RI.PA vs. CA.PA
RI.PA (Pernod Ricard SA) and CA.PA (Carrefour SA) are both stocks. Both are in the Consumer Defensive sector — RI.PA in Beverages - Wineries & Distilleries, CA.PA in Grocery Stores. Over the past 10 years, RI.PA returned -1.22%/yr vs 1.10%/yr for CA.PA. At a 0.33 correlation, their price movements are largely independent.
Performance
RI.PA vs. CA.PA - Performance Comparison
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Returns By Period
In the year-to-date period, RI.PA achieves a -13.21% return, which is significantly lower than CA.PA's 24.63% return. Over the past 10 years, RI.PA has underperformed CA.PA with an annualized return of -1.22%, while CA.PA has yielded a comparatively higher 1.10% annualized return.
RI.PA
- 1D
- 0.73%
- 1M
- 4.51%
- YTD
- -13.21%
- 6M
- -16.75%
- 1Y
- -25.93%
- 3Y*
- -29.21%
- 5Y*
- -16.05%
- 10Y*
- -1.22%
CA.PA
- 1D
- 1.09%
- 1M
- 2.75%
- YTD
- 24.63%
- 6M
- 25.16%
- 1Y
- 38.99%
- 3Y*
- 7.84%
- 5Y*
- 4.78%
- 10Y*
- 1.10%
RI.PA vs. CA.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RI.PA Pernod Ricard SA | -13.21% | -29.20% | -28.90% | -10.77% | -11.15% | 37.02% | 0.14% | 13.37% | 10.45% | 30.30% |
CA.PA Carrefour SA | 24.63% | 12.75% | -12.48% | 9.48% | -0.27% | 18.16% | -4.68% | 3.02% | -14.78% | -18.67% |
Correlation
The correlation between RI.PA and CA.PA is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2006 | 0.33 |
The correlation between RI.PA and CA.PA shifts across timeframes, from 0.20 (10 years) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RI.PA vs. CA.PA — Risk / Return Rank
RI.PA
CA.PA
RI.PA vs. CA.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pernod Ricard SA (RI.PA) and Carrefour SA (CA.PA). 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.
| RI.PA | CA.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.69 | ||
| Sortino ratioReturn per unit of downside risk | -3.53 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.35 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | 4.18 | -4.82 |
| Martin ratioReturn relative to average drawdown | -1.09 | 10.79 | -11.88 |
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Drawdowns
RI.PA vs. CA.PA - Drawdown Comparison
The maximum RI.PA drawdown since its inception was -68.87%, smaller than the maximum CA.PA drawdown of -72.97%. Use the drawdown chart below to compare losses from any high point for RI.PA and CA.PA.
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Drawdown Indicators
| RI.PA | CA.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.87% | -72.97% | +4.10% |
Max Drawdown (1Y)Largest decline over 1 year | -40.07% | -9.19% | -30.88% |
Max Drawdown (3Y)Largest decline over 3 years | -66.98% | -28.78% | -38.20% |
Max Drawdown (5Y)Largest decline over 5 years | -68.87% | -33.80% | -35.07% |
Max Drawdown (10Y)Largest decline over 10 years | -68.87% | -45.14% | -23.73% |
Current DrawdownCurrent decline from peak | -67.05% | -43.50% | -23.55% |
Average DrawdownAverage peak-to-trough decline | -14.06% | -48.69% | +34.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.67% | 3.58% | +20.09% |
Volatility
RI.PA vs. CA.PA - Volatility Comparison
Pernod Ricard SA (RI.PA) has a higher volatility of 6.48% compared to Carrefour SA (CA.PA) at 5.30%. This indicates that RI.PA's price experiences larger fluctuations and is considered to be riskier than CA.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RI.PA | CA.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.30% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 23.07% | 15.29% | +7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.27% | 21.24% | +8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.46% | 23.00% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 24.94% | -3.02% |
Dividends
RI.PA vs. CA.PA - Dividend Comparison
RI.PA's dividend yield for the trailing twelve months is around 7.41%, more than CA.PA's 5.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CA.PA Carrefour SA | 5.80% | 8.08% | 6.34% | 3.38% | 3.32% | 2.98% | 1.64% | 3.08% | 3.09% | 3.88% | 3.06% | 2.55% |
RI.PA Pernod Ricard SA | 7.41% | 6.43% | 4.31% | 2.94% | 2.24% | 1.48% | 1.70% | 1.96% | 1.65% | 1.53% | 1.83% | 1.71% |
Financials
RI.PA vs. CA.PA - Financials Comparison
This section allows you to compare key financial metrics between Pernod Ricard SA and Carrefour SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
RI.PA and CA.PA have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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