LVMUY vs. V
Compare and contrast key facts about LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Visa Inc. (V).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LVMUY or V.
Key characteristics
| LVMUY | V | |
|---|---|---|
| YTD Return | 1.93% | 2.87% |
| 1Y Return | -13.29% | 18.70% |
| 3Y Return (Ann) | 4.49% | 5.38% |
| 5Y Return (Ann) | 17.50% | 11.32% |
| 10Y Return (Ann) | 18.86% | 18.85% |
| Sharpe Ratio | -0.47 | 1.09 |
| Daily Std Dev | 26.88% | 14.52% |
| Max Drawdown | -80.90% | -51.90% |
| Current Drawdown | -16.38% | -7.94% |
Fundamentals
| LVMUY | V | |
|---|---|---|
| Market Cap | $422.84B | $561.70B |
| EPS | $6.48 | $8.95 |
| PE Ratio | 26.13 | 30.67 |
| PEG Ratio | 2.54 | 1.71 |
| Revenue (TTM) | $86.15B | $34.14B |
| Gross Profit (TTM) | $54.20B | $31.92B |
| EBITDA (TTM) | $25.27B | $23.94B |
Correlation
The correlation between LVMUY and V 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. V - Performance Comparison
In the year-to-date period, LVMUY achieves a 1.93% return, which is significantly lower than V's 2.87% return. Both investments have delivered pretty close results over the past 10 years, with LVMUY having a 18.86% annualized return and V not far behind at 18.85%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LVMUY vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Visa Inc. (V). 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.
Dividends
LVMUY vs. V - Dividend Comparison
LVMUY's dividend yield for the trailing twelve months is around 1.71%, more than V's 0.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 1.71% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 1.59% | 2.11% | 12.92% | 2.38% | 2.17% |
V Visa Inc. | 0.73% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
LVMUY vs. V - Drawdown Comparison
The maximum LVMUY drawdown since its inception was -80.90%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for LVMUY and V. For additional features, visit the drawdowns tool.
Volatility
LVMUY vs. V - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a higher volatility of 6.77% compared to Visa Inc. (V) at 3.37%. This indicates that LVMUY's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LVMUY vs. V - Financials Comparison
This section allows you to compare key financial metrics between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and Visa Inc.. 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