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 0.90%/yr vs -2.08%/yr for BF-A. At a 0.31 correlation, their price movements are largely independent.
Performance
MKC vs. BF-A - Performance Comparison
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Returns By Period
In the year-to-date period, MKC achieves a -32.26% return, which is significantly lower than BF-A's 5.56% return. Over the past 10 years, MKC has outperformed BF-A with an annualized return of 0.90%, while BF-A has yielded a comparatively lower -2.08% annualized return.
MKC
- 1D
- -1.95%
- 1M
- -4.33%
- YTD
- -32.26%
- 6M
- -32.59%
- 1Y
- -35.58%
- 3Y*
- -19.33%
- 5Y*
- -9.96%
- 10Y*
- 0.90%
BF-A
- 1D
- 2.44%
- 1M
- 1.98%
- YTD
- 5.56%
- 6M
- 0.05%
- 1Y
- 7.09%
- 3Y*
- -23.84%
- 5Y*
- -14.94%
- 10Y*
- -2.08%
MKC vs. BF-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | -32.26% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
BF-A Brown-Forman Corporation | 5.56% | -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 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
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 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MKC:
$6.10
BF-A:
$1.71
MKC:
7.50
BF-A:
15.99
MKC:
5.45
BF-A:
19.87
MKC:
1.73
BF-A:
3.30
MKC:
$7.11B
BF-A:
$3.91B
MKC:
$2.70B
BF-A:
$2.32B
MKC:
$1.22B
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 | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.07 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.90 | 0.29 | -1.20 |
| Martin ratioReturn relative to average drawdown | -1.73 | 0.67 | -2.39 |
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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 | -39.50% | -24.17% | -15.33% |
Max Drawdown (3Y)Largest decline over 3 years | -47.65% | -65.74% | +18.09% |
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 | -51.88% | -62.42% | +10.54% |
Average DrawdownAverage peak-to-trough decline | -11.05% | -14.83% | +3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.62% | 10.67% | +9.95% |
Volatility
MKC vs. BF-A - Volatility Comparison
The current volatility for McCormick & Company, Incorporated (MKC) is 6.78%, while Brown-Forman Corporation (BF-A) has a volatility of 9.81%. 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 | 6.78% | 9.81% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 23.11% | 29.93% | -6.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.20% | 36.82% | -8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.38% | 29.32% | -4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.20% | 28.23% | -4.03% |
Dividends
MKC vs. BF-A - Dividend Comparison
MKC's dividend yield for the trailing twelve months is around 4.07%, more than BF-A's 3.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 3.37% | 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 | 4.07% | 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 Jun 2026, McCormick & Company, Incorporated reported a gross profit of 708.90M and revenue of 1.87B. Therefore, the gross margin over that period was 37.8%.
BF-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, McCormick & Company, Incorporated reported an operating income of 227.50M and revenue of 1.87B, resulting in an operating margin of 12.1%.
BF-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, McCormick & Company, Incorporated reported a net income of 1.02B and revenue of 1.87B, resulting in a net margin of 54.2%.
BF-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 0.38, 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 (9.81%) compared to MKC (6.78%). In terms of maximum drawdown, MKC dropped -52.02% vs BF-A's -70.24%.
BF-A currently has the higher Sharpe Ratio (0.19 vs -1.27), 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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