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

Correlation

The correlation between MC.PA and LVMUY is 0.43, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

MC.PA vs. LVMUY - Performance Comparison

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

2,000.00%2,200.00%2,400.00%2,600.00%2,800.00%3,000.00%3,200.00%December2025FebruaryMarchAprilMay
2,266.32%
2,186.25%
MC.PA
LVMUY

Key characteristics

Sharpe Ratio

MC.PA:

-1.15

LVMUY:

-0.85

Sortino Ratio

MC.PA:

-1.74

LVMUY:

-1.22

Omega Ratio

MC.PA:

0.79

LVMUY:

0.86

Calmar Ratio

MC.PA:

-0.80

LVMUY:

-0.66

Martin Ratio

MC.PA:

-1.84

LVMUY:

-1.50

Ulcer Index

MC.PA:

19.36%

LVMUY:

19.88%

Daily Std Dev

MC.PA:

30.90%

LVMUY:

35.07%

Max Drawdown

MC.PA:

-70.25%

LVMUY:

-80.90%

Current Drawdown

MC.PA:

-42.23%

LVMUY:

-41.26%

Fundamentals

Market Cap

MC.PA:

€250.34B

LVMUY:

$278.69B

EPS

MC.PA:

€25.14

LVMUY:

$5.73

PE Ratio

MC.PA:

19.97

LVMUY:

19.28

PEG Ratio

MC.PA:

3.13

LVMUY:

2.38

PS Ratio

MC.PA:

2.95

LVMUY:

3.31

PB Ratio

MC.PA:

3.61

LVMUY:

3.67

Total Revenue (TTM)

MC.PA:

€84.68B

LVMUY:

$84.68B

Gross Profit (TTM)

MC.PA:

€56.77B

LVMUY:

$56.77B

EBITDA (TTM)

MC.PA:

€22.30B

LVMUY:

$22.30B

Returns By Period

In the year-to-date period, MC.PA achieves a -20.79% return, which is significantly lower than LVMUY's -12.67% return. Both investments have delivered pretty close results over the past 10 years, with MC.PA having a 14.15% annualized return and LVMUY not far ahead at 14.60%.


MC.PA

YTD

-20.79%

1M

-7.28%

6M

-16.84%

1Y

-35.02%

5Y*

9.70%

10Y*

14.15%

LVMUY

YTD

-12.67%

1M

-5.16%

6M

-12.51%

1Y

-31.62%

5Y*

10.59%

10Y*

14.60%

*Annualized

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Risk-Adjusted Performance

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

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

MC.PA
The Risk-Adjusted Performance Rank of MC.PA is 33
Overall Rank
The Sharpe Ratio Rank of MC.PA is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of MC.PA is 44
Sortino Ratio Rank
The Omega Ratio Rank of MC.PA is 55
Omega Ratio Rank
The Calmar Ratio Rank of MC.PA is 55
Calmar Ratio Rank
The Martin Ratio Rank of MC.PA is 22
Martin Ratio Rank

LVMUY
The Risk-Adjusted Performance Rank of LVMUY is 99
Overall Rank
The Sharpe Ratio Rank of LVMUY is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of LVMUY is 99
Sortino Ratio Rank
The Omega Ratio Rank of LVMUY is 1111
Omega Ratio Rank
The Calmar Ratio Rank of LVMUY is 1010
Calmar Ratio Rank
The Martin Ratio Rank of LVMUY is 77
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.

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

This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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 chart of Sharpe ratio for MC.PA, currently valued at -0.98, compared to the broader market-2.00-1.000.001.002.003.00
MC.PA: -0.98
LVMUY: -0.92
The chart of Sortino ratio for MC.PA, currently valued at -1.44, compared to the broader market-6.00-4.00-2.000.002.004.00
MC.PA: -1.44
LVMUY: -1.36
The chart of Omega ratio for MC.PA, currently valued at 0.83, compared to the broader market0.501.001.502.00
MC.PA: 0.83
LVMUY: 0.84
The chart of Calmar ratio for MC.PA, currently valued at -0.74, compared to the broader market0.001.002.003.004.005.00
MC.PA: -0.74
LVMUY: -0.71
The chart of Martin ratio for MC.PA, currently valued at -1.62, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
MC.PA: -1.62
LVMUY: -1.59

The current MC.PA Sharpe Ratio is -1.15, which is lower than the LVMUY Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of MC.PA and LVMUY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.20-1.00-0.80-0.60-0.40-0.200.00December2025FebruaryMarchAprilMay
-0.98
-0.92
MC.PA
LVMUY

Dividends

MC.PA vs. LVMUY - Dividend Comparison

MC.PA's dividend yield for the trailing twelve months is around 2.62%, more than LVMUY's 2.49% yield.


TTM20242023202220212020201920182017201620152014
MC.PA
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.62%2.05%1.70%1.76%0.96%0.90%1.50%2.09%1.71%1.98%2.28%3.58%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.49%2.13%1.65%1.78%0.99%1.64%1.49%2.21%1.59%2.11%12.92%2.38%

Drawdowns

MC.PA vs. LVMUY - Drawdown Comparison

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


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%December2025FebruaryMarchAprilMay
-41.70%
-41.26%
MC.PA
LVMUY

Volatility

MC.PA vs. LVMUY - Volatility Comparison

The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) is 15.36%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a volatility of 16.22%. This indicates that MC.PA experiences smaller price fluctuations and is considered to be less risky than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
15.36%
16.22%
MC.PA
LVMUY

Financials

MC.PA vs. LVMUY - 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
(MC.PA) Total Revenue
(LVMUY) Total Revenue
Please note, different currencies. MC.PA values in EUR, LVMUY values in USD