MBUU vs. BC
MBUU (Malibu Boats, Inc.) and BC (Brunswick Corporation) are both stocks. Both are in the Consumer Cyclical sector — MBUU in Recreational Vehicles, BC in Leisure. Over the past 10 years, MBUU returned 6.65%/yr vs 7.22%/yr for BC. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
MBUU vs. BC - Performance Comparison
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Returns By Period
In the year-to-date period, MBUU achieves a -6.45% return, which is significantly lower than BC's 9.46% return. Over the past 10 years, MBUU has underperformed BC with an annualized return of 6.65%, while BC has yielded a comparatively higher 7.22% annualized return.
MBUU
- 1D
- -2.51%
- 1M
- 2.68%
- YTD
- -6.45%
- 6M
- -7.60%
- 1Y
- -15.36%
- 3Y*
- -22.88%
- 5Y*
- -18.97%
- 10Y*
- 6.65%
BC
- 1D
- -2.47%
- 1M
- -0.74%
- YTD
- 9.46%
- 6M
- 16.07%
- 1Y
- 49.70%
- 3Y*
- 1.66%
- 5Y*
- -1.69%
- 10Y*
- 7.22%
MBUU vs. BC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBUU Malibu Boats, Inc. | -6.45% | -24.95% | -31.43% | 2.85% | -22.45% | 10.07% | 52.48% | 17.67% | 17.05% | 55.82% |
BC Brunswick Corporation | 9.46% | 18.05% | -31.75% | 36.90% | -27.11% | 33.82% | 29.16% | 31.38% | -14.77% | 2.54% |
Correlation
The correlation between MBUU and BC is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2014 | 0.61 |
The correlation between MBUU and BC shifts across timeframes, from 0.61 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MBUU:
-$0.05
BC:
-$2.75
MBUU:
0.61
BC:
0.72
MBUU:
$826.09M
BC:
$5.52B
MBUU:
$127.07M
BC:
$1.03B
MBUU:
$7.24M
BC:
$190.90M
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Return for Risk
MBUU vs. BC — Risk / Return Rank
MBUU
BC
MBUU vs. BC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Malibu Boats, Inc. (MBUU) and Brunswick Corporation (BC). 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.
| MBUU | BC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 2.23 | -2.62 |
| Martin ratioReturn relative to average drawdown | -0.63 | 5.75 | -6.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MBUU | BC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 1.25 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.42 | -0.04 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.18 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.23 | -0.16 |
Drawdowns
MBUU vs. BC - Drawdown Comparison
The maximum MBUU drawdown since its inception was -73.94%, smaller than the maximum BC drawdown of -95.60%. Use the drawdown chart below to compare losses from any high point for MBUU and BC.
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Drawdown Indicators
| MBUU | BC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.94% | -95.60% | +21.66% |
Max Drawdown (1Y)Largest decline over 1 year | -39.37% | -22.38% | -16.99% |
Max Drawdown (3Y)Largest decline over 3 years | -61.15% | -56.47% | -4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -71.77% | -57.77% | -14.00% |
Max Drawdown (10Y)Largest decline over 10 years | -73.94% | -60.99% | -12.95% |
Current DrawdownCurrent decline from peak | -71.30% | -22.78% | -48.52% |
Average DrawdownAverage peak-to-trough decline | -31.35% | -28.22% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.26% | 8.67% | +15.59% |
Volatility
MBUU vs. BC - Volatility Comparison
Malibu Boats, Inc. (MBUU) has a higher volatility of 21.33% compared to Brunswick Corporation (BC) at 10.31%. This indicates that MBUU's price experiences larger fluctuations and is considered to be riskier than BC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBUU | BC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.33% | 10.31% | +11.02% |
Volatility (6M)Calculated over the trailing 6-month period | 35.32% | 27.31% | +8.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.41% | 39.81% | +12.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.95% | 38.06% | +6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.95% | 39.77% | +7.18% |
Dividends
MBUU vs. BC - Dividend Comparison
MBUU has not paid dividends to shareholders, while BC's dividend yield for the trailing twelve months is around 2.16%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BC Brunswick Corporation | 2.16% | 2.32% | 2.60% | 1.65% | 2.03% | 1.27% | 1.30% | 1.45% | 1.68% | 1.24% | 1.13% | 1.04% |
MBUU Malibu Boats, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MBUU vs. BC - Financials Comparison
This section allows you to compare key financial metrics between Malibu Boats, Inc. and Brunswick 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.
Total Revenue: Total amount of money received from sales and other business activities
MBUU vs. BC - Profitability Comparison
MBUU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a gross profit of 44.70M and revenue of 235.70M. Therefore, the gross margin over that period was 19.0%.
BC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brunswick Corporation reported a gross profit of 0.00 and revenue of 1.38B. Therefore, the gross margin over that period was 0.0%.
MBUU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported an operating income of -1.91M and revenue of 235.70M, resulting in an operating margin of -0.8%.
BC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brunswick Corporation reported an operating income of 50.30M and revenue of 1.38B, resulting in an operating margin of 3.7%.
MBUU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a net income of -2.44M and revenue of 235.70M, resulting in a net margin of -1.0%.
BC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brunswick Corporation reported a net income of 21.00M and revenue of 1.38B, resulting in a net margin of 1.5%.
Frequently Asked Questions
MBUU and BC have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MBUU has higher volatility (21.33%) compared to BC (10.31%). In terms of maximum drawdown, MBUU dropped -73.94% vs BC's -95.60%.
BC currently has the higher Sharpe Ratio (1.25 vs -0.29), 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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