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MGNX vs. BMY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MGNX vs. BMY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MacroGenics, Inc. (MGNX) and Bristol-Myers Squibb Company (BMY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MGNX achieves a 160.87% return, which is significantly higher than BMY's 3.70% return. Over the past 10 years, MGNX has underperformed BMY with an annualized return of -16.79%, while BMY has yielded a comparatively higher 0.60% annualized return.


MGNX

1D
3.70%
1M
31.25%
YTD
160.87%
6M
200.00%
1Y
178.15%
3Y*
-4.75%
5Y*
-31.08%
10Y*
-16.79%

BMY

1D
0.48%
1M
-4.64%
YTD
3.70%
6M
9.77%
1Y
19.47%
3Y*
-1.44%
5Y*
0.60%
10Y*
0.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MGNX vs. BMY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MGNX
MacroGenics, Inc.
160.87%-50.46%-66.22%43.37%-58.19%-29.79%110.11%-14.33%-33.16%-7.05%
BMY
Bristol-Myers Squibb Company
3.70%0.11%15.81%-26.14%18.98%2.88%0.41%27.74%-12.90%7.71%

Correlation

The correlation between MGNX and BMY is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.22

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

0.19

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

0.16

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

0.21

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2013

0.25

Fundamentals

Market Cap

MGNX:

$266.49M

BMY:

$111.82B

EPS

MGNX:

-$1.11

BMY:

$3.57

PS Ratio

MGNX:

1.69

BMY:

2.30

PB Ratio

MGNX:

12.57

BMY:

5.57

Total Revenue (TTM)

MGNX:

$157.08M

BMY:

$48.48B

Gross Profit (TTM)

MGNX:

$98.53M

BMY:

$33.33B

EBITDA (TTM)

MGNX:

-$59.93M

BMY:

$13.34B

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Return for Risk

MGNX vs. BMY — Risk / Return Rank

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

MGNX
MGNX Risk / Return Rank: 8888
Overall Rank
MGNX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
MGNX Sortino Ratio Rank: 9090
Sortino Ratio Rank
MGNX Omega Ratio Rank: 8484
Omega Ratio Rank
MGNX Calmar Ratio Rank: 9292
Calmar Ratio Rank
MGNX Martin Ratio Rank: 8888
Martin Ratio Rank

BMY
BMY Risk / Return Rank: 6363
Overall Rank
BMY Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
BMY Sortino Ratio Rank: 5959
Sortino Ratio Rank
BMY Omega Ratio Rank: 5656
Omega Ratio Rank
BMY Calmar Ratio Rank: 6767
Calmar Ratio Rank
BMY Martin Ratio Rank: 6767
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.

MGNX vs. BMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MacroGenics, Inc. (MGNX) 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.


MGNXBMYDifference
Sharpe ratioReturn per unit of total volatility

+1.15

Sortino ratioReturn per unit of downside risk

+1.97

Omega ratioGain probability vs. loss probability

1.34

1.15

+0.19

Calmar ratioReturn relative to maximum drawdown

5.25

1.43

+3.82

Martin ratioReturn relative to average drawdown

10.78

3.16

+7.62

MGNX vs. BMY - Sharpe Ratio Comparison

The current MGNX Sharpe Ratio is 1.88, which is higher than the BMY Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of MGNX and BMY, 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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Sharpe Ratios by Period


MGNXBMYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

0.74

+1.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

0.03

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.15

0.02

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.12

0.34

-0.47

Drawdowns

MGNX vs. BMY - Drawdown Comparison

The maximum MGNX drawdown since its inception was -97.36%, which is greater than BMY's maximum drawdown of -72.03%. Use the drawdown chart below to compare losses from any high point for MGNX and BMY.


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Drawdown Indicators


MGNXBMYDifference

Max Drawdown

Largest peak-to-trough decline

-97.36%

-72.03%

-25.33%

Max Drawdown (1Y)

Largest decline over 1 year

-34.16%

-13.68%

-20.48%

Max Drawdown (3Y)

Largest decline over 3 years

-95.06%

-36.85%

-58.21%

Max Drawdown (5Y)

Largest decline over 5 years

-96.31%

-47.67%

-48.64%

Max Drawdown (10Y)

Largest decline over 10 years

-97.02%

-47.67%

-49.35%

Current Drawdown

Current decline from peak

-89.55%

-21.26%

-68.29%

Average Drawdown

Average peak-to-trough decline

-58.35%

-22.38%

-35.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.60%

6.17%

+10.43%

Volatility

MGNX vs. BMY - Volatility Comparison

MacroGenics, Inc. (MGNX) has a higher volatility of 29.05% compared to Bristol-Myers Squibb Company (BMY) at 6.06%. This indicates that MGNX's price experiences larger fluctuations and is considered to be riskier than BMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MGNXBMYDifference

Volatility (1M)

Calculated over the trailing 1-month period

29.05%

6.06%

+22.99%

Volatility (6M)

Calculated over the trailing 6-month period

62.87%

18.48%

+44.39%

Volatility (1Y)

Calculated over the trailing 1-year period

95.64%

26.64%

+69.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

93.10%

23.98%

+69.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

115.75%

25.24%

+90.51%

Dividends

MGNX vs. BMY - Dividend Comparison

MGNX has not paid dividends to shareholders, while BMY's dividend yield for the trailing twelve months is around 4.57%.


PositionTTM20252024202320222021202020192018201720162015
BMY
Bristol-Myers Squibb Company
4.57%4.60%4.24%4.44%3.00%2.36%3.69%2.55%3.08%2.55%1.95%2.17%
MGNX
MacroGenics, 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

MGNX vs. BMY - Financials Comparison

This section allows you to compare key financial metrics between MacroGenics, Inc. 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.


Quarterly
Annual

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


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
20.78M
11.49B
(MGNX) Total Revenue
(BMY) Total Revenue
Values in USD except per share items

Frequently Asked Questions


MGNX and BMY have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MGNX has higher volatility (29.05%) compared to BMY (6.06%). In terms of maximum drawdown, MGNX dropped -97.36% vs BMY's -72.03%.

MGNX currently has the higher Sharpe Ratio (1.88 vs 0.74), 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

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