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

Correlation

The correlation between MO and UVV 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.


Performance

MO vs. UVV - Performance Comparison

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

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Key characteristics

Sharpe Ratio

MO:

1.88

UVV:

0.45

Sortino Ratio

MO:

2.72

UVV:

0.74

Omega Ratio

MO:

1.36

UVV:

1.11

Calmar Ratio

MO:

3.55

UVV:

0.37

Martin Ratio

MO:

8.40

UVV:

1.60

Ulcer Index

MO:

4.35%

UVV:

6.89%

Daily Std Dev

MO:

19.10%

UVV:

26.09%

Max Drawdown

MO:

-57.39%

UVV:

-69.75%

Current Drawdown

MO:

-7.29%

UVV:

-8.40%

Fundamentals

Market Cap

MO:

$95.93B

UVV:

$1.40B

EPS

MO:

$5.96

UVV:

$5.02

PE Ratio

MO:

9.56

UVV:

11.30

PEG Ratio

MO:

4.01

UVV:

0.00

PS Ratio

MO:

4.74

UVV:

0.47

PB Ratio

MO:

27.30

UVV:

0.97

Total Revenue (TTM)

MO:

$20.99B

UVV:

$3.18B

Gross Profit (TTM)

MO:

$15.08B

UVV:

$625.65M

EBITDA (TTM)

MO:

$14.03B

UVV:

$150.53M

Returns By Period

In the year-to-date period, MO achieves a 9.94% return, which is significantly higher than UVV's 5.76% return. Both investments have delivered pretty close results over the past 10 years, with MO having a 7.43% annualized return and UVV not far behind at 7.14%.


MO

YTD

9.94%

1M

-0.32%

6M

7.65%

1Y

35.58%

5Y*

18.47%

10Y*

7.43%

UVV

YTD

5.76%

1M

8.22%

6M

9.66%

1Y

11.60%

5Y*

13.07%

10Y*

7.14%

*Annualized

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Risk-Adjusted Performance

MO vs. UVV — 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 9494
Overall Rank
The Sharpe Ratio Rank of MO is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9393
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9292
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9898
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9393
Martin Ratio Rank

UVV
The Risk-Adjusted Performance Rank of UVV is 6565
Overall Rank
The Sharpe Ratio Rank of UVV is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of UVV is 5858
Sortino Ratio Rank
The Omega Ratio Rank of UVV is 6060
Omega Ratio Rank
The Calmar Ratio Rank of UVV is 6868
Calmar Ratio Rank
The Martin Ratio Rank of UVV is 6969
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. UVV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and Universal Corporation (UVV). 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 current MO Sharpe Ratio is 1.88, which is higher than the UVV Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of MO and UVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MO vs. UVV - Dividend Comparison

MO's dividend yield for the trailing twelve months is around 7.15%, more than UVV's 5.77% yield.


TTM20242023202220212020201920182017201620152014
MO
Altria Group, Inc.
7.15%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%
UVV
Universal Corporation
5.77%5.87%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%4.64%

Drawdowns

MO vs. UVV - Drawdown Comparison

The maximum MO drawdown since its inception was -57.39%, smaller than the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for MO and UVV. For additional features, visit the drawdowns tool.


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Volatility

MO vs. UVV - Volatility Comparison

The current volatility for Altria Group, Inc. (MO) is 6.09%, while Universal Corporation (UVV) has a volatility of 8.62%. This indicates that MO experiences smaller price fluctuations and is considered to be less risky than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

MO vs. UVV - Financials Comparison

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


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
5.26B
937.19M
(MO) Total Revenue
(UVV) Total Revenue
Values in USD except per share items

MO vs. UVV - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
75.9%
20.7%
(MO) Gross Margin
(UVV) 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%.

UVV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Universal Corporation reported a gross profit of 193.59M and revenue of 937.19M. Therefore, the gross margin over that period was 20.7%.

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%.

UVV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Universal Corporation reported an operating income of 104.08M and revenue of 937.19M, resulting in an operating margin of 11.1%.

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%.

UVV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Universal Corporation reported a net income of 59.64M and revenue of 937.19M, resulting in a net margin of 6.4%.