PortfoliosLab logoPortfoliosLab logo
WBD vs. PG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WBD vs. PG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Warner Bros. Discovery, Inc. (WBD) and The Procter & Gamble Company (PG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, WBD achieves a -6.38% return, which is significantly lower than PG's 5.93% return. Over the past 10 years, WBD has underperformed PG with an annualized return of 0.50%, while PG has yielded a comparatively higher 8.96% annualized return.


WBD

1D
0.45%
1M
-0.00%
YTD
-6.38%
6M
-10.01%
1Y
168.99%
3Y*
25.07%
5Y*
-2.61%
10Y*
0.50%

PG

1D
0.86%
1M
5.68%
YTD
5.93%
6M
6.28%
1Y
-3.97%
3Y*
3.69%
5Y*
4.73%
10Y*
8.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WBD vs. PG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WBD
Warner Bros. Discovery, Inc.
-6.38%172.66%-7.12%20.04%-59.73%-21.77%-8.09%32.34%10.55%-18.35%
PG
The Procter & Gamble Company
5.93%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%

Correlation

The correlation between WBD and PG is -0.07, 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

-0.07

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

0.05

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

0.11

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

0.11

Correlation (All Time)
Calculated using the full available price history since Jul 8, 2005

0.22

The correlation between WBD and PG shifts across timeframes, from -0.07 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WBD:

$67.23B

PG:

$361.53B

EPS

WBD:

-$0.86

PG:

$5.23

PS Ratio

WBD:

1.81

PG:

4.20

PB Ratio

WBD:

2.06

PG:

6.70

Total Revenue (TTM)

WBD:

$37.21B

PG:

$86.72B

Gross Profit (TTM)

WBD:

$15.43B

PG:

$43.64B

EBITDA (TTM)

WBD:

$9.00B

PG:

$22.63B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WBD vs. PG — Risk / Return Rank

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

WBD
WBD Risk / Return Rank: 9797
Overall Rank
WBD Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
WBD Sortino Ratio Rank: 9999
Sortino Ratio Rank
WBD Omega Ratio Rank: 9898
Omega Ratio Rank
WBD Calmar Ratio Rank: 9696
Calmar Ratio Rank
WBD Martin Ratio Rank: 9797
Martin Ratio Rank

PG
PG Risk / Return Rank: 2828
Overall Rank
PG Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
PG Sortino Ratio Rank: 2525
Sortino Ratio Rank
PG Omega Ratio Rank: 2626
Omega Ratio Rank
PG Calmar Ratio Rank: 3131
Calmar Ratio Rank
PG Martin Ratio Rank: 3131
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.

WBD vs. PG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Warner Bros. Discovery, Inc. (WBD) and The Procter & Gamble Company (PG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WBDPGDifference
Sharpe ratioReturn per unit of total volatility

+3.87

Sortino ratioReturn per unit of downside risk

+5.82

Omega ratioGain probability vs. loss probability

1.76

0.97

+0.79

Calmar ratioReturn relative to maximum drawdown

7.82

-0.37

+8.18

Martin ratioReturn relative to average drawdown

22.23

-0.68

+22.91

WBD vs. PG - Sharpe Ratio Comparison

The current WBD Sharpe Ratio is 3.57, which is higher than the PG Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of WBD and PG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

WBD vs. PG - Drawdown Comparison

The maximum WBD drawdown since its inception was -91.32%, which is greater than PG's maximum drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for WBD and PG.


Loading charts...

Drawdown Indicators


WBDPGDifference

Max Drawdown

Largest peak-to-trough decline

-91.32%

-54.25%

-37.07%

Max Drawdown (1Y)

Largest decline over 1 year

-21.31%

-15.52%

-5.79%

Max Drawdown (3Y)

Largest decline over 3 years

-53.63%

-21.15%

-32.48%

Max Drawdown (5Y)

Largest decline over 5 years

-78.49%

-23.77%

-54.72%

Max Drawdown (10Y)

Largest decline over 10 years

-91.32%

-23.77%

-67.55%

Current Drawdown

Current decline from peak

-65.08%

-13.29%

-51.79%

Average Drawdown

Average peak-to-trough decline

-37.14%

-12.16%

-24.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.48%

8.80%

-1.32%

Volatility

WBD vs. PG - Volatility Comparison

The current volatility for Warner Bros. Discovery, Inc. (WBD) is 4.77%, while The Procter & Gamble Company (PG) has a volatility of 6.99%. This indicates that WBD experiences smaller price fluctuations and is considered to be less risky than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


WBDPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

6.99%

-2.22%

Volatility (6M)

Calculated over the trailing 6-month period

11.46%

15.01%

-3.55%

Volatility (1Y)

Calculated over the trailing 1-year period

46.82%

18.78%

+28.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.71%

17.82%

+34.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.14%

19.05%

+28.09%

Dividends

WBD vs. PG - Dividend Comparison

WBD has not paid dividends to shareholders, while PG's dividend yield for the trailing twelve months is around 2.85%.


PositionTTM20252024202320222021202020192018201720162015
PG
The Procter & Gamble Company
2.85%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%
WBD
Warner Bros. Discovery, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

WBD vs. PG - Financials Comparison

This section allows you to compare key financial metrics between Warner Bros. Discovery, Inc. and The Procter & Gamble 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B20222023202420252026
8.89B
21.24B
(WBD) Total Revenue
(PG) Total Revenue
Values in USD except per share items

WBD vs. PG - Profitability Comparison

The chart below illustrates the profitability comparison between Warner Bros. Discovery, Inc. and The Procter & Gamble Company 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%20222023202420252026
47.8%
49.5%
Portfolio components
WBD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Warner Bros. Discovery, Inc. reported a gross profit of 4.25B and revenue of 8.89B. Therefore, the gross margin over that period was 47.8%.

PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

WBD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Warner Bros. Discovery, Inc. reported an operating income of -2.47B and revenue of 8.89B, resulting in an operating margin of -27.8%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

WBD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Warner Bros. Discovery, Inc. reported a net income of -3.33B and revenue of 8.89B, resulting in a net margin of -37.5%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.


Frequently Asked Questions


WBD and PG have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PG has higher volatility (6.99%) compared to WBD (4.77%). In terms of maximum drawdown, WBD dropped -91.32% vs PG's -54.25%.

WBD currently has the higher Sharpe Ratio (3.57 vs -0.30), 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.

Portfolio Optimizer

Find the right allocation for WBD and PG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer