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LVMHF vs. HESAY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LVMHF vs. HESAY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) and Hermes International SA (HESAY). The values are adjusted to include any dividend payments, if applicable.

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LVMHF vs. HESAY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LVMHF
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-28.10%19.41%-16.25%14.75%-8.08%39.72%36.98%63.06%3.71%55.50%
HESAY
Hermes International SA
-21.84%4.83%13.70%38.27%-11.23%63.06%44.39%37.55%4.07%32.55%

Fundamentals

EPS

LVMHF:

$93.94

HESAY:

$8.67

PE Ratio

LVMHF:

5.77

HESAY:

22.29

PS Ratio

LVMHF:

0.82

HESAY:

6.53

Total Revenue (TTM)

LVMHF:

$165.47B

HESAY:

$31.11B

Gross Profit (TTM)

LVMHF:

$110.27B

HESAY:

$22.00B

EBITDA (TTM)

LVMHF:

$47.81B

HESAY:

$15.00B

Returns By Period

In the year-to-date period, LVMHF achieves a -28.10% return, which is significantly lower than HESAY's -21.84% return. Over the past 10 years, LVMHF has underperformed HESAY with an annualized return of 15.84%, while HESAY has yielded a comparatively higher 19.59% annualized return.


LVMHF

1D
-1.24%
1M
-10.98%
YTD
-28.10%
6M
-11.59%
1Y
-9.36%
3Y*
-13.06%
5Y*
-0.44%
10Y*
15.84%

HESAY

1D
1.94%
1M
-16.17%
YTD
-21.84%
6M
-21.20%
1Y
-25.06%
3Y*
-0.63%
5Y*
12.24%
10Y*
19.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LVMHF vs. HESAY — Risk / Return Rank

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

LVMHF
LVMHF Risk / Return Rank: 2727
Overall Rank
LVMHF Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
LVMHF Sortino Ratio Rank: 2424
Sortino Ratio Rank
LVMHF Omega Ratio Rank: 2525
Omega Ratio Rank
LVMHF Calmar Ratio Rank: 3131
Calmar Ratio Rank
LVMHF Martin Ratio Rank: 2525
Martin Ratio Rank

HESAY
HESAY Risk / Return Rank: 1010
Overall Rank
HESAY Sharpe Ratio Rank: 88
Sharpe Ratio Rank
HESAY Sortino Ratio Rank: 1010
Sortino Ratio Rank
HESAY Omega Ratio Rank: 1111
Omega Ratio Rank
HESAY Calmar Ratio Rank: 1616
Calmar Ratio Rank
HESAY Martin Ratio Rank: 44
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.

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.


LVMHFHESAYDifference

Sharpe ratio

Return per unit of total volatility

-0.28

-0.82

+0.54

Sortino ratio

Return per unit of downside risk

-0.19

-1.08

+0.89

Omega ratio

Gain probability vs. loss probability

0.98

0.87

+0.10

Calmar ratio

Return relative to maximum drawdown

-0.30

-0.70

+0.40

Martin ratio

Return relative to average drawdown

-0.84

-1.73

+0.89

LVMHF vs. HESAY - Sharpe Ratio Comparison

The current LVMHF Sharpe Ratio is -0.28, which is higher than the HESAY Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of LVMHF and HESAY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LVMHFHESAYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.28

-0.82

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.40

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.71

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.50

-0.22

Correlation

The correlation between LVMHF and HESAY is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

LVMHF vs. HESAY - Dividend Comparison

LVMHF's dividend yield for the trailing twelve months is around 4.32%, more than HESAY's 1.62% yield.


TTM20252024202320222021202020192018201720162015
LVMHF
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
4.32%3.10%3.87%3.37%3.48%5.31%1.70%2.96%2.95%0.54%1.90%2.11%
HESAY
Hermes International SA
1.62%1.18%1.13%0.67%0.57%0.31%0.46%0.68%0.91%1.55%1.81%2.54%

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


LVMHFHESAYDifference

Max Drawdown

Largest peak-to-trough decline

-62.09%

-45.60%

-16.49%

Max Drawdown (1Y)

Largest decline over 1 year

-31.28%

-36.30%

+5.02%

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 Drawdown

Current decline from peak

-40.50%

-34.66%

-5.84%

Average Drawdown

Average peak-to-trough decline

-13.38%

-10.57%

-2.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.07%

14.63%

-3.56%

Volatility

LVMHF vs. HESAY - Volatility Comparison

The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) is 9.33%, while Hermes International SA (HESAY) has a volatility of 10.12%. 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


LVMHFHESAYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.33%

10.12%

-0.79%

Volatility (6M)

Calculated over the trailing 6-month period

22.32%

20.85%

+1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

33.37%

30.67%

+2.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.13%

30.94%

+1.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.99%

27.61%

+3.38%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B20212022202320242025
40.98B
7.91B
(LVMHF) Total Revenue
(HESAY) Total Revenue
Values in USD except per share items

LVMHF vs. HESAY - Profitability Comparison

The chart below illustrates the profitability comparison between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and Hermes International SA over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

64.0%66.0%68.0%70.0%72.0%20212022202320242025
65.6%
71.6%
Portfolio components
LVMHF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.90B and revenue of 40.98B. Therefore, the gross margin over that period was 65.6%.

HESAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Hermes International SA reported a gross profit of 5.66B and revenue of 7.91B. Therefore, the gross margin over that period was 71.6%.

LVMHF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 13.42B and revenue of 40.98B, resulting in an operating margin of 32.7%.

HESAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Hermes International SA reported an operating income of 3.91B and revenue of 7.91B, resulting in an operating margin of 49.5%.

LVMHF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.18B and revenue of 40.98B, resulting in a net margin of 12.6%.

HESAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Hermes International SA reported a net income of 2.26B and revenue of 7.91B, resulting in a net margin of 28.6%.