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PER.DE vs. BLK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

PER.DE vs. BLK

Last updated Jun 5, 2026

PER.DE (Pernod Ricard SA) and BLK (BlackRock, Inc.) are both stocks. PER.DE operates in Beverages - Wineries & Distilleries (Consumer Defensive), while BLK operates in Asset Management (Financial Services). Over the past 5 years, PER.DE returned -16.62%/yr vs 5.98%/yr for BLK. At a 0.16 correlation, their price movements are largely independent.

Performance

PER.DE vs. BLK - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Pernod Ricard SA (PER.DE) and BlackRock, Inc. (BLK). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

PER.DE is traded in EUR, while BLK is traded in USD. To make them comparable, the BLK values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, PER.DE achieves a -15.49% return, which is significantly lower than BLK's -4.09% return.

PER.DE

1D
1.55%
1M
-6.74%
YTD
-15.49%
6M
-19.86%
1Y
-26.34%
3Y*
-29.47%
5Y*
-16.62%
10Y*
—

BLK

1D
-1.30%
1M
-4.90%
YTD
-4.09%
6M
-5.11%
1Y
2.46%
3Y*
13.35%
5Y*
5.98%
10Y*
13.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PER.DE vs. BLK - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
PER.DE
Pernod Ricard SA		-15.49%-29.55%-28.62%-11.09%-10.84%34.25%0.52%
BLK
BlackRock, Inc.		-4.09%-6.09%37.83%14.33%-15.46%39.07%27.39%

Correlation

The correlation between PER.DE and BLK is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jan 28, 2020

0.16

Compare stocks, funds, or ETFs

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Pernod Ricard SA

BlackRock, Inc.

Often compared with PER.DE:
PER.DE vs. SPYPER.DE vs. EXXT.DEPER.DE vs. INTCPER.DE vs. NVOPER.DE vs. PFEPER.DE vs. TTWO
Often compared with BLK:
BLK vs. VOOBLK vs. SPYBLK vs. JPMBLK vs. BXBLK vs. GSBLK vs. QQQBLK vs. TSLA

Return for Risk

PER.DE vs. BLK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PER.DE
PER.DE Risk / Return Rank: 99
Overall Rank
PER.DE Sharpe Ratio Rank: 55
Sharpe Ratio Rank
PER.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
PER.DE Omega Ratio Rank: 99
Omega Ratio Rank
PER.DE Calmar Ratio Rank: 1313
Calmar Ratio Rank
PER.DE Martin Ratio Rank: 1010
Martin Ratio Rank
BLK
BLK Risk / Return Rank: 4343
Overall Rank
BLK Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BLK Sortino Ratio Rank: 3939
Sortino Ratio Rank
BLK Omega Ratio Rank: 3939
Omega Ratio Rank
BLK Calmar Ratio Rank: 4545
Calmar Ratio Rank
BLK Martin Ratio Rank: 4545
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.

PER.DE vs. BLK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pernod Ricard SA (PER.DE) and BlackRock, Inc. (BLK). 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.

PER.DEBLKDifference
Sharpe ratioReturn per unit of total volatility
-0.98
0.10

-1.08

Sortino ratioReturn per unit of downside risk
-1.38
0.30

-1.68

Omega ratioGain probability vs. loss probability

0.84

1.04

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.76

0.11

-0.88

Martin ratioReturn relative to average drawdown

-1.34

0.25

-1.59

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PER.DE vs. BLK - Sharpe Ratio Comparison

The current PER.DE Sharpe Ratio is -0.98, which is lower than the BLK Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of PER.DE and BLK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

PER.DEBLKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.98

0.10

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.71

0.23

-0.94

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.48

—

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.50

0.43

-0.93

Drawdowns

PER.DE vs. BLK - Drawdown Comparison

The maximum PER.DE drawdown since its inception was -68.90%, which is greater than BLK's maximum drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for PER.DE and BLK.

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Drawdown Indicators

PER.DEBLKDifference

Max Drawdown

Largest peak-to-trough decline

-68.90%

-54.15%

-14.75%

Max Drawdown (1Y)

Largest decline over 1 year

-40.10%

-21.56%

-18.54%

Max Drawdown (3Y)

Largest decline over 3 years

-67.03%

-28.17%

-38.86%

Max Drawdown (5Y)

Largest decline over 5 years

-68.90%

-33.86%

-35.04%

Max Drawdown (10Y)

Largest decline over 10 years

—

-41.90%

—

Current Drawdown

Current decline from peak

-67.91%

-14.95%

-52.96%

Average Drawdown

Average peak-to-trough decline

-27.12%

-11.96%

-15.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.75%

9.95%

+12.80%

Volatility

PER.DE vs. BLK - Volatility Comparison

Pernod Ricard SA (PER.DE) has a higher volatility of 8.21% compared to BlackRock, Inc. (BLK) at 7.80%. This indicates that PER.DE's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PER.DEBLKDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.21%

7.80%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

23.66%

20.32%

+3.34%

Volatility (1Y)

Calculated over the trailing 1-year period

31.42%

25.54%

+5.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.93%

25.77%

+0.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.10%

27.65%

-0.55%

Dividends

PER.DE vs. BLK - Dividend Comparison

PER.DE's dividend yield for the trailing twelve months is around 7.61%, more than BLK's 2.20% yield.

PositionTTM20252024202320222021202020192018201720162015
BLK
BlackRock, Inc.		2.20%1.95%1.99%2.46%2.75%1.80%2.01%2.63%3.08%1.95%2.41%2.56%
PER.DE
Pernod Ricard SA		7.61%6.43%4.29%2.94%2.23%1.47%1.66%0.00%0.00%0.00%0.00%0.00%

Financials

PER.DE vs. BLK - Financials Comparison

This section allows you to compare key financial metrics between Pernod Ricard SA and BlackRock, Inc.. 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

Please note, different currencies. PER.DE values in EUR, BLK values in USD

Frequently Asked Questions

PER.DE and BLK have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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