LVMHF vs. HESAY
LVMHF (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) and HESAY (Hermes International SA) are both stocks. Both operate in the Luxury Goods industry within the Consumer Cyclical sector. Over the past 10 years, LVMHF returned 16.19%/yr vs 16.14%/yr for HESAY. Their 0.56 correlation means they have sometimes moved together and sometimes differently.
Performance
LVMHF vs. HESAY - Performance Comparison
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Returns By Period
In the year-to-date period, LVMHF achieves a -26.14% return, which is significantly higher than HESAY's -28.12% return. Both investments have delivered pretty close results over the past 10 years, with LVMHF having a 16.19% annualized return and HESAY not far behind at 16.14%.
LVMHF
- 1D
- 0.01%
- 1M
- -3.52%
- 6M
- -14.13%
- YTD
- -26.14%
- 1Y
- 4.64%
- 3Y*
- -12.60%
- 5Y*
- -4.45%
- 10Y*
- 16.19%
- ALL TIME*
- 11.07%
HESAY
- 1D
- -1.29%
- 1M
- -6.19%
- 6M
- -25.75%
- YTD
- -28.12%
- 1Y
- -25.75%
- 3Y*
- -5.69%
- 5Y*
- 3.84%
- 10Y*
- 16.14%
- ALL TIME*
- 16.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.62M | $16.86M | $18.06M | |
| $1.07M | $2.64M | $1.84M |
LVMHF vs. HESAY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -26.14% | 19.41% | -16.25% | 14.75% | -8.08% | 39.72% | 36.98% | 63.06% | 3.71% | 55.50% |
HESAY Hermes International SA | -28.12% | 4.83% | 13.70% | 38.27% | -11.23% | 63.06% | 44.39% | 37.55% | 4.07% | 32.55% |
Correlation
The correlation between LVMHF and HESAY is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2009 | 0.56 |
The correlation between LVMHF and HESAY shifts across timeframes, from 0.56 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LVMHF:
$270.23B
HESAY:
$184.86B
LVMHF:
€44.08
HESAY:
€8.59
LVMHF:
10.78
HESAY:
17.83
LVMHF:
1.45
HESAY:
5.04
LVMHF:
3.46
HESAY:
8.46
LVMHF:
€162.38B
HESAY:
€31.93B
LVMHF:
€107.48B
HESAY:
€22.23B
LVMHF:
€47.41B
HESAY:
€15.07B
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Return for Risk
LVMHF vs. HESAY — Risk / Return Rank
LVMHF
HESAY
LVMHF vs. HESAY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) and Hermes International SA (HESAY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LVMHF | HESAY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.87 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.13 | -0.85 | +0.99 |
| Martin ratioReturn relative to average drawdown | 0.23 | -1.63 | +1.86 |
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Drawdowns
LVMHF vs. HESAY - Drawdown Comparison
The maximum LVMHF drawdown since its inception was -62.09%, which is greater than HESAY's maximum drawdown of -45.60%. Use the drawdown chart below to compare losses from any high point for LVMHF and HESAY.
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Drawdown Indicators
| LVMHF | HESAY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -45.60% | -16.49% |
Max Drawdown (1Y)Largest decline over 1 year | -31.28% | -32.15% | +0.87% |
Max Drawdown (3Y)Largest decline over 3 years | -42.16% | -40.35% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -45.60% | +1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -45.60% | +1.52% |
Current DrawdownCurrent decline from peak | -38.88% | -39.91% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -13.82% | -11.05% | -2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.70% | 16.84% | +0.86% |
Volatility
LVMHF vs. HESAY - Volatility Comparison
The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) is 9.69%, while Hermes International SA (HESAY) has a volatility of 15.34%. This indicates that LVMHF experiences smaller price fluctuations and is considered to be less risky than HESAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVMHF | HESAY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.69% | 15.34% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 23.08% | 28.26% | -5.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.04% | 33.90% | -2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.53% | 32.39% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 28.30% | +2.69% |
Dividends
LVMHF vs. HESAY - Dividend Comparison
LVMHF's dividend yield for the trailing twelve months is around 2.77%, more than HESAY's 1.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HESAY Hermes International SA | 1.19% | 1.18% | 1.13% | 0.67% | 0.57% | 0.31% | 0.46% | 0.68% | 0.91% | 1.55% | 1.81% | 2.54% |
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.77% | 3.10% | 3.87% | 3.37% | 3.48% | 5.31% | 1.70% | 2.96% | 2.95% | 0.54% | 1.90% | 2.11% |
Financials
LVMHF vs. HESAY - Financials Comparison
This section allows you to compare key financial metrics between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and Hermes International 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
LVMHF vs. HESAY - Profitability Comparison
LVMHF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 25.90B and revenue of 38.59B. Therefore, the gross margin over that period was 67.1%.
HESAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Hermes International SA reported a gross profit of 5.53B and revenue of 8.33B. Therefore, the gross margin over that period was 66.4%.
LVMHF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.66B and revenue of 38.59B, resulting in an operating margin of 22.4%.
HESAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Hermes International SA reported an operating income of 3.47B and revenue of 8.33B, resulting in an operating margin of 41.7%.
LVMHF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.69B and revenue of 38.59B, resulting in a net margin of 14.7%.
HESAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Hermes International SA reported a net income of 2.28B and revenue of 8.33B, resulting in a net margin of 27.4%.
Frequently Asked Questions
LVMHF and HESAY have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HESAY has higher volatility (15.34%) compared to LVMHF (9.69%). In terms of maximum drawdown, LVMHF dropped -62.09% vs HESAY's -45.60%.
LVMHF currently has the higher Sharpe Ratio (0.13 vs -0.82), 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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