MKC vs. BF-A
MKC (McCormick & Company, Incorporated) and BF-A (Brown-Forman Corporation) are both stocks. Both are in the Consumer Defensive sector — MKC in Packaged Foods, BF-A in Beverages - Wineries & Distilleries. Over the past 10 years, MKC returned 2.06%/yr vs -1.65%/yr for BF-A. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
MKC vs. BF-A - Performance Comparison
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Returns By Period
In the year-to-date period, MKC achieves a -23.92% return, which is significantly lower than BF-A's 13.03% return. Over the past 10 years, MKC has outperformed BF-A with an annualized return of 2.06%, while BF-A has yielded a comparatively lower -1.65% annualized return.
MKC
- 1D
- -0.12%
- 1M
- -3.91%
- 6M
- -16.19%
- YTD
- -23.92%
- 1Y
- -25.24%
- 3Y*
- -14.49%
- 5Y*
- -7.49%
- 10Y*
- 2.06%
- ALL TIME*
- 10.83%
BF-A
- 1D
- 0.03%
- 1M
- 9.19%
- 6M
- 6.86%
- YTD
- 13.03%
- 1Y
- 5.72%
- 3Y*
- -24.21%
- 5Y*
- -13.37%
- 10Y*
- -1.65%
- ALL TIME*
- 10.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.36M | $3.67M | $4.80M | |
| $186.44M | $185.03M | $208.64M |
MKC vs. BF-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | -23.92% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
BF-A Brown-Forman Corporation | 13.03% | -28.07% | -35.56% | -8.20% | -1.88% | -5.36% | 18.31% | 34.00% | -9.34% | 47.37% |
Correlation
The correlation between MKC and BF-A is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.31 |
The correlation between MKC and BF-A shifts across timeframes, from 0.31 (all time) to 0.43 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MKC:
$13.68B
BF-A:
$13.47B
MKC:
$6.05
BF-A:
$1.71
MKC:
8.42
BF-A:
17.11
MKC:
6.12
BF-A:
21.27
MKC:
1.86
BF-A:
3.53
MKC:
$7.39B
BF-A:
$3.91B
MKC:
$2.85B
BF-A:
$2.32B
MKC:
$1.37B
BF-A:
$1.19B
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Return for Risk
MKC vs. BF-A — Risk / Return Rank
MKC
BF-A
MKC vs. BF-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) and Brown-Forman Corporation (BF-A). 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.
| MKC | BF-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.06 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 0.23 | -0.94 |
| Martin ratioReturn relative to average drawdown | -1.34 | 0.49 | -1.83 |
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Drawdowns
MKC vs. BF-A - Drawdown Comparison
The maximum MKC drawdown since its inception was -52.02%, smaller than the maximum BF-A drawdown of -70.24%. Use the drawdown chart below to compare losses from any high point for MKC and BF-A.
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Drawdown Indicators
| MKC | BF-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.02% | -70.24% | +18.22% |
Max Drawdown (1Y)Largest decline over 1 year | -35.79% | -24.17% | -11.62% |
Max Drawdown (3Y)Largest decline over 3 years | -44.28% | -65.60% | +21.32% |
Max Drawdown (5Y)Largest decline over 5 years | -52.02% | -67.09% | +15.07% |
Max Drawdown (10Y)Largest decline over 10 years | -52.02% | -68.32% | +16.30% |
Current DrawdownCurrent decline from peak | -45.96% | -59.76% | +13.80% |
Average DrawdownAverage peak-to-trough decline | -11.15% | -14.93% | +3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.15% | 11.23% | +7.92% |
Volatility
MKC vs. BF-A - Volatility Comparison
The current volatility for McCormick & Company, Incorporated (MKC) is 9.04%, while Brown-Forman Corporation (BF-A) has a volatility of 11.12%. This indicates that MKC experiences smaller price fluctuations and is considered to be less risky than BF-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MKC | BF-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 11.12% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 23.96% | 30.86% | -6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.79% | 37.08% | -7.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.94% | 29.71% | -4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.47% | 28.41% | -3.94% |
Dividends
MKC vs. BF-A - Dividend Comparison
MKC's dividend yield for the trailing twelve months is around 3.71%, more than BF-A's 3.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 3.15% | 3.46% | 2.33% | 1.40% | 1.17% | 2.55% | 0.96% | 1.07% | 3.11% | 1.11% | 1.50% | 1.17% |
MKC McCormick & Company, Incorporated | 3.71% | 2.69% | 2.24% | 2.32% | 1.81% | 1.44% | 1.68% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% |
Financials
MKC vs. BF-A - Financials Comparison
This section allows you to compare key financial metrics between McCormick & Company, Incorporated and Brown-Forman 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
MKC vs. BF-A - Profitability Comparison
MKC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, McCormick & Company, Incorporated reported a gross profit of 778.20M and revenue of 1.94B. Therefore, the gross margin over that period was 40.2%.
BF-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Brown-Forman Corporation reported a gross profit of 640.00M and revenue of 1.06B. Therefore, the gross margin over that period was 60.6%.
MKC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, McCormick & Company, Incorporated reported an operating income of 276.40M and revenue of 1.94B, resulting in an operating margin of 14.3%.
BF-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Brown-Forman Corporation reported an operating income of 343.00M and revenue of 1.06B, resulting in an operating margin of 32.5%.
MKC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, McCormick & Company, Incorporated reported a net income of 160.20M and revenue of 1.94B, resulting in a net margin of 8.3%.
BF-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.
Frequently Asked Questions
MKC and BF-A have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BF-A has higher volatility (11.12%) compared to MKC (9.04%). In terms of maximum drawdown, MKC dropped -52.02% vs BF-A's -70.24%.
BF-A currently has the higher Sharpe Ratio (0.15 vs -0.86), 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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