PortfoliosLab logoPortfoliosLab logo
HESAY vs. MCD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HESAY vs. MCD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hermes International SA (HESAY) and McDonald's Corporation (MCD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HESAY achieves a -20.12% return, which is significantly lower than MCD's -5.66% return. Over the past 10 years, HESAY has outperformed MCD with an annualized return of 19.56%, while MCD has yielded a comparatively lower 11.46% annualized return.


HESAY

1D
1.27%
1M
7.58%
YTD
-20.12%
6M
-20.92%
1Y
-24.62%
3Y*
-1.83%
5Y*
7.14%
10Y*
19.56%

MCD

1D
0.01%
1M
3.75%
YTD
-5.66%
6M
-8.96%
1Y
-3.37%
3Y*
1.94%
5Y*
6.16%
10Y*
11.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HESAY vs. MCD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HESAY
Hermes International SA
-20.12%4.83%13.70%38.27%-11.23%63.06%44.39%37.55%4.07%32.55%
MCD
McDonald's Corporation
-5.66%7.89%0.14%15.06%0.51%27.79%11.30%13.97%5.78%45.05%

Correlation

The correlation between HESAY and MCD is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2009

0.21

Fundamentals

Market Cap

HESAY:

$205.94B

MCD:

$203.21B

EPS

HESAY:

€8.67

MCD:

$12.13

PE Ratio

HESAY:

19.54

MCD:

23.48

PEG Ratio

HESAY:

1.17

MCD:

3.78

PS Ratio

HESAY:

5.72

MCD:

7.42

Total Revenue (TTM)

HESAY:

€31.11B

MCD:

$27.45B

Gross Profit (TTM)

HESAY:

€22.00B

MCD:

$12.10B

EBITDA (TTM)

HESAY:

€15.00B

MCD:

$14.46B

Compare stocks, funds, or ETFs

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


Return for Risk

HESAY vs. MCD — Risk / Return Rank

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

HESAY
HESAY Risk / Return Rank: 1111
Overall Rank
HESAY Sharpe Ratio Rank: 88
Sharpe Ratio Rank
HESAY Sortino Ratio Rank: 1010
Sortino Ratio Rank
HESAY Omega Ratio Rank: 1111
Omega Ratio Rank
HESAY Calmar Ratio Rank: 1515
Calmar Ratio Rank
HESAY Martin Ratio Rank: 1212
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 3232
Overall Rank
MCD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2727
Sortino Ratio Rank
MCD Omega Ratio Rank: 2828
Omega Ratio Rank
MCD Calmar Ratio Rank: 3737
Calmar Ratio Rank
MCD Martin Ratio Rank: 3434
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.

HESAY vs. MCD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hermes International SA (HESAY) and McDonald's Corporation (MCD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HESAYMCDDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.94

Omega ratioGain probability vs. loss probability

0.87

0.98

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.74

-0.20

-0.54

Martin ratioReturn relative to average drawdown

-1.32

-0.50

-0.81

HESAY vs. MCD - Sharpe Ratio Comparison

The current HESAY Sharpe Ratio is -0.88, which is lower than the MCD Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of HESAY and MCD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

HESAY vs. MCD - Drawdown Comparison

The maximum HESAY drawdown since its inception was -45.60%, smaller than the maximum MCD drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for HESAY and MCD.


Loading charts...

Drawdown Indicators


HESAYMCDDifference

Max Drawdown

Largest peak-to-trough decline

-45.60%

-73.20%

+27.60%

Max Drawdown (1Y)

Largest decline over 1 year

-36.48%

-19.05%

-17.43%

Max Drawdown (3Y)

Largest decline over 3 years

-38.23%

-19.05%

-19.18%

Max Drawdown (5Y)

Largest decline over 5 years

-45.60%

-19.05%

-26.55%

Max Drawdown (10Y)

Largest decline over 10 years

-45.60%

-36.90%

-8.70%

Current Drawdown

Current decline from peak

-33.22%

-15.46%

-17.76%

Average Drawdown

Average peak-to-trough decline

-10.86%

-14.89%

+4.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.32%

7.53%

+12.79%

Volatility

HESAY vs. MCD - Volatility Comparison

Hermes International SA (HESAY) has a higher volatility of 7.31% compared to McDonald's Corporation (MCD) at 4.96%. This indicates that HESAY's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HESAYMCDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

4.96%

+2.35%

Volatility (6M)

Calculated over the trailing 6-month period

23.41%

12.20%

+11.21%

Volatility (1Y)

Calculated over the trailing 1-year period

30.47%

16.62%

+13.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.54%

17.27%

+14.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.98%

20.40%

+7.58%

Dividends

HESAY vs. MCD - Dividend Comparison

HESAY's dividend yield for the trailing twelve months is around 1.07%, less than MCD's 2.58% yield.


PositionTTM20252024202320222021202020192018201720162015
HESAY
Hermes International SA
1.07%1.18%1.13%0.67%0.57%0.31%0.46%0.68%0.91%1.55%1.81%2.54%
MCD
McDonald's Corporation
2.58%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%

Financials

HESAY vs. MCD - Financials Comparison

This section allows you to compare key financial metrics between Hermes International SA and McDonald's Corporation. 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


4.00B5.00B6.00B7.00B8.00B202120222023202420252026
7.91B
6.52B
(HESAY) Total Revenue
(MCD) Total Revenue
Please note, different currencies. HESAY values in EUR, MCD values in USD

HESAY vs. MCD - Profitability Comparison

The chart below illustrates the profitability comparison between Hermes International SA and McDonald's Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202120222023202420252026
71.6%
0
Portfolio components
HESAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a gross profit of 5.66B and revenue of 7.91B. Therefore, the gross margin over that period was 71.6%.

MCD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a gross profit of 0.00 and revenue of 6.52B. Therefore, the gross margin over that period was 0.0%.

HESAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported an operating income of 3.91B and revenue of 7.91B, resulting in an operating margin of 49.5%.

MCD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported an operating income of 2.95B and revenue of 6.52B, resulting in an operating margin of 45.3%.

HESAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a net income of 2.26B and revenue of 7.91B, resulting in a net margin of 28.6%.

MCD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a net income of 1.98B and revenue of 6.52B, resulting in a net margin of 30.4%.


Frequently Asked Questions


HESAY and MCD have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HESAY has higher volatility (7.31%) compared to MCD (4.96%). In terms of maximum drawdown, HESAY dropped -45.60% vs MCD's -73.20%.

MCD currently has the higher Sharpe Ratio (-0.23 vs -0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HESAY and MCD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer