PortfoliosLab logo
GIS vs. KHC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GIS and KHC is 0.22, 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.


-0.50.00.51.0
Correlation: 0.2

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.

-40.00%-20.00%0.00%20.00%40.00%60.00%NovemberDecember2025FebruaryMarchApril
40.45%
-38.36%
GIS
KHC

Key characteristics

Sharpe Ratio

GIS:

-0.81

KHC:

-0.80

Sortino Ratio

GIS:

-1.03

KHC:

-1.02

Omega Ratio

GIS:

0.88

KHC:

0.88

Calmar Ratio

GIS:

-0.53

KHC:

-0.31

Martin Ratio

GIS:

-1.41

KHC:

-1.27

Ulcer Index

GIS:

12.53%

KHC:

14.52%

Daily Std Dev

GIS:

21.71%

KHC:

23.22%

Max Drawdown

GIS:

-45.08%

KHC:

-76.07%

Current Drawdown

GIS:

-33.02%

KHC:

-55.80%

Fundamentals

Market Cap

GIS:

$31.79B

KHC:

$36.04B

EPS

GIS:

$4.49

KHC:

$2.25

PE Ratio

GIS:

12.76

KHC:

13.37

PEG Ratio

GIS:

3.71

KHC:

1.04

PS Ratio

GIS:

1.62

KHC:

1.39

PB Ratio

GIS:

3.43

KHC:

0.73

Total Revenue (TTM)

GIS:

$19.64B

KHC:

$19.44B

Gross Profit (TTM)

GIS:

$6.95B

KHC:

$6.73B

EBITDA (TTM)

GIS:

$3.99B

KHC:

$1.23B

Returns By Period

In the year-to-date period, GIS achieves a -9.72% return, which is significantly lower than KHC's -2.23% return.


GIS

YTD

-9.72%

1M

-1.40%

6M

-16.09%

1Y

-18.15%

5Y*

1.92%

10Y*

3.56%

KHC

YTD

-2.23%

1M

1.86%

6M

-13.20%

1Y

-19.33%

5Y*

4.88%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

GIS vs. KHC — Risk-Adjusted Performance Rank

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

GIS
The Risk-Adjusted Performance Rank of GIS is 1414
Overall Rank
The Sharpe Ratio Rank of GIS is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of GIS is 1313
Sortino Ratio Rank
The Omega Ratio Rank of GIS is 1515
Omega Ratio Rank
The Calmar Ratio Rank of GIS is 1818
Calmar Ratio Rank
The Martin Ratio Rank of GIS is 1212
Martin Ratio Rank

KHC
The Risk-Adjusted Performance Rank of KHC is 1818
Overall Rank
The Sharpe Ratio Rank of KHC is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of KHC is 1313
Sortino Ratio Rank
The Omega Ratio Rank of KHC is 1515
Omega Ratio Rank
The Calmar Ratio Rank of KHC is 3333
Calmar Ratio Rank
The Martin Ratio Rank of KHC is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GIS vs. KHC - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for GIS, currently valued at -0.81, compared to the broader market-2.00-1.000.001.002.003.00
GIS: -0.81
KHC: -0.80
The chart of Sortino ratio for GIS, currently valued at -1.03, compared to the broader market-6.00-4.00-2.000.002.004.00
GIS: -1.03
KHC: -1.02
The chart of Omega ratio for GIS, currently valued at 0.88, compared to the broader market0.501.001.502.00
GIS: 0.88
KHC: 0.88
The chart of Calmar ratio for GIS, currently valued at -0.53, compared to the broader market0.001.002.003.004.005.00
GIS: -0.53
KHC: -0.31
The chart of Martin ratio for GIS, currently valued at -1.41, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
GIS: -1.41
KHC: -1.27

The current GIS Sharpe Ratio is -0.81, which is comparable to the KHC Sharpe Ratio of -0.80. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.81
-0.80
GIS
KHC

Dividends

GIS vs. KHC - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 4.26%, less than KHC's 5.40% yield.


TTM20242023202220212020201920182017201620152014
GIS
General Mills, Inc.
4.26%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%3.02%
KHC
The Kraft Heinz Company
5.40%5.21%4.33%3.93%4.46%4.62%4.98%5.81%3.15%2.69%2.34%0.00%

Drawdowns

GIS vs. KHC - Drawdown Comparison

The maximum GIS drawdown since its inception was -45.08%, 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. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%NovemberDecember2025FebruaryMarchApril
-33.02%
-55.80%
GIS
KHC

Volatility

GIS vs. KHC - Volatility Comparison

The current volatility for General Mills, Inc. (GIS) is 8.28%, while The Kraft Heinz Company (KHC) has a volatility of 10.14%. 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.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
8.28%
10.14%
GIS
KHC

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


Values in USD except per share items