MO vs. EPD
MO (Altria Group, Inc.) and EPD (Enterprise Products Partners L.P.) are both stocks. MO operates in Tobacco (Consumer Defensive), while EPD operates in Oil & Gas Midstream (Energy). Over the past 10 years, MO returned 7.93%/yr vs 10.61%/yr for EPD. At a 0.18 correlation, their price movements are largely independent.
Performance
MO vs. EPD - Performance Comparison
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Returns By Period
In the year-to-date period, MO achieves a 26.86% return, which is significantly higher than EPD's 19.79% return. Over the past 10 years, MO has underperformed EPD with an annualized return of 7.93%, while EPD has yielded a comparatively higher 10.61% annualized return.
MO
- 1D
- 0.74%
- 1M
- -1.57%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.74%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
EPD
- 1D
- -0.08%
- 1M
- -5.05%
- YTD
- 19.79%
- 6M
- 19.53%
- 1Y
- 24.08%
- 3Y*
- 20.73%
- 5Y*
- 15.96%
- 10Y*
- 10.61%
MO vs. EPD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
EPD Enterprise Products Partners L.P. | 19.79% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
Correlation
The correlation between MO and EPD is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1998 | 0.18 |
The correlation between MO and EPD shifts across timeframes, from 0.14 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MO:
$120.36B
EPD:
$81.47B
MO:
$4.79
EPD:
$2.69
MO:
15.00
EPD:
13.83
MO:
0.32
EPD:
2.22
MO:
5.54
EPD:
1.58
MO:
$21.82B
EPD:
$51.57B
MO:
$14.80B
EPD:
$7.31B
MO:
$11.70B
EPD:
$10.11B
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Return for Risk
MO vs. EPD — Risk / Return Rank
MO
EPD
MO vs. EPD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and Enterprise Products Partners L.P. (EPD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MO | EPD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.24 | -1.50 |
| Martin ratioReturn relative to average drawdown | 4.39 | 9.50 | -5.10 |
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Drawdowns
MO vs. EPD - Drawdown Comparison
The maximum MO drawdown since its inception was -65.43%, which is greater than EPD's maximum drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for MO and EPD.
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Drawdown Indicators
| MO | EPD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.43% | -58.78% | -6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -7.56% | -8.84% |
Max Drawdown (3Y)Largest decline over 3 years | -16.40% | -15.40% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -18.06% | -7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -53.69% | -58.04% | +4.35% |
Current DrawdownCurrent decline from peak | -3.50% | -6.41% | +2.91% |
Average DrawdownAverage peak-to-trough decline | -11.92% | -10.22% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 2.58% | +3.92% |
Volatility
MO vs. EPD - Volatility Comparison
Altria Group, Inc. (MO) has a higher volatility of 6.71% compared to Enterprise Products Partners L.P. (EPD) at 6.00%. This indicates that MO's price experiences larger fluctuations and is considered to be riskier than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MO | EPD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 6.00% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.60% | 13.27% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 15.90% | +6.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 17.23% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.97% | 24.14% | -1.17% |
Dividends
MO vs. EPD - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 5.84%, which matches EPD's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 5.88% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Financials
MO vs. EPD - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, Inc. and Enterprise Products Partners L.P.. 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
MO vs. EPD - Profitability Comparison
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
Frequently Asked Questions
MO and EPD have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MO has higher volatility (6.71%) compared to EPD (6.00%). In terms of maximum drawdown, MO dropped -65.43% vs EPD's -58.78%.
EPD currently has the higher Sharpe Ratio (1.54 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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