PortfoliosLab logoPortfoliosLab logo
PM vs. SNDK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PM vs. SNDK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Philip Morris International Inc. (PM) and Sandisk Corporation (SNDK). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PM achieves a 15.93% return, which is significantly lower than SNDK's 734.15% return.


PM

1D
1.95%
1M
-1.92%
YTD
15.93%
6M
22.12%
1Y
3.66%
3Y*
31.18%
5Y*
18.78%
10Y*
11.71%

SNDK

1D
5.24%
1M
36.82%
YTD
734.15%
6M
860.37%
1Y
4,694.43%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PM vs. SNDK - Yearly Performance Comparison


2026 (YTD)2025
PM
Philip Morris International Inc.
15.93%7.56%
SNDK
Sandisk Corporation
734.15%356.50%

Correlation

The correlation between PM and SNDK is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.14

Correlation (All Time)
Calculated using the full available price history since Feb 24, 2025

-0.12

Fundamentals

Market Cap

PM:

$288.03B

SNDK:

$310.88B

EPS

PM:

$7.12

SNDK:

$29.70

PE Ratio

PM:

25.90

SNDK:

66.67

PS Ratio

PM:

6.93

SNDK:

22.79

Total Revenue (TTM)

PM:

$41.49B

SNDK:

$13.18B

Gross Profit (TTM)

PM:

$27.93B

SNDK:

$7.39B

EBITDA (TTM)

PM:

$17.74B

SNDK:

$5.37B

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

PM vs. SNDK — Risk / Return Rank

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

PM
PM Risk / Return Rank: 4444
Overall Rank
PM Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PM Sortino Ratio Rank: 4141
Sortino Ratio Rank
PM Omega Ratio Rank: 4141
Omega Ratio Rank
PM Calmar Ratio Rank: 4747
Calmar Ratio Rank
PM Martin Ratio Rank: 4747
Martin Ratio Rank

SNDK
SNDK Risk / Return Rank: 100100
Overall Rank
SNDK Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SNDK Sortino Ratio Rank: 9999
Sortino Ratio Rank
SNDK Omega Ratio Rank: 9999
Omega Ratio Rank
SNDK Calmar Ratio Rank: 100100
Calmar Ratio Rank
SNDK Martin Ratio Rank: 100100
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.

PM vs. SNDK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Philip Morris International Inc. (PM) and Sandisk Corporation (SNDK). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PMSNDKDifference
Sharpe ratioReturn per unit of total volatility

-47.81

Sortino ratioReturn per unit of downside risk

-7.99

Omega ratioGain probability vs. loss probability

1.05

2.16

-1.12

Calmar ratioReturn relative to maximum drawdown

0.18

152.17

-152.00

Martin ratioReturn relative to average drawdown

0.34

461.00

-460.66

PM vs. SNDK - Sharpe Ratio Comparison

The current PM Sharpe Ratio is 0.13, which is lower than the SNDK Sharpe Ratio of 47.94. The chart below compares the historical Sharpe Ratios of PM and SNDK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

PM vs. SNDK - Drawdown Comparison

The maximum PM drawdown since its inception was -42.87%, smaller than the maximum SNDK drawdown of -47.50%. Use the drawdown chart below to compare losses from any high point for PM and SNDK.


Loading charts...

Drawdown Indicators


PMSNDKDifference

Max Drawdown

Largest peak-to-trough decline

-42.87%

-47.50%

+4.63%

Max Drawdown (1Y)

Largest decline over 1 year

-20.64%

-31.34%

+10.70%

Max Drawdown (3Y)

Largest decline over 3 years

-20.64%

Max Drawdown (5Y)

Largest decline over 5 years

-22.78%

Max Drawdown (10Y)

Largest decline over 10 years

-42.87%

Current Drawdown

Current decline from peak

-3.94%

0.00%

-3.94%

Average Drawdown

Average peak-to-trough decline

-10.02%

-13.74%

+3.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.81%

10.32%

+0.49%

Volatility

PM vs. SNDK - Volatility Comparison

The current volatility for Philip Morris International Inc. (PM) is 7.76%, while Sandisk Corporation (SNDK) has a volatility of 26.68%. This indicates that PM experiences smaller price fluctuations and is considered to be less risky than SNDK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PMSNDKDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.76%

26.68%

-18.92%

Volatility (6M)

Calculated over the trailing 6-month period

21.07%

71.96%

-50.89%

Volatility (1Y)

Calculated over the trailing 1-year period

27.73%

99.48%

-71.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.73%

97.64%

-74.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.46%

97.64%

-73.18%

Dividends

PM vs. SNDK - Dividend Comparison

PM's dividend yield for the trailing twelve months is around 3.13%, while SNDK has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
PM
Philip Morris International Inc.
3.13%3.52%4.40%5.46%4.98%5.16%5.73%5.43%6.73%3.99%4.50%4.60%
SNDK
Sandisk Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

PM vs. SNDK - Financials Comparison

This section allows you to compare key financial metrics between Philip Morris International Inc. and Sandisk 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


2.00B4.00B6.00B8.00B10.00B20222023202420252026
10.15B
5.95B
(PM) Total Revenue
(SNDK) Total Revenue
Values in USD except per share items

PM vs. SNDK - Profitability Comparison

The chart below illustrates the profitability comparison between Philip Morris International Inc. and Sandisk 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%0.0%20.0%40.0%60.0%80.0%20222023202420252026
68.1%
78.4%
Portfolio components
PM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported a gross profit of 6.91B and revenue of 10.15B. Therefore, the gross margin over that period was 68.1%.

SNDK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sandisk Corporation reported a gross profit of 4.66B and revenue of 5.95B. Therefore, the gross margin over that period was 78.4%.

PM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported an operating income of 3.89B and revenue of 10.15B, resulting in an operating margin of 38.4%.

SNDK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sandisk Corporation reported an operating income of 4.11B and revenue of 5.95B, resulting in an operating margin of 69.1%.

PM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported a net income of 2.44B and revenue of 10.15B, resulting in a net margin of 24.0%.

SNDK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sandisk Corporation reported a net income of 3.62B and revenue of 5.95B, resulting in a net margin of 60.8%.


Frequently Asked Questions


PM and SNDK have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SNDK has higher volatility (26.68%) compared to PM (7.76%). In terms of maximum drawdown, PM dropped -42.87% vs SNDK's -47.50%.

SNDK currently has the higher Sharpe Ratio (47.94 vs 0.13), 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.

Portfolio Optimizer

Find the right allocation for PM and SNDK

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