RILY vs. MO
RILY (B. Riley Financial, Inc.) and MO (Altria Group, Inc.) are both stocks. RILY operates in Financial Conglomerates (Financial Services), while MO operates in Tobacco (Consumer Defensive). Over the past 10 years, RILY returned 5.97%/yr vs 7.78%/yr for MO. At a 0.12 correlation, their price movements are largely independent.
Performance
RILY vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, RILY achieves a 109.64% return, which is significantly higher than MO's 23.96% return. Over the past 10 years, RILY has underperformed MO with an annualized return of 5.97%, while MO has yielded a comparatively higher 7.78% annualized return.
RILY
- 1D
- -0.31%
- 1M
- 9.02%
- YTD
- 109.64%
- 6M
- 154.95%
- 1Y
- 225.25%
- 3Y*
- -33.84%
- 5Y*
- -28.10%
- 10Y*
- 5.97%
MO
- 1D
- 1.53%
- 1M
- -4.24%
- YTD
- 23.96%
- 6M
- 24.61%
- 1Y
- 24.64%
- 3Y*
- 25.16%
- 5Y*
- 15.82%
- 10Y*
- 7.78%
RILY vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RILY B. Riley Financial, Inc. | 109.64% | 1.74% | -77.28% | -30.80% | -58.43% | 140.92% | 84.84% | 83.46% | -20.28% | 2.74% |
MO Altria Group, Inc. | 23.96% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between RILY and MO is -0.10, 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 | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2015 | 0.12 |
The correlation between RILY and MO shifts across timeframes, from -0.10 (1 year) to 0.13 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
RILY:
$23.18
MO:
$4.79
RILY:
0.42
MO:
14.66
RILY:
0.00
MO:
0.31
RILY:
0.19
MO:
5.41
RILY:
$1.19B
MO:
$21.82B
RILY:
$555.84M
MO:
$14.80B
RILY:
$493.35M
MO:
$11.70B
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Return for Risk
RILY vs. MO — Risk / Return Rank
RILY
MO
RILY vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for B. Riley Financial, Inc. (RILY) and Altria Group, Inc. (MO). 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.
| RILY | MO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 1.10 | +1.00 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.58 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.22 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 4.37 | 1.51 | +2.86 |
Martin ratioReturn relative to average drawdown | 9.21 | 3.82 | +5.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RILY | MO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 1.10 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.77 | -1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.34 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.69 | -0.61 |
Drawdowns
RILY vs. MO - Drawdown Comparison
The maximum RILY drawdown since its inception was -96.02%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for RILY and MO.
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Drawdown Indicators
| RILY | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.02% | -65.43% | -30.59% |
Max Drawdown (1Y)Largest decline over 1 year | -50.60% | -16.40% | -34.20% |
Max Drawdown (3Y)Largest decline over 3 years | -94.75% | -16.40% | -78.35% |
Max Drawdown (5Y)Largest decline over 5 years | -96.02% | -25.83% | -70.19% |
Max Drawdown (10Y)Largest decline over 10 years | -96.02% | -53.69% | -42.33% |
Current DrawdownCurrent decline from peak | -86.09% | -5.70% | -80.39% |
Average DrawdownAverage peak-to-trough decline | -34.71% | -11.93% | -22.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.99% | 6.48% | +17.51% |
Volatility
RILY vs. MO - Volatility Comparison
B. Riley Financial, Inc. (RILY) has a higher volatility of 24.47% compared to Altria Group, Inc. (MO) at 7.41%. This indicates that RILY's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RILY | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.47% | 7.41% | +17.06% |
Volatility (6M)Calculated over the trailing 6-month period | 78.21% | 17.18% | +61.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 107.70% | 22.42% | +85.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.30% | 20.63% | +73.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.16% | 22.94% | +50.22% |
Dividends
RILY vs. MO - Dividend Comparison
RILY has not paid dividends to shareholders, while MO's dividend yield for the trailing twelve months is around 5.97%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 5.97% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
RILY B. Riley Financial, Inc. | 0.00% | 0.00% | 21.79% | 19.06% | 11.70% | 14.07% | 2.77% | 3.22% | 2.25% | 3.92% | 1.52% | 2.63% |
Financials
RILY vs. MO - Financials Comparison
This section allows you to compare key financial metrics between B. Riley Financial, Inc. and Altria Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
RILY vs. MO - Profitability Comparison
RILY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, B. Riley Financial, Inc. reported a gross profit of 0.00 and revenue of 352.06M. Therefore, the gross margin over that period was 0.0%.
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
RILY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, B. Riley Financial, Inc. reported an operating income of 152.93M and revenue of 352.06M, resulting in an operating margin of 43.4%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
RILY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, B. Riley Financial, Inc. reported a net income of 213.27M and revenue of 352.06M, resulting in a net margin of 60.6%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
Frequently Asked Questions
RILY and MO have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RILY has higher volatility (24.47%) compared to MO (7.41%). In terms of maximum drawdown, RILY dropped -96.02% vs MO's -65.43%.
RILY currently has the higher Sharpe Ratio (2.11 vs 1.10), 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.
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