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

Performance

LVMHF vs. MCD - Performance Comparison

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

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Returns By Period

In the year-to-date period, LVMHF achieves a -25.23% return, which is significantly lower than MCD's -9.70% return. Over the past 10 years, LVMHF has outperformed MCD with an annualized return of 17.33%, while MCD has yielded a comparatively lower 10.87% annualized return.


LVMHF

1D
-0.89%
1M
-6.21%
6M
-25.44%
YTD
-25.23%
1Y
-0.23%
3Y*
-14.79%
5Y*
-3.75%
10Y*
17.33%

MCD

1D
-0.72%
1M
-4.28%
6M
-10.03%
YTD
-9.70%
1Y
-6.90%
3Y*
-0.27%
5Y*
5.22%
10Y*
10.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LVMHF vs. MCD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LVMHF
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-25.23%19.41%-16.25%14.75%-8.08%39.72%36.98%63.06%3.71%55.50%
MCD
McDonald's Corporation
-9.70%7.89%0.14%15.06%0.51%27.79%11.30%13.97%5.78%45.05%

Correlation

The correlation between LVMHF and MCD 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

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.25

Fundamentals

Market Cap

LVMHF:

$275.99B

MCD:

$193.69B

Total Revenue (TTM)

LVMHF:

€165.47B

MCD:

$27.45B

Gross Profit (TTM)

LVMHF:

€110.27B

MCD:

$12.10B

EBITDA (TTM)

LVMHF:

€47.81B

MCD:

$14.46B

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Return for Risk

LVMHF vs. MCD — Risk / Return Rank

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

LVMHF
LVMHF Risk / Return Rank: 4343
Overall Rank
LVMHF Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
LVMHF Sortino Ratio Rank: 4040
Sortino Ratio Rank
LVMHF Omega Ratio Rank: 3939
Omega Ratio Rank
LVMHF Calmar Ratio Rank: 4646
Calmar Ratio Rank
LVMHF Martin Ratio Rank: 4444
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 2828
Overall Rank
MCD Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2424
Sortino Ratio Rank
MCD Omega Ratio Rank: 2424
Omega Ratio Rank
MCD Calmar Ratio Rank: 3434
Calmar Ratio Rank
MCD Martin Ratio Rank: 3030
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. MCD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) and McDonald's Corporation (MCD). 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.


LVMHFMCDDifference
Sharpe ratioReturn per unit of total volatility

+0.39

Sortino ratioReturn per unit of downside risk

+0.66

Omega ratioGain probability vs. loss probability

1.03

0.95

+0.08

Calmar ratioReturn relative to maximum drawdown

-0.01

-0.32

+0.32

Martin ratioReturn relative to average drawdown

-0.01

-0.77

+0.76

LVMHF vs. MCD - Sharpe Ratio Comparison

The current LVMHF Sharpe Ratio is -0.01, which is higher than the MCD Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of LVMHF and MCD, 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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Drawdowns

LVMHF vs. MCD - Drawdown Comparison

The maximum LVMHF drawdown since its inception was -62.09%, smaller than the maximum MCD drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for LVMHF and MCD.


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Drawdown Indicators


LVMHFMCDDifference

Max Drawdown

Largest peak-to-trough decline

-62.09%

-73.20%

+11.11%

Max Drawdown (1Y)

Largest decline over 1 year

-31.28%

-21.47%

-9.81%

Max Drawdown (3Y)

Largest decline over 3 years

-44.08%

-21.47%

-22.61%

Max Drawdown (5Y)

Largest decline over 5 years

-44.08%

-21.47%

-22.61%

Max Drawdown (10Y)

Largest decline over 10 years

-44.08%

-36.90%

-7.18%

Current Drawdown

Current decline from peak

-38.13%

-19.08%

-19.05%

Average Drawdown

Average peak-to-trough decline

-13.74%

-14.90%

+1.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.62%

8.99%

+7.63%

Volatility

LVMHF vs. MCD - Volatility Comparison

LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) has a higher volatility of 9.98% compared to McDonald's Corporation (MCD) at 7.67%. This indicates that LVMHF's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LVMHFMCDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.98%

7.67%

+2.31%

Volatility (6M)

Calculated over the trailing 6-month period

24.05%

13.54%

+10.51%

Volatility (1Y)

Calculated over the trailing 1-year period

31.18%

17.57%

+13.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.42%

17.55%

+14.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.00%

20.51%

+10.49%

Dividends

LVMHF vs. MCD - Dividend Comparison

LVMHF's dividend yield for the trailing twelve months is around 2.74%, more than MCD's 2.70% yield.


PositionTTM20252024202320222021202020192018201720162015
LVMHF
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.74%3.10%3.87%3.37%3.48%5.31%1.70%2.96%2.95%0.54%1.90%2.11%
MCD
McDonald's Corporation
2.70%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%

Financials

LVMHF vs. MCD - Financials Comparison

This section allows you to compare key financial metrics between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and McDonald's Corporation. 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


10.00B20.00B30.00B40.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
40.98B
6.52B
(LVMHF) Total Revenue
(MCD) Total Revenue
Please note, different currencies. LVMHF values in EUR, MCD values in USD

LVMHF vs. MCD - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
65.6%
0
Portfolio components
LVMHF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.

MCD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, McDonald's Corporation reported a gross profit of 0.00 and revenue of 6.52B. Therefore, the gross margin over that period was 0.0%.

LVMHF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.

MCD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, McDonald's Corporation reported an operating income of 2.95B and revenue of 6.52B, resulting in an operating margin of 45.3%.

LVMHF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.

MCD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, McDonald's Corporation reported a net income of 1.98B and revenue of 6.52B, resulting in a net margin of 30.4%.


Frequently Asked Questions


LVMHF and MCD 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.

LVMHF has higher volatility (9.98%) compared to MCD (7.67%). In terms of maximum drawdown, LVMHF dropped -62.09% vs MCD's -73.20%.

LVMHF currently has the higher Sharpe Ratio (-0.01 vs -0.40), 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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