PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
KLG vs. GIS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KLG and GIS is 0.29, 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.


-0.50.00.51.00.3

Performance

KLG vs. GIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WK Kellogg Co (KLG) and General Mills, Inc. (GIS). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
22.24%
-2.90%
KLG
GIS

Key characteristics

Sharpe Ratio

KLG:

1.11

GIS:

-0.16

Sortino Ratio

KLG:

1.81

GIS:

-0.09

Omega Ratio

KLG:

1.23

GIS:

0.99

Calmar Ratio

KLG:

1.42

GIS:

-0.09

Martin Ratio

KLG:

2.17

GIS:

-0.32

Ulcer Index

KLG:

23.14%

GIS:

9.37%

Daily Std Dev

KLG:

45.20%

GIS:

19.10%

Max Drawdown

KLG:

-42.06%

GIS:

-45.08%

Current Drawdown

KLG:

-16.75%

GIS:

-30.83%

Fundamentals

Market Cap

KLG:

$1.70B

GIS:

$32.82B

EPS

KLG:

$0.90

GIS:

$4.55

PE Ratio

KLG:

21.96

GIS:

12.93

PEG Ratio

KLG:

0.52

GIS:

3.31

Total Revenue (TTM)

KLG:

$2.71B

GIS:

$19.90B

Gross Profit (TTM)

KLG:

$1.23B

GIS:

$6.95B

EBITDA (TTM)

KLG:

$172.00M

GIS:

$4.08B

Returns By Period

In the year-to-date period, KLG achieves a 9.84% return, which is significantly higher than GIS's -6.77% return.


KLG

YTD

9.84%

1M

24.04%

6M

21.11%

1Y

35.48%

5Y*

N/A

10Y*

N/A

GIS

YTD

-6.77%

1M

-1.32%

6M

-13.16%

1Y

-4.77%

5Y*

5.30%

10Y*

4.48%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

KLG vs. GIS — Risk-Adjusted Performance Rank

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

KLG
The Risk-Adjusted Performance Rank of KLG is 7575
Overall Rank
The Sharpe Ratio Rank of KLG is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of KLG is 7575
Sortino Ratio Rank
The Omega Ratio Rank of KLG is 7272
Omega Ratio Rank
The Calmar Ratio Rank of KLG is 8484
Calmar Ratio Rank
The Martin Ratio Rank of KLG is 6666
Martin Ratio Rank

GIS
The Risk-Adjusted Performance Rank of GIS is 3434
Overall Rank
The Sharpe Ratio Rank of GIS is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of GIS is 2929
Sortino Ratio Rank
The Omega Ratio Rank of GIS is 2929
Omega Ratio Rank
The Calmar Ratio Rank of GIS is 3838
Calmar Ratio Rank
The Martin Ratio Rank of GIS is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KLG vs. GIS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WK Kellogg Co (KLG) and General Mills, Inc. (GIS). 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.


Sharpe ratio
The chart of Sharpe ratio for KLG, currently valued at 1.11, compared to the broader market-2.000.002.004.001.11-0.16
The chart of Sortino ratio for KLG, currently valued at 1.81, compared to the broader market-6.00-4.00-2.000.002.004.006.001.81-0.09
The chart of Omega ratio for KLG, currently valued at 1.23, compared to the broader market0.501.001.502.001.230.99
The chart of Calmar ratio for KLG, currently valued at 1.42, compared to the broader market0.002.004.006.001.42-0.14
The chart of Martin ratio for KLG, currently valued at 2.17, compared to the broader market-10.000.0010.0020.0030.002.17-0.32
KLG
GIS

The current KLG Sharpe Ratio is 1.11, which is higher than the GIS Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of KLG and GIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09
1.11
-0.16
KLG
GIS

Dividends

KLG vs. GIS - Dividend Comparison

KLG's dividend yield for the trailing twelve months is around 3.24%, less than GIS's 4.06% yield.


TTM20242023202220212020201920182017201620152014
KLG
WK Kellogg Co
3.24%3.56%1.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GIS
General Mills, Inc.
4.06%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%3.02%

Drawdowns

KLG vs. GIS - Drawdown Comparison

The maximum KLG drawdown since its inception was -42.06%, smaller than the maximum GIS drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for KLG and GIS. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-16.75%
-20.23%
KLG
GIS

Volatility

KLG vs. GIS - Volatility Comparison

WK Kellogg Co (KLG) has a higher volatility of 15.42% compared to General Mills, Inc. (GIS) at 6.55%. This indicates that KLG's price experiences larger fluctuations and is considered to be riskier than GIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
15.42%
6.55%
KLG
GIS

Financials

KLG vs. GIS - Financials Comparison

This section allows you to compare key financial metrics between WK Kellogg Co and General Mills, Inc.. 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab