UVV vs. DIS

Last updated Jun 3, 2026

UVV (Universal Corporation) and DIS (The Walt Disney Company) are both stocks. UVV operates in Tobacco (Consumer Defensive), while DIS operates in Entertainment (Communication Services). Over the past 10 years, UVV returned 5.39%/yr vs 1.09%/yr for DIS. At a 0.24 correlation, their price movements are largely independent.

Performance

UVV vs. DIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Universal Corporation (UVV) and The Walt Disney Company (DIS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UVV achieves a 6.32% return, which is significantly higher than DIS's -10.86% return. Over the past 10 years, UVV has outperformed DIS with an annualized return of 5.39%, while DIS has yielded a comparatively lower 1.09% annualized return.

UVV

• 1D: 0.46%
• 1M: 0.24%
• YTD: 6.32%
• 6M: 5.82%
• 1Y: -11.53%
• 3Y*: 7.22%
• 5Y*: 4.86%
• 10Y*: 5.39%

DIS

• 1D: -1.40%
• 1M: -1.62%
• YTD: -10.86%
• 6M: -2.61%
• 1Y: -9.22%
• 3Y*: 4.57%
• 5Y*: -10.05%
• 10Y*: 1.09%

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

UVV vs. DIS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UVV Universal Corporation	6.32%	2.27%	-13.39%	35.79%	1.82%	19.59%	-8.96%	11.08%	7.79%	-14.79%
DIS The Walt Disney Company	-10.86%	3.30%	24.44%	4.26%	-43.91%	-14.51%	25.27%	33.51%	3.61%	4.76%

Correlation

The correlation between UVV and DIS is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.14
Correlation (3Y) Calculated over the trailing 3-year period	0.17
Correlation (5Y) Calculated over the trailing 5-year period	0.23
Correlation (10Y) Calculated over the trailing 10-year period	0.25
Correlation (All Time) Calculated using the full available price history since Jan 6, 1988	0.24

The correlation between UVV and DIS shifts across timeframes, from 0.14 (1 year) to 0.25 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS UVV : $1.73 DIS : $6.25
PE Ratio UVV : 31.45 DIS : 16.22
PS Ratio UVV : 0.46 DIS : 1.87
Total Revenue (TTM) UVV : $2.21B DIS : $97.26B
Gross Profit (TTM) UVV : $412.39M DIS : $36.14B
EBITDA (TTM) UVV : $212.91M DIS : $20.74B

Return for Risk

UVV vs. DIS — Risk / Return Rank

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

UVV

UVV Risk / Return Rank: 20
UVV Sharpe Ratio Rank: 19
UVV Sortino Ratio Rank: 19
UVV Omega Ratio Rank: 18
UVV Calmar Ratio Rank: 20
UVV Martin Ratio Rank: 25

DIS

DIS Risk / Return Rank: 24
DIS Sharpe Ratio Rank: 24
DIS Sortino Ratio Rank: 22
DIS Omega Ratio Rank: 22
DIS Calmar Ratio Rank: 28
DIS Martin Ratio Rank: 25

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.

UVV vs. DIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and The Walt Disney Company (DIS). 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.

	UVV	DIS	Difference
Sharpe ratio Return per unit of total volatility	-0.48	-0.38	-0.10
Sortino ratio Return per unit of downside risk	-0.48	-0.38	-0.10
Omega ratio Gain probability vs. loss probability	0.93	0.95	-0.02
Calmar ratio Return relative to maximum drawdown	-0.57	-0.37	-0.19
Martin ratio Return relative to average drawdown	-0.81	-0.78	-0.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UVV vs. DIS - Sharpe Ratio Comparison

The current UVV Sharpe Ratio is -0.48, which is comparable to the DIS Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of UVV and DIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	UVV	DIS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.48	-0.38	-0.10
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	-0.34	+0.54
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.19	0.04	+0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.34	-0.06

Drawdowns

UVV vs. DIS - Drawdown Comparison

The maximum UVV drawdown since its inception was -69.75%, smaller than the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for UVV and DIS.

Drawdown Indicators

	UVV	DIS	Difference
Max Drawdown Largest peak-to-trough decline	-69.75%	-85.66%	+15.91%
Max Drawdown (1Y) Largest decline over 1 year	-16.79%	-24.97%	+8.18%
Max Drawdown (3Y) Largest decline over 3 years	-29.70%	-32.86%	+3.16%
Max Drawdown (5Y) Largest decline over 5 years	-29.70%	-57.33%	+27.63%
Max Drawdown (10Y) Largest decline over 10 years	-45.68%	-60.72%	+15.04%
Current Drawdown Current decline from peak	-11.65%	-48.59%	+36.94%
Average Drawdown Average peak-to-trough decline	-18.60%	-26.77%	+8.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.40%	11.99%	+2.41%

Volatility

UVV vs. DIS - Volatility Comparison

Universal Corporation (UVV) and The Walt Disney Company (DIS) have volatilities of 9.50% and 9.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UVV	DIS	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.50%	9.82%	-0.32%
Volatility (6M) Calculated over the trailing 6-month period	18.15%	19.48%	-1.33%
Volatility (1Y) Calculated over the trailing 1-year period	24.09%	24.24%	-0.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.54%	29.31%	-4.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.92%	28.77%	+0.15%

Dividends

UVV vs. DIS - Dividend Comparison

UVV's dividend yield for the trailing twelve months is around 6.03%, more than DIS's 1.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIS The Walt Disney Company	1.23%	1.10%	0.85%	0.33%	0.00%	0.00%	0.00%	1.22%	1.57%	1.51%	1.43%	1.30%
UVV Universal Corporation	6.03%	6.18%	5.87%	4.72%	5.95%	5.64%	6.30%	5.29%	4.80%	4.11%	3.33%	3.71%

Financials

Frequently Asked Questions

Can I hold both UVV and DIS in my portfolio?

UVV and DIS have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, UVV or DIS?

DIS has higher volatility (9.82%) compared to UVV (9.50%). In terms of maximum drawdown, UVV dropped -69.75% vs DIS's -85.66%.

Which has better risk-adjusted returns?

DIS currently has the higher Sharpe Ratio (-0.38 vs -0.48), 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.