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

Performance

DEO vs. TAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diageo plc (DEO) and Molson Coors Brewing Company (TAP). 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 -7.89% return, which is significantly higher than TAP's -15.41% return. Over the past 10 years, DEO has outperformed TAP with an annualized return of -0.66%, while TAP has yielded a comparatively lower -6.91% annualized return.


DEO

1D
-0.77%
1M
0.20%
YTD
-7.89%
6M
-13.68%
1Y
-24.21%
3Y*
-20.32%
5Y*
-14.06%
10Y*
-0.66%

TAP

1D
-0.75%
1M
-4.05%
YTD
-15.41%
6M
-13.72%
1Y
-22.98%
3Y*
-12.49%
5Y*
-5.47%
10Y*
-6.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DEO vs. TAP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DEO
Diageo plc
-7.89%-29.31%-10.09%-16.28%-17.40%41.72%-3.26%21.39%-0.43%44.13%
TAP
Molson Coors Brewing Company
-15.41%-15.53%-3.43%22.15%14.39%4.12%-15.20%-0.44%-29.88%-14.11%

Correlation

The correlation between DEO and TAP is 0.55, 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

0.55

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

0.45

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

0.42

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

0.38

Correlation (All Time)
Calculated using the full available price history since May 14, 1996

0.30

Over the past year, DEO and TAP have become more correlated (0.55) than their long-term average of 0.30, meaning their price movements have been converging.

Fundamentals

Market Cap

DEO:

$43.88B

TAP:

$7.31B

EPS

DEO:

$9.85

TAP:

-$10.76

PS Ratio

DEO:

1.17

TAP:

0.68

PB Ratio

DEO:

5.10

TAP:

0.73

Total Revenue (TTM)

DEO:

$37.37B

TAP:

$11.19B

Gross Profit (TTM)

DEO:

$22.42B

TAP:

$4.23B

EBITDA (TTM)

DEO:

$10.72B

TAP:

-$1.54B

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Return for Risk

DEO vs. TAP — Risk / Return Rank

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

DEO
DEO Risk / Return Rank: 1313
Overall Rank
DEO Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
DEO Sortino Ratio Rank: 1212
Sortino Ratio Rank
DEO Omega Ratio Rank: 1212
Omega Ratio Rank
DEO Calmar Ratio Rank: 1616
Calmar Ratio Rank
DEO Martin Ratio Rank: 1313
Martin Ratio Rank

TAP
TAP Risk / Return Rank: 77
Overall Rank
TAP Sharpe Ratio Rank: 77
Sharpe Ratio Rank
TAP Sortino Ratio Rank: 88
Sortino Ratio Rank
TAP Omega Ratio Rank: 1111
Omega Ratio Rank
TAP Calmar Ratio Rank: 88
Calmar Ratio Rank
TAP Martin Ratio Rank: 22
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. TAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diageo plc (DEO) and Molson Coors Brewing Company (TAP). 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.


DEOTAPDifference
Sharpe ratioReturn per unit of total volatility

+0.15

Sortino ratioReturn per unit of downside risk

+0.30

Omega ratioGain probability vs. loss probability

0.88

0.87

+0.01

Calmar ratioReturn relative to maximum drawdown

-0.68

-0.84

+0.16

Martin ratioReturn relative to average drawdown

-1.24

-1.78

+0.54

DEO vs. TAP - Sharpe Ratio Comparison

The current DEO Sharpe Ratio is -0.74, which is comparable to the TAP Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of DEO and TAP, 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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Sharpe Ratios by Period


DEOTAPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.74

-0.89

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.57

-0.21

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.03

-0.24

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.23

+0.06

Drawdowns

DEO vs. TAP - Drawdown Comparison

The maximum DEO drawdown since its inception was -63.41%, smaller than the maximum TAP drawdown of -67.73%. Use the drawdown chart below to compare losses from any high point for DEO and TAP.


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Drawdown Indicators


DEOTAPDifference

Max Drawdown

Largest peak-to-trough decline

-63.41%

-67.73%

+4.32%

Max Drawdown (1Y)

Largest decline over 1 year

-35.52%

-27.39%

-8.13%

Max Drawdown (3Y)

Largest decline over 3 years

-56.07%

-39.43%

-16.64%

Max Drawdown (5Y)

Largest decline over 5 years

-63.41%

-39.43%

-23.98%

Max Drawdown (10Y)

Largest decline over 10 years

-63.41%

-67.73%

+4.32%

Current Drawdown

Current decline from peak

-59.87%

-55.16%

-4.71%

Average Drawdown

Average peak-to-trough decline

-12.98%

-22.78%

+9.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.57%

12.92%

+6.65%

Volatility

DEO vs. TAP - Volatility Comparison

Diageo plc (DEO) has a higher volatility of 9.34% compared to Molson Coors Brewing Company (TAP) at 7.91%. This indicates that DEO's price experiences larger fluctuations and is considered to be riskier than TAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DEOTAPDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.34%

7.91%

+1.43%

Volatility (6M)

Calculated over the trailing 6-month period

26.71%

20.08%

+6.63%

Volatility (1Y)

Calculated over the trailing 1-year period

32.66%

25.91%

+6.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.72%

25.62%

-0.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.41%

28.50%

-5.09%

Dividends

DEO vs. TAP - Dividend Comparison

DEO's dividend yield for the trailing twelve months is around 4.22%, less than TAP's 6.14% yield.


PositionTTM20252024202320222021202020192018201720162015
DEO
Diageo plc
4.22%4.80%3.26%2.77%2.16%1.82%2.29%2.07%2.51%2.18%3.00%3.13%
TAP
Molson Coors Brewing Company
6.14%4.03%3.07%2.68%2.95%1.47%1.26%3.64%2.92%2.00%1.69%1.75%

Financials

DEO vs. TAP - Financials Comparison

This section allows you to compare key financial metrics between Diageo plc and Molson Coors Brewing 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


2.00B4.00B6.00B8.00B10.00B12.00B202120222023202420252026
7.73B
2.35B
(DEO) Total Revenue
(TAP) Total Revenue
Values in USD except per share items

DEO vs. TAP - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%202120222023202420252026
61.0%
38.2%
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%.

TAP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Molson Coors Brewing Company reported a gross profit of 897.20M and revenue of 2.35B. Therefore, the gross margin over that period was 38.2%.

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%.

TAP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Molson Coors Brewing Company reported an operating income of 258.30M and revenue of 2.35B, resulting in an operating margin of 11.0%.

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%.

TAP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Molson Coors Brewing Company reported a net income of 151.30M and revenue of 2.35B, resulting in a net margin of 6.4%.


Frequently Asked Questions


DEO and TAP have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DEO has higher volatility (9.34%) compared to TAP (7.91%). In terms of maximum drawdown, DEO dropped -63.41% vs TAP's -67.73%.

DEO currently has the higher Sharpe Ratio (-0.74 vs -0.89), 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.

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