DEO vs. RICK
DEO (Diageo plc) and RICK (RCI Hospitality Holdings, Inc.) are both stocks. DEO operates in Beverages - Wineries & Distilleries (Consumer Defensive), while RICK operates in Restaurants (Consumer Cyclical). Over the past 10 years, DEO returned 0.50%/yr vs 11.05%/yr for RICK. At a 0.13 correlation, their price movements are largely independent.
Performance
DEO vs. RICK - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DEO achieves a -4.24% return, which is significantly lower than RICK's 15.11% return. Over the past 10 years, DEO has underperformed RICK with an annualized return of 0.50%, while RICK has yielded a comparatively higher 11.05% 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%
RICK
- 1D
- 1.60%
- 1M
- 13.59%
- YTD
- 15.11%
- 6M
- 1.90%
- 1Y
- -30.50%
- 3Y*
- -28.96%
- 5Y*
- -16.63%
- 10Y*
- 11.05%
DEO vs. RICK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DEO Diageo plc | -4.24% | -29.31% | -10.09% | -16.28% | -17.40% | 41.72% | -3.26% | 21.39% | -0.43% | 44.13% |
RICK RCI Hospitality Holdings, Inc. | 15.11% | -58.19% | -12.81% | -28.66% | 20.04% | 97.94% | 93.85% | -7.54% | -19.86% | 64.51% |
Correlation
The correlation between DEO and RICK is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since May 13, 1996 | 0.13 |
The correlation between DEO and RICK shifts across timeframes, from 0.13 (all time) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DEO:
$45.62B
RICK:
$211.65M
DEO:
£9.85
RICK:
-$0.77
DEO:
0.91
RICK:
0.82
DEO:
3.95
RICK:
0.92
DEO:
£37.37B
RICK:
$281.63M
DEO:
£22.42B
RICK:
$176.59M
DEO:
£10.72B
RICK:
$30.38M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DEO vs. RICK — Risk / Return Rank
DEO
RICK
DEO vs. RICK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DEO) and RCI Hospitality Holdings, Inc. (RICK). 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.
| DEO | RICK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.90 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | -0.70 | +0.11 |
| Martin ratioReturn relative to average drawdown | -1.05 | -1.00 | -0.06 |
Loading charts...
Drawdowns
DEO vs. RICK - Drawdown Comparison
The maximum DEO drawdown since its inception was -63.41%, smaller than the maximum RICK drawdown of -94.54%. Use the drawdown chart below to compare losses from any high point for DEO and RICK.
Loading charts...
Drawdown Indicators
| DEO | RICK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -94.54% | +31.13% |
Max Drawdown (1Y)Largest decline over 1 year | -35.52% | -48.83% | +13.31% |
Max Drawdown (3Y)Largest decline over 3 years | -56.07% | -72.58% | +16.51% |
Max Drawdown (5Y)Largest decline over 5 years | -63.41% | -78.09% | +14.68% |
Max Drawdown (10Y)Largest decline over 10 years | -63.41% | -78.72% | +15.31% |
Current DrawdownCurrent decline from peak | -58.28% | -71.23% | +12.95% |
Average DrawdownAverage peak-to-trough decline | -13.02% | -53.94% | +40.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.98% | 35.20% | -15.22% |
Volatility
DEO vs. RICK - Volatility Comparison
The current volatility for Diageo plc (DEO) is 6.98%, while RCI Hospitality Holdings, Inc. (RICK) has a volatility of 10.13%. This indicates that DEO experiences smaller price fluctuations and is considered to be less risky than RICK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DEO | RICK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 10.13% | -3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 26.52% | 30.93% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.17% | 49.45% | -17.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.74% | 43.10% | -18.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.39% | 52.00% | -28.61% |
Dividends
DEO vs. RICK - Dividend Comparison
DEO's dividend yield for the trailing twelve months is around 4.06%, more than RICK's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RICK RCI Hospitality Holdings, Inc. | 1.06% | 1.17% | 0.45% | 0.36% | 0.21% | 0.21% | 0.38% | 0.63% | 0.54% | 0.43% | 0.70% | 0.00% |
Financials
DEO vs. RICK - Financials Comparison
This section allows you to compare key financial metrics between Diageo plc and RCI Hospitality Holdings, Inc.. 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
DEO vs. RICK - Profitability Comparison
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%.
RICK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RCI Hospitality Holdings, Inc. reported a gross profit of 59.92M and revenue of 68.72M. Therefore, the gross margin over that period was 87.2%.
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%.
RICK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RCI Hospitality Holdings, Inc. reported an operating income of 3.81M and revenue of 68.72M, resulting in an operating margin of 5.6%.
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%.
RICK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RCI Hospitality Holdings, Inc. reported a net income of -326.00K and revenue of 68.72M, resulting in a net margin of -0.5%.
Frequently Asked Questions
DEO and RICK have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RICK has higher volatility (10.13%) compared to DEO (6.98%). In terms of maximum drawdown, DEO dropped -63.41% vs RICK's -94.54%.
DEO currently has the higher Sharpe Ratio (-0.66 vs -0.69), 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.
Find the right allocation for DEO and RICK
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer