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KHC vs. BF-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KHC vs. BF-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Kraft Heinz Company (KHC) and Brown-Forman Corporation (BF-B). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KHC achieves a -0.32% return, which is significantly lower than BF-B's 2.39% return. Over the past 10 years, KHC has underperformed BF-B with an annualized return of -8.03%, while BF-B has yielded a comparatively higher -2.17% annualized return.


KHC

1D
3.41%
1M
-0.78%
YTD
-0.32%
6M
-1.38%
1Y
-6.78%
3Y*
-9.33%
5Y*
-7.02%
10Y*
-8.03%

BF-B

1D
1.07%
1M
-4.48%
YTD
2.39%
6M
-11.50%
1Y
-2.80%
3Y*
-24.03%
5Y*
-17.21%
10Y*
-2.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KHC vs. BF-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KHC
The Kraft Heinz Company
-0.32%-16.31%-12.96%-5.04%18.18%7.98%13.78%-21.20%-42.25%-8.37%
BF-B
Brown-Forman Corporation
2.39%-29.29%-32.23%-11.91%-8.86%-6.07%18.67%43.78%-10.98%55.01%

Correlation

The correlation between KHC and BF-B is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.46

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

0.43

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

0.44

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

0.41

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2015

0.42

Fundamentals

EPS

KHC:

-$4.85

BF-B:

$1.71

PS Ratio

KHC:

1.11

BF-B:

3.20

Total Revenue (TTM)

KHC:

$24.99B

BF-B:

$3.91B

Gross Profit (TTM)

KHC:

$8.46B

BF-B:

$2.32B

EBITDA (TTM)

KHC:

-$3.86B

BF-B:

$1.19B

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Return for Risk

KHC vs. BF-B — Risk / Return Rank

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

KHC
KHC Risk / Return Rank: 3030
Overall Rank
KHC Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
KHC Sortino Ratio Rank: 2727
Sortino Ratio Rank
KHC Omega Ratio Rank: 2727
Omega Ratio Rank
KHC Calmar Ratio Rank: 3333
Calmar Ratio Rank
KHC Martin Ratio Rank: 3232
Martin Ratio Rank

BF-B
BF-B Risk / Return Rank: 3737
Overall Rank
BF-B Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BF-B Sortino Ratio Rank: 3535
Sortino Ratio Rank
BF-B Omega Ratio Rank: 3535
Omega Ratio Rank
BF-B Calmar Ratio Rank: 3939
Calmar Ratio Rank
BF-B Martin Ratio Rank: 3838
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.

KHC vs. BF-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Kraft Heinz Company (KHC) and Brown-Forman Corporation (BF-B). 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.


KHCBF-BDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.37

Omega ratioGain probability vs. loss probability

0.98

1.02

-0.05

Calmar ratioReturn relative to maximum drawdown

-0.29

-0.11

-0.18

Martin ratioReturn relative to average drawdown

-0.53

-0.25

-0.28

KHC vs. BF-B - Sharpe Ratio Comparison

The current KHC Sharpe Ratio is -0.27, which is lower than the BF-B Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of KHC and BF-B, 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


KHCBF-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.27

-0.07

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.31

-0.58

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.30

-0.08

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.21

0.49

-0.70

Drawdowns

KHC vs. BF-B - Drawdown Comparison

The maximum KHC drawdown since its inception was -76.07%, which is greater than BF-B's maximum drawdown of -68.96%. Use the drawdown chart below to compare losses from any high point for KHC and BF-B.


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Drawdown Indicators


KHCBF-BDifference

Max Drawdown

Largest peak-to-trough decline

-76.07%

-68.96%

-7.11%

Max Drawdown (1Y)

Largest decline over 1 year

-23.19%

-25.48%

+2.29%

Max Drawdown (3Y)

Largest decline over 3 years

-38.72%

-65.65%

+26.93%

Max Drawdown (5Y)

Largest decline over 5 years

-41.69%

-68.31%

+26.62%

Max Drawdown (10Y)

Largest decline over 10 years

-76.07%

-68.96%

-7.11%

Current Drawdown

Current decline from peak

-62.29%

-64.00%

+1.71%

Average Drawdown

Average peak-to-trough decline

-42.43%

-11.60%

-30.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.81%

11.09%

+1.72%

Volatility

KHC vs. BF-B - Volatility Comparison

The Kraft Heinz Company (KHC) and Brown-Forman Corporation (BF-B) have volatilities of 7.77% and 7.86%, 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.


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Volatility by Period


KHCBF-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.77%

7.86%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

18.61%

31.44%

-12.83%

Volatility (1Y)

Calculated over the trailing 1-year period

25.46%

38.33%

-12.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.42%

29.94%

-7.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.08%

28.02%

-0.94%

Dividends

KHC vs. BF-B - Dividend Comparison

KHC's dividend yield for the trailing twelve months is around 6.85%, more than BF-B's 3.46% yield.


PositionTTM20252024202320222021202020192018201720162015
BF-B
Brown-Forman Corporation
3.46%3.49%2.32%1.46%1.17%2.37%0.88%0.99%3.10%1.09%1.54%1.29%
KHC
The Kraft Heinz Company
6.85%6.60%5.21%4.33%3.93%4.46%4.62%4.98%5.81%3.15%2.69%25.01%

Financials

KHC vs. BF-B - Financials Comparison

This section allows you to compare key financial metrics between The Kraft Heinz Company and Brown-Forman 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


1.00B2.00B3.00B4.00B5.00B6.00B7.00B20222023202420252026
6.05B
1.06B
(KHC) Total Revenue
(BF-B) Total Revenue
Values in USD except per share items

KHC vs. BF-B - Profitability Comparison

The chart below illustrates the profitability comparison between The Kraft Heinz Company and Brown-Forman Corporation 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
36.7%
60.6%
Portfolio components
KHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kraft Heinz Company reported a gross profit of 2.22B and revenue of 6.05B. Therefore, the gross margin over that period was 36.7%.

BF-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported a gross profit of 640.00M and revenue of 1.06B. Therefore, the gross margin over that period was 60.6%.

KHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kraft Heinz Company reported an operating income of 1.15B and revenue of 6.05B, resulting in an operating margin of 18.9%.

BF-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported an operating income of 343.00M and revenue of 1.06B, resulting in an operating margin of 32.5%.

KHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kraft Heinz Company reported a net income of 798.00M and revenue of 6.05B, resulting in a net margin of 13.2%.

BF-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.


Frequently Asked Questions


KHC and BF-B have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BF-B has higher volatility (7.86%) compared to KHC (7.77%). In terms of maximum drawdown, KHC dropped -76.07% vs BF-B's -68.96%.

BF-B currently has the higher Sharpe Ratio (-0.07 vs -0.27), 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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