GATX vs. MO
GATX (GATX Corporation) and MO (Altria Group, Inc.) are both stocks. GATX operates in Rental & Leasing Services (Industrials), while MO operates in Tobacco (Consumer Defensive). Over the past 10 years, GATX returned 17.44%/yr vs 7.83%/yr for MO. At a 0.21 correlation, their price movements are largely independent.
Performance
GATX vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, GATX achieves a 6.59% return, which is significantly lower than MO's 28.99% return. Over the past 10 years, GATX has outperformed MO with an annualized return of 17.44%, while MO has yielded a comparatively lower 7.83% annualized return.
GATX
- 1D
- 0.83%
- 1M
- 6.17%
- YTD
- 6.59%
- 6M
- 3.80%
- 1Y
- 16.79%
- 3Y*
- 15.49%
- 5Y*
- 16.73%
- 10Y*
- 17.44%
MO
- 1D
- 0.64%
- 1M
- -1.02%
- YTD
- 28.99%
- 6M
- 28.41%
- 1Y
- 28.46%
- 3Y*
- 27.78%
- 5Y*
- 17.37%
- 10Y*
- 7.83%
GATX vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GATX GATX Corporation | 6.59% | 11.09% | 31.10% | 15.22% | 4.17% | 27.88% | 3.24% | 19.76% | 16.65% | 3.78% |
MO Altria Group, Inc. | 28.99% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between GATX and MO is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 1987 | 0.21 |
The correlation between GATX and MO shifts across timeframes, from -0.04 (1 year) to 0.22 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
GATX:
$6.41B
MO:
$120.57B
GATX:
$9.50
MO:
$4.79
GATX:
18.90
MO:
15.03
GATX:
0.78
MO:
0.32
GATX:
3.38
MO:
5.55
GATX:
$1.90B
MO:
$21.82B
GATX:
$638.60M
MO:
$14.80B
GATX:
$892.00M
MO:
$11.70B
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Return for Risk
GATX vs. MO — Risk / Return Rank
GATX
MO
GATX vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GATX Corporation (GATX) and Altria Group, Inc. (MO). 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.
| GATX | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.74 | -0.81 |
| Martin ratioReturn relative to average drawdown | 2.16 | 4.37 | -2.21 |
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Drawdowns
GATX vs. MO - Drawdown Comparison
The maximum GATX drawdown since its inception was -72.08%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for GATX and MO.
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Drawdown Indicators
| GATX | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.08% | -65.43% | -6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -18.05% | -16.40% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -23.00% | -16.40% | -6.60% |
Max Drawdown (5Y)Largest decline over 5 years | -31.92% | -25.83% | -6.09% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -53.69% | +15.37% |
Current DrawdownCurrent decline from peak | -10.28% | -1.88% | -8.40% |
Average DrawdownAverage peak-to-trough decline | -16.57% | -11.92% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.78% | 6.53% | +1.25% |
Volatility
GATX vs. MO - Volatility Comparison
GATX Corporation (GATX) and Altria Group, Inc. (MO) have volatilities of 7.54% and 7.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GATX | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 7.63% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 18.51% | 17.98% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.48% | 22.92% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.39% | 20.72% | +4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.84% | 23.01% | +6.83% |
Dividends
GATX vs. MO - Dividend Comparison
GATX's dividend yield for the trailing twelve months is around 1.42%, less than MO's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATX GATX Corporation | 1.42% | 1.44% | 1.50% | 1.83% | 1.96% | 1.92% | 2.31% | 2.22% | 2.49% | 2.70% | 2.60% | 3.57% |
MO Altria Group, Inc. | 5.88% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Financials
GATX vs. MO - Financials Comparison
This section allows you to compare key financial metrics between GATX Corporation and Altria Group, 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
GATX vs. MO - Profitability Comparison
GATX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported a gross profit of 0.00 and revenue of 583.70M. Therefore, the gross margin over that period was 0.0%.
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
GATX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported an operating income of 79.50M and revenue of 583.70M, resulting in an operating margin of 13.6%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
GATX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported a net income of 85.50M and revenue of 583.70M, resulting in a net margin of 14.7%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
Frequently Asked Questions
GATX and MO have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MO has higher volatility (7.63%) compared to GATX (7.54%). In terms of maximum drawdown, GATX dropped -72.08% vs MO's -65.43%.
MO currently has the higher Sharpe Ratio (1.25 vs 0.72), 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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