RILY vs. MO

Last updated Apr 2, 2026

Compare and contrast key facts about B. Riley Financial, Inc. (RILY) and Altria Group, Inc. (MO).

Performance

RILY vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B. Riley Financial, Inc. (RILY) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

RILY vs. MO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RILY B. Riley Financial, Inc.	47.11%	1.74%	-77.28%	-30.80%	-58.43%	140.92%	84.84%	83.46%	-20.28%	2.74%
MO Altria Group, Inc.	15.47%	18.17%	40.76%	-3.70%	4.37%	24.18%	-10.21%	7.87%	-27.14%	9.45%

Fundamentals

Market Cap RILY : $209.54M MO : $109.81B
EPS RILY : $1.02 MO : $4.13
PE Ratio RILY : 6.73 MO : 15.85
PEG Ratio RILY : 0.04 MO : 0.34
PS Ratio RILY : 0.26 MO : 5.27
Total Revenue (TTM) RILY : $797.51M MO : $20.91B
Gross Profit (TTM) RILY : $512.19M MO : $14.54B
EBITDA (TTM) RILY : -$126.68M MO : $10.70B

Returns By Period

In the year-to-date period, RILY achieves a 47.11% return, which is significantly higher than MO's 15.47% return. Over the past 10 years, RILY has underperformed MO with an annualized return of 1.59%, while MO has yielded a comparatively higher 7.39% annualized return.

RILY

• 1D: -6.15%
• 1M: 4.09%
• YTD: 47.11%
• 6M: 16.24%
• 1Y: 76.61%
• 3Y*: -34.86%
• 5Y*: -29.66%
• 10Y*: 1.59%

MO

• 1D: -0.77%
• 1M: -3.08%
• YTD: 15.47%
• 6M: 2.27%
• 1Y: 19.22%
• 3Y*: 22.88%
• 5Y*: 13.63%
• 10Y*: 7.39%

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

Return for Risk

RILY vs. MO — Risk / Return Rank

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

RILY

RILY Risk / Return Rank: 69
RILY Sharpe Ratio Rank: 65
RILY Sortino Ratio Rank: 76
RILY Omega Ratio Rank: 68
RILY Calmar Ratio Rank: 70
RILY Martin Ratio Rank: 67

MO

MO Risk / Return Rank: 65
MO Sharpe Ratio Rank: 71
MO Sortino Ratio Rank: 62
MO Omega Ratio Rank: 63
MO Calmar Ratio Rank: 63
MO Martin Ratio Rank: 65

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.

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 ratio Return per unit of total volatility	0.72	0.92	-0.20
Sortino ratio Return per unit of downside risk	1.90	1.29	+0.61
Omega ratio Gain probability vs. loss probability	1.21	1.18	+0.03
Calmar ratio Return relative to maximum drawdown	1.53	1.02	+0.51
Martin ratio Return relative to average drawdown	3.07	2.64	+0.43
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RILY vs. MO - Sharpe Ratio Comparison

The current RILY Sharpe Ratio is 0.72, which is comparable to the MO Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of RILY and MO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RILY	MO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	0.92	-0.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.32	0.67	-0.99
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.02	0.33	-0.30
Sharpe Ratio (All Time) Calculated using the full available price history	0.03	0.56	-0.53

Correlation

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.

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 6.41%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
MO Altria Group, Inc.	6.41%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%

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 -81.02%. Use the drawdown chart below to compare losses from any high point for RILY and MO.

Drawdown Indicators

	RILY	MO	Difference
Max Drawdown Largest peak-to-trough decline	-96.02%	-81.02%	-15.00%
Max Drawdown (1Y) Largest decline over 1 year	-50.60%	-16.40%	-34.20%
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 Drawdown Current decline from peak	-90.24%	-4.48%	-85.76%
Average Drawdown Average peak-to-trough decline	-33.88%	-17.45%	-16.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	25.27%	6.36%	+18.91%

Volatility

RILY vs. MO - Volatility Comparison

B. Riley Financial, Inc. (RILY) has a higher volatility of 23.38% compared to Altria Group, Inc. (MO) at 5.99%. 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.

Volatility by Period

	RILY	MO	Difference
Volatility (1M) Calculated over the trailing 1-month period	23.38%	5.99%	+17.39%
Volatility (6M) Calculated over the trailing 6-month period	80.83%	16.65%	+64.18%
Volatility (1Y) Calculated over the trailing 1-year period	107.03%	21.12%	+85.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	93.80%	20.46%	+73.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	72.73%	22.72%	+50.01%

Financials

RILY vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between B. Riley Financial, Inc. and Altria Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

RILY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, B. Riley Financial, Inc. reported a gross profit of 70.56M and revenue of 109.12M. Therefore, the gross margin over that period was 64.7%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Altria Group, Inc. reported a gross profit of 3.63B and revenue of 5.85B. Therefore, the gross margin over that period was 62.1%.

RILY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, B. Riley Financial, Inc. reported an operating income of 55.12M and revenue of 109.12M, resulting in an operating margin of 50.5%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Altria Group, Inc. reported an operating income of 1.65B and revenue of 5.85B, resulting in an operating margin of 28.2%.

RILY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, B. Riley Financial, Inc. reported a net income of 41.77M and revenue of 109.12M, resulting in a net margin of 38.3%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Altria Group, Inc. reported a net income of 1.12B and revenue of 5.85B, resulting in a net margin of 19.1%.