HEIA.AS vs. DEO
Compare and contrast key facts about Heineken N.V. (HEIA.AS) and Diageo plc (DEO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEIA.AS or DEO.
Key characteristics
HEIA.AS | DEO | |
---|---|---|
YTD Return | 0.38% | -3.39% |
1Y Return | -10.61% | -22.99% |
3Y Return (Ann) | -0.19% | -6.02% |
5Y Return (Ann) | 0.47% | -1.34% |
10Y Return (Ann) | 7.86% | 4.00% |
Sharpe Ratio | -0.64 | -1.15 |
Daily Std Dev | 18.22% | 21.37% |
Max Drawdown | -58.39% | -53.18% |
Current Drawdown | -11.75% | -33.78% |
Fundamentals
HEIA.AS | DEO | |
---|---|---|
Market Cap | €51.50B | $77.08B |
EPS | €4.09 | $7.47 |
PE Ratio | 22.35 | 18.56 |
PEG Ratio | 1.19 | 1.61 |
Revenue (TTM) | €30.36B | $21.64B |
Gross Profit (TTM) | €10.34B | $10.21B |
EBITDA (TTM) | €5.70B | $6.99B |
Correlation
The correlation between HEIA.AS and DEO is 0.33, 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.
Performance
HEIA.AS vs. DEO - Performance Comparison
In the year-to-date period, HEIA.AS achieves a 0.38% return, which is significantly higher than DEO's -3.39% return. Over the past 10 years, HEIA.AS has outperformed DEO with an annualized return of 7.86%, while DEO has yielded a comparatively lower 4.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HEIA.AS vs. DEO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heineken N.V. (HEIA.AS) and Diageo plc (DEO). 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.
Dividends
HEIA.AS vs. DEO - Dividend Comparison
HEIA.AS's dividend yield for the trailing twelve months is around 1.90%, less than DEO's 2.97% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Heineken N.V. | 1.90% | 2.09% | 1.66% | 0.99% | 1.14% | 1.74% | 1.97% | 1.56% | 1.94% | 1.50% | 1.51% | 1.87% |
Diageo plc | 2.97% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.93% | 2.21% |
Drawdowns
HEIA.AS vs. DEO - Drawdown Comparison
The maximum HEIA.AS drawdown since its inception was -58.39%, which is greater than DEO's maximum drawdown of -53.18%. Use the drawdown chart below to compare losses from any high point for HEIA.AS and DEO. For additional features, visit the drawdowns tool.
Volatility
HEIA.AS vs. DEO - Volatility Comparison
The current volatility for Heineken N.V. (HEIA.AS) is 4.74%, while Diageo plc (DEO) has a volatility of 5.51%. This indicates that HEIA.AS experiences smaller price fluctuations and is considered to be less risky than DEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEIA.AS vs. DEO - Financials Comparison
This section allows you to compare key financial metrics between Heineken N.V. and Diageo plc. 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