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GIS vs. BCE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

GIS vs. BCE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in General Mills, Inc. (GIS) and BCE Inc. (BCE). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-9.02%
-17.86%
GIS
BCE

Returns By Period

In the year-to-date period, GIS achieves a 1.54% return, which is significantly higher than BCE's -27.44% return.


GIS

YTD

1.54%

1M

-8.72%

6M

-8.78%

1Y

2.14%

5Y (annualized)

7.26%

10Y (annualized)

5.67%

BCE

YTD

-27.44%

1M

-20.04%

6M

-18.51%

1Y

-26.40%

5Y (annualized)

-5.37%

10Y (annualized)

0.00%

Fundamentals


GISBCE
Market Cap$35.67B$25.30B
EPS$4.20$0.06
PE Ratio15.30461.50
PEG Ratio3.275.09
Total Revenue (TTM)$19.80B$18.49B
Gross Profit (TTM)$6.78B$4.98B
EBITDA (TTM)$4.19B$7.83B

Key characteristics


GISBCE
Sharpe Ratio0.09-1.42
Sortino Ratio0.25-1.88
Omega Ratio1.030.75
Calmar Ratio0.06-0.57
Martin Ratio0.31-1.80
Ulcer Index5.51%14.70%
Daily Std Dev19.19%18.55%
Max Drawdown-45.08%-60.66%
Current Drawdown-25.73%-45.92%

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Correlation

-0.50.00.51.00.2

The correlation between GIS and BCE is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

GIS vs. BCE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and BCE Inc. (BCE). 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.


Sharpe ratio
The chart of Sharpe ratio for GIS, currently valued at 0.09, compared to the broader market-4.00-2.000.002.004.000.09-1.41
The chart of Sortino ratio for GIS, currently valued at 0.25, compared to the broader market-4.00-2.000.002.004.000.25-1.86
The chart of Omega ratio for GIS, currently valued at 1.03, compared to the broader market0.501.001.502.001.030.75
The chart of Calmar ratio for GIS, currently valued at 0.06, compared to the broader market0.002.004.006.000.06-0.57
The chart of Martin ratio for GIS, currently valued at 0.31, compared to the broader market0.0010.0020.0030.000.31-1.77
GIS
BCE

The current GIS Sharpe Ratio is 0.09, which is higher than the BCE Sharpe Ratio of -1.42. The chart below compares the historical Sharpe Ratios of GIS and BCE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.00JuneJulyAugustSeptemberOctoberNovember
0.09
-1.41
GIS
BCE

Dividends

GIS vs. BCE - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 3.73%, less than BCE's 10.85% yield.


TTM20232022202120202019201820172016201520142013
GIS
General Mills, Inc.
3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%3.02%2.85%
BCE
BCE Inc.
10.85%7.28%6.43%5.33%5.76%5.16%5.85%4.63%4.83%5.19%4.84%5.20%

Drawdowns

GIS vs. BCE - Drawdown Comparison

The maximum GIS drawdown since its inception was -45.08%, smaller than the maximum BCE drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for GIS and BCE. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%JuneJulyAugustSeptemberOctoberNovember
-25.73%
-45.92%
GIS
BCE

Volatility

GIS vs. BCE - Volatility Comparison

The current volatility for General Mills, Inc. (GIS) is 5.61%, while BCE Inc. (BCE) has a volatility of 9.74%. This indicates that GIS experiences smaller price fluctuations and is considered to be less risky than BCE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.61%
9.74%
GIS
BCE

Financials

GIS vs. BCE - Financials Comparison

This section allows you to compare key financial metrics between General Mills, Inc. and BCE 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items