HEINY vs. BUD
Compare and contrast key facts about Heineken NV ADR (HEINY) and Anheuser-Busch InBev SA/NV (BUD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEINY or BUD.
Key characteristics
| HEINY | BUD | |
|---|---|---|
| YTD Return | -3.36% | -6.23% |
| 1Y Return | -14.59% | -8.05% |
| 3Y Return (Ann) | -4.36% | -4.33% |
| 5Y Return (Ann) | -0.60% | -6.05% |
| 10Y Return (Ann) | 5.32% | -3.76% |
| Sharpe Ratio | -0.69 | -0.24 |
| Daily Std Dev | 20.21% | 20.60% |
| Max Drawdown | -63.71% | -71.10% |
| Current Drawdown | -17.45% | -48.27% |
Fundamentals
| HEINY | BUD | |
|---|---|---|
| Market Cap | $55.94B | $118.28B |
| EPS | $2.19 | $2.60 |
| PE Ratio | 22.42 | 23.08 |
| PEG Ratio | 1.18 | 0.93 |
| Revenue (TTM) | $30.36B | $59.38B |
| Gross Profit (TTM) | $10.34B | $31.48B |
| EBITDA (TTM) | $5.70B | $18.21B |
Correlation
The correlation between HEINY and BUD is 0.60, 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.
Performance
HEINY vs. BUD - Performance Comparison
In the year-to-date period, HEINY achieves a -3.36% return, which is significantly higher than BUD's -6.23% return. Over the past 10 years, HEINY has outperformed BUD with an annualized return of 5.32%, while BUD has yielded a comparatively lower -3.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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
HEINY vs. BUD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heineken NV ADR (HEINY) and Anheuser-Busch InBev SA/NV (BUD). 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
HEINY vs. BUD - Dividend Comparison
HEINY's dividend yield for the trailing twelve months is around 1.92%, more than BUD's 1.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEINY Heineken NV ADR | 1.92% | 2.03% | 1.71% | 0.77% | 1.02% | 1.74% | 2.08% | 1.44% | 2.10% | 1.54% | 1.71% | 1.79% |
BUD Anheuser-Busch InBev SA/NV | 1.46% | 1.27% | 0.67% | 0.99% | 0.81% | 2.45% | 3.84% | 2.88% | 3.03% | 2.58% | 2.38% | 2.35% |
Drawdowns
HEINY vs. BUD - Drawdown Comparison
The maximum HEINY drawdown since its inception was -63.71%, smaller than the maximum BUD drawdown of -71.10%. Use the drawdown chart below to compare losses from any high point for HEINY and BUD. For additional features, visit the drawdowns tool.
Volatility
HEINY vs. BUD - Volatility Comparison
Heineken NV ADR (HEINY) and Anheuser-Busch InBev SA/NV (BUD) have volatilities of 4.46% and 4.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEINY vs. BUD - Financials Comparison
This section allows you to compare key financial metrics between Heineken NV ADR and Anheuser-Busch InBev SA/NV. 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