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

Correlation

The correlation between MO and MMM is 0.36, 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.


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Performance

MO vs. MMM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Altria Group, Inc. (MO) and 3M Company (MMM). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember
17.56%
28.44%
MO
MMM

Key characteristics

Sharpe Ratio

MO:

2.29

MMM:

1.36

Sortino Ratio

MO:

3.42

MMM:

2.57

Omega Ratio

MO:

1.44

MMM:

1.35

Calmar Ratio

MO:

2.18

MMM:

0.83

Martin Ratio

MO:

11.75

MMM:

7.07

Ulcer Index

MO:

3.47%

MMM:

6.46%

Daily Std Dev

MO:

17.86%

MMM:

33.61%

Max Drawdown

MO:

-82.48%

MMM:

-59.10%

Current Drawdown

MO:

-8.05%

MMM:

-22.44%

Fundamentals

Market Cap

MO:

$88.77B

MMM:

$70.89B

EPS

MO:

$5.92

MMM:

$9.61

PE Ratio

MO:

8.85

MMM:

13.55

PEG Ratio

MO:

3.66

MMM:

1.90

Total Revenue (TTM)

MO:

$20.36B

MMM:

$28.57B

Gross Profit (TTM)

MO:

$14.22B

MMM:

$12.31B

EBITDA (TTM)

MO:

$13.08B

MMM:

$6.89B

Returns By Period

In the year-to-date period, MO achieves a 40.19% return, which is significantly lower than MMM's 46.17% return. Over the past 10 years, MO has outperformed MMM with an annualized return of 7.28%, while MMM has yielded a comparatively lower 2.81% annualized return.


MO

YTD

40.19%

1M

-8.05%

6M

17.61%

1Y

40.19%

5Y*

9.48%

10Y*

7.28%

MMM

YTD

46.17%

1M

-3.30%

6M

29.73%

1Y

46.17%

5Y*

1.39%

10Y*

2.81%

*Annualized

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Altria Group, Inc.

3M Company

Risk-Adjusted Performance

MO vs. MMM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and 3M Company (MMM). 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 2.29, compared to the broader market-4.00-2.000.002.002.291.36
The chart of Sortino ratio for MO, currently valued at 3.42, compared to the broader market-4.00-2.000.002.004.003.422.57
The chart of Omega ratio for MO, currently valued at 1.44, compared to the broader market0.501.001.502.001.441.35
The chart of Calmar ratio for MO, currently valued at 2.18, compared to the broader market0.002.004.006.002.180.83
The chart of Martin ratio for MO, currently valued at 11.75, compared to the broader market0.005.0010.0015.0020.0025.0011.757.07
MO
MMM

The current MO Sharpe Ratio is 2.29, which is higher than the MMM Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of MO and MMM, 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 Ratio0.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember
2.29
1.36
MO
MMM

Dividends

MO vs. MMM - Dividend Comparison

MO's dividend yield for the trailing twelve months is around 7.68%, more than MMM's 2.60% yield.


TTM2023202220212020201920182017201620152014
MO
Altria Group, Inc.
7.68%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%
MMM
3M Company
2.60%5.49%4.97%3.33%3.36%3.26%2.86%2.00%2.49%2.72%2.08%

Drawdowns

MO vs. MMM - Drawdown Comparison

The maximum MO drawdown since its inception was -82.48%, which is greater than MMM's maximum drawdown of -59.10%. Use the drawdown chart below to compare losses from any high point for MO and MMM. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember
-8.05%
-22.44%
MO
MMM

Volatility

MO vs. MMM - Volatility Comparison

The current volatility for Altria Group, Inc. (MO) is 4.21%, while 3M Company (MMM) has a volatility of 4.93%. This indicates that MO experiences smaller price fluctuations and is considered to be less risky than MMM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember
4.21%
4.93%
MO
MMM

Financials

MO vs. MMM - Financials Comparison

This section allows you to compare key financial metrics between Altria Group, Inc. and 3M Company. 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


5.00B6.00B7.00B8.00B9.00B2020AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJuly
5.34B
6.29B
(MO) Total Revenue
(MMM) Total Revenue
Values in USD except per share items

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