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DEO vs. HL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DEO vs. HL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diageo plc (DEO) and Hecla Mining Company (HL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DEO achieves a -4.24% return, which is significantly higher than HL's -20.29% return. Over the past 10 years, DEO has underperformed HL with an annualized return of 0.50%, while HL has yielded a comparatively higher 13.95% annualized return.


DEO

1D
0.83%
1M
0.12%
YTD
-4.24%
6M
-7.27%
1Y
-19.48%
3Y*
-19.42%
5Y*
-13.55%
10Y*
0.50%

HL

1D
2.00%
1M
-13.30%
YTD
-20.29%
6M
-18.68%
1Y
154.71%
3Y*
42.93%
5Y*
11.61%
10Y*
13.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DEO vs. HL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DEO
Diageo plc
-4.24%-29.31%-10.09%-16.28%-17.40%41.72%-3.26%21.39%-0.43%44.13%
HL
Hecla Mining Company
-20.29%291.70%2.82%-12.93%6.99%-18.97%91.83%44.43%-40.37%-24.08%

Correlation

The correlation between DEO and HL is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.11

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

0.18

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

0.23

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

0.20

Correlation (All Time)
Calculated using the full available price history since May 13, 1996

0.15

The correlation between DEO and HL shifts across timeframes, from 0.11 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DEO:

$45.62B

HL:

$10.32B

EPS

DEO:

£9.85

HL:

$0.84

PE Ratio

DEO:

6.19

HL:

18.18

PEG Ratio

DEO:

1.78

HL:

0.08

PS Ratio

DEO:

0.91

HL:

6.47

PB Ratio

DEO:

3.95

HL:

4.02

Total Revenue (TTM)

DEO:

£37.37B

HL:

$1.57B

Gross Profit (TTM)

DEO:

£22.42B

HL:

$788.95M

EBITDA (TTM)

DEO:

£10.72B

HL:

$864.40M

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Return for Risk

DEO vs. HL — Risk / Return Rank

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

DEO
DEO Risk / Return Rank: 1818
Overall Rank
DEO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
DEO Sortino Ratio Rank: 1616
Sortino Ratio Rank
DEO Omega Ratio Rank: 1616
Omega Ratio Rank
DEO Calmar Ratio Rank: 2222
Calmar Ratio Rank
DEO Martin Ratio Rank: 2121
Martin Ratio Rank

HL
HL Risk / Return Rank: 8585
Overall Rank
HL Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
HL Sortino Ratio Rank: 8686
Sortino Ratio Rank
HL Omega Ratio Rank: 8484
Omega Ratio Rank
HL Calmar Ratio Rank: 8383
Calmar Ratio Rank
HL Martin Ratio Rank: 8181
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.

DEO vs. HL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DEO) and Hecla Mining Company (HL). 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.


DEOHLDifference
Sharpe ratioReturn per unit of total volatility

-2.81

Sortino ratioReturn per unit of downside risk

-3.35

Omega ratioGain probability vs. loss probability

0.90

1.32

-0.42

Calmar ratioReturn relative to maximum drawdown

-0.59

2.80

-3.40

Martin ratioReturn relative to average drawdown

-1.05

6.33

-7.39

DEO vs. HL - Sharpe Ratio Comparison

The current DEO Sharpe Ratio is -0.66, which is lower than the HL Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of DEO and HL, 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

DEO vs. HL - Drawdown Comparison

The maximum DEO drawdown since its inception was -63.41%, smaller than the maximum HL drawdown of -97.92%. Use the drawdown chart below to compare losses from any high point for DEO and HL.


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Drawdown Indicators


DEOHLDifference

Max Drawdown

Largest peak-to-trough decline

-63.41%

-97.92%

+34.51%

Max Drawdown (1Y)

Largest decline over 1 year

-35.52%

-55.81%

+20.29%

Max Drawdown (3Y)

Largest decline over 3 years

-56.07%

-55.81%

-0.26%

Max Drawdown (5Y)

Largest decline over 5 years

-63.41%

-61.04%

-2.37%

Max Drawdown (10Y)

Largest decline over 10 years

-63.41%

-82.45%

+19.04%

Current Drawdown

Current decline from peak

-58.28%

-51.91%

-6.37%

Average Drawdown

Average peak-to-trough decline

-13.02%

-69.93%

+56.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.98%

24.67%

-4.69%

Volatility

DEO vs. HL - Volatility Comparison

The current volatility for Diageo plc (DEO) is 6.98%, while Hecla Mining Company (HL) has a volatility of 22.72%. This indicates that DEO experiences smaller price fluctuations and is considered to be less risky than HL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DEOHLDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

22.72%

-15.74%

Volatility (6M)

Calculated over the trailing 6-month period

26.52%

54.93%

-28.41%

Volatility (1Y)

Calculated over the trailing 1-year period

32.17%

72.59%

-40.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.74%

59.35%

-34.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.39%

62.77%

-39.38%

Dividends

DEO vs. HL - Dividend Comparison

DEO's dividend yield for the trailing twelve months is around 4.06%, more than HL's 0.10% yield.


PositionTTM20252024202320222021202020192018201720162015
DEO
Diageo plc
4.06%4.80%3.26%2.77%2.16%1.82%2.29%2.07%2.51%2.18%3.00%3.13%
HL
Hecla Mining Company
0.10%0.08%0.81%0.65%0.40%0.72%0.25%0.29%0.42%0.25%0.19%0.53%

Financials

DEO vs. HL - Financials Comparison

This section allows you to compare key financial metrics between Diageo plc and Hecla Mining Company. 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


0.002.00B4.00B6.00B8.00B10.00B12.00B202120222023202420252026
7.73B
411.43M
(DEO) Total Revenue
(HL) Total Revenue
Please note, different currencies. DEO values in GBP, HL values in USD

DEO vs. HL - Profitability Comparison

The chart below illustrates the profitability comparison between Diageo plc and Hecla Mining Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%202120222023202420252026
61.0%
61.6%
Portfolio components
DEO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Diageo plc reported a gross profit of 4.72B and revenue of 7.73B. Therefore, the gross margin over that period was 61.0%.

HL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hecla Mining Company reported a gross profit of 253.26M and revenue of 411.43M. Therefore, the gross margin over that period was 61.6%.

DEO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Diageo plc reported an operating income of 2.41B and revenue of 7.73B, resulting in an operating margin of 31.1%.

HL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hecla Mining Company reported an operating income of 223.11M and revenue of 411.43M, resulting in an operating margin of 54.2%.

DEO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Diageo plc reported a net income of 1.48B and revenue of 7.73B, resulting in a net margin of 19.1%.

HL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hecla Mining Company reported a net income of 266.45M and revenue of 411.43M, resulting in a net margin of 64.8%.


Frequently Asked Questions


DEO and HL have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HL has higher volatility (22.72%) compared to DEO (6.98%). In terms of maximum drawdown, DEO dropped -63.41% vs HL's -97.92%.

HL currently has the higher Sharpe Ratio (2.16 vs -0.66), 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

Find the right allocation for DEO and HL

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