MCY vs. BMY
Compare and contrast key facts about Mercury General Corporation (MCY) and Bristol-Myers Squibb Company (BMY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCY or BMY.
Key characteristics
| MCY | BMY | |
|---|---|---|
| YTD Return | 101.77% | 20.84% |
| 1Y Return | 112.51% | 23.64% |
| 3Y Return (Ann) | 16.33% | 3.68% |
| 5Y Return (Ann) | 13.46% | 3.79% |
| 10Y Return (Ann) | 7.92% | 3.36% |
| Sharpe Ratio | 3.54 | 0.79 |
| Sortino Ratio | 4.51 | 1.43 |
| Omega Ratio | 1.55 | 1.18 |
| Calmar Ratio | 2.68 | 0.47 |
| Martin Ratio | 21.56 | 1.95 |
| Ulcer Index | 5.12% | 11.53% |
| Daily Std Dev | 31.22% | 28.40% |
| Max Drawdown | -68.83% | -70.62% |
| Current Drawdown | -1.68% | -20.85% |
Fundamentals
| MCY | BMY | |
|---|---|---|
| Market Cap | $4.09B | $121.33B |
| EPS | $10.09 | -$3.53 |
| PEG Ratio | 1.19 | 2.20 |
| Total Revenue (TTM) | $5.48B | $47.44B |
| Gross Profit (TTM) | $5.17B | $33.40B |
| EBITDA (TTM) | $535.88M | $18.32B |
Correlation
The correlation between MCY and BMY is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MCY vs. BMY - Performance Comparison
In the year-to-date period, MCY achieves a 101.77% return, which is significantly higher than BMY's 20.84% return. Over the past 10 years, MCY has outperformed BMY with an annualized return of 7.92%, while BMY has yielded a comparatively lower 3.36% annualized return. 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
MCY vs. BMY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercury General Corporation (MCY) and Bristol-Myers Squibb Company (BMY). 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
MCY vs. BMY - Dividend Comparison
MCY's dividend yield for the trailing twelve months is around 1.72%, less than BMY's 4.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCY Mercury General Corporation | 1.72% | 3.41% | 5.57% | 4.78% | 4.83% | 5.16% | 4.84% | 4.67% | 4.12% | 5.31% | 4.35% | 4.94% |
BMY Bristol-Myers Squibb Company | 4.07% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% | 3.31% |
Drawdowns
MCY vs. BMY - Drawdown Comparison
The maximum MCY drawdown since its inception was -68.83%, roughly equal to the maximum BMY drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for MCY and BMY. For additional features, visit the drawdowns tool.
Volatility
MCY vs. BMY - Volatility Comparison
Mercury General Corporation (MCY) and Bristol-Myers Squibb Company (BMY) have volatilities of 12.81% and 12.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MCY vs. BMY - Financials Comparison
This section allows you to compare key financial metrics between Mercury General Corporation and Bristol-Myers Squibb Company. 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