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MO vs. ET
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MO and ET is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

MO vs. ET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Altria Group, Inc. (MO) and Energy Transfer LP (ET). The values are adjusted to include any dividend payments, if applicable.

900.00%1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%December2025FebruaryMarchAprilMay
1,390.81%
982.05%
MO
ET

Key characteristics

Sharpe Ratio

MO:

2.55

ET:

0.54

Sortino Ratio

MO:

3.59

ET:

0.88

Omega Ratio

MO:

1.47

ET:

1.12

Calmar Ratio

MO:

4.58

ET:

0.58

Martin Ratio

MO:

10.94

ET:

2.03

Ulcer Index

MO:

4.31%

ET:

6.99%

Daily Std Dev

MO:

18.52%

ET:

26.14%

Max Drawdown

MO:

-57.39%

ET:

-87.81%

Current Drawdown

MO:

-0.68%

ET:

-19.64%

Fundamentals

Market Cap

MO:

$100.41B

ET:

$57.20B

EPS

MO:

$5.96

ET:

$1.28

PE Ratio

MO:

10.00

ET:

13.02

PEG Ratio

MO:

4.01

ET:

0.73

PS Ratio

MO:

4.93

ET:

0.69

PB Ratio

MO:

27.30

ET:

1.62

Total Revenue (TTM)

MO:

$20.99B

ET:

$61.04B

Gross Profit (TTM)

MO:

$15.08B

ET:

$10.60B

EBITDA (TTM)

MO:

$14.03B

ET:

$11.63B

Returns By Period

In the year-to-date period, MO achieves a 16.05% return, which is significantly higher than ET's -13.53% return. Over the past 10 years, MO has outperformed ET with an annualized return of 8.35%, while ET has yielded a comparatively lower 1.19% annualized return.


MO

YTD

16.05%

1M

6.31%

6M

14.84%

1Y

47.88%

5Y*

19.40%

10Y*

8.35%

ET

YTD

-13.53%

1M

3.16%

6M

5.05%

1Y

13.01%

5Y*

26.15%

10Y*

1.19%

*Annualized

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Risk-Adjusted Performance

MO vs. ET — Risk-Adjusted Performance Rank

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

MO
The Risk-Adjusted Performance Rank of MO is 9797
Overall Rank
The Sharpe Ratio Rank of MO is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9797
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9595
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9999
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9595
Martin Ratio Rank

ET
The Risk-Adjusted Performance Rank of ET is 6868
Overall Rank
The Sharpe Ratio Rank of ET is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of ET is 6161
Sortino Ratio Rank
The Omega Ratio Rank of ET is 6262
Omega Ratio Rank
The Calmar Ratio Rank of ET is 7474
Calmar Ratio Rank
The Martin Ratio Rank of ET is 7272
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.

MO vs. ET - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and Energy Transfer LP (ET). 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.


The chart of Sharpe ratio for MO, currently valued at 2.55, compared to the broader market-2.00-1.000.001.002.003.00
MO: 2.55
ET: 0.54
The chart of Sortino ratio for MO, currently valued at 3.59, compared to the broader market-6.00-4.00-2.000.002.004.00
MO: 3.59
ET: 0.88
The chart of Omega ratio for MO, currently valued at 1.47, compared to the broader market0.501.001.502.00
MO: 1.47
ET: 1.12
The chart of Calmar ratio for MO, currently valued at 4.58, compared to the broader market0.001.002.003.004.005.00
MO: 4.58
ET: 0.58
The chart of Martin ratio for MO, currently valued at 10.94, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
MO: 10.94
ET: 2.03

The current MO Sharpe Ratio is 2.55, which is higher than the ET Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of MO and ET, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
2.55
0.54
MO
ET

Dividends

MO vs. ET - Dividend Comparison

MO's dividend yield for the trailing twelve months is around 6.78%, less than ET's 7.71% yield.


TTM20242023202220212020201920182017201620152014
MO
Altria Group, Inc.
6.78%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%
ET
Energy Transfer LP
7.71%6.51%8.96%7.33%7.44%17.28%9.51%9.24%6.66%5.90%7.42%2.61%

Drawdowns

MO vs. ET - Drawdown Comparison

The maximum MO drawdown since its inception was -57.39%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for MO and ET. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-0.68%
-19.64%
MO
ET

Volatility

MO vs. ET - Volatility Comparison

The current volatility for Altria Group, Inc. (MO) is 5.16%, while Energy Transfer LP (ET) has a volatility of 16.44%. This indicates that MO experiences smaller price fluctuations and is considered to be less risky than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
5.16%
16.44%
MO
ET

Financials

MO vs. ET - Financials Comparison

This section allows you to compare key financial metrics between Altria Group, Inc. and Energy Transfer LP. 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


5.00B10.00B15.00B20.00B25.00B20212022202320242025
5.26B
19.54B
(MO) Total Revenue
(ET) Total Revenue
Values in USD except per share items

MO vs. ET - Profitability Comparison

The chart below illustrates the profitability comparison between Altria Group, Inc. and Energy Transfer LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
75.9%
21.0%
(MO) Gross Margin
(ET) Gross Margin
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a gross profit of 3.99B and revenue of 5.26B. Therefore, the gross margin over that period was 75.9%.
ET - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Energy Transfer LP reported a gross profit of 4.10B and revenue of 19.54B. Therefore, the gross margin over that period was 21.0%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported an operating income of 1.79B and revenue of 5.26B, resulting in an operating margin of 34.0%.
ET - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Energy Transfer LP reported an operating income of 2.28B and revenue of 19.54B, resulting in an operating margin of 11.7%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a net income of 1.08B and revenue of 5.26B, resulting in a net margin of 20.5%.
ET - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Energy Transfer LP reported a net income of 1.08B and revenue of 19.54B, resulting in a net margin of 5.5%.