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MO vs. UVV
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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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MO vs. UVV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MO
Altria Group, Inc.
16.36%18.17%40.76%-3.70%4.37%24.18%-10.21%7.87%-27.14%9.45%
UVV
Universal Corporation
1.43%2.27%-13.39%35.79%1.82%19.59%-8.96%11.08%7.79%-14.79%

Fundamentals

Market Cap

MO:

$110.67B

UVV:

$1.33B

EPS

MO:

$4.13

UVV:

$3.39

PE Ratio

MO:

15.97

UVV:

15.56

PEG Ratio

MO:

0.34

UVV:

3.67

PS Ratio

MO:

5.31

UVV:

0.65

Total Revenue (TTM)

MO:

$20.91B

UVV:

$2.05B

Gross Profit (TTM)

MO:

$14.54B

UVV:

$370.43M

EBITDA (TTM)

MO:

$10.70B

UVV:

$271.50M

Returns By Period

In the year-to-date period, MO achieves a 16.36% return, which is significantly higher than UVV's 1.43% return. Over the past 10 years, MO has outperformed UVV with an annualized return of 7.47%, while UVV has yielded a comparatively lower 4.70% annualized return.


MO

1D
-1.54%
1M
-2.82%
YTD
16.36%
6M
3.43%
1Y
17.68%
3Y*
23.20%
5Y*
13.81%
10Y*
7.47%

UVV

1D
-0.68%
1M
-1.92%
YTD
1.43%
6M
-2.74%
1Y
-0.14%
3Y*
6.27%
5Y*
3.84%
10Y*
4.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MO vs. UVV — Risk / Return Rank

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

MO
MO Risk / Return Rank: 6767
Overall Rank
MO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
MO Sortino Ratio Rank: 6262
Sortino Ratio Rank
MO Omega Ratio Rank: 6363
Omega Ratio Rank
MO Calmar Ratio Rank: 6969
Calmar Ratio Rank
MO Martin Ratio Rank: 7070
Martin Ratio Rank

UVV
UVV Risk / Return Rank: 3939
Overall Rank
UVV Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
UVV Sortino Ratio Rank: 3535
Sortino Ratio Rank
UVV Omega Ratio Rank: 3535
Omega Ratio Rank
UVV Calmar Ratio Rank: 4242
Calmar Ratio Rank
UVV Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MO vs. UVV - Risk-Adjusted Trends 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.


MOUVVDifference

Sharpe ratio

Return per unit of total volatility

0.84

-0.01

+0.85

Sortino ratio

Return per unit of downside risk

1.20

0.18

+1.02

Omega ratio

Gain probability vs. loss probability

1.17

1.02

+0.15

Calmar ratio

Return relative to maximum drawdown

1.31

-0.01

+1.32

Martin ratio

Return relative to average drawdown

3.34

-0.01

+3.35

MO vs. UVV - Sharpe Ratio Comparison

The current MO Sharpe Ratio is 0.84, which is higher than the UVV Sharpe Ratio of -0.01. 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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Sharpe Ratios by Period


MOUVVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

-0.01

+0.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.16

+0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.16

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.28

+0.28

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.


Dividends

MO vs. UVV - Dividend Comparison

MO's dividend yield for the trailing twelve months is around 6.36%, more than UVV's 6.20% yield.


TTM20252024202320222021202020192018201720162015
MO
Altria Group, Inc.
6.36%7.21%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%
UVV
Universal Corporation
6.20%6.18%5.87%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%

Drawdowns

MO vs. UVV - Drawdown Comparison

The maximum MO drawdown since its inception was -81.02%, which is greater than UVV's maximum drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for MO and UVV.


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Drawdown Indicators


MOUVVDifference

Max Drawdown

Largest peak-to-trough decline

-81.02%

-69.75%

-11.27%

Max Drawdown (1Y)

Largest decline over 1 year

-16.40%

-20.74%

+4.34%

Max Drawdown (5Y)

Largest decline over 5 years

-25.83%

-29.70%

+3.87%

Max Drawdown (10Y)

Largest decline over 10 years

-53.69%

-45.68%

-8.01%

Current Drawdown

Current decline from peak

-3.74%

-15.72%

+11.98%

Average Drawdown

Average peak-to-trough decline

-17.45%

-18.62%

+1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.43%

13.45%

-7.02%

Volatility

MO vs. UVV - Volatility Comparison

Altria Group, Inc. (MO) has a higher volatility of 5.97% compared to Universal Corporation (UVV) at 4.90%. This indicates that MO's price experiences larger fluctuations and is considered to be riskier than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MOUVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.97%

4.90%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

16.64%

17.02%

-0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

21.34%

25.99%

-4.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.45%

24.43%

-3.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.72%

28.84%

-6.12%

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


0.001.00B2.00B3.00B4.00B5.00B6.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
5.85B
0
(MO) Total Revenue
(UVV) Total Revenue
Values in USD except per share items