MNST vs. MIDD
MNST (Monster Beverage Corporation) and MIDD (The Middleby Corporation) are both stocks. MNST operates in Beverages - Non-Alcoholic (Consumer Defensive), while MIDD operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, MNST returned 13.21%/yr vs 2.38%/yr for MIDD. At a 0.22 correlation, their price movements are largely independent.
Performance
MNST vs. MIDD - Performance Comparison
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Returns By Period
In the year-to-date period, MNST achieves a 15.39% return, which is significantly higher than MIDD's 5.97% return. Over the past 10 years, MNST has outperformed MIDD with an annualized return of 13.21%, while MIDD has yielded a comparatively lower 2.38% annualized 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%
MIDD
- 1D
- 1.68%
- 1M
- -4.33%
- YTD
- 5.97%
- 6M
- 22.90%
- 1Y
- 7.01%
- 3Y*
- 3.76%
- 5Y*
- -1.44%
- 10Y*
- 2.38%
MNST vs. MIDD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MNST Monster Beverage Corporation | 15.39% | 45.87% | -8.77% | 13.48% | 5.72% | 3.85% | 45.52% | 29.11% | -22.23% | 42.74% |
MIDD The Middleby Corporation | 5.97% | 9.76% | -7.96% | 9.91% | -31.95% | 52.62% | 17.71% | 6.61% | -23.88% | 4.77% |
Correlation
The correlation between MNST and MIDD is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 1995 | 0.22 |
The correlation between MNST and MIDD shifts across timeframes, from 0.13 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MNST:
$87.43B
MIDD:
$7.44B
MNST:
$2.06
MIDD:
-$8.36
MNST:
9.92
MIDD:
2.16
MNST:
10.02
MIDD:
3.13
MNST:
$8.79B
MIDD:
$3.67B
MNST:
$4.88B
MIDD:
$1.39B
MNST:
$2.70B
MIDD:
-$2.33M
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Return for Risk
MNST vs. MIDD — Risk / Return Rank
MNST
MIDD
MNST vs. MIDD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monster Beverage Corporation (MNST) and The Middleby Corporation (MIDD). 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.
| MNST | MIDD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.32 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.07 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.27 | +1.97 |
| Martin ratioReturn relative to average drawdown | 6.37 | 0.59 | +5.77 |
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
| MNST | MIDD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.18 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | -0.04 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.06 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.43 | +0.17 |
Drawdowns
MNST vs. MIDD - Drawdown Comparison
The maximum MNST drawdown since its inception was -69.17%, smaller than the maximum MIDD drawdown of -77.27%. Use the drawdown chart below to compare losses from any high point for MNST and MIDD.
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Drawdown Indicators
| MNST | MIDD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.17% | -77.27% | +8.10% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -25.63% | +7.93% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -35.40% | +9.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -44.38% | +17.76% |
Max Drawdown (10Y)Largest decline over 10 years | -30.42% | -69.20% | +38.78% |
Current DrawdownCurrent decline from peak | -1.21% | -21.09% | +19.88% |
Average DrawdownAverage peak-to-trough decline | -20.67% | -24.00% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 11.86% | -5.64% |
Volatility
MNST vs. MIDD - Volatility Comparison
Monster Beverage Corporation (MNST) has a higher volatility of 13.62% compared to The Middleby Corporation (MIDD) at 9.82%. This indicates that MNST's price experiences larger fluctuations and is considered to be riskier than MIDD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNST | MIDD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.62% | 9.82% | +3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 19.93% | 25.68% | -5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.41% | 38.60% | -12.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.59% | 33.69% | -9.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.25% | 36.77% | -10.52% |
Dividends
MNST vs. MIDD - Dividend Comparison
Neither MNST nor MIDD has paid dividends to shareholders.
Financials
MNST vs. MIDD - Financials Comparison
This section allows you to compare key financial metrics between Monster Beverage Corporation and The Middleby 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
MNST vs. MIDD - Profitability Comparison
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%.
MIDD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Middleby Corporation reported a gross profit of 323.19M and revenue of 839.91M. Therefore, the gross margin over that period was 38.5%.
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%.
MIDD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Middleby Corporation reported an operating income of 134.89M and revenue of 839.91M, resulting in an operating margin of 16.1%.
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%.
MIDD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Middleby Corporation reported a net income of -50.07M and revenue of 839.91M, resulting in a net margin of -6.0%.
Frequently Asked Questions
MNST and MIDD have a correlation of 0.13, 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 MIDD (9.82%). In terms of maximum drawdown, MNST dropped -69.17% vs MIDD's -77.27%.
MNST currently has the higher Sharpe Ratio (1.51 vs 0.18), 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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