PortfoliosLab logoPortfoliosLab logo
PG vs. DFS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PG vs. DFS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Procter & Gamble Company (PG) and Discover Financial Services (DFS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


PG

1D
-0.98%
1M
-0.90%
YTD
2.74%
6M
6.43%
1Y
-8.99%
3Y*
2.29%
5Y*
4.10%
10Y*
8.64%

DFS

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PG vs. DFS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PG
The Procter & Gamble Company
2.74%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%
DFS
Discover Financial Services
0.00%15.88%57.32%18.20%-13.55%29.78%10.13%46.94%-21.80%8.92%

Correlation

The correlation between PG and DFS is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.02

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

0.11

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2007

0.27

The correlation between PG and DFS shifts across timeframes, from 0.02 (3 years) to 0.27 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM)

PG:

$86.72B

DFS:

$10.25B

Gross Profit (TTM)

PG:

$43.64B

DFS:

$7.81B

EBITDA (TTM)

PG:

$22.63B

DFS:

$4.40B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PG vs. DFS — Risk / Return Rank

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

PG
PG Risk / Return Rank: 2020
Overall Rank
PG Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
PG Sortino Ratio Rank: 1919
Sortino Ratio Rank
PG Omega Ratio Rank: 2020
Omega Ratio Rank
PG Calmar Ratio Rank: 2121
Calmar Ratio Rank
PG Martin Ratio Rank: 2121
Martin Ratio Rank

DFS
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.

PG vs. DFS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Procter & Gamble Company (PG) and Discover Financial Services (DFS). 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.


PGDFSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.94

Calmar ratioReturn relative to maximum drawdown

-0.58

Martin ratioReturn relative to average drawdown

-1.04

PG vs. DFS - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


PGDFSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

Drawdowns

PG vs. DFS - Drawdown Comparison


Loading charts...

Drawdown Indicators


PGDFSDifference

Max Drawdown

Largest peak-to-trough decline

-54.25%

Max Drawdown (1Y)

Largest decline over 1 year

-15.52%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

Max Drawdown (5Y)

Largest decline over 5 years

-23.77%

Max Drawdown (10Y)

Largest decline over 10 years

-23.77%

Current Drawdown

Current decline from peak

-15.91%

Average Drawdown

Average peak-to-trough decline

-12.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.93%

Volatility

PG vs. DFS - Volatility Comparison


Loading charts...

Volatility by Period


PGDFSDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.01%

Volatility (6M)

Calculated over the trailing 6-month period

15.32%

Volatility (1Y)

Calculated over the trailing 1-year period

18.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.05%

Dividends

PG vs. DFS - Dividend Comparison

PG's dividend yield for the trailing twelve months is around 2.94%, while DFS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DFS
Discover Financial Services
0.00%0.35%1.62%2.40%2.35%1.63%1.94%1.98%2.54%1.69%1.61%2.01%
PG
The Procter & Gamble Company
2.94%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%

Financials

PG vs. DFS - Financials Comparison

This section allows you to compare key financial metrics between The Procter & Gamble Company and Discover Financial Services. 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


5.00B10.00B15.00B20.00B20222023202420252026
21.24B
5.49B
(PG) Total Revenue
(DFS) Total Revenue
Values in USD except per share items

Frequently Asked Questions


PG and DFS have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for PG and DFS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer