparison

DDS's dividend yield for the trailing twelve months is around 5.44%, while MNST has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
DDS
Dillard's, Inc.
5.44%5.13%6.02%5.18%4.89%6.41%0.95%0.68%0.66%0.57%0.45%0.40%
MNST
Monster Beverage Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DDS vs. MNST - Drawdown Comparison

The maximum DDS drawdown since its inception was -93.62%, which is greater than MNST's maximum drawdown of -69.17%. Use the drawdown chart below to compare losses from any high point for DDS and MNST.


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Drawdown Indicators


DDSMNSTDifference

Max Drawdown

Largest peak-to-trough decline

-93.62%

-69.17%

-24.45%

Max Drawdown (1Y)

Largest decline over 1 year

-21.13%

-17.70%

-3.43%

Max Drawdown (5Y)

Largest decline over 5 years

-49.71%

-26.62%

-23.09%

Max Drawdown (10Y)

Largest decline over 10 years

-76.57%

-30.42%

-46.15%

Current Drawdown

Current decline from peak

-18.26%

-16.39%

-1.87%

Average Drawdown

Average peak-to-trough decline

-35.72%

-20.76%

-14.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.84%

4.84%

+3.00%

Volatility

DDS vs. MNST - Volatility Comparison

Dillard's, Inc. (DDS) has a higher volatility of 10.83% compared to Monster Beverage Corporation (MNST) at 6.66%. This indicates that DDS's price experiences larger fluctuations and is considered to be riskier than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DDSMNSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.83%

6.66%

+4.17%

Volatility (6M)

Calculated over the trailing 6-month period

30.19%

16.11%

+14.08%

Volatility (1Y)

Calculated over the trailing 1-year period

44.33%

23.11%

+21.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.98%

23.76%

+29.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.61%

26.17%

+33.44%

Financials

DDS vs. MNST - Financials Comparison

This section allows you to compare key financial metrics between Dillard's, Inc. and Monster Beverage Corporation. 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


1.20B1.40B1.60B1.80B2.00B2.20B20222023202420252026
1.90B
2.13B
(DDS) Total Revenue
(MNST) Total Revenue
Values in USD except per share items