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GIS vs. KHC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

GIS vs. KHC - Performance Comparison

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

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GIS vs. KHC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GIS
General Mills, Inc.
-18.83%-23.75%1.45%-19.97%28.09%18.53%13.60%43.13%-31.57%-0.65%
KHC
The Kraft Heinz Company
-5.70%-16.31%-12.96%-5.04%18.18%7.98%13.78%-21.20%-42.25%-8.37%

Fundamentals

Market Cap

GIS:

$20.19B

KHC:

$26.70B

EPS

GIS:

$4.07

KHC:

-$4.92

PS Ratio

GIS:

1.10

KHC:

1.07

PB Ratio

GIS:

2.16

KHC:

0.64

Total Revenue (TTM)

GIS:

$18.37B

KHC:

$24.94B

Gross Profit (TTM)

GIS:

$4.70B

KHC:

$8.31B

EBITDA (TTM)

GIS:

$3.03B

KHC:

-$3.70B

Returns By Period

In the year-to-date period, GIS achieves a -18.83% return, which is significantly lower than KHC's -5.70% return. Over the past 10 years, GIS has outperformed KHC with an annualized return of -1.97%, while KHC has yielded a comparatively lower -7.77% annualized return.


GIS

1D
0.30%
1M
-17.71%
YTD
-18.83%
6M
-24.20%
1Y
-34.63%
3Y*
-21.16%
5Y*
-6.10%
10Y*
-1.97%

KHC

1D
0.67%
1M
-7.08%
YTD
-5.70%
6M
-10.79%
1Y
-21.37%
3Y*
-12.08%
5Y*
-6.53%
10Y*
-7.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

GIS vs. KHC — Risk / Return Rank

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

GIS
GIS Risk / Return Rank: 33
Overall Rank
GIS Sharpe Ratio Rank: 00
Sharpe Ratio Rank
GIS Sortino Ratio Rank: 22
Sortino Ratio Rank
GIS Omega Ratio Rank: 33
Omega Ratio Rank
GIS Calmar Ratio Rank: 88
Calmar Ratio Rank
GIS Martin Ratio Rank: 44
Martin Ratio Rank

KHC
KHC Risk / Return Rank: 1212
Overall Rank
KHC Sharpe Ratio Rank: 88
Sharpe Ratio Rank
KHC Sortino Ratio Rank: 1111
Sortino Ratio Rank
KHC Omega Ratio Rank: 1212
Omega Ratio Rank
KHC Calmar Ratio Rank: 1414
Calmar Ratio Rank
KHC Martin Ratio Rank: 1313
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.

GIS vs. KHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and The Kraft Heinz Company (KHC). 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.


GISKHCDifference

Sharpe ratio

Return per unit of total volatility

-1.46

-0.83

-0.63

Sortino ratio

Return per unit of downside risk

-2.13

-1.03

-1.10

Omega ratio

Gain probability vs. loss probability

0.75

0.87

-0.12

Calmar ratio

Return relative to maximum drawdown

-0.89

-0.78

-0.11

Martin ratio

Return relative to average drawdown

-1.82

-1.41

-0.41

GIS vs. KHC - Sharpe Ratio Comparison

The current GIS Sharpe Ratio is -1.46, which is lower than the KHC Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of GIS and KHC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GISKHCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.46

-0.83

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

-0.30

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

-0.29

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

-0.23

+0.67

Correlation

The correlation between GIS and KHC is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GIS vs. KHC - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 6.53%, less than KHC's 7.11% yield.


TTM20252024202320222021202020192018201720162015
GIS
General Mills, Inc.
6.53%5.20%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%
KHC
The Kraft Heinz Company
7.11%6.60%5.21%4.33%3.93%4.46%4.62%4.98%5.81%3.15%2.69%25.01%

Drawdowns

GIS vs. KHC - Drawdown Comparison

The maximum GIS drawdown since its inception was -55.55%, smaller than the maximum KHC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for GIS and KHC.


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Drawdown Indicators


GISKHCDifference

Max Drawdown

Largest peak-to-trough decline

-55.55%

-76.07%

+20.52%

Max Drawdown (1Y)

Largest decline over 1 year

-37.97%

-26.76%

-11.21%

Max Drawdown (5Y)

Largest decline over 5 years

-55.55%

-41.69%

-13.86%

Max Drawdown (10Y)

Largest decline over 10 years

-55.55%

-76.07%

+20.52%

Current Drawdown

Current decline from peak

-54.07%

-64.32%

+10.25%

Average Drawdown

Average peak-to-trough decline

-10.06%

-42.06%

+32.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.65%

14.81%

+3.84%

Volatility

GIS vs. KHC - Volatility Comparison

The current volatility for General Mills, Inc. (GIS) is 7.33%, while The Kraft Heinz Company (KHC) has a volatility of 8.35%. This indicates that GIS experiences smaller price fluctuations and is considered to be less risky than KHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GISKHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.33%

8.35%

-1.02%

Volatility (6M)

Calculated over the trailing 6-month period

18.36%

17.34%

+1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

23.79%

25.86%

-2.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.89%

22.10%

-1.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.97%

27.00%

-5.03%

Financials

GIS vs. KHC - Financials Comparison

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


4.50B5.00B5.50B6.00B6.50B7.00B20222023202420252026
4.44B
6.35B
(GIS) Total Revenue
(KHC) Total Revenue
Values in USD except per share items