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

Correlation

The correlation between RILY and MO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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.

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Key characteristics

Sharpe Ratio

RILY:

-0.70

MO:

1.96

Sortino Ratio

RILY:

-1.58

MO:

2.88

Omega Ratio

RILY:

0.80

MO:

1.38

Calmar Ratio

RILY:

-0.92

MO:

3.79

Martin Ratio

RILY:

-1.16

MO:

9.02

Ulcer Index

RILY:

77.14%

MO:

4.33%

Daily Std Dev

RILY:

128.19%

MO:

19.12%

Max Drawdown

RILY:

-99.26%

MO:

-57.39%

Current Drawdown

RILY:

-97.18%

MO:

-6.50%

Fundamentals

Market Cap

RILY:

$92.10M

MO:

$100.11B

EPS

RILY:

-$23.45

MO:

$5.96

PEG Ratio

RILY:

0.00

MO:

4.01

PS Ratio

RILY:

0.11

MO:

4.94

PB Ratio

RILY:

0.77

MO:

27.30

Total Revenue (TTM)

RILY:

$865.51M

MO:

$20.99B

Gross Profit (TTM)

RILY:

$541.27M

MO:

$15.08B

EBITDA (TTM)

RILY:

-$88.37M

MO:

$14.03B

Returns By Period

In the year-to-date period, RILY achieves a -29.85% return, which is significantly lower than MO's 10.87% return. Over the past 10 years, RILY has underperformed MO with an annualized return of -6.74%, while MO has yielded a comparatively higher 7.52% annualized return.


RILY

YTD

-29.85%

1M

8.42%

6M

-39.59%

1Y

-89.82%

5Y*

-23.09%

10Y*

-6.74%

MO

YTD

10.87%

1M

0.53%

6M

9.59%

1Y

37.16%

5Y*

18.60%

10Y*

7.52%

*Annualized

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Risk-Adjusted Performance

RILY vs. MO — Risk-Adjusted Performance Rank

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

RILY
The Risk-Adjusted Performance Rank of RILY is 99
Overall Rank
The Sharpe Ratio Rank of RILY is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of RILY is 55
Sortino Ratio Rank
The Omega Ratio Rank of RILY is 55
Omega Ratio Rank
The Calmar Ratio Rank of RILY is 11
Calmar Ratio Rank
The Martin Ratio Rank of RILY is 1818
Martin Ratio Rank

MO
The Risk-Adjusted Performance Rank of MO is 9595
Overall Rank
The Sharpe Ratio Rank of MO is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9595
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9494
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9898
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current RILY Sharpe Ratio is -0.70, which is lower than the MO Sharpe Ratio of 1.96. 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.


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Dividends

RILY vs. MO - Dividend Comparison

RILY's dividend yield for the trailing twelve months is around 15.53%, more than MO's 7.09% yield.


TTM20242023202220212020201920182017201620152014
RILY
B. Riley Financial, Inc.
15.53%21.79%19.06%11.70%7.88%2.09%2.88%5.21%3.70%1.52%3.23%0.30%
MO
Altria Group, Inc.
7.09%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%

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 -57.39%. Use the drawdown chart below to compare losses from any high point for RILY and MO. For additional features, visit the drawdowns tool.


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Volatility

RILY vs. MO - Volatility Comparison

B. Riley Financial, Inc. (RILY) has a higher volatility of 18.72% compared to Altria Group, Inc. (MO) at 6.04%. 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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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


0.001.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
270.78M
5.26B
(RILY) Total Revenue
(MO) Total Revenue
Values in USD except per share items