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MKC vs. BF-A
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MKC vs. BF-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in McCormick & Company, Incorporated (MKC) and Brown-Forman Corporation (BF-A). The values are adjusted to include any dividend payments, if applicable.

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MKC vs. BF-A - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MKC
McCormick & Company, Incorporated
-28.97%-8.33%13.97%-15.68%-12.65%2.67%14.70%23.65%39.01%11.34%
BF-A
Brown-Forman Corporation
3.01%-28.07%-35.56%-8.20%-1.88%-5.36%18.31%34.00%-9.34%47.37%

Fundamentals

EPS

MKC:

$6.10

BF-A:

$2.28

PE Ratio

MKC:

7.93

BF-A:

11.80

PEG Ratio

MKC:

5.77

BF-A:

14.67

PS Ratio

MKC:

1.83

BF-A:

2.43

Total Revenue (TTM)

MKC:

$7.11B

BF-A:

$3.92B

Gross Profit (TTM)

MKC:

$2.70B

BF-A:

$2.33B

EBITDA (TTM)

MKC:

$1.22B

BF-A:

$1.17B

Returns By Period

In the year-to-date period, MKC achieves a -28.97% return, which is significantly lower than BF-A's 3.01% return. Over the past 10 years, MKC has outperformed BF-A with an annualized return of 1.53%, while BF-A has yielded a comparatively lower -2.82% annualized return.


MKC

1D
-4.08%
1M
-30.79%
YTD
-28.97%
6M
-27.60%
1Y
-39.64%
3Y*
-14.58%
5Y*
-9.68%
10Y*
1.53%

BF-A

1D
0.26%
1M
-7.47%
YTD
3.01%
6M
0.06%
1Y
-15.96%
3Y*
-23.89%
5Y*
-14.33%
10Y*
-2.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MKC vs. BF-A — Risk / Return Rank

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

MKC
MKC Risk / Return Rank: 11
Overall Rank
MKC Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 22
Sortino Ratio Rank
MKC Omega Ratio Rank: 33
Omega Ratio Rank
MKC Calmar Ratio Rank: 11
Calmar Ratio Rank
MKC Martin Ratio Rank: 00
Martin Ratio Rank

BF-A
BF-A Risk / Return Rank: 2323
Overall Rank
BF-A Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BF-A Sortino Ratio Rank: 2121
Sortino Ratio Rank
BF-A Omega Ratio Rank: 2121
Omega Ratio Rank
BF-A Calmar Ratio Rank: 2424
Calmar Ratio Rank
BF-A Martin Ratio Rank: 2626
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.

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.


MKCBF-ADifference

Sharpe ratio

Return per unit of total volatility

-1.41

-0.43

-0.98

Sortino ratio

Return per unit of downside risk

-2.09

-0.36

-1.73

Omega ratio

Gain probability vs. loss probability

0.76

0.95

-0.19

Calmar ratio

Return relative to maximum drawdown

-1.00

-0.52

-0.49

Martin ratio

Return relative to average drawdown

-2.40

-0.89

-1.51

MKC vs. BF-A - Sharpe Ratio Comparison

The current MKC Sharpe Ratio is -1.41, which is lower than the BF-A Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of MKC and BF-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MKCBF-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.41

-0.43

-0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.41

-0.51

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

-0.10

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.28

+0.15

Correlation

The correlation between MKC and BF-A is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MKC vs. BF-A - Dividend Comparison

MKC's dividend yield for the trailing twelve months is around 3.78%, more than BF-A's 3.41% yield.


TTM20252024202320222021202020192018201720162015
MKC
McCormick & Company, Incorporated
3.78%2.69%2.24%2.32%1.81%1.44%1.68%1.37%1.53%1.89%1.89%1.91%
BF-A
Brown-Forman Corporation
3.41%3.46%2.33%1.40%1.17%2.55%0.96%1.07%3.11%1.11%1.50%1.17%

Drawdowns

MKC vs. BF-A - Drawdown Comparison

The maximum MKC drawdown since its inception was -49.54%, 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


MKCBF-ADifference

Max Drawdown

Largest peak-to-trough decline

-49.54%

-70.24%

+20.70%

Max Drawdown (1Y)

Largest decline over 1 year

-38.93%

-33.18%

-5.75%

Max Drawdown (5Y)

Largest decline over 5 years

-49.54%

-67.09%

+17.55%

Max Drawdown (10Y)

Largest decline over 10 years

-49.54%

-68.32%

+18.78%

Current Drawdown

Current decline from peak

-49.54%

-63.32%

+13.78%

Average Drawdown

Average peak-to-trough decline

-10.82%

-14.63%

+3.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.53%

19.24%

-2.71%

Volatility

MKC vs. BF-A - Volatility Comparison

The current volatility for McCormick & Company, Incorporated (MKC) is 10.84%, while Brown-Forman Corporation (BF-A) has a volatility of 14.57%. 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


MKCBF-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

10.84%

14.57%

-3.73%

Volatility (6M)

Calculated over the trailing 6-month period

22.28%

24.57%

-2.29%

Volatility (1Y)

Calculated over the trailing 1-year period

28.18%

37.05%

-8.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.89%

28.06%

-4.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.99%

27.52%

-3.53%

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.


Quarterly
Annual

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


800.00M1.00B1.20B1.40B1.60B1.80B20222023202420252026
1.87B
1.06B
(MKC) Total Revenue
(BF-A) Total Revenue
Values in USD except per share items

MKC vs. BF-A - Profitability Comparison

The chart below illustrates the profitability comparison between McCormick & Company, Incorporated and Brown-Forman Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%60.0%20222023202420252026
37.8%
60.6%
Portfolio components
MKC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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 Apr 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 Apr 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 Apr 2026, Brown-Forman Corporation reported an operating income of 340.00M and revenue of 1.06B, resulting in an operating margin of 32.2%.

MKC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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 Apr 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.