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

Performance

MNST vs. LW - Performance Comparison

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

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Returns By Period

In the year-to-date period, MNST achieves a 15.39% return, which is significantly higher than LW's 3.41% return.


MNST

1D
-1.21%
1M
2.53%
YTD
15.39%
6M
19.65%
1Y
39.52%
3Y*
15.61%
5Y*
13.67%
10Y*
13.21%

LW

1D
1.09%
1M
1.36%
YTD
3.41%
6M
-27.23%
1Y
-21.23%
3Y*
-26.27%
5Y*
-10.73%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MNST vs. LW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MNST
Monster Beverage Corporation
15.39%45.87%-8.77%13.48%5.72%3.85%45.52%29.11%-22.23%42.74%
LW
Lamb Weston Holdings, Inc.
3.41%-35.69%-37.01%22.32%42.89%-18.40%-7.23%18.27%31.81%51.77%

Correlation

The correlation between MNST and LW is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.24

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

0.35

Correlation (All Time)
Calculated using the full available price history since Nov 11, 2016

0.29

The correlation between MNST and LW shifts across timeframes, from 0.12 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MNST:

$87.43B

LW:

$5.93B

EPS

MNST:

$2.06

LW:

$2.15

PE Ratio

MNST:

42.93

LW:

19.79

PEG Ratio

MNST:

3.36

LW:

0.27

PS Ratio

MNST:

9.92

LW:

0.91

PB Ratio

MNST:

10.02

LW:

3.25

Total Revenue (TTM)

MNST:

$8.79B

LW:

$6.52B

Gross Profit (TTM)

MNST:

$4.88B

LW:

$1.34B

EBITDA (TTM)

MNST:

$2.70B

LW:

$893.90M

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Return for Risk

MNST vs. LW — Risk / Return Rank

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

MNST
MNST Risk / Return Rank: 8181
Overall Rank
MNST Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
MNST Sortino Ratio Rank: 8282
Sortino Ratio Rank
MNST Omega Ratio Rank: 8181
Omega Ratio Rank
MNST Calmar Ratio Rank: 7878
Calmar Ratio Rank
MNST Martin Ratio Rank: 8181
Martin Ratio Rank

LW
LW Risk / Return Rank: 2323
Overall Rank
LW Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
LW Sortino Ratio Rank: 2323
Sortino Ratio Rank
LW Omega Ratio Rank: 2121
Omega Ratio Rank
LW Calmar Ratio Rank: 2424
Calmar Ratio Rank
LW Martin Ratio Rank: 2525
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. LW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monster Beverage Corporation (MNST) and Lamb Weston Holdings, Inc. (LW). 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.


MNSTLWDifference
Sharpe ratioReturn per unit of total volatility

+1.99

Sortino ratioReturn per unit of downside risk

+2.77

Omega ratioGain probability vs. loss probability

1.31

0.94

+0.37

Calmar ratioReturn relative to maximum drawdown

2.24

-0.52

+2.76

Martin ratioReturn relative to average drawdown

6.37

-0.90

+7.27

MNST vs. LW - Sharpe Ratio Comparison

The current MNST Sharpe Ratio is 1.51, which is higher than the LW Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of MNST and LW, 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


MNSTLWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

-0.48

+1.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

-0.29

+0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.15

+0.45

Drawdowns

MNST vs. LW - Drawdown Comparison

The maximum MNST drawdown since its inception was -69.17%, which is greater than LW's maximum drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for MNST and LW.


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Drawdown Indicators


MNSTLWDifference

Max Drawdown

Largest peak-to-trough decline

-69.17%

-64.56%

-4.61%

Max Drawdown (1Y)

Largest decline over 1 year

-17.70%

-41.37%

+23.67%

Max Drawdown (3Y)

Largest decline over 3 years

-26.04%

-64.56%

+38.52%

Max Drawdown (5Y)

Largest decline over 5 years

-26.62%

-64.56%

+37.94%

Max Drawdown (10Y)

Largest decline over 10 years

-30.42%

Current Drawdown

Current decline from peak

-1.21%

-60.44%

+59.23%

Average Drawdown

Average peak-to-trough decline

-20.67%

-21.26%

+0.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.22%

23.67%

-17.45%

Volatility

MNST vs. LW - Volatility Comparison

Monster Beverage Corporation (MNST) has a higher volatility of 13.62% compared to Lamb Weston Holdings, Inc. (LW) at 10.14%. This indicates that MNST's price experiences larger fluctuations and is considered to be riskier than LW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MNSTLWDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.62%

10.14%

+3.48%

Volatility (6M)

Calculated over the trailing 6-month period

19.93%

38.17%

-18.24%

Volatility (1Y)

Calculated over the trailing 1-year period

26.41%

44.22%

-17.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.59%

37.84%

-13.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.25%

35.85%

-9.60%

Dividends

MNST vs. LW - Dividend Comparison

MNST has not paid dividends to shareholders, while LW's dividend yield for the trailing twelve months is around 3.52%.


PositionTTM202520242023202220212020201920182017
LW
Lamb Weston Holdings, Inc.
3.52%3.53%2.15%1.04%1.10%1.48%1.17%0.93%1.04%1.33%
MNST
Monster Beverage Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

MNST vs. LW - Financials Comparison

This section allows you to compare key financial metrics between Monster Beverage Corporation and Lamb Weston Holdings, 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


1.00B1.50B2.00B20222023202420252026
2.35B
1.56B
(MNST) Total Revenue
(LW) Total Revenue
Values in USD except per share items

MNST vs. LW - Profitability Comparison

The chart below illustrates the profitability comparison between Monster Beverage Corporation and Lamb Weston Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20222023202420252026
55.0%
21.2%
Portfolio components
MNST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a gross profit of 1.29B and revenue of 2.35B. Therefore, the gross margin over that period was 55.0%.

LW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lamb Weston Holdings, Inc. reported a gross profit of 331.60M and revenue of 1.56B. Therefore, the gross margin over that period was 21.2%.

MNST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported an operating income of 729.96M and revenue of 2.35B, resulting in an operating margin of 31.0%.

LW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lamb Weston Holdings, Inc. reported an operating income of 126.60M and revenue of 1.56B, resulting in an operating margin of 8.1%.

MNST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a net income of 569.49M and revenue of 2.35B, resulting in a net margin of 24.2%.

LW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lamb Weston Holdings, Inc. reported a net income of 54.00M and revenue of 1.56B, resulting in a net margin of 3.5%.


Frequently Asked Questions


MNST and LW have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MNST has higher volatility (13.62%) compared to LW (10.14%). In terms of maximum drawdown, MNST dropped -69.17% vs LW's -64.56%.

MNST currently has the higher Sharpe Ratio (1.51 vs -0.48), 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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