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GHM vs. MCD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GHM vs. MCD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Graham Corporation (GHM) and McDonald's Corporation (MCD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GHM achieves a 61.75% return, which is significantly higher than MCD's -5.66% return. Over the past 10 years, GHM has outperformed MCD with an annualized return of 20.77%, while MCD has yielded a comparatively lower 11.46% annualized return.


GHM

1D
0.86%
1M
1.82%
YTD
61.75%
6M
65.04%
1Y
121.09%
3Y*
99.93%
5Y*
49.12%
10Y*
20.77%

MCD

1D
0.01%
1M
4.00%
YTD
-5.66%
6M
-8.96%
1Y
-3.77%
3Y*
1.94%
5Y*
6.16%
10Y*
11.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GHM vs. MCD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GHM
Graham Corporation
61.75%44.43%134.42%97.19%-22.67%-15.50%-28.39%-2.28%10.81%-3.80%
MCD
McDonald's Corporation
-5.66%7.89%0.14%15.06%0.51%27.79%11.30%13.97%5.78%45.05%

Correlation

The correlation between GHM and MCD is 0.02, 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

0.02

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

0.02

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

0.06

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

0.11

Correlation (All Time)
Calculated using the full available price history since Mar 17, 1992

0.13

The correlation between GHM and MCD shifts across timeframes, from 0.02 (3 years) to 0.13 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

GHM:

$1.16B

MCD:

$203.21B

EPS

GHM:

$1.12

MCD:

$12.13

PE Ratio

GHM:

92.39

MCD:

23.48

PEG Ratio

GHM:

0.31

MCD:

3.78

PS Ratio

GHM:

4.71

MCD:

7.42

Total Revenue (TTM)

GHM:

$245.29M

MCD:

$27.45B

Gross Profit (TTM)

GHM:

$57.75M

MCD:

$12.10B

EBITDA (TTM)

GHM:

$14.76M

MCD:

$14.46B

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Return for Risk

GHM vs. MCD — Risk / Return Rank

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

GHM
GHM Risk / Return Rank: 9191
Overall Rank
GHM Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
GHM Sortino Ratio Rank: 8686
Sortino Ratio Rank
GHM Omega Ratio Rank: 8686
Omega Ratio Rank
GHM Calmar Ratio Rank: 9595
Calmar Ratio Rank
GHM Martin Ratio Rank: 9494
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 3232
Overall Rank
MCD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2727
Sortino Ratio Rank
MCD Omega Ratio Rank: 2828
Omega Ratio Rank
MCD Calmar Ratio Rank: 3737
Calmar Ratio Rank
MCD Martin Ratio Rank: 3434
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.

GHM vs. MCD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Graham Corporation (GHM) and McDonald's Corporation (MCD). 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.


GHMMCDDifference
Sharpe ratioReturn per unit of total volatility

+2.56

Sortino ratioReturn per unit of downside risk

+2.84

Omega ratioGain probability vs. loss probability

1.35

0.98

+0.37

Calmar ratioReturn relative to maximum drawdown

6.69

-0.20

+6.89

Martin ratioReturn relative to average drawdown

16.23

-0.50

+16.74

GHM vs. MCD - Sharpe Ratio Comparison

The current GHM Sharpe Ratio is 2.33, which is higher than the MCD Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of GHM and MCD, 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

GHM vs. MCD - Drawdown Comparison

The maximum GHM drawdown since its inception was -86.11%, which is greater than MCD's maximum drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for GHM and MCD.


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Drawdown Indicators


GHMMCDDifference

Max Drawdown

Largest peak-to-trough decline

-86.11%

-73.20%

-12.91%

Max Drawdown (1Y)

Largest decline over 1 year

-18.21%

-19.05%

+0.84%

Max Drawdown (3Y)

Largest decline over 3 years

-46.46%

-19.05%

-27.41%

Max Drawdown (5Y)

Largest decline over 5 years

-53.16%

-19.05%

-34.11%

Max Drawdown (10Y)

Largest decline over 10 years

-74.83%

-36.90%

-37.93%

Current Drawdown

Current decline from peak

-3.77%

-15.46%

+11.69%

Average Drawdown

Average peak-to-trough decline

-47.38%

-14.89%

-32.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.49%

7.53%

-0.04%

Volatility

GHM vs. MCD - Volatility Comparison

Graham Corporation (GHM) has a higher volatility of 19.90% compared to McDonald's Corporation (MCD) at 4.96%. This indicates that GHM's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GHMMCDDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.90%

4.96%

+14.94%

Volatility (6M)

Calculated over the trailing 6-month period

39.23%

12.20%

+27.03%

Volatility (1Y)

Calculated over the trailing 1-year period

52.36%

16.62%

+35.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.38%

17.27%

+32.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.21%

20.40%

+24.81%

Dividends

GHM vs. MCD - Dividend Comparison

GHM has not paid dividends to shareholders, while MCD's dividend yield for the trailing twelve months is around 2.58%.


PositionTTM20252024202320222021202020192018201720162015
GHM
Graham Corporation
0.00%0.00%0.00%0.00%0.00%3.54%2.90%1.92%1.66%1.72%1.63%1.90%
MCD
McDonald's Corporation
2.58%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%

Financials

GHM vs. MCD - Financials Comparison

This section allows you to compare key financial metrics between Graham Corporation and McDonald's Corporation. 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


0.002.00B4.00B6.00B8.00B20222023202420252026
67.08M
6.52B
(GHM) Total Revenue
(MCD) Total Revenue
Values in USD except per share items

GHM vs. MCD - Profitability Comparison

The chart below illustrates the profitability comparison between Graham Corporation and McDonald's Corporation 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%20222023202420252026
23.4%
0
Portfolio components
GHM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Graham Corporation reported a gross profit of 15.69M and revenue of 67.08M. Therefore, the gross margin over that period was 23.4%.

MCD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a gross profit of 0.00 and revenue of 6.52B. Therefore, the gross margin over that period was 0.0%.

GHM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Graham Corporation reported an operating income of 1.72M and revenue of 67.08M, resulting in an operating margin of 2.6%.

MCD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported an operating income of 2.95B and revenue of 6.52B, resulting in an operating margin of 45.3%.

GHM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Graham Corporation reported a net income of 1.97M and revenue of 67.08M, resulting in a net margin of 2.9%.

MCD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a net income of 1.98B and revenue of 6.52B, resulting in a net margin of 30.4%.


Frequently Asked Questions


GHM and MCD have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GHM has higher volatility (19.90%) compared to MCD (4.96%). In terms of maximum drawdown, GHM dropped -86.11% vs MCD's -73.20%.

GHM currently has the higher Sharpe Ratio (2.33 vs -0.23), 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

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