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HPQ vs. MCO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HPQ vs. MCO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HP Inc. (HPQ) and Moody's Corporation (MCO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HPQ achieves a 16.67% return, which is significantly higher than MCO's -11.25% return. Over the past 10 years, HPQ has underperformed MCO with an annualized return of 10.09%, while MCO has yielded a comparatively higher 17.39% annualized return.


HPQ

1D
-2.74%
1M
19.48%
YTD
16.67%
6M
1.52%
1Y
8.80%
3Y*
-0.94%
5Y*
-0.01%
10Y*
10.09%

MCO

1D
0.49%
1M
0.84%
YTD
-11.25%
6M
-8.68%
1Y
-6.65%
3Y*
11.84%
5Y*
7.06%
10Y*
17.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HPQ vs. MCO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HPQ
HP Inc.
16.67%-28.69%12.10%16.08%-26.40%57.25%24.11%3.88%-0.20%45.69%
MCO
Moody's Corporation
-11.25%8.74%22.17%41.52%-27.80%35.57%23.26%71.26%-4.10%58.53%

Correlation

The correlation between HPQ and MCO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.24

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

0.36

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

0.39

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2000

0.36

The correlation between HPQ and MCO shifts across timeframes, from 0.20 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HPQ:

$23.66B

MCO:

$80.02B

EPS

HPQ:

$2.72

MCO:

$13.92

PE Ratio

HPQ:

9.42

MCO:

32.41

PS Ratio

HPQ:

0.42

MCO:

10.27

PB Ratio

HPQ:

6.11

MCO:

26.73

Total Revenue (TTM)

HPQ:

$57.42B

MCO:

$7.87B

Gross Profit (TTM)

HPQ:

$11.61B

MCO:

$5.49B

EBITDA (TTM)

HPQ:

$3.83B

MCO:

$3.95B

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Return for Risk

HPQ vs. MCO — Risk / Return Rank

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

HPQ
HPQ Risk / Return Rank: 4747
Overall Rank
HPQ Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HPQ Sortino Ratio Rank: 4646
Sortino Ratio Rank
HPQ Omega Ratio Rank: 4545
Omega Ratio Rank
HPQ Calmar Ratio Rank: 4747
Calmar Ratio Rank
HPQ Martin Ratio Rank: 4646
Martin Ratio Rank

MCO
MCO Risk / Return Rank: 2929
Overall Rank
MCO Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
MCO Sortino Ratio Rank: 2727
Sortino Ratio Rank
MCO Omega Ratio Rank: 2727
Omega Ratio Rank
MCO Calmar Ratio Rank: 3232
Calmar Ratio Rank
MCO Martin Ratio Rank: 3030
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.

HPQ vs. MCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HP Inc. (HPQ) and Moody's Corporation (MCO). 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.


HPQMCODifference
Sharpe ratioReturn per unit of total volatility

+0.47

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.08

0.98

+0.10

Calmar ratioReturn relative to maximum drawdown

0.24

-0.28

+0.52

Martin ratioReturn relative to average drawdown

0.43

-0.62

+1.05

HPQ vs. MCO - Sharpe Ratio Comparison

The current HPQ Sharpe Ratio is 0.22, which is higher than the MCO Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of HPQ and MCO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HPQMCODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

-0.25

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.00

0.27

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.63

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.48

-0.25

Drawdowns

HPQ vs. MCO - Drawdown Comparison

The maximum HPQ drawdown since its inception was -85.19%, which is greater than MCO's maximum drawdown of -78.72%. Use the drawdown chart below to compare losses from any high point for HPQ and MCO.


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Drawdown Indicators


HPQMCODifference

Max Drawdown

Largest peak-to-trough decline

-85.19%

-78.72%

-6.47%

Max Drawdown (1Y)

Largest decline over 1 year

-36.62%

-23.61%

-13.01%

Max Drawdown (3Y)

Largest decline over 3 years

-51.23%

-24.65%

-26.58%

Max Drawdown (5Y)

Largest decline over 5 years

-51.23%

-41.66%

-9.57%

Max Drawdown (10Y)

Largest decline over 10 years

-51.23%

-42.02%

-9.21%

Current Drawdown

Current decline from peak

-30.34%

-15.98%

-14.36%

Average Drawdown

Average peak-to-trough decline

-30.87%

-17.73%

-13.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.52%

10.74%

+9.78%

Volatility

HPQ vs. MCO - Volatility Comparison

HP Inc. (HPQ) has a higher volatility of 23.89% compared to Moody's Corporation (MCO) at 7.35%. This indicates that HPQ's price experiences larger fluctuations and is considered to be riskier than MCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HPQMCODifference

Volatility (1M)

Calculated over the trailing 1-month period

23.89%

7.35%

+16.54%

Volatility (6M)

Calculated over the trailing 6-month period

32.20%

21.90%

+10.30%

Volatility (1Y)

Calculated over the trailing 1-year period

40.17%

26.22%

+13.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.78%

26.30%

+9.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.27%

27.83%

+7.44%

Dividends

HPQ vs. MCO - Dividend Comparison

HPQ's dividend yield for the trailing twelve months is around 4.61%, more than MCO's 0.87% yield.


PositionTTM20252024202320222021202020192018201720162015
HPQ
HP Inc.
4.61%5.24%3.42%3.53%3.77%2.21%2.94%3.20%2.83%2.56%3.40%129.70%
MCO
Moody's Corporation
0.87%0.74%0.72%0.79%1.26%0.63%0.77%0.84%1.26%1.03%1.57%1.36%

Financials

HPQ vs. MCO - Financials Comparison

This section allows you to compare key financial metrics between HP Inc. and Moody'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


0.005.00B10.00B15.00B20222023202420252026
14.41B
2.08B
(HPQ) Total Revenue
(MCO) Total Revenue
Values in USD except per share items

HPQ vs. MCO - Profitability Comparison

The chart below illustrates the profitability comparison between HP Inc. and Moody'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

20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
20.9%
74.5%
Portfolio components
HPQ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HP Inc. reported a gross profit of 3.02B and revenue of 14.41B. Therefore, the gross margin over that period was 20.9%.

MCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Moody's Corporation reported a gross profit of 1.55B and revenue of 2.08B. Therefore, the gross margin over that period was 74.5%.

HPQ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HP Inc. reported an operating income of 612.00M and revenue of 14.41B, resulting in an operating margin of 4.3%.

MCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Moody's Corporation reported an operating income of 922.00M and revenue of 2.08B, resulting in an operating margin of 44.4%.

HPQ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HP Inc. reported a net income of 450.00M and revenue of 14.41B, resulting in a net margin of 3.1%.

MCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Moody's Corporation reported a net income of 661.00M and revenue of 2.08B, resulting in a net margin of 31.8%.


Frequently Asked Questions


HPQ and MCO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HPQ has higher volatility (23.89%) compared to MCO (7.35%). In terms of maximum drawdown, HPQ dropped -85.19% vs MCO's -78.72%.

HPQ currently has the higher Sharpe Ratio (0.22 vs -0.25), 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.

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