PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
MNST vs. AEL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MNST and AEL is 0.25, 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.


-0.50.00.51.00.3

Performance

MNST vs. AEL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monster Beverage Corporation (MNST) and American Equity Investment Life Holding Company (AEL). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-1.77%
0
MNST
AEL

Key characteristics

Fundamentals

Market Cap

MNST:

$48.29B

AEL:

$4.49B

EPS

MNST:

$1.56

AEL:

$2.06

PE Ratio

MNST:

31.68

AEL:

27.41

PEG Ratio

MNST:

1.55

AEL:

1.14

Total Revenue (TTM)

MNST:

$5.68B

AEL:

$831.23M

Gross Profit (TTM)

MNST:

$3.05B

AEL:

$753.52M

EBITDA (TTM)

MNST:

$1.61B

AEL:

$326.69M

Returns By Period


MNST

YTD

-5.97%

1M

-4.45%

6M

-1.87%

1Y

-13.57%

5Y*

7.97%

10Y*

9.56%

AEL

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

MNST vs. AEL — Risk-Adjusted Performance Rank

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

MNST
The Risk-Adjusted Performance Rank of MNST is 1818
Overall Rank
The Sharpe Ratio Rank of MNST is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of MNST is 1717
Sortino Ratio Rank
The Omega Ratio Rank of MNST is 1616
Omega Ratio Rank
The Calmar Ratio Rank of MNST is 1616
Calmar Ratio Rank
The Martin Ratio Rank of MNST is 2323
Martin Ratio Rank

AEL
The Risk-Adjusted Performance Rank of AEL is 9797
Overall Rank
The Sharpe Ratio Rank of AEL is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of AEL is 9999
Sortino Ratio Rank
The Omega Ratio Rank of AEL is 9999
Omega Ratio Rank
The Calmar Ratio Rank of AEL is 9494
Calmar Ratio Rank
The Martin Ratio Rank of AEL is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MNST vs. AEL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Monster Beverage Corporation (MNST) and American Equity Investment Life Holding Company (AEL). 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.


Sharpe ratio
The chart of Sharpe ratio for MNST, currently valued at -0.58, compared to the broader market-2.000.002.004.00-0.580.99
The chart of Sortino ratio for MNST, currently valued at -0.64, compared to the broader market-4.00-2.000.002.004.006.00-0.641.57
The chart of Omega ratio for MNST, currently valued at 0.91, compared to the broader market0.501.001.502.000.911.34
The chart of Calmar ratio for MNST, currently valued at -0.52, compared to the broader market0.002.004.006.00-0.521.83
The chart of Martin ratio for MNST, currently valued at -0.97, compared to the broader market-10.000.0010.0020.0030.00-0.978.31
MNST
AEL


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
-0.58
0.99
MNST
AEL

Dividends

MNST vs. AEL - Dividend Comparison

Neither MNST nor AEL has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
MNST
Monster Beverage Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AEL
American Equity Investment Life Holding Company
0.67%0.67%0.00%0.79%0.87%1.16%1.00%1.00%0.85%1.06%0.92%0.69%

Drawdowns

MNST vs. AEL - Drawdown Comparison


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-18.78%
-0.07%
MNST
AEL

Volatility

MNST vs. AEL - Volatility Comparison

Monster Beverage Corporation (MNST) has a higher volatility of 5.07% compared to American Equity Investment Life Holding Company (AEL) at 0.00%. This indicates that MNST's price experiences larger fluctuations and is considered to be riskier than AEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
5.07%
0
MNST
AEL

Financials

MNST vs. AEL - Financials Comparison

This section allows you to compare key financial metrics between Monster Beverage Corporation and American Equity Investment Life Holding Company. 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab