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TR vs. PM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

TR vs. PM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tootsie Roll Industries, Inc. (TR) and Philip Morris International Inc. (PM). The values are adjusted to include any dividend payments, if applicable.

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TR vs. PM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TR
Tootsie Roll Industries, Inc.
20.38%17.87%1.36%-18.76%22.25%27.01%-12.02%3.23%-7.18%-4.77%
PM
Philip Morris International Inc.
4.00%37.99%34.34%-1.85%12.31%20.78%3.69%35.02%-33.30%19.85%

Fundamentals

EPS

TR:

$1.29

PM:

$7.47

PE Ratio

TR:

33.20

PM:

22.14

PEG Ratio

TR:

2.79

PM:

2.10

PS Ratio

TR:

4.27

PM:

6.27

Total Revenue (TTM)

TR:

$729.62M

PM:

$40.60B

Gross Profit (TTM)

TR:

$262.41M

PM:

$26.97B

EBITDA (TTM)

TR:

$167.88M

PM:

$17.08B

Returns By Period

In the year-to-date period, TR achieves a 20.38% return, which is significantly higher than PM's 4.00% return. Over the past 10 years, TR has underperformed PM with an annualized return of 5.08%, while PM has yielded a comparatively higher 10.52% annualized return.


TR

1D
-0.26%
1M
4.41%
YTD
20.38%
6M
5.66%
1Y
41.08%
3Y*
2.38%
5Y*
9.58%
10Y*
5.08%

PM

1D
0.31%
1M
-10.71%
YTD
4.00%
6M
4.76%
1Y
7.86%
3Y*
24.78%
5Y*
18.95%
10Y*
10.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TR vs. PM — Risk / Return Rank

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

TR
TR Risk / Return Rank: 8181
Overall Rank
TR Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
TR Sortino Ratio Rank: 8181
Sortino Ratio Rank
TR Omega Ratio Rank: 8080
Omega Ratio Rank
TR Calmar Ratio Rank: 7979
Calmar Ratio Rank
TR Martin Ratio Rank: 7878
Martin Ratio Rank

PM
PM Risk / Return Rank: 5050
Overall Rank
PM Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
PM Sortino Ratio Rank: 4444
Sortino Ratio Rank
PM Omega Ratio Rank: 4545
Omega Ratio Rank
PM Calmar Ratio Rank: 5454
Calmar Ratio Rank
PM Martin Ratio Rank: 5454
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.

TR vs. PM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tootsie Roll Industries, Inc. (TR) and Philip Morris International Inc. (PM). 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.


TRPMDifference

Sharpe ratio

Return per unit of total volatility

1.62

0.31

+1.31

Sortino ratio

Return per unit of downside risk

2.15

0.55

+1.59

Omega ratio

Gain probability vs. loss probability

1.28

1.08

+0.20

Calmar ratio

Return relative to maximum drawdown

2.09

0.50

+1.59

Martin ratio

Return relative to average drawdown

5.23

1.06

+4.17

TR vs. PM - Sharpe Ratio Comparison

The current TR Sharpe Ratio is 1.62, which is higher than the PM Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of TR and PM, 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


TRPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

0.31

+1.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.87

-0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

0.44

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.52

-0.20

Correlation

The correlation between TR and PM is 0.32, 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

TR vs. PM - Dividend Comparison

TR's dividend yield for the trailing twelve months is around 0.82%, less than PM's 3.48% yield.


TTM20252024202320222021202020192018201720162015
TR
Tootsie Roll Industries, Inc.
0.82%0.98%1.11%1.08%0.85%0.99%1.21%1.05%1.08%0.99%0.91%1.11%
PM
Philip Morris International Inc.
3.48%3.52%4.40%5.46%4.98%5.16%5.73%5.43%6.73%3.99%4.50%4.60%

Drawdowns

TR vs. PM - Drawdown Comparison

The maximum TR drawdown since its inception was -44.74%, roughly equal to the maximum PM drawdown of -42.87%. Use the drawdown chart below to compare losses from any high point for TR and PM.


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Drawdown Indicators


TRPMDifference

Max Drawdown

Largest peak-to-trough decline

-44.74%

-42.87%

-1.87%

Max Drawdown (1Y)

Largest decline over 1 year

-20.03%

-20.64%

+0.61%

Max Drawdown (5Y)

Largest decline over 5 years

-36.41%

-22.78%

-13.63%

Max Drawdown (10Y)

Largest decline over 10 years

-36.41%

-42.87%

+6.46%

Current Drawdown

Current decline from peak

-0.26%

-12.11%

+11.85%

Average Drawdown

Average peak-to-trough decline

-16.81%

-10.03%

-6.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.99%

9.75%

-1.76%

Volatility

TR vs. PM - Volatility Comparison

The current volatility for Tootsie Roll Industries, Inc. (TR) is 6.72%, while Philip Morris International Inc. (PM) has a volatility of 9.52%. This indicates that TR experiences smaller price fluctuations and is considered to be less risky than PM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

9.52%

-2.80%

Volatility (6M)

Calculated over the trailing 6-month period

18.67%

18.02%

+0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

25.46%

25.83%

-0.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.77%

21.80%

+2.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.13%

24.02%

+1.11%

Financials

TR vs. PM - Financials Comparison

This section allows you to compare key financial metrics between Tootsie Roll Industries, Inc. and Philip Morris International 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


0.002.00B4.00B6.00B8.00B10.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
232.71M
10.36B
(TR) Total Revenue
(PM) Total Revenue
Values in USD except per share items

TR vs. PM - Profitability Comparison

The chart below illustrates the profitability comparison between Tootsie Roll Industries, Inc. and Philip Morris International Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
33.5%
65.4%
Portfolio components
TR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Tootsie Roll Industries, Inc. reported a gross profit of 77.87M and revenue of 232.71M. Therefore, the gross margin over that period was 33.5%.

PM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Philip Morris International Inc. reported a gross profit of 6.78B and revenue of 10.36B. Therefore, the gross margin over that period was 65.4%.

TR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Tootsie Roll Industries, Inc. reported an operating income of 32.37M and revenue of 232.71M, resulting in an operating margin of 13.9%.

PM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Philip Morris International Inc. reported an operating income of 3.42B and revenue of 10.36B, resulting in an operating margin of 33.0%.

TR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Tootsie Roll Industries, Inc. reported a net income of 35.66M and revenue of 232.71M, resulting in a net margin of 15.3%.

PM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Philip Morris International Inc. reported a net income of 2.31B and revenue of 10.36B, resulting in a net margin of 22.3%.