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RILY vs. MO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


RILYMO
YTD Return38.96%16.45%
1Y Return-14.47%10.70%
3Y Return (Ann)-21.52%5.28%
5Y Return (Ann)16.00%5.55%
10Y Return (Ann)35.94%7.76%
Sharpe Ratio-0.080.66
Daily Std Dev99.02%17.12%
Max Drawdown-99.26%-65.96%
Current Drawdown-75.98%-3.88%

Fundamentals


RILYMO
Market Cap$968.79M$77.12B
EPS-$3.69$4.78
PE Ratio23.869.39
PEG Ratio0.006.31
Revenue (TTM)$1.31B$20.46B
Gross Profit (TTM)-$33.78M$14.18B

Correlation

-0.50.00.51.00.1

The correlation between RILY and MO is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

RILY vs. MO - Performance Comparison

In the year-to-date period, RILY achieves a 38.96% return, which is significantly higher than MO's 16.45% return. Over the past 10 years, RILY has outperformed MO with an annualized return of 35.94%, while MO has yielded a comparatively lower 7.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%400.00%500.00%December2024FebruaryMarchAprilMay
-73.97%
506.42%
RILY
MO

Compare stocks, funds, or ETFs

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


B. Riley Financial, Inc.

Altria Group, Inc.

Risk-Adjusted Performance

RILY vs. MO - Risk-Adjusted Performance 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
Sharpe ratio
The chart of Sharpe ratio for RILY, currently valued at -0.08, compared to the broader market-2.00-1.000.001.002.003.004.00-0.08
Sortino ratio
The chart of Sortino ratio for RILY, currently valued at 0.64, compared to the broader market-4.00-2.000.002.004.006.000.64
Omega ratio
The chart of Omega ratio for RILY, currently valued at 1.08, compared to the broader market0.501.001.502.001.08
Calmar ratio
The chart of Calmar ratio for RILY, currently valued at -0.09, compared to the broader market0.002.004.006.00-0.09
Martin ratio
The chart of Martin ratio for RILY, currently valued at -0.17, compared to the broader market-10.000.0010.0020.0030.00-0.17
MO
Sharpe ratio
The chart of Sharpe ratio for MO, currently valued at 0.66, compared to the broader market-2.00-1.000.001.002.003.004.000.66
Sortino ratio
The chart of Sortino ratio for MO, currently valued at 0.96, compared to the broader market-4.00-2.000.002.004.006.000.96
Omega ratio
The chart of Omega ratio for MO, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for MO, currently valued at 0.53, compared to the broader market0.002.004.006.000.53
Martin ratio
The chart of Martin ratio for MO, currently valued at 1.92, compared to the broader market-10.000.0010.0020.0030.001.92

RILY vs. MO - Sharpe Ratio Comparison

The current RILY Sharpe Ratio is -0.08, which is lower than the MO Sharpe Ratio of 0.66. The chart below compares the 12-month rolling Sharpe Ratio of RILY and MO.


Rolling 12-month Sharpe Ratio-0.500.000.50December2024FebruaryMarchAprilMay
-0.08
0.66
RILY
MO

Dividends

RILY vs. MO - Dividend Comparison

RILY's dividend yield for the trailing twelve months is around 8.77%, more than MO's 8.44% yield.


TTM20232022202120202019201820172016201520142013
RILY
B. Riley Financial, Inc.
8.77%19.06%11.70%5.63%2.32%2.88%5.21%3.70%1.48%3.23%0.24%0.00%
MO
Altria Group, Inc.
8.44%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%4.79%

Drawdowns

RILY vs. MO - Drawdown Comparison

The maximum RILY drawdown since its inception was -99.26%, which is greater than MO's maximum drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for RILY and MO. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-75.98%
-3.88%
RILY
MO

Volatility

RILY vs. MO - Volatility Comparison

B. Riley Financial, Inc. (RILY) has a higher volatility of 43.92% compared to Altria Group, Inc. (MO) at 2.97%. 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.


0.00%10.00%20.00%30.00%40.00%50.00%December2024FebruaryMarchAprilMay
43.92%
2.97%
RILY
MO

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items