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HEINY vs. TAP-A
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HEINY vs. TAP-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Heineken NV ADR (HEINY) and Molson Coors Beverage Company (TAP-A). The values are adjusted to include any dividend payments, if applicable.

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HEINY vs. TAP-A - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HEINY
Heineken NV ADR
-4.12%18.20%-29.20%10.55%-15.50%2.22%5.70%23.24%-14.46%41.15%
TAP-A
Molson Coors Beverage Company
6.32%-15.84%-8.93%-13.73%36.05%-6.40%-3.09%9.18%-24.67%-12.69%

Fundamentals

Market Cap

HEINY:

$43.86B

TAP-A:

$9.59B

EPS

HEINY:

$2.55

TAP-A:

-$10.79

PS Ratio

HEINY:

0.75

TAP-A:

0.87

PB Ratio

HEINY:

2.44

TAP-A:

0.94

Total Revenue (TTM)

HEINY:

$58.47B

TAP-A:

$11.14B

Gross Profit (TTM)

HEINY:

$17.32B

TAP-A:

$4.27B

EBITDA (TTM)

HEINY:

$11.16B

TAP-A:

-$1.79B

Returns By Period

In the year-to-date period, HEINY achieves a -4.12% return, which is significantly lower than TAP-A's 6.32% return. Over the past 10 years, HEINY has outperformed TAP-A with an annualized return of 0.17%, while TAP-A has yielded a comparatively lower -4.10% annualized return.


HEINY

1D
1.66%
1M
-12.50%
YTD
-4.12%
6M
0.10%
1Y
-0.03%
3Y*
-8.11%
5Y*
-3.84%
10Y*
0.17%

TAP-A

1D
0.00%
1M
-6.53%
YTD
6.32%
6M
-1.78%
1Y
-14.18%
3Y*
-8.84%
5Y*
0.26%
10Y*
-4.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Heineken NV ADR

Molson Coors Beverage Company

Return for Risk

HEINY vs. TAP-A — Risk / Return Rank

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

HEINY
HEINY Risk / Return Rank: 3636
Overall Rank
HEINY Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HEINY Sortino Ratio Rank: 3333
Sortino Ratio Rank
HEINY Omega Ratio Rank: 3333
Omega Ratio Rank
HEINY Calmar Ratio Rank: 3838
Calmar Ratio Rank
HEINY Martin Ratio Rank: 3838
Martin Ratio Rank

TAP-A
TAP-A Risk / Return Rank: 1919
Overall Rank
TAP-A Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
TAP-A Sortino Ratio Rank: 1919
Sortino Ratio Rank
TAP-A Omega Ratio Rank: 1515
Omega Ratio Rank
TAP-A Calmar Ratio Rank: 2222
Calmar Ratio Rank
TAP-A Martin Ratio Rank: 2020
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.

HEINY vs. TAP-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Heineken NV ADR (HEINY) and Molson Coors Beverage Company (TAP-A). 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.


HEINYTAP-ADifference

Sharpe ratio

Return per unit of total volatility

-0.00

-0.44

+0.43

Sortino ratio

Return per unit of downside risk

0.16

-0.43

+0.59

Omega ratio

Gain probability vs. loss probability

1.02

0.91

+0.11

Calmar ratio

Return relative to maximum drawdown

-0.08

-0.56

+0.48

Martin ratio

Return relative to average drawdown

-0.15

-1.07

+0.93

HEINY vs. TAP-A - Sharpe Ratio Comparison

The current HEINY Sharpe Ratio is -0.00, which is higher than the TAP-A Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of HEINY and TAP-A, 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


HEINYTAP-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.00

-0.44

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

0.01

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

-0.09

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.10

+0.02

Correlation

The correlation between HEINY and TAP-A is 0.06, 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.


Dividends

HEINY vs. TAP-A - Dividend Comparison

HEINY's dividend yield for the trailing twelve months is around 2.67%, less than TAP-A's 3.86% yield.


TTM20252024202320222021202020192018201720162015
HEINY
Heineken NV ADR
2.67%2.56%2.63%2.03%1.71%0.96%0.83%1.41%1.67%1.17%1.68%1.23%
TAP-A
Molson Coors Beverage Company
3.86%4.04%3.07%2.53%1.97%1.17%0.91%3.00%2.65%1.95%1.67%1.75%

Drawdowns

HEINY vs. TAP-A - Drawdown Comparison

The maximum HEINY drawdown since its inception was -43.42%, smaller than the maximum TAP-A drawdown of -68.56%. Use the drawdown chart below to compare losses from any high point for HEINY and TAP-A.


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Drawdown Indicators


HEINYTAP-ADifference

Max Drawdown

Largest peak-to-trough decline

-43.42%

-68.56%

+25.14%

Max Drawdown (1Y)

Largest decline over 1 year

-20.87%

-25.46%

+4.59%

Max Drawdown (5Y)

Largest decline over 5 years

-43.42%

-43.38%

-0.04%

Max Drawdown (10Y)

Largest decline over 10 years

-43.42%

-58.32%

+14.90%

Current Drawdown

Current decline from peak

-31.33%

-44.30%

+12.97%

Average Drawdown

Average peak-to-trough decline

-12.90%

-34.81%

+21.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.02%

13.20%

-2.18%

Volatility

HEINY vs. TAP-A - Volatility Comparison

The current volatility for Heineken NV ADR (HEINY) is 6.18%, while Molson Coors Beverage Company (TAP-A) has a volatility of 14.22%. This indicates that HEINY experiences smaller price fluctuations and is considered to be less risky than TAP-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HEINYTAP-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.18%

14.22%

-8.04%

Volatility (6M)

Calculated over the trailing 6-month period

15.43%

26.95%

-11.52%

Volatility (1Y)

Calculated over the trailing 1-year period

23.93%

32.71%

-8.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.30%

38.34%

-14.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.92%

43.94%

-21.02%

Financials

HEINY vs. TAP-A - Financials Comparison

This section allows you to compare key financial metrics between Heineken NV ADR and Molson Coors Beverage 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


0.005.00B10.00B15.00B20212022202320242025
14.47B
2.66B
(HEINY) Total Revenue
(TAP-A) Total Revenue
Values in USD except per share items

HEINY vs. TAP-A - Profitability Comparison

The chart below illustrates the profitability comparison between Heineken NV ADR and Molson Coors Beverage Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%20212022202320242025
12.9%
36.4%
Portfolio components
HEINY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Heineken NV ADR reported a gross profit of 1.87B and revenue of 14.47B. Therefore, the gross margin over that period was 12.9%.

TAP-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Molson Coors Beverage Company reported a gross profit of 968.30M and revenue of 2.66B. Therefore, the gross margin over that period was 36.4%.

HEINY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Heineken NV ADR reported an operating income of 1.87B and revenue of 14.47B, resulting in an operating margin of 12.9%.

TAP-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Molson Coors Beverage Company reported an operating income of 324.30M and revenue of 2.66B, resulting in an operating margin of 12.2%.

HEINY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Heineken NV ADR reported a net income of 1.13B and revenue of 14.47B, resulting in a net margin of 7.8%.

TAP-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Molson Coors Beverage Company reported a net income of 238.30M and revenue of 2.66B, resulting in a net margin of 9.0%.