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IBM vs. K
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IBM vs. K - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in International Business Machines Corporation (IBM) and Kellogg Company (K). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBM

1D
-5.61%
1M
23.97%
YTD
-2.58%
6M
-6.29%
1Y
8.65%
3Y*
33.23%
5Y*
19.70%
10Y*
11.43%

K

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBM vs. K - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBM
International Business Machines Corporation
-2.58%38.23%39.27%21.85%10.64%16.65%-1.16%23.58%-22.56%-3.99%
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%

Correlation

The correlation between IBM and K is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.04

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

0.11

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

0.18

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

0.22

Correlation (All Time)
Calculated using the full available price history since Dec 18, 1984

0.25

Over the past year, the correlation between IBM and K has dropped to 0.04 - well below their long-term average of 0.25, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

IBM:

$271.20B

K:

$29.20B

EPS

IBM:

$11.32

K:

$3.65

PE Ratio

IBM:

25.16

K:

22.87

PEG Ratio

IBM:

0.30

K:

3.84

PS Ratio

IBM:

3.93

K:

2.30

PB Ratio

IBM:

8.22

K:

6.95

Total Revenue (TTM)

IBM:

$68.91B

K:

$12.67B

Gross Profit (TTM)

IBM:

$40.64B

K:

$4.41B

EBITDA (TTM)

IBM:

$15.71B

K:

$2.25B

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Return for Risk

IBM vs. K — Risk / Return Rank

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

IBM
IBM Risk / Return Rank: 4848
Overall Rank
IBM Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IBM Sortino Ratio Rank: 4545
Sortino Ratio Rank
IBM Omega Ratio Rank: 4747
Omega Ratio Rank
IBM Calmar Ratio Rank: 4949
Calmar Ratio Rank
IBM Martin Ratio Rank: 4949
Martin Ratio Rank

K
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.

IBM vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for International Business Machines Corporation (IBM) and Kellogg Company (K). 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.


IBMKDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.09

Calmar ratioReturn relative to maximum drawdown

0.31

Martin ratioReturn relative to average drawdown

0.67

IBM vs. K - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBMKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

Drawdowns

IBM vs. K - Drawdown Comparison


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Drawdown Indicators


IBMKDifference

Max Drawdown

Largest peak-to-trough decline

-69.40%

Max Drawdown (1Y)

Largest decline over 1 year

-30.96%

Max Drawdown (3Y)

Largest decline over 3 years

-30.96%

Max Drawdown (5Y)

Largest decline over 5 years

-30.96%

Max Drawdown (10Y)

Largest decline over 10 years

-40.59%

Current Drawdown

Current decline from peak

-13.48%

Average Drawdown

Average peak-to-trough decline

-20.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.20%

Volatility

IBM vs. K - Volatility Comparison


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Volatility by Period


IBMKDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.74%

Volatility (6M)

Calculated over the trailing 6-month period

34.56%

Volatility (1Y)

Calculated over the trailing 1-year period

39.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.57%

Dividends

IBM vs. K - Dividend Comparison

IBM's dividend yield for the trailing twelve months is around 2.36%, more than K's 1.39% yield.


PositionTTM20252024202320222021202020192018201720162015
IBM
International Business Machines Corporation
2.36%2.27%3.03%4.05%4.68%4.74%5.17%4.80%5.46%3.85%3.31%3.63%
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%

Financials

IBM vs. K - Financials Comparison

This section allows you to compare key financial metrics between International Business Machines Corporation and Kellogg 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


0.005.00B10.00B15.00B20.00B20222023202420252026
15.92B
3.26B
(IBM) Total Revenue
(K) Total Revenue
Values in USD except per share items

IBM vs. K - Profitability Comparison

The chart below illustrates the profitability comparison between International Business Machines Corporation and Kellogg Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%20222023202420252026
56.2%
33.3%
Portfolio components
IBM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, International Business Machines Corporation reported a gross profit of 8.95B and revenue of 15.92B. Therefore, the gross margin over that period was 56.2%.

K - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a gross profit of 1.08B and revenue of 3.26B. Therefore, the gross margin over that period was 33.3%.

IBM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, International Business Machines Corporation reported an operating income of 1.22B and revenue of 15.92B, resulting in an operating margin of 7.6%.

K - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported an operating income of 452.00M and revenue of 3.26B, resulting in an operating margin of 13.9%.

IBM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, International Business Machines Corporation reported a net income of 1.22B and revenue of 15.92B, resulting in a net margin of 7.6%.

K - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a net income of 309.00M and revenue of 3.26B, resulting in a net margin of 9.5%.


Frequently Asked Questions


IBM and K have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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