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MKC vs. CVS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MKC vs. CVS - Performance Comparison

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

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Returns By Period

In the year-to-date period, MKC achieves a -31.64% return, which is significantly lower than CVS's 14.70% return. Over the past 10 years, MKC has underperformed CVS with an annualized return of 1.31%, while CVS has yielded a comparatively higher 2.37% annualized return.


MKC

1D
-0.92%
1M
-8.14%
YTD
-31.64%
6M
-28.35%
1Y
-35.32%
3Y*
-17.49%
5Y*
-10.52%
10Y*
1.31%

CVS

1D
-1.24%
1M
9.03%
YTD
14.70%
6M
17.27%
1Y
45.87%
3Y*
12.84%
5Y*
3.94%
10Y*
2.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MKC vs. CVS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MKC
McCormick & Company, Incorporated
-31.64%-8.33%13.97%-15.68%-12.65%2.67%14.70%23.65%39.01%11.34%
CVS
CVS Health Corporation
14.70%84.35%-40.77%-12.53%-7.63%54.87%-5.14%17.26%-7.04%-5.75%

Correlation

The correlation between MKC and CVS is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Mar 27, 1990

0.25

The correlation between MKC and CVS shifts across timeframes, from 0.10 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MKC:

$12.43B

CVS:

$114.47B

EPS

MKC:

$6.10

CVS:

$2.30

PE Ratio

MKC:

7.56

CVS:

38.88

PS Ratio

MKC:

1.75

CVS:

0.28

PB Ratio

MKC:

1.78

CVS:

1.48

Total Revenue (TTM)

MKC:

$7.11B

CVS:

$407.91B

Gross Profit (TTM)

MKC:

$2.70B

CVS:

$56.59B

EBITDA (TTM)

MKC:

$1.22B

CVS:

$9.99B

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Return for Risk

MKC vs. CVS — Risk / Return Rank

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

MKC
MKC Risk / Return Rank: 33
Overall Rank
MKC Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 33
Sortino Ratio Rank
MKC Omega Ratio Rank: 44
Omega Ratio Rank
MKC Calmar Ratio Rank: 77
Calmar Ratio Rank
MKC Martin Ratio Rank: 11
Martin Ratio Rank

CVS
CVS Risk / Return Rank: 7878
Overall Rank
CVS Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
CVS Sortino Ratio Rank: 7373
Sortino Ratio Rank
CVS Omega Ratio Rank: 7878
Omega Ratio Rank
CVS Calmar Ratio Rank: 8080
Calmar Ratio Rank
CVS Martin Ratio Rank: 8181
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. CVS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) and CVS Health Corporation (CVS). 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.


MKCCVSDifference

Sharpe ratio

Return per unit of total volatility

-1.27

1.50

-2.77

Sortino ratio

Return per unit of downside risk

-1.83

1.93

-3.76

Omega ratio

Gain probability vs. loss probability

0.79

1.29

-0.50

Calmar ratio

Return relative to maximum drawdown

-0.88

2.73

-3.61

Martin ratio

Return relative to average drawdown

-1.84

7.06

-8.90

MKC vs. CVS - Sharpe Ratio Comparison

The current MKC Sharpe Ratio is -1.27, which is lower than the CVS Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of MKC and CVS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MKCCVSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.27

1.50

-2.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.44

0.13

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

0.08

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.33

+0.10

Drawdowns

MKC vs. CVS - Drawdown Comparison

The maximum MKC drawdown since its inception was -52.02%, smaller than the maximum CVS drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for MKC and CVS.


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Drawdown Indicators


MKCCVSDifference

Max Drawdown

Largest peak-to-trough decline

-52.02%

-64.07%

+12.05%

Max Drawdown (1Y)

Largest decline over 1 year

-39.50%

-16.44%

-23.06%

Max Drawdown (3Y)

Largest decline over 3 years

-47.65%

-43.98%

-3.67%

Max Drawdown (5Y)

Largest decline over 5 years

-52.02%

-56.79%

+4.77%

Max Drawdown (10Y)

Largest decline over 10 years

-52.02%

-56.79%

+4.77%

Current Drawdown

Current decline from peak

-51.44%

-8.78%

-42.66%

Average Drawdown

Average peak-to-trough decline

-10.99%

-19.56%

+8.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.84%

6.36%

+12.48%

Volatility

MKC vs. CVS - Volatility Comparison

The current volatility for McCormick & Company, Incorporated (MKC) is 7.89%, while CVS Health Corporation (CVS) has a volatility of 10.91%. This indicates that MKC experiences smaller price fluctuations and is considered to be less risky than CVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MKCCVSDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.89%

10.91%

-3.02%

Volatility (6M)

Calculated over the trailing 6-month period

23.14%

26.02%

-2.88%

Volatility (1Y)

Calculated over the trailing 1-year period

27.93%

30.74%

-2.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.30%

29.90%

-5.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.17%

29.28%

-5.11%

Dividends

MKC vs. CVS - Dividend Comparison

MKC's dividend yield for the trailing twelve months is around 4.03%, more than CVS's 2.97% yield.


PositionTTM20252024202320222021202020192018201720162015
CVS
CVS Health Corporation
2.97%3.35%5.93%3.06%2.36%1.94%2.93%2.69%3.05%2.76%2.15%1.43%
MKC
McCormick & Company, Incorporated
4.03%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. CVS - Financials Comparison

This section allows you to compare key financial metrics between McCormick & Company, Incorporated and CVS Health 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


0.0020.00B40.00B60.00B80.00B100.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.87B
100.43B
(MKC) Total Revenue
(CVS) Total Revenue
Values in USD except per share items

MKC vs. CVS - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%40.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
37.8%
15.6%
Portfolio components
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%.

CVS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported a gross profit of 15.62B and revenue of 100.43B. Therefore, the gross margin over that period was 15.6%.

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%.

CVS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported an operating income of 4.68B and revenue of 100.43B, resulting in an operating margin of 4.7%.

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%.

CVS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CVS Health Corporation reported a net income of 2.94B and revenue of 100.43B, resulting in a net margin of 2.9%.


Frequently Asked Questions


MKC and CVS have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CVS has higher volatility (10.91%) compared to MKC (7.89%). In terms of maximum drawdown, MKC dropped -52.02% vs CVS's -64.07%.

CVS currently has the higher Sharpe Ratio (1.50 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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