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 2.26%/yr vs -2.68%/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 -19.66% return, which is significantly lower than BF-A's 3.16% return. Over the past 10 years, MKC has outperformed BF-A with an annualized return of 2.26%, while BF-A has yielded a comparatively lower -2.68% annualized return.
MKC
- 1D
- 2.48%
- 1M
- 10.80%
- 6M
- -18.13%
- YTD
- -19.66%
- 1Y
- -22.88%
- 3Y*
- -12.16%
- 5Y*
- -6.92%
- 10Y*
- 2.26%
BF-A
- 1D
- 0.26%
- 1M
- -2.66%
- 6M
- 1.09%
- YTD
- 3.16%
- 1Y
- -5.82%
- 3Y*
- -25.26%
- 5Y*
- -15.44%
- 10Y*
- -2.68%
MKC vs. BF-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | -19.66% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
BF-A Brown-Forman Corporation | 3.16% | -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:
$14.45B
BF-A:
$12.24B
MKC:
$6.05
BF-A:
$1.71
MKC:
8.89
BF-A:
15.62
MKC:
6.46
BF-A:
19.42
MKC:
1.96
BF-A:
3.22
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 | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.00 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | -0.24 | -0.40 |
| Martin ratioReturn relative to average drawdown | -1.25 | -0.53 | -0.72 |
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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 | -35.93% | -24.17% | -11.76% |
Max Drawdown (3Y)Largest decline over 3 years | -45.65% | -65.74% | +20.09% |
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 | -42.93% | -63.27% | +20.34% |
Average DrawdownAverage peak-to-trough decline | -11.10% | -14.88% | +3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.32% | 10.98% | +7.34% |
Volatility
MKC vs. BF-A - Volatility Comparison
McCormick & Company, Incorporated (MKC) and Brown-Forman Corporation (BF-A) have volatilities of 10.77% and 10.53%, 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.
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Volatility by Period
| MKC | BF-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.77% | 10.53% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 24.96% | 30.18% | -5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.17% | 36.88% | -7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.77% | 29.42% | -4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.37% | 28.25% | -3.88% |
Dividends
MKC vs. BF-A - Dividend Comparison
MKC's dividend yield for the trailing twelve months is around 3.52%, more than BF-A's 3.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 3.45% | 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 | 3.52% | 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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.
MKC has higher volatility (10.77%) compared to BF-A (10.53%). In terms of maximum drawdown, MKC dropped -52.02% vs BF-A's -70.24%.
BF-A currently has the higher Sharpe Ratio (-0.16 vs -0.79), 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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