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MNST vs. DDS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MNST vs. DDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monster Beverage Corporation (MNST) and Dillard's, Inc. (DDS). The values are adjusted to include any dividend payments, if applicable.

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MNST vs. DDS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MNST
Monster Beverage Corporation
-5.49%45.87%-8.77%13.48%5.72%3.85%45.52%29.11%-22.23%42.74%
DDS
Dillard's, Inc.
-5.59%46.81%13.47%32.05%38.66%306.41%-12.71%22.76%0.97%-3.63%

Fundamentals

Market Cap

MNST:

$71.50B

DDS:

$8.92B

EPS

MNST:

$1.93

DDS:

$36.38

PE Ratio

MNST:

37.47

DDS:

15.73

PS Ratio

MNST:

8.61

DDS:

1.39

PB Ratio

MNST:

8.66

DDS:

3.80

Total Revenue (TTM)

MNST:

$8.29B

DDS:

$6.47B

Gross Profit (TTM)

MNST:

$4.63B

DDS:

-$644.80M

EBITDA (TTM)

MNST:

$2.51B

DDS:

$878.26M

Returns By Period

The year-to-date returns for both stocks are quite close, with MNST having a -5.49% return and DDS slightly lower at -5.59%. Over the past 10 years, MNST has underperformed DDS with an annualized return of 12.42%, while DDS has yielded a comparatively higher 24.75% annualized return.


MNST

1D
1.60%
1M
-15.05%
YTD
-5.49%
6M
7.65%
1Y
23.82%
3Y*
10.29%
5Y*
9.67%
10Y*
12.42%

DDS

1D
3.07%
1M
-5.04%
YTD
-5.59%
6M
-2.79%
1Y
66.97%
3Y*
29.66%
5Y*
51.43%
10Y*
24.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MNST vs. DDS — Risk / Return Rank

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

MNST
MNST Risk / Return Rank: 7373
Overall Rank
MNST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
MNST Sortino Ratio Rank: 6969
Sortino Ratio Rank
MNST Omega Ratio Rank: 6969
Omega Ratio Rank
MNST Calmar Ratio Rank: 7171
Calmar Ratio Rank
MNST Martin Ratio Rank: 7878
Martin Ratio Rank

DDS
DDS Risk / Return Rank: 8484
Overall Rank
DDS Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
DDS Sortino Ratio Rank: 8181
Sortino Ratio Rank
DDS Omega Ratio Rank: 8080
Omega Ratio Rank
DDS Calmar Ratio Rank: 8787
Calmar Ratio Rank
DDS Martin Ratio Rank: 8787
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.

MNST vs. DDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monster Beverage Corporation (MNST) and Dillard's, Inc. (DDS). 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.


MNSTDDSDifference

Sharpe ratio

Return per unit of total volatility

1.04

1.52

-0.48

Sortino ratio

Return per unit of downside risk

1.53

2.12

-0.59

Omega ratio

Gain probability vs. loss probability

1.20

1.28

-0.08

Calmar ratio

Return relative to maximum drawdown

1.43

3.16

-1.73

Martin ratio

Return relative to average drawdown

5.21

8.51

-3.30

MNST vs. DDS - Sharpe Ratio Comparison

The current MNST Sharpe Ratio is 1.04, which is lower than the DDS Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of MNST and DDS, 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


MNSTDDSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

1.52

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.98

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.42

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.23

+0.36

Correlation

The correlation between MNST and DDS is 0.18, 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

MNST vs. DDS - Dividend Comparison

MNST has not paid dividends to shareholders, while DDS's dividend yield for the trailing twelve months is around 5.44%.


TTM20252024202320222021202020192018201720162015
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%
DDS
Dillard's, Inc.
5.44%5.13%6.02%5.18%4.89%6.41%0.95%0.68%0.66%0.57%0.45%0.40%

Drawdowns

MNST vs. DDS - Drawdown Comparison

The maximum MNST drawdown since its inception was -69.17%, smaller than the maximum DDS drawdown of -93.62%. Use the drawdown chart below to compare losses from any high point for MNST and DDS.


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Drawdown Indicators


MNSTDDSDifference

Max Drawdown

Largest peak-to-trough decline

-69.17%

-93.62%

+24.45%

Max Drawdown (1Y)

Largest decline over 1 year

-17.70%

-21.13%

+3.43%

Max Drawdown (5Y)

Largest decline over 5 years

-26.62%

-49.71%

+23.09%

Max Drawdown (10Y)

Largest decline over 10 years

-30.42%

-76.57%

+46.15%

Current Drawdown

Current decline from peak

-16.39%

-18.26%

+1.87%

Average Drawdown

Average peak-to-trough decline

-20.76%

-35.72%

+14.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.84%

7.84%

-3.00%

Volatility

MNST vs. DDS - Volatility Comparison

The current volatility for Monster Beverage Corporation (MNST) is 6.66%, while Dillard's, Inc. (DDS) has a volatility of 10.83%. This indicates that MNST experiences smaller price fluctuations and is considered to be less risky than DDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MNSTDDSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

10.83%

-4.17%

Volatility (6M)

Calculated over the trailing 6-month period

16.11%

30.19%

-14.08%

Volatility (1Y)

Calculated over the trailing 1-year period

23.11%

44.33%

-21.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.76%

52.98%

-29.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.17%

59.61%

-33.44%

Financials

MNST vs. DDS - Financials Comparison

This section allows you to compare key financial metrics between Monster Beverage Corporation and Dillard's, Inc.. 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


1.20B1.40B1.60B1.80B2.00B2.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
2.13B
1.90B
(MNST) Total Revenue
(DDS) Total Revenue
Values in USD except per share items