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 16.21%/yr vs 18.40%/yr for HESAY. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
LVMHF vs. HESAY - Performance Comparison
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Returns By Period
In the year-to-date period, LVMHF achieves a -27.97% return, which is significantly lower than HESAY's -26.11% return. Over the past 10 years, LVMHF has underperformed HESAY with an annualized return of 16.21%, while HESAY has yielded a comparatively higher 18.40% annualized return.
LVMHF
- 1D
- -2.96%
- 1M
- 2.67%
- YTD
- -27.97%
- 6M
- -26.60%
- 1Y
- 1.08%
- 3Y*
- -12.51%
- 5Y*
- -4.41%
- 10Y*
- 16.21%
HESAY
- 1D
- -2.79%
- 1M
- -2.36%
- YTD
- -26.11%
- 6M
- -25.59%
- 1Y
- -32.63%
- 3Y*
- -3.69%
- 5Y*
- 6.09%
- 10Y*
- 18.40%
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 | -27.97% | 19.41% | -16.25% | 14.75% | -8.08% | 39.72% | 36.98% | 63.06% | 3.71% | 55.50% |
HESAY Hermes International SA | -26.11% | 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 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 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:
$93.94
HESAY:
$8.67
LVMHF:
5.69
HESAY:
20.91
LVMHF:
0.81
HESAY:
6.12
LVMHF:
$165.47B
HESAY:
$31.11B
LVMHF:
$110.27B
HESAY:
$22.00B
LVMHF:
$47.81B
HESAY:
$15.00B
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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.
| LVMHF | HESAY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.82 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.90 | +0.93 |
| Martin ratioReturn relative to average drawdown | 0.07 | -1.67 | +1.74 |
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
| LVMHF | HESAY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | -1.09 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.19 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.66 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.48 | -0.20 |
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% | -36.48% | +5.20% |
Max Drawdown (3Y)Largest decline over 3 years | -44.08% | -38.23% | -5.85% |
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 | -40.40% | -38.23% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -13.62% | -10.82% | -2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.82% | 19.54% | -4.72% |
Volatility
LVMHF vs. HESAY - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) has a higher volatility of 9.50% compared to Hermes International SA (HESAY) at 9.00%. This indicates that LVMHF's price experiences larger fluctuations and is considered to be riskier 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 | 9.50% | 9.00% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 22.51% | 23.08% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.44% | 30.15% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.23% | 31.49% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.14% | 27.97% | +3.17% |
Dividends
LVMHF vs. HESAY - Dividend Comparison
LVMHF's dividend yield for the trailing twelve months is around 2.84%, more than HESAY's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HESAY Hermes International SA | 1.15% | 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 | 2.84% | 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 2026, Hermes International SA reported a net income of 2.26B and revenue of 7.91B, resulting in a net margin of 28.6%.
Frequently Asked Questions
LVMHF and HESAY have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LVMHF has higher volatility (9.50%) compared to HESAY (9.00%). In terms of maximum drawdown, LVMHF dropped -62.09% vs HESAY's -45.60%.
LVMHF currently has the higher Sharpe Ratio (0.03 vs -1.09), 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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