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TAP-A vs. HEINY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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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Returns By Period

In the year-to-date period, TAP-A achieves a -0.81% return, which is significantly higher than HEINY's -4.14% return. Over the past 10 years, TAP-A has underperformed HEINY with an annualized return of -5.62%, while HEINY has yielded a comparatively higher -0.49% annualized return.


TAP-A

1D
0.00%
1M
1.70%
YTD
-0.81%
6M
-1.53%
1Y
-15.29%
3Y*
-9.39%
5Y*
-2.68%
10Y*
-5.62%

HEINY

1D
1.21%
1M
-1.66%
YTD
-4.14%
6M
-2.71%
1Y
-12.80%
3Y*
-6.88%
5Y*
-6.49%
10Y*
-0.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TAP-A vs. HEINY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TAP-A
Molson Coors Beverage Company
-0.81%-15.84%-8.93%-13.73%36.05%-6.40%-3.09%9.18%-24.67%-12.69%
HEINY
Heineken NV ADR
-4.14%18.20%-29.20%10.55%-15.50%2.22%5.70%23.24%-14.46%41.15%

Correlation

The correlation between TAP-A and HEINY is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

Correlation (5Y)
Calculated over the trailing 5-year period

0.03

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Dec 12, 2012

0.06

Fundamentals

Market Cap

TAP-A:

$8.56B

HEINY:

$43.07B

EPS

TAP-A:

-$10.76

HEINY:

$2.55

PS Ratio

TAP-A:

0.79

HEINY:

0.74

PB Ratio

TAP-A:

0.85

HEINY:

2.40

Total Revenue (TTM)

TAP-A:

$11.19B

HEINY:

$58.47B

Gross Profit (TTM)

TAP-A:

$4.23B

HEINY:

$17.32B

EBITDA (TTM)

TAP-A:

-$1.54B

HEINY:

$11.16B

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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: 2121
Overall Rank
TAP-A Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
TAP-A Sortino Ratio Rank: 2222
Sortino Ratio Rank
TAP-A Omega Ratio Rank: 1616
Omega Ratio Rank
TAP-A Calmar Ratio Rank: 2222
Calmar Ratio Rank
TAP-A Martin Ratio Rank: 2222
Martin Ratio Rank

HEINY
HEINY Risk / Return Rank: 1919
Overall Rank
HEINY Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
HEINY Sortino Ratio Rank: 1818
Sortino Ratio Rank
HEINY Omega Ratio Rank: 1818
Omega Ratio Rank
HEINY Calmar Ratio Rank: 2020
Calmar Ratio Rank
HEINY Martin Ratio Rank: 2121
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 ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

0.91

0.92

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.55

-0.62

+0.06

Martin ratioReturn relative to average drawdown

-1.00

-0.98

-0.02

TAP-A vs. HEINY - Sharpe Ratio Comparison

The current TAP-A Sharpe Ratio is -0.44, which is comparable to the HEINY Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of TAP-A and HEINY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TAP-AHEINYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.44

-0.54

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.07

-0.27

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.13

-0.02

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.12

-0.03

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

-27.69%

-20.87%

-6.82%

Max Drawdown (3Y)

Largest decline over 3 years

-37.63%

-38.38%

+0.75%

Max Drawdown (5Y)

Largest decline over 5 years

-45.50%

-43.42%

-2.08%

Max Drawdown (10Y)

Largest decline over 10 years

-58.32%

-43.42%

-14.90%

Current Drawdown

Current decline from peak

-48.04%

-31.35%

-16.69%

Average Drawdown

Average peak-to-trough decline

-34.93%

-13.13%

-21.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.34%

13.06%

+2.28%

Volatility

TAP-A vs. HEINY - Volatility Comparison

Molson Coors Beverage Company (TAP-A) has a higher volatility of 10.85% compared to Heineken NV ADR (HEINY) at 7.68%. 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

10.85%

7.68%

+3.17%

Volatility (6M)

Calculated over the trailing 6-month period

29.71%

17.24%

+12.47%

Volatility (1Y)

Calculated over the trailing 1-year period

34.89%

23.90%

+10.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.86%

24.52%

+14.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.25%

23.08%

+21.17%

Dividends

TAP-A vs. HEINY - Dividend Comparison

TAP-A's dividend yield for the trailing twelve months is around 5.24%, more than HEINY's 2.91% yield.


PositionTTM20252024202320222021202020192018201720162015
HEINY
Heineken NV ADR
2.91%2.56%2.63%2.03%1.71%0.96%0.83%1.41%1.67%1.17%1.68%1.23%
TAP-A
Molson Coors Beverage Company
5.24%4.04%3.07%2.53%1.97%1.17%0.91%3.00%2.65%1.95%1.67%1.75%

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


0.005.00B10.00B15.00B20222023202420252026
2.35B
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%20222023202420252026
38.2%
12.9%
Portfolio components
TAP-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Molson Coors Beverage Company reported a gross profit of 897.20M and revenue of 2.35B. Therefore, the gross margin over that period was 38.2%.

HEINY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, Molson Coors Beverage Company reported an operating income of 258.30M and revenue of 2.35B, resulting in an operating margin of 11.0%.

HEINY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, Molson Coors Beverage Company reported a net income of 151.30M and revenue of 2.35B, resulting in a net margin of 6.4%.

HEINY - Net Margin

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


Frequently Asked Questions


TAP-A and HEINY have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TAP-A has higher volatility (10.85%) compared to HEINY (7.68%). In terms of maximum drawdown, TAP-A dropped -68.56% vs HEINY's -43.42%.

TAP-A currently has the higher Sharpe Ratio (-0.44 vs -0.54), 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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