PortfoliosLab logo
LVMUY vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LVMUY and V is 0.65, 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

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

Loading data...

Key characteristics

Sharpe Ratio

LVMUY:

-0.90

V:

1.45

Sortino Ratio

LVMUY:

-1.37

V:

2.01

Omega Ratio

LVMUY:

0.84

V:

1.30

Calmar Ratio

LVMUY:

-0.73

V:

2.18

Martin Ratio

LVMUY:

-1.59

V:

7.28

Ulcer Index

LVMUY:

20.61%

V:

4.48%

Daily Std Dev

LVMUY:

35.68%

V:

21.88%

Max Drawdown

LVMUY:

-80.90%

V:

-51.90%

Current Drawdown

LVMUY:

-41.07%

V:

0.00%

Fundamentals

Market Cap

LVMUY:

$282.28B

V:

$699.45B

EPS

LVMUY:

$5.62

V:

$9.97

PE Ratio

LVMUY:

20.07

V:

36.62

PEG Ratio

LVMUY:

2.74

V:

2.40

PS Ratio

LVMUY:

3.33

V:

18.59

PB Ratio

LVMUY:

3.72

V:

18.83

Total Revenue (TTM)

LVMUY:

$84.68B

V:

$37.62B

Gross Profit (TTM)

LVMUY:

$56.77B

V:

$30.13B

EBITDA (TTM)

LVMUY:

$22.30B

V:

$25.84B

Returns By Period

In the year-to-date period, LVMUY achieves a -12.40% return, which is significantly lower than V's 15.92% return. Over the past 10 years, LVMUY has underperformed V with an annualized return of 14.04%, while V has yielded a comparatively higher 18.96% annualized return.


LVMUY

YTD

-12.40%

1M

4.51%

6M

-6.20%

1Y

-32.19%

5Y*

9.82%

10Y*

14.04%

V

YTD

15.92%

1M

10.96%

6M

18.31%

1Y

31.30%

5Y*

14.91%

10Y*

18.96%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LVMUY vs. V — 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 77
Overall Rank
The Sharpe Ratio Rank of LVMUY is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of LVMUY is 77
Sortino Ratio Rank
The Omega Ratio Rank of LVMUY is 1010
Omega Ratio Rank
The Calmar Ratio Rank of LVMUY is 88
Calmar Ratio Rank
The Martin Ratio Rank of LVMUY is 44
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 9090
Overall Rank
The Sharpe Ratio Rank of V is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8686
Sortino Ratio Rank
The Omega Ratio Rank of V is 8888
Omega Ratio Rank
The Calmar Ratio Rank of V is 9494
Calmar Ratio Rank
The Martin Ratio Rank of V is 9292
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. 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.


The current LVMUY Sharpe Ratio is -0.90, which is lower than the V Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of LVMUY and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

LVMUY vs. V - Dividend Comparison

LVMUY's dividend yield for the trailing twelve months is around 2.48%, more than V's 0.63% yield.


TTM20242023202220212020201920182017201620152014
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.48%2.14%1.65%1.78%0.99%1.64%1.49%2.21%1.60%2.10%12.91%2.40%
V
Visa Inc.
0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

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.


Loading data...

Volatility

LVMUY vs. V - Volatility Comparison

LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a higher volatility of 9.10% compared to Visa Inc. (V) at 5.47%. 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.


Loading data...

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B20212022202320242025
43.01B
9.59B
(LVMUY) Total Revenue
(V) Total Revenue
Values in USD except per share items

LVMUY vs. V - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%80.0%20212022202320242025
65.3%
80.4%
(LVMUY) Gross Margin
(V) Gross Margin
LVMUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 28.07B and revenue of 43.01B. Therefore, the gross margin over that period was 65.3%.

V - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Visa Inc. reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.

LVMUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.28B and revenue of 43.01B, resulting in an operating margin of 19.3%.

V - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.

LVMUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.28B and revenue of 43.01B, resulting in a net margin of 12.3%.

V - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.