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LVMUY vs. MC.PA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LVMUY and MC.PA is 0.41, 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.


Performance

LVMUY vs. MC.PA - Performance Comparison

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

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Key characteristics

Sharpe Ratio

LVMUY:

-0.87

MC.PA:

-1.04

Sortino Ratio

LVMUY:

-1.30

MC.PA:

-1.41

Omega Ratio

LVMUY:

0.85

MC.PA:

0.83

Calmar Ratio

LVMUY:

-0.70

MC.PA:

-0.71

Martin Ratio

LVMUY:

-1.54

MC.PA:

-1.72

Ulcer Index

LVMUY:

20.49%

MC.PA:

18.14%

Daily Std Dev

LVMUY:

35.71%

MC.PA:

31.97%

Max Drawdown

LVMUY:

-80.90%

MC.PA:

-70.25%

Current Drawdown

LVMUY:

-40.59%

MC.PA:

-41.18%

Fundamentals

Market Cap

LVMUY:

$280.68B

MC.PA:

€248.13B

EPS

LVMUY:

$5.61

MC.PA:

€25.14

PE Ratio

LVMUY:

20.03

MC.PA:

19.83

PEG Ratio

LVMUY:

2.73

MC.PA:

2.74

PS Ratio

LVMUY:

3.31

MC.PA:

2.93

PB Ratio

LVMUY:

3.71

MC.PA:

3.71

Total Revenue (TTM)

LVMUY:

$84.68B

MC.PA:

€84.68B

Gross Profit (TTM)

LVMUY:

$56.77B

MC.PA:

€56.77B

EBITDA (TTM)

LVMUY:

$22.30B

MC.PA:

€22.30B

Returns By Period

In the year-to-date period, LVMUY achieves a -11.68% return, which is significantly higher than MC.PA's -19.34% return. Both investments have delivered pretty close results over the past 10 years, with LVMUY having a 14.14% annualized return and MC.PA not far behind at 13.73%.


LVMUY

YTD

-11.68%

1M

5.38%

6M

-4.85%

1Y

-30.99%

3Y*

0.76%

5Y*

9.48%

10Y*

14.14%

MC.PA

YTD

-19.34%

1M

5.56%

6M

-10.38%

1Y

-33.59%

3Y*

-1.36%

5Y*

8.93%

10Y*

13.73%

*Annualized

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Risk-Adjusted Performance

LVMUY vs. MC.PA — Risk-Adjusted Performance Rank

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

LVMUY
The Risk-Adjusted Performance Rank of LVMUY is 88
Overall Rank
The Sharpe Ratio Rank of LVMUY is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of LVMUY is 88
Sortino Ratio Rank
The Omega Ratio Rank of LVMUY is 1111
Omega Ratio Rank
The Calmar Ratio Rank of LVMUY is 88
Calmar Ratio Rank
The Martin Ratio Rank of LVMUY is 55
Martin Ratio Rank

MC.PA
The Risk-Adjusted Performance Rank of MC.PA is 66
Overall Rank
The Sharpe Ratio Rank of MC.PA is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of MC.PA is 66
Sortino Ratio Rank
The Omega Ratio Rank of MC.PA is 88
Omega Ratio Rank
The Calmar Ratio Rank of MC.PA is 88
Calmar Ratio Rank
The Martin Ratio Rank of MC.PA is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LVMUY vs. MC.PA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.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.


The current LVMUY Sharpe Ratio is -0.87, which is comparable to the MC.PA Sharpe Ratio of -1.04. The chart below compares the historical Sharpe Ratios of LVMUY and MC.PA, 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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Dividends

LVMUY vs. MC.PA - Dividend Comparison

LVMUY's dividend yield for the trailing twelve months is around 2.46%, less than MC.PA's 2.57% yield.


TTM20242023202220212020201920182017201620152014
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.46%2.13%1.65%1.78%0.99%1.64%1.49%2.21%1.59%2.11%12.92%2.38%
MC.PA
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.57%2.05%1.70%1.76%0.96%0.90%1.50%2.09%1.71%1.98%2.28%3.58%

Drawdowns

LVMUY vs. MC.PA - Drawdown Comparison

The maximum LVMUY drawdown since its inception was -80.90%, which is greater than MC.PA's maximum drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for LVMUY and MC.PA. For additional features, visit the drawdowns tool.


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Volatility

LVMUY vs. MC.PA - Volatility Comparison

The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) is 9.04%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) has a volatility of 9.75%. This indicates that LVMUY experiences smaller price fluctuations and is considered to be less risky than MC.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

LVMUY vs. MC.PA - Financials Comparison

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


10.00B20.00B30.00B40.00B20212022202320242025
43.01B
43.01B
(LVMUY) Total Revenue
(MC.PA) Total Revenue
Please note, different currencies. LVMUY values in USD, MC.PA values in EUR