MKC vs. BF-B
MKC (McCormick & Company, Incorporated) and BF-B (Brown-Forman Corporation) are both stocks. Both are in the Consumer Defensive sector — MKC in Packaged Foods, BF-B in Beverages - Wineries & Distilleries. Over the past 10 years, MKC returned 1.49%/yr vs -2.17%/yr for BF-B. At a 0.34 correlation, their price movements are largely independent.
Performance
MKC vs. BF-B - Performance Comparison
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Returns By Period
In the year-to-date period, MKC achieves a -29.48% return, which is significantly lower than BF-B's 2.39% return. Over the past 10 years, MKC has outperformed BF-B with an annualized return of 1.49%, while BF-B has yielded a comparatively lower -2.17% annualized return.
MKC
- 1D
- 0.78%
- 1M
- -1.47%
- YTD
- -29.48%
- 6M
- -23.94%
- 1Y
- -33.99%
- 3Y*
- -17.31%
- 5Y*
- -9.65%
- 10Y*
- 1.49%
BF-B
- 1D
- 1.07%
- 1M
- -4.48%
- YTD
- 2.39%
- 6M
- -11.50%
- 1Y
- -2.80%
- 3Y*
- -24.03%
- 5Y*
- -17.21%
- 10Y*
- -2.17%
MKC vs. BF-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | -29.48% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
BF-B Brown-Forman Corporation | 2.39% | -29.29% | -32.23% | -11.91% | -8.86% | -6.07% | 18.67% | 43.78% | -10.98% | 55.01% |
Correlation
The correlation between MKC and BF-B is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.34 |
The correlation between MKC and BF-B shifts across timeframes, from 0.34 (all time) to 0.45 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MKC:
$6.10
BF-B:
$1.71
MKC:
7.80
BF-B:
15.49
MKC:
5.67
BF-B:
19.25
MKC:
1.80
BF-B:
3.20
MKC:
$7.11B
BF-B:
$3.91B
MKC:
$2.70B
BF-B:
$2.32B
MKC:
$1.22B
BF-B:
$1.19B
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Return for Risk
MKC vs. BF-B — Risk / Return Rank
MKC
BF-B
MKC vs. BF-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) and Brown-Forman Corporation (BF-B). 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.
| MKC | BF-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.02 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | -0.11 | -0.75 |
| Martin ratioReturn relative to average drawdown | -1.75 | -0.25 | -1.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MKC | BF-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.22 | -0.07 | -1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.40 | -0.58 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | -0.08 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.49 | -0.05 |
Drawdowns
MKC vs. BF-B - Drawdown Comparison
The maximum MKC drawdown since its inception was -52.02%, smaller than the maximum BF-B drawdown of -68.96%. Use the drawdown chart below to compare losses from any high point for MKC and BF-B.
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Drawdown Indicators
| MKC | BF-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.02% | -68.96% | +16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -39.50% | -25.48% | -14.02% |
Max Drawdown (3Y)Largest decline over 3 years | -47.65% | -65.65% | +18.00% |
Max Drawdown (5Y)Largest decline over 5 years | -52.02% | -68.31% | +16.29% |
Max Drawdown (10Y)Largest decline over 10 years | -52.02% | -68.96% | +16.94% |
Current DrawdownCurrent decline from peak | -49.90% | -64.00% | +14.10% |
Average DrawdownAverage peak-to-trough decline | -11.01% | -11.60% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.43% | 11.09% | +8.34% |
Volatility
MKC vs. BF-B - Volatility Comparison
The current volatility for McCormick & Company, Incorporated (MKC) is 6.70%, while Brown-Forman Corporation (BF-B) has a volatility of 7.86%. This indicates that MKC experiences smaller price fluctuations and is considered to be less risky than BF-B 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-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 7.86% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 23.08% | 31.44% | -8.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.96% | 38.33% | -10.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 29.94% | -5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.16% | 28.02% | -3.86% |
Dividends
MKC vs. BF-B - Dividend Comparison
MKC's dividend yield for the trailing twelve months is around 3.91%, more than BF-B's 3.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 3.46% | 3.49% | 2.32% | 1.46% | 1.17% | 2.37% | 0.88% | 0.99% | 3.10% | 1.09% | 1.54% | 1.29% |
MKC McCormick & Company, Incorporated | 3.91% | 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-B - 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-B - 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-B - 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-B - 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-B - 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-B 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-B has higher volatility (7.86%) compared to MKC (6.70%). In terms of maximum drawdown, MKC dropped -52.02% vs BF-B's -68.96%.
BF-B currently has the higher Sharpe Ratio (-0.07 vs -1.22), 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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