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KVUE vs. MKC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KVUE vs. MKC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kenvue Inc. (KVUE) and McCormick & Company, Incorporated (MKC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KVUE achieves a 4.14% return, which is significantly higher than MKC's -29.48% return.


KVUE

1D
-0.90%
1M
0.97%
YTD
4.14%
6M
7.19%
1Y
-15.49%
3Y*
-7.56%
5Y*
10Y*

MKC

1D
0.78%
1M
-1.47%
YTD
-29.48%
6M
-23.94%
1Y
-33.99%
3Y*
-17.31%
5Y*
-9.65%
10Y*
1.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KVUE vs. MKC - Yearly Performance Comparison


2026 (YTD)202520242023
KVUE
Kenvue Inc.
4.14%-15.86%3.12%-18.44%
MKC
McCormick & Company, Incorporated
-29.48%-8.33%13.97%-21.18%

Correlation

The correlation between KVUE and MKC is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.29

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

0.32

Correlation (All Time)
Calculated using the full available price history since May 5, 2023

0.33

Fundamentals

Market Cap

KVUE:

$33.73B

MKC:

$12.83B

EPS

KVUE:

$0.84

MKC:

$6.10

PE Ratio

KVUE:

20.81

MKC:

7.80

PS Ratio

KVUE:

2.21

MKC:

1.80

PB Ratio

KVUE:

3.18

MKC:

1.84

Total Revenue (TTM)

KVUE:

$15.29B

MKC:

$7.11B

Gross Profit (TTM)

KVUE:

$8.93B

MKC:

$2.70B

EBITDA (TTM)

KVUE:

$3.03B

MKC:

$1.22B

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Return for Risk

KVUE vs. MKC — Risk / Return Rank

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

KVUE
KVUE Risk / Return Rank: 2323
Overall Rank
KVUE Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
KVUE Sortino Ratio Rank: 2121
Sortino Ratio Rank
KVUE Omega Ratio Rank: 2020
Omega Ratio Rank
KVUE Calmar Ratio Rank: 2828
Calmar Ratio Rank
KVUE Martin Ratio Rank: 2828
Martin Ratio Rank

MKC
MKC Risk / Return Rank: 44
Overall Rank
MKC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 44
Sortino Ratio Rank
MKC Omega Ratio Rank: 66
Omega Ratio Rank
MKC Calmar Ratio Rank: 88
Calmar Ratio Rank
MKC Martin Ratio Rank: 22
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.

KVUE vs. MKC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kenvue Inc. (KVUE) and McCormick & Company, Incorporated (MKC). 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.


KVUEMKCDifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+1.25

Omega ratioGain probability vs. loss probability

0.93

0.80

+0.13

Calmar ratioReturn relative to maximum drawdown

-0.41

-0.86

+0.45

Martin ratioReturn relative to average drawdown

-0.76

-1.75

+0.99

KVUE vs. MKC - Sharpe Ratio Comparison

The current KVUE Sharpe Ratio is -0.48, which is higher than the MKC Sharpe Ratio of -1.22. The chart below compares the historical Sharpe Ratios of KVUE and MKC, 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


KVUEMKCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.48

-1.22

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.33

0.43

-0.76

Drawdowns

KVUE vs. MKC - Drawdown Comparison

The maximum KVUE drawdown since its inception was -44.08%, smaller than the maximum MKC drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for KVUE and MKC.


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Drawdown Indicators


KVUEMKCDifference

Max Drawdown

Largest peak-to-trough decline

-44.08%

-52.02%

+7.94%

Max Drawdown (1Y)

Largest decline over 1 year

-37.63%

-39.50%

+1.87%

Max Drawdown (3Y)

Largest decline over 3 years

-42.08%

-47.65%

+5.57%

Max Drawdown (5Y)

Largest decline over 5 years

-52.02%

Max Drawdown (10Y)

Largest decline over 10 years

-52.02%

Current Drawdown

Current decline from peak

-27.91%

-49.90%

+21.99%

Average Drawdown

Average peak-to-trough decline

-21.02%

-11.01%

-10.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.33%

19.43%

+0.90%

Volatility

KVUE vs. MKC - Volatility Comparison

Kenvue Inc. (KVUE) has a higher volatility of 7.23% compared to McCormick & Company, Incorporated (MKC) at 6.70%. This indicates that KVUE's price experiences larger fluctuations and is considered to be riskier than MKC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KVUEMKCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.23%

6.70%

+0.53%

Volatility (6M)

Calculated over the trailing 6-month period

14.29%

23.08%

-8.79%

Volatility (1Y)

Calculated over the trailing 1-year period

32.41%

27.96%

+4.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.70%

24.30%

+4.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.70%

24.16%

+4.54%

Dividends

KVUE vs. MKC - Dividend Comparison

KVUE's dividend yield for the trailing twelve months is around 4.73%, more than MKC's 3.91% yield.


PositionTTM20252024202320222021202020192018201720162015
KVUE
Kenvue Inc.
4.73%4.78%3.79%1.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MKC
McCormick & Company, Incorporated
3.91%2.69%2.24%2.32%1.81%1.44%1.68%1.37%1.53%1.89%1.89%1.91%

Financials

KVUE vs. MKC - Financials Comparison

This section allows you to compare key financial metrics between Kenvue Inc. and McCormick & Company, Incorporated. 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


1.50B2.00B2.50B3.00B3.50B4.00BOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
3.91B
1.87B
(KVUE) Total Revenue
(MKC) Total Revenue
Values in USD except per share items

KVUE vs. MKC - Profitability Comparison

The chart below illustrates the profitability comparison between Kenvue Inc. and McCormick & Company, Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%60.0%October2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
58.9%
37.8%
Portfolio components
KVUE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kenvue Inc. reported a gross profit of 2.30B and revenue of 3.91B. Therefore, the gross margin over that period was 58.9%.

MKC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McCormick & Company, Incorporated reported a gross profit of 708.90M and revenue of 1.87B. Therefore, the gross margin over that period was 37.8%.

KVUE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kenvue Inc. reported an operating income of 767.00M and revenue of 3.91B, resulting in an operating margin of 19.6%.

MKC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McCormick & Company, Incorporated reported an operating income of 227.50M and revenue of 1.87B, resulting in an operating margin of 12.1%.

KVUE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kenvue Inc. reported a net income of 474.00M and revenue of 3.91B, resulting in a net margin of 12.1%.

MKC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McCormick & Company, Incorporated reported a net income of 1.02B and revenue of 1.87B, resulting in a net margin of 54.2%.


Frequently Asked Questions


KVUE and MKC have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KVUE has higher volatility (7.23%) compared to MKC (6.70%). In terms of maximum drawdown, KVUE dropped -44.08% vs MKC's -52.02%.

KVUE currently has the higher Sharpe Ratio (-0.48 vs -1.22), 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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