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LVMUY vs. NVO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LVMUY vs. NVO - Performance Comparison

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

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Returns By Period

In the year-to-date period, LVMUY achieves a -20.15% return, which is significantly lower than NVO's -10.74% return. Over the past 10 years, LVMUY has outperformed NVO with an annualized return of 16.89%, while NVO has yielded a comparatively lower 7.56% annualized return.


LVMUY

1D
1.22%
1M
12.73%
YTD
-20.15%
6M
-18.10%
1Y
14.57%
3Y*
-11.36%
5Y*
-4.29%
10Y*
16.89%

NVO

1D
-0.18%
1M
-1.92%
YTD
-10.74%
6M
-9.50%
1Y
-42.47%
3Y*
-15.59%
5Y*
2.92%
10Y*
7.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LVMUY vs. NVO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-20.15%18.11%-18.01%13.89%-10.84%34.13%36.97%62.30%1.61%59.50%
NVO
Novo Nordisk A/S
-10.74%-39.22%-15.93%54.84%22.66%63.52%23.33%28.70%-12.98%52.92%

Correlation

The correlation between LVMUY and NVO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.33

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

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

0.27

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

0.30

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2007

0.33

Fundamentals

EPS

LVMUY:

€18.76

NVO:

DKK 27.42

PE Ratio

LVMUY:

5.46

NVO:

10.34

PS Ratio

LVMUY:

0.77

NVO:

3.85

Total Revenue (TTM)

LVMUY:

€165.19B

NVO:

DKK 327.80B

Gross Profit (TTM)

LVMUY:

€110.09B

NVO:

DKK 268.30B

EBITDA (TTM)

LVMUY:

€44.58B

NVO:

DKK 181.54B

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Return for Risk

LVMUY vs. NVO — Risk / Return Rank

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

LVMUY
LVMUY Risk / Return Rank: 5252
Overall Rank
LVMUY Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
LVMUY Sortino Ratio Rank: 5151
Sortino Ratio Rank
LVMUY Omega Ratio Rank: 4949
Omega Ratio Rank
LVMUY Calmar Ratio Rank: 5252
Calmar Ratio Rank
LVMUY Martin Ratio Rank: 5252
Martin Ratio Rank

NVO
NVO Risk / Return Rank: 1212
Overall Rank
NVO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
NVO Sortino Ratio Rank: 1212
Sortino Ratio Rank
NVO Omega Ratio Rank: 1010
Omega Ratio Rank
NVO Calmar Ratio Rank: 1212
Calmar Ratio Rank
NVO Martin Ratio Rank: 1616
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.

LVMUY vs. NVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Novo Nordisk A/S (NVO). 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.


LVMUYNVODifference
Sharpe ratioReturn per unit of total volatility

+1.21

Sortino ratioReturn per unit of downside risk

+1.83

Omega ratioGain probability vs. loss probability

1.09

0.85

+0.24

Calmar ratioReturn relative to maximum drawdown

0.39

-0.80

+1.18

Martin ratioReturn relative to average drawdown

0.77

-1.18

+1.96

LVMUY vs. NVO - Sharpe Ratio Comparison

The current LVMUY Sharpe Ratio is 0.37, which is higher than the NVO Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of LVMUY and NVO, 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

LVMUY vs. NVO - Drawdown Comparison

The maximum LVMUY drawdown since its inception was -80.82%, which is greater than NVO's maximum drawdown of -74.70%. Use the drawdown chart below to compare losses from any high point for LVMUY and NVO.


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Drawdown Indicators


LVMUYNVODifference

Max Drawdown

Largest peak-to-trough decline

-80.82%

-74.70%

-6.12%

Max Drawdown (1Y)

Largest decline over 1 year

-31.47%

-54.34%

+22.87%

Max Drawdown (3Y)

Largest decline over 3 years

-46.56%

-74.70%

+28.14%

Max Drawdown (5Y)

Largest decline over 5 years

-46.56%

-74.70%

+28.14%

Max Drawdown (10Y)

Largest decline over 10 years

-46.56%

-74.70%

+28.14%

Current Drawdown

Current decline from peak

-36.56%

-68.11%

+31.55%

Average Drawdown

Average peak-to-trough decline

-20.61%

-17.79%

-2.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.61%

37.62%

-22.01%

Volatility

LVMUY vs. NVO - Volatility Comparison

The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) is 9.37%, while Novo Nordisk A/S (NVO) has a volatility of 10.68%. This indicates that LVMUY experiences smaller price fluctuations and is considered to be less risky than NVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LVMUYNVODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.37%

10.68%

-1.31%

Volatility (6M)

Calculated over the trailing 6-month period

23.07%

38.04%

-14.97%

Volatility (1Y)

Calculated over the trailing 1-year period

32.63%

51.88%

-19.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.56%

38.33%

-5.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.96%

32.56%

-1.60%

Dividends

LVMUY vs. NVO - Dividend Comparison

LVMUY's dividend yield for the trailing twelve months is around 2.54%, less than NVO's 4.11% yield.


PositionTTM20252024202320222021202020192018201720162015
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.54%1.92%2.14%1.65%1.78%0.99%1.64%1.49%2.21%2.67%4.16%12.95%
NVO
Novo Nordisk A/S
4.11%3.31%1.68%1.00%1.20%1.35%1.87%2.14%1.45%1.52%2.87%0.92%

Financials

LVMUY vs. NVO - Financials Comparison

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


20.00B40.00B60.00B80.00B100.00B202120222023202420252026
40.69B
96.82B
(LVMUY) Total Revenue
(NVO) Total Revenue
Please note, different currencies. LVMUY values in EUR, NVO values in DKK

LVMUY vs. NVO - Profitability Comparison

The chart below illustrates the profitability comparison between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and Novo Nordisk A/S over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

65.0%70.0%75.0%80.0%85.0%202120222023202420252026
65.7%
86.0%
Portfolio components
LVMUY - 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 26.72B and revenue of 40.69B. Therefore, the gross margin over that period was 65.7%.

NVO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Novo Nordisk A/S reported a gross profit of 83.23B and revenue of 96.82B. Therefore, the gross margin over that period was 86.0%.

LVMUY - 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 8.63B and revenue of 40.69B, resulting in an operating margin of 21.2%.

NVO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Novo Nordisk A/S reported an operating income of 59.62B and revenue of 96.82B, resulting in an operating margin of 61.6%.

LVMUY - 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 5.14B and revenue of 40.69B, resulting in a net margin of 12.6%.

NVO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Novo Nordisk A/S reported a net income of 48.56B and revenue of 96.82B, resulting in a net margin of 50.2%.


Frequently Asked Questions


LVMUY and NVO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NVO has higher volatility (10.68%) compared to LVMUY (9.37%). In terms of maximum drawdown, LVMUY dropped -80.82% vs NVO's -74.70%.

LVMUY currently has the higher Sharpe Ratio (0.37 vs -0.84), 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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