RICK vs. CARL-B.CO

Last updated Jun 13, 2026

RICK (RCI Hospitality Holdings, Inc.) and CARL-B.CO (Carlsberg A/S) are both stocks. RICK operates in Restaurants (Consumer Cyclical), while CARL-B.CO operates in Beverages - Brewers (Consumer Defensive). Over the past 10 years, RICK returned 11.05%/yr vs 6.33%/yr for CARL-B.CO. At a 0.14 correlation, their price movements are largely independent.

Performance

RICK vs. CARL-B.CO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RCI Hospitality Holdings, Inc. (RICK) and Carlsberg A/S (CARL-B.CO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

RICK is traded in USD, while CARL-B.CO is traded in DKK. To make them comparable, the CARL-B.CO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, RICK achieves a 15.11% return, which is significantly higher than CARL-B.CO's 2.74% return. Over the past 10 years, RICK has outperformed CARL-B.CO with an annualized return of 11.05%, while CARL-B.CO has yielded a comparatively lower 6.33% annualized return.

RICK

• 1D: 1.60%
• 1M: 13.59%
• YTD: 15.11%
• 6M: 1.90%
• 1Y: -30.50%
• 3Y*: -28.96%
• 5Y*: -16.63%
• 10Y*: 11.05%

CARL-B.CO

• 1D: -1.16%
• 1M: 0.25%
• YTD: 2.74%
• 6M: 2.90%
• 1Y: -6.54%
• 3Y*: -2.45%
• 5Y*: -3.89%
• 10Y*: 6.33%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RICK vs. CARL-B.CO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RICK RCI Hospitality Holdings, Inc.	15.11%	-58.19%	-12.81%	-28.66%	20.04%	97.94%	93.85%	-7.54%	-19.86%	64.51%
CARL-B.CO Carlsberg A/S	2.74%	40.69%	-21.16%	-2.77%	-20.64%	9.36%	11.41%	43.14%	-9.48%	41.27%

Correlation

The correlation between RICK and CARL-B.CO is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (10Y) Calculated over the trailing 10-year period	0.11
Correlation (All Time) Calculated using the full available price history since Sep 11, 2007	0.14

Return for Risk

RICK vs. CARL-B.CO — Risk / Return Rank

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

RICK

RICK Risk / Return Rank: 17
RICK Sharpe Ratio Rank: 13
RICK Sortino Ratio Rank: 15
RICK Omega Ratio Rank: 16
RICK Calmar Ratio Rank: 17
RICK Martin Ratio Rank: 23

CARL-B.CO

CARL-B.CO Risk / Return Rank: 29
CARL-B.CO Sharpe Ratio Rank: 29
CARL-B.CO Sortino Ratio Rank: 25
CARL-B.CO Omega Ratio Rank: 25
CARL-B.CO Calmar Ratio Rank: 32
CARL-B.CO Martin Ratio Rank: 34

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.

RICK vs. CARL-B.CO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RCI Hospitality Holdings, Inc. (RICK) and Carlsberg A/S (CARL-B.CO). 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.

	RICK	CARL-B.CO	Difference
Sharpe ratio: Return per unit of total volatility	-0.69	-0.30	-0.39
Sortino ratio: Return per unit of downside risk	-0.84	-0.27	-0.57
Omega ratio: Gain probability vs. loss probability	0.90	0.97	-0.07
Calmar ratio: Return relative to maximum drawdown	-0.70	-0.33	-0.37
Martin ratio: Return relative to average drawdown	-1.00	-0.53	-0.46

RICK vs. CARL-B.CO - Sharpe Ratio Comparison

The current RICK Sharpe Ratio is -0.69, which is lower than the CARL-B.CO Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of RICK and CARL-B.CO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RICK vs. CARL-B.CO - Drawdown Comparison

The maximum RICK drawdown since its inception was -94.54%, which is greater than CARL-B.CO's maximum drawdown of -77.22%. Use the drawdown chart below to compare losses from any high point for RICK and CARL-B.CO.

Drawdown Indicators

	RICK	CARL-B.CO	Difference
Max Drawdown Largest peak-to-trough decline	-94.54%	-77.22%	-17.32%
Max Drawdown (1Y) Largest decline over 1 year	-48.83%	-21.81%	-27.02%
Max Drawdown (3Y) Largest decline over 3 years	-72.58%	-40.58%	-32.00%
Max Drawdown (5Y) Largest decline over 5 years	-78.09%	-47.25%	-30.84%
Max Drawdown (10Y) Largest decline over 10 years	-78.72%	-47.25%	-31.47%
Current Drawdown Current decline from peak	-71.23%	-20.42%	-50.81%
Average Drawdown Average peak-to-trough decline	-53.94%	-20.02%	-33.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	35.20%	13.63%	+21.57%

Volatility

RICK vs. CARL-B.CO - Volatility Comparison

RCI Hospitality Holdings, Inc. (RICK) has a higher volatility of 10.13% compared to Carlsberg A/S (CARL-B.CO) at 7.56%. This indicates that RICK's price experiences larger fluctuations and is considered to be riskier than CARL-B.CO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RICK	CARL-B.CO	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.13%	7.56%	+2.57%
Volatility (6M) Calculated over the trailing 6-month period	30.93%	18.00%	+12.93%
Volatility (1Y) Calculated over the trailing 1-year period	49.45%	23.82%	+25.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.10%	25.35%	+17.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	52.00%	23.67%	+28.33%

Dividends

RICK vs. CARL-B.CO - Dividend Comparison

RICK's dividend yield for the trailing twelve months is around 1.06%, less than CARL-B.CO's 3.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CARL-B.CO Carlsberg A/S	3.44%	3.23%	3.91%	3.19%	2.60%	1.95%	2.15%	1.81%	2.31%	1.34%	1.48%	1.47%
RICK RCI Hospitality Holdings, Inc.	1.06%	1.17%	0.45%	0.36%	0.21%	0.21%	0.38%	0.63%	0.54%	0.43%	0.70%	0.00%

Financials

Frequently Asked Questions

Can I hold both RICK and CARL-B.CO in my portfolio?

RICK and CARL-B.CO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.