UVV vs. DIS
Compare and contrast key facts about Universal Corporation (UVV) and The Walt Disney Company (DIS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UVV or DIS.
Key characteristics
| UVV | DIS | |
|---|---|---|
| YTD Return | -16.17% | 10.17% |
| 1Y Return | 9.59% | 10.47% |
| 3Y Return (Ann) | 8.85% | -17.13% |
| 5Y Return (Ann) | 5.25% | -6.17% |
| 10Y Return (Ann) | 8.23% | 1.89% |
| Sharpe Ratio | 0.32 | 0.70 |
| Sortino Ratio | 0.60 | 1.16 |
| Omega Ratio | 1.09 | 1.16 |
| Calmar Ratio | 0.29 | 0.32 |
| Martin Ratio | 0.44 | 1.12 |
| Ulcer Index | 19.66% | 16.19% |
| Daily Std Dev | 26.95% | 25.96% |
| Max Drawdown | -69.75% | -85.66% |
| Current Drawdown | -16.17% | -50.57% |
Fundamentals
| UVV | DIS | |
|---|---|---|
| Market Cap | $1.31B | $179.58B |
| EPS | $4.97 | $2.61 |
| PE Ratio | 10.68 | 37.94 |
| PEG Ratio | 0.00 | 0.47 |
| Total Revenue (TTM) | $2.19B | $68.79B |
| Gross Profit (TTM) | $411.53M | $24.32B |
| EBITDA (TTM) | $216.98M | $13.18B |
Correlation
The correlation between UVV and DIS is 0.24, 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.
Performance
UVV vs. DIS - Performance Comparison
In the year-to-date period, UVV achieves a -16.17% return, which is significantly lower than DIS's 10.17% return. Over the past 10 years, UVV has outperformed DIS with an annualized return of 8.23%, while DIS has yielded a comparatively lower 1.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UVV vs. DIS - Risk-Adjusted Performance 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.
Dividends
UVV vs. DIS - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 6.07%, more than DIS's 0.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 6.07% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% | 4.64% | 3.66% |
DIS The Walt Disney Company | 0.76% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% | 1.22% | 1.13% |
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. For additional features, visit the drawdowns tool.
Volatility
UVV vs. DIS - Volatility Comparison
Universal Corporation (UVV) has a higher volatility of 6.96% compared to The Walt Disney Company (DIS) at 4.66%. This indicates that UVV's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UVV vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between Universal Corporation and The Walt Disney Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities