MO vs. MZTI
MO (Altria Group, Inc.) and MZTI (The Marzetti Company) are both stocks. Both are in the Consumer Defensive sector — MO in Tobacco, MZTI in Packaged Foods. Over the past 10 years, MO returned 7.79%/yr vs 0.54%/yr for MZTI. At a 0.23 correlation, their price movements are largely independent.
Performance
MO vs. MZTI - Performance Comparison
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Returns By Period
In the year-to-date period, MO achieves a 25.71% return, which is significantly higher than MZTI's -32.69% return. Over the past 10 years, MO has outperformed MZTI with an annualized return of 7.79%, while MZTI has yielded a comparatively lower 0.54% annualized return.
MO
- 1D
- -1.25%
- 1M
- 4.65%
- YTD
- 25.71%
- 6M
- 27.02%
- 1Y
- 28.81%
- 3Y*
- 25.85%
- 5Y*
- 16.08%
- 10Y*
- 7.79%
MZTI
- 1D
- 1.49%
- 1M
- -3.25%
- YTD
- -32.69%
- 6M
- -30.23%
- 1Y
- -33.35%
- 3Y*
- -16.23%
- 5Y*
- -9.18%
- 10Y*
- 0.54%
MO vs. MZTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 25.71% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
MZTI The Marzetti Company | -32.69% | -2.93% | 6.10% | -14.02% | 21.59% | -8.26% | 16.75% | -7.88% | 39.22% | -6.99% |
Correlation
The correlation between MO and MZTI is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.23 |
The correlation between MO and MZTI shifts across timeframes, from 0.15 (1 year) to 0.28 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
MO:
$119.27B
MZTI:
$2.98B
MO:
$4.79
MZTI:
$6.41
MO:
14.87
MZTI:
17.00
MO:
0.32
MZTI:
1.93
MO:
5.49
MZTI:
1.54
MO:
$21.82B
MZTI:
$1.94B
MO:
$14.80B
MZTI:
$469.39M
MO:
$11.70B
MZTI:
$296.24M
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Return for Risk
MO vs. MZTI — Risk / Return Rank
MO
MZTI
MO vs. MZTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and The Marzetti Company (MZTI). 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.
| MO | MZTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.54 | ||
| Sortino ratioReturn per unit of downside risk | +3.62 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.78 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | -0.78 | +2.55 |
| Martin ratioReturn relative to average drawdown | 4.45 | -1.88 | +6.33 |
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
| MO | MZTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | -1.25 | +2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | -0.33 | +1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.02 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.38 | +0.31 |
Drawdowns
MO vs. MZTI - Drawdown Comparison
The maximum MO drawdown since its inception was -65.43%, which is greater than MZTI's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for MO and MZTI.
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Drawdown Indicators
| MO | MZTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.43% | -54.66% | -10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -42.74% | +26.34% |
Max Drawdown (3Y)Largest decline over 3 years | -16.40% | -46.47% | +30.07% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -48.22% | +22.39% |
Max Drawdown (10Y)Largest decline over 10 years | -53.69% | -48.22% | -5.47% |
Current DrawdownCurrent decline from peak | -4.37% | -46.51% | +42.14% |
Average DrawdownAverage peak-to-trough decline | -11.93% | -11.65% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.49% | 17.76% | -11.27% |
Volatility
MO vs. MZTI - Volatility Comparison
Altria Group, Inc. (MO) and The Marzetti Company (MZTI) have volatilities of 6.69% and 6.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MO | MZTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 6.38% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 17.32% | 20.58% | -3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.53% | 26.85% | -4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.64% | 27.73% | -7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.96% | 27.70% | -4.74% |
Dividends
MO vs. MZTI - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 5.89%, more than MZTI's 3.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 5.89% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
MZTI The Marzetti Company | 3.63% | 2.34% | 2.11% | 2.07% | 1.65% | 1.84% | 1.55% | 1.66% | 1.39% | 1.74% | 1.45% | 5.96% |
Financials
MO vs. MZTI - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, Inc. and The Marzetti 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.
Total Revenue: Total amount of money received from sales and other business activities
MO vs. MZTI - 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%.
MZTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a gross profit of 107.22M and revenue of 453.37M. Therefore, the gross margin over that period was 23.7%.
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%.
MZTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported an operating income of 46.58M and revenue of 453.37M, resulting in an operating margin of 10.3%.
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%.
MZTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a net income of 37.06M and revenue of 453.37M, resulting in a net margin of 8.2%.
Frequently Asked Questions
MO and MZTI have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MO has higher volatility (6.69%) compared to MZTI (6.38%). In terms of maximum drawdown, MO dropped -65.43% vs MZTI's -54.66%.
MO currently has the higher Sharpe Ratio (1.29 vs -1.25), 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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