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MDT vs. CL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MDT vs. CL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Medtronic plc (MDT) and Colgate-Palmolive Company (CL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MDT achieves a -15.83% return, which is significantly lower than CL's 14.60% return. Over the past 10 years, MDT has underperformed CL with an annualized return of 2.00%, while CL has yielded a comparatively higher 4.62% annualized return.


MDT

1D
-0.16%
1M
5.24%
YTD
-15.83%
6M
-18.44%
1Y
-6.49%
3Y*
1.02%
5Y*
-5.47%
10Y*
2.00%

CL

1D
0.07%
1M
1.80%
YTD
14.60%
6M
15.59%
1Y
-1.53%
3Y*
8.47%
5Y*
3.79%
10Y*
4.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDT vs. CL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDT
Medtronic plc
-15.83%24.05%0.28%9.58%-22.55%-9.79%5.70%27.34%15.18%15.90%
CL
Colgate-Palmolive Company
14.60%-10.98%16.57%3.78%-5.44%2.08%27.17%18.60%-19.19%17.88%

Correlation

The correlation between MDT and CL is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Dec 31, 1981

0.28

Fundamentals

Market Cap

MDT:

$103.31B

CL:

$72.02B

EPS

MDT:

$3.58

CL:

$2.58

PE Ratio

MDT:

22.38

CL:

34.68

PEG Ratio

MDT:

2.02

CL:

8.96

PS Ratio

MDT:

2.91

CL:

3.48

Total Revenue (TTM)

MDT:

$35.48B

CL:

$20.80B

Gross Profit (TTM)

MDT:

$5.78B

CL:

$12.49B

EBITDA (TTM)

MDT:

$7.11B

CL:

$3.92B

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Return for Risk

MDT vs. CL — Risk / Return Rank

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

MDT
MDT Risk / Return Rank: 3030
Overall Rank
MDT Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MDT Sortino Ratio Rank: 2424
Sortino Ratio Rank
MDT Omega Ratio Rank: 2525
Omega Ratio Rank
MDT Calmar Ratio Rank: 3636
Calmar Ratio Rank
MDT Martin Ratio Rank: 3333
Martin Ratio Rank

CL
CL Risk / Return Rank: 3737
Overall Rank
CL Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
CL Sortino Ratio Rank: 3333
Sortino Ratio Rank
CL Omega Ratio Rank: 3333
Omega Ratio Rank
CL Calmar Ratio Rank: 4141
Calmar Ratio Rank
CL Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MDT vs. CL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Medtronic plc (MDT) and Colgate-Palmolive Company (CL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MDTCLDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.38

Omega ratioGain probability vs. loss probability

0.96

1.01

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.23

-0.08

-0.14

Martin ratioReturn relative to average drawdown

-0.56

-0.14

-0.43

MDT vs. CL - Sharpe Ratio Comparison

The current MDT Sharpe Ratio is -0.31, which is lower than the CL Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of MDT and CL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MDT vs. CL - Drawdown Comparison

The maximum MDT drawdown since its inception was -57.63%, roughly equal to the maximum CL drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for MDT and CL.


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Drawdown Indicators


MDTCLDifference

Max Drawdown

Largest peak-to-trough decline

-57.63%

-58.91%

+1.28%

Max Drawdown (1Y)

Largest decline over 1 year

-28.90%

-18.64%

-10.26%

Max Drawdown (3Y)

Largest decline over 3 years

-28.90%

-29.05%

+0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-45.10%

-29.05%

-16.05%

Max Drawdown (10Y)

Largest decline over 10 years

-45.10%

-29.05%

-16.05%

Current Drawdown

Current decline from peak

-31.23%

-14.31%

-16.92%

Average Drawdown

Average peak-to-trough decline

-16.55%

-11.24%

-5.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.52%

11.35%

+0.17%

Volatility

MDT vs. CL - Volatility Comparison

Medtronic plc (MDT) has a higher volatility of 9.32% compared to Colgate-Palmolive Company (CL) at 8.32%. This indicates that MDT's price experiences larger fluctuations and is considered to be riskier than CL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDTCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.32%

8.32%

+1.00%

Volatility (6M)

Calculated over the trailing 6-month period

16.28%

17.28%

-1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

21.07%

21.83%

-0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.93%

18.81%

+3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.25%

19.75%

+3.50%

Dividends

MDT vs. CL - Dividend Comparison

MDT's dividend yield for the trailing twelve months is around 3.54%, more than CL's 2.34% yield.


PositionTTM20252024202320222021202020192018201720162015
CL
Colgate-Palmolive Company
2.34%2.61%2.18%2.40%2.36%2.10%2.05%2.48%2.79%2.11%2.37%2.25%
MDT
Medtronic plc
3.54%2.95%3.49%3.34%3.44%2.39%1.95%1.87%2.15%2.24%2.34%1.88%

Financials

MDT vs. CL - Financials Comparison

This section allows you to compare key financial metrics between Medtronic plc and Colgate-Palmolive 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.


Quarterly
Annual

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


4.00B5.00B6.00B7.00B8.00B9.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
9.02B
5.32B
(MDT) Total Revenue
(CL) Total Revenue
Values in USD except per share items

Frequently Asked Questions


MDT and CL have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MDT has higher volatility (9.32%) compared to CL (8.32%). In terms of maximum drawdown, MDT dropped -57.63% vs CL's -58.91%.

CL currently has the higher Sharpe Ratio (-0.07 vs -0.31), 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.

Portfolio Optimizer

Find the right allocation for MDT and CL

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