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TAP-A vs. HEINY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

TAP-A vs. HEINY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Molson Coors Beverage Company (TAP-A) and Heineken NV ADR (HEINY). The values are adjusted to include any dividend payments, if applicable.

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TAP-A vs. HEINY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TAP-A
Molson Coors Beverage Company
6.32%-15.84%-8.93%-13.73%36.05%-6.40%-3.09%9.18%-24.67%-12.69%
HEINY
Heineken NV ADR
-4.12%18.20%-29.20%10.55%-15.50%2.22%5.70%23.24%-14.46%41.15%

Fundamentals

Market Cap

TAP-A:

$9.59B

HEINY:

$43.86B

EPS

TAP-A:

-$10.79

HEINY:

$2.55

PS Ratio

TAP-A:

0.87

HEINY:

0.75

PB Ratio

TAP-A:

0.94

HEINY:

2.44

Total Revenue (TTM)

TAP-A:

$11.14B

HEINY:

$58.47B

Gross Profit (TTM)

TAP-A:

$4.27B

HEINY:

$17.32B

EBITDA (TTM)

TAP-A:

-$1.79B

HEINY:

$11.16B

Returns By Period

In the year-to-date period, TAP-A achieves a 6.32% return, which is significantly higher than HEINY's -4.12% return. Over the past 10 years, TAP-A has underperformed HEINY with an annualized return of -4.10%, while HEINY has yielded a comparatively higher 0.17% annualized return.


TAP-A

1D
0.00%
1M
-6.53%
YTD
6.32%
6M
-1.78%
1Y
-14.18%
3Y*
-8.84%
5Y*
0.26%
10Y*
-4.10%

HEINY

1D
1.66%
1M
-12.50%
YTD
-4.12%
6M
0.10%
1Y
-0.03%
3Y*
-8.11%
5Y*
-3.84%
10Y*
0.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Molson Coors Beverage Company

Heineken NV ADR

Return for Risk

TAP-A vs. HEINY — Risk / Return Rank

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

TAP-A
TAP-A Risk / Return Rank: 1919
Overall Rank
TAP-A Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
TAP-A Sortino Ratio Rank: 1919
Sortino Ratio Rank
TAP-A Omega Ratio Rank: 1515
Omega Ratio Rank
TAP-A Calmar Ratio Rank: 2222
Calmar Ratio Rank
TAP-A Martin Ratio Rank: 2020
Martin Ratio Rank

HEINY
HEINY Risk / Return Rank: 3636
Overall Rank
HEINY Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HEINY Sortino Ratio Rank: 3333
Sortino Ratio Rank
HEINY Omega Ratio Rank: 3333
Omega Ratio Rank
HEINY Calmar Ratio Rank: 3838
Calmar Ratio Rank
HEINY Martin Ratio Rank: 3838
Martin Ratio Rank
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.

TAP-A vs. HEINY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Molson Coors Beverage Company (TAP-A) and Heineken NV ADR (HEINY). 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.


TAP-AHEINYDifference

Sharpe ratio

Return per unit of total volatility

-0.44

-0.00

-0.43

Sortino ratio

Return per unit of downside risk

-0.43

0.16

-0.59

Omega ratio

Gain probability vs. loss probability

0.91

1.02

-0.11

Calmar ratio

Return relative to maximum drawdown

-0.56

-0.08

-0.48

Martin ratio

Return relative to average drawdown

-1.07

-0.15

-0.93

TAP-A vs. HEINY - Sharpe Ratio Comparison

The current TAP-A Sharpe Ratio is -0.44, which is lower than the HEINY Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of TAP-A and HEINY, 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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Sharpe Ratios by Period


TAP-AHEINYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.44

-0.00

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

-0.16

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

0.01

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.13

-0.02

Correlation

The correlation between TAP-A and HEINY is 0.06, 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

TAP-A vs. HEINY - Dividend Comparison

TAP-A's dividend yield for the trailing twelve months is around 3.86%, more than HEINY's 2.67% yield.


TTM20252024202320222021202020192018201720162015
TAP-A
Molson Coors Beverage Company
3.86%4.04%3.07%2.53%1.97%1.17%0.91%3.00%2.65%1.95%1.67%1.75%
HEINY
Heineken NV ADR
2.67%2.56%2.63%2.03%1.71%0.96%0.83%1.41%1.67%1.17%1.68%1.23%

Drawdowns

TAP-A vs. HEINY - Drawdown Comparison

The maximum TAP-A drawdown since its inception was -68.56%, which is greater than HEINY's maximum drawdown of -43.42%. Use the drawdown chart below to compare losses from any high point for TAP-A and HEINY.


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Drawdown Indicators


TAP-AHEINYDifference

Max Drawdown

Largest peak-to-trough decline

-68.56%

-43.42%

-25.14%

Max Drawdown (1Y)

Largest decline over 1 year

-25.46%

-20.87%

-4.59%

Max Drawdown (5Y)

Largest decline over 5 years

-43.38%

-43.42%

+0.04%

Max Drawdown (10Y)

Largest decline over 10 years

-58.32%

-43.42%

-14.90%

Current Drawdown

Current decline from peak

-44.30%

-31.33%

-12.97%

Average Drawdown

Average peak-to-trough decline

-34.81%

-12.90%

-21.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.20%

11.02%

+2.18%

Volatility

TAP-A vs. HEINY - Volatility Comparison

Molson Coors Beverage Company (TAP-A) has a higher volatility of 14.22% compared to Heineken NV ADR (HEINY) at 6.18%. This indicates that TAP-A's price experiences larger fluctuations and is considered to be riskier than HEINY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TAP-AHEINYDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.22%

6.18%

+8.04%

Volatility (6M)

Calculated over the trailing 6-month period

26.95%

15.43%

+11.52%

Volatility (1Y)

Calculated over the trailing 1-year period

32.71%

23.93%

+8.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.34%

24.30%

+14.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.94%

22.92%

+21.02%

Financials

TAP-A vs. HEINY - Financials Comparison

This section allows you to compare key financial metrics between Molson Coors Beverage Company and Heineken NV ADR. 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


0.005.00B10.00B15.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.66B
14.47B
(TAP-A) Total Revenue
(HEINY) Total Revenue
Values in USD except per share items

TAP-A vs. HEINY - Profitability Comparison

The chart below illustrates the profitability comparison between Molson Coors Beverage Company and Heineken NV ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
36.4%
12.9%
Portfolio components
TAP-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Molson Coors Beverage Company reported a gross profit of 968.30M and revenue of 2.66B. Therefore, the gross margin over that period was 36.4%.

HEINY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Heineken NV ADR reported a gross profit of 1.87B and revenue of 14.47B. Therefore, the gross margin over that period was 12.9%.

TAP-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Molson Coors Beverage Company reported an operating income of 324.30M and revenue of 2.66B, resulting in an operating margin of 12.2%.

HEINY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Heineken NV ADR reported an operating income of 1.87B and revenue of 14.47B, resulting in an operating margin of 12.9%.

TAP-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Molson Coors Beverage Company reported a net income of 238.30M and revenue of 2.66B, resulting in a net margin of 9.0%.

HEINY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Heineken NV ADR reported a net income of 1.13B and revenue of 14.47B, resulting in a net margin of 7.8%.