LPE.PA vs. MBWS.PA
LPE.PA (Laurent-Perrier S.A.) and MBWS.PA (Marie Brizard Wine & Spirits SA) are both stocks. Both operate in the Beverages - Wineries & Distilleries industry within the Consumer Defensive sector. Over the past 10 years, LPE.PA returned 3.67%/yr vs -16.56%/yr for MBWS.PA. At a 0.09 correlation, their price movements are largely independent.
Performance
LPE.PA vs. MBWS.PA - Performance Comparison
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Returns By Period
In the year-to-date period, LPE.PA achieves a -0.22% return, which is significantly higher than MBWS.PA's -3.86% return. Over the past 10 years, LPE.PA has outperformed MBWS.PA with an annualized return of 3.67%, while MBWS.PA has yielded a comparatively lower -16.56% annualized return.
LPE.PA
- 1D
- 0.23%
- 1M
- 4.71%
- YTD
- -0.22%
- 6M
- -6.12%
- 1Y
- -4.20%
- 3Y*
- -10.09%
- 5Y*
- 1.48%
- 10Y*
- 3.67%
MBWS.PA
- 1D
- 1.11%
- 1M
- -2.14%
- YTD
- -3.86%
- 6M
- -5.19%
- 1Y
- -15.69%
- 3Y*
- 6.79%
- 5Y*
- 12.58%
- 10Y*
- -16.56%
LPE.PA vs. MBWS.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPE.PA Laurent-Perrier S.A. | -0.22% | -11.44% | -13.37% | -8.25% | 31.06% | 39.34% | -12.94% | -6.82% | 15.20% | 17.31% |
MBWS.PA Marie Brizard Wine & Spirits SA | -3.86% | -26.92% | 44.44% | 21.08% | 70.23% | -7.74% | -7.37% | -39.09% | -79.09% | -29.56% |
Correlation
The correlation between LPE.PA and MBWS.PA is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2006 | 0.09 |
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Return for Risk
LPE.PA vs. MBWS.PA — Risk / Return Rank
LPE.PA
MBWS.PA
LPE.PA vs. MBWS.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Laurent-Perrier S.A. (LPE.PA) and Marie Brizard Wine & Spirits SA (MBWS.PA). 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.
| LPE.PA | MBWS.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.89 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | -0.66 | +0.38 |
| Martin ratioReturn relative to average drawdown | -0.55 | -1.19 | +0.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LPE.PA | MBWS.PA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.21 | -0.64 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.34 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | -0.36 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | -0.30 | +0.49 |
Drawdowns
LPE.PA vs. MBWS.PA - Drawdown Comparison
The maximum LPE.PA drawdown since its inception was -71.77%, smaller than the maximum MBWS.PA drawdown of -99.65%. Use the drawdown chart below to compare losses from any high point for LPE.PA and MBWS.PA.
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Drawdown Indicators
| LPE.PA | MBWS.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.77% | -99.65% | +27.88% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -23.40% | +7.48% |
Max Drawdown (3Y)Largest decline over 3 years | -34.03% | -37.47% | +3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -38.20% | -37.47% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -38.20% | -96.11% | +57.91% |
Current DrawdownCurrent decline from peak | -33.25% | -98.57% | +65.32% |
Average DrawdownAverage peak-to-trough decline | -28.13% | -85.39% | +57.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 13.12% | -4.76% |
Volatility
LPE.PA vs. MBWS.PA - Volatility Comparison
Laurent-Perrier S.A. (LPE.PA) has a higher volatility of 6.88% compared to Marie Brizard Wine & Spirits SA (MBWS.PA) at 4.27%. This indicates that LPE.PA's price experiences larger fluctuations and is considered to be riskier than MBWS.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPE.PA | MBWS.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 4.27% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 17.04% | 19.82% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 24.25% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.14% | 36.62% | -14.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.71% | 45.19% | -23.48% |
Dividends
LPE.PA vs. MBWS.PA - Dividend Comparison
LPE.PA's dividend yield for the trailing twelve months is around 2.36%, while MBWS.PA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPE.PA Laurent-Perrier S.A. | 2.36% | 2.35% | 2.04% | 1.65% | 0.90% | 0.97% | 1.37% | 1.32% | 1.11% | 1.26% | 1.46% | 1.20% |
MBWS.PA Marie Brizard Wine & Spirits SA | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
LPE.PA vs. MBWS.PA - Financials Comparison
This section allows you to compare key financial metrics between Laurent-Perrier S.A. and Marie Brizard Wine & Spirits SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
LPE.PA and MBWS.PA have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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