DEO vs. HEIA.AS
Compare and contrast key facts about Diageo plc (DEO) and Heineken N.V. (HEIA.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEO or HEIA.AS.
Key characteristics
DEO | HEIA.AS | |
---|---|---|
YTD Return | -4.14% | 0.45% |
1Y Return | -23.31% | -10.55% |
3Y Return (Ann) | -6.25% | -0.17% |
5Y Return (Ann) | -1.40% | 0.47% |
10Y Return (Ann) | 3.92% | 7.86% |
Sharpe Ratio | -1.11 | -0.59 |
Daily Std Dev | 21.34% | 18.18% |
Max Drawdown | -53.18% | -58.39% |
Current Drawdown | -34.29% | -11.70% |
Fundamentals
DEO | HEIA.AS | |
---|---|---|
Market Cap | $77.08B | €51.50B |
EPS | $7.47 | €4.09 |
PE Ratio | 18.56 | 22.35 |
PEG Ratio | 1.61 | 1.19 |
Revenue (TTM) | $21.64B | €30.36B |
Gross Profit (TTM) | $10.21B | €10.34B |
EBITDA (TTM) | $6.99B | €5.70B |
Correlation
The correlation between DEO and HEIA.AS is 0.33, 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.
Performance
DEO vs. HEIA.AS - Performance Comparison
In the year-to-date period, DEO achieves a -4.14% return, which is significantly lower than HEIA.AS's 0.45% return. Over the past 10 years, DEO has underperformed HEIA.AS with an annualized return of 3.92%, while HEIA.AS has yielded a comparatively higher 7.86% 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
DEO vs. HEIA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DEO) and Heineken N.V. (HEIA.AS). 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
DEO vs. HEIA.AS - Dividend Comparison
DEO's dividend yield for the trailing twelve months is around 2.99%, more than HEIA.AS's 1.89% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Diageo plc | 2.99% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.93% | 2.21% |
Heineken N.V. | 1.89% | 2.09% | 1.66% | 0.99% | 1.14% | 1.74% | 1.97% | 1.56% | 1.94% | 1.50% | 1.51% | 1.87% |
Drawdowns
DEO vs. HEIA.AS - Drawdown Comparison
The maximum DEO drawdown since its inception was -53.18%, smaller than the maximum HEIA.AS drawdown of -58.39%. Use the drawdown chart below to compare losses from any high point for DEO and HEIA.AS. For additional features, visit the drawdowns tool.
Volatility
DEO vs. HEIA.AS - Volatility Comparison
Diageo plc (DEO) has a higher volatility of 5.52% compared to Heineken N.V. (HEIA.AS) at 4.79%. This indicates that DEO's price experiences larger fluctuations and is considered to be riskier than HEIA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DEO vs. HEIA.AS - Financials Comparison
This section allows you to compare key financial metrics between Diageo plc and Heineken N.V.. 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