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WINA vs. CBRE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WINA vs. CBRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Winmark Corporation (WINA) and CBRE Group, Inc. (CBRE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WINA achieves a -2.30% return, which is significantly higher than CBRE's -19.18% return. Both investments have delivered pretty close results over the past 10 years, with WINA having a 16.97% annualized return and CBRE not far behind at 16.88%.


WINA

1D
-1.67%
1M
7.89%
YTD
-2.30%
6M
-3.01%
1Y
-8.43%
3Y*
8.23%
5Y*
18.24%
10Y*
16.97%

CBRE

1D
-1.22%
1M
-0.85%
YTD
-19.18%
6M
-20.79%
1Y
-2.94%
3Y*
19.99%
5Y*
8.46%
10Y*
16.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WINA vs. CBRE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WINA
Winmark Corporation
-2.30%6.43%-3.26%82.56%-2.78%38.67%-5.88%25.38%23.36%2.93%
CBRE
CBRE Group, Inc.
-19.18%22.47%41.04%20.96%-29.08%73.01%2.33%53.07%-7.55%37.54%

Correlation

The correlation between WINA and CBRE is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.22

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

0.28

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

0.34

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

0.31

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2004

0.23

The correlation between WINA and CBRE shifts across timeframes, from 0.22 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WINA:

$1.46B

CBRE:

$38.59B

EPS

WINA:

$11.09

CBRE:

$4.37

PE Ratio

WINA:

35.51

CBRE:

29.71

PS Ratio

WINA:

17.11

CBRE:

0.92

Total Revenue (TTM)

WINA:

$84.99M

CBRE:

$42.17B

Gross Profit (TTM)

WINA:

$82.15M

CBRE:

$14.76B

EBITDA (TTM)

WINA:

$55.02M

CBRE:

$2.68B

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Return for Risk

WINA vs. CBRE — Risk / Return Rank

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

WINA
WINA Risk / Return Rank: 3232
Overall Rank
WINA Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
WINA Sortino Ratio Rank: 3030
Sortino Ratio Rank
WINA Omega Ratio Rank: 3030
Omega Ratio Rank
WINA Calmar Ratio Rank: 3333
Calmar Ratio Rank
WINA Martin Ratio Rank: 3232
Martin Ratio Rank

CBRE
CBRE Risk / Return Rank: 3636
Overall Rank
CBRE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
CBRE Sortino Ratio Rank: 3333
Sortino Ratio Rank
CBRE Omega Ratio Rank: 3434
Omega Ratio Rank
CBRE Calmar Ratio Rank: 3838
Calmar Ratio Rank
CBRE Martin Ratio Rank: 3838
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.

WINA vs. CBRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Winmark Corporation (WINA) and CBRE Group, Inc. (CBRE). 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.


WINACBREDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

0.99

1.01

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.28

-0.11

-0.17

Martin ratioReturn relative to average drawdown

-0.54

-0.24

-0.30

WINA vs. CBRE - Sharpe Ratio Comparison

The current WINA Sharpe Ratio is -0.23, which is lower than the CBRE Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of WINA and CBRE, 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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Drawdowns

WINA vs. CBRE - Drawdown Comparison

The maximum WINA drawdown since its inception was -85.47%, smaller than the maximum CBRE drawdown of -94.31%. Use the drawdown chart below to compare losses from any high point for WINA and CBRE.


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Drawdown Indicators


WINACBREDifference

Max Drawdown

Largest peak-to-trough decline

-85.47%

-94.31%

+8.84%

Max Drawdown (1Y)

Largest decline over 1 year

-30.10%

-27.37%

-2.73%

Max Drawdown (3Y)

Largest decline over 3 years

-30.10%

-27.37%

-2.73%

Max Drawdown (5Y)

Largest decline over 5 years

-30.29%

-40.38%

+10.09%

Max Drawdown (10Y)

Largest decline over 10 years

-45.45%

-53.57%

+8.12%

Current Drawdown

Current decline from peak

-21.63%

-24.28%

+2.65%

Average Drawdown

Average peak-to-trough decline

-24.68%

-26.57%

+1.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.38%

12.23%

+4.15%

Volatility

WINA vs. CBRE - Volatility Comparison

Winmark Corporation (WINA) and CBRE Group, Inc. (CBRE) have volatilities of 8.15% and 8.38%, 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.


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Volatility by Period


WINACBREDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.15%

8.38%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

27.40%

25.97%

+1.43%

Volatility (1Y)

Calculated over the trailing 1-year period

37.63%

30.78%

+6.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.55%

30.31%

+1.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.99%

32.99%

-3.00%

Dividends

WINA vs. CBRE - Dividend Comparison

WINA's dividend yield for the trailing twelve months is around 3.53%, while CBRE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CBRE
CBRE Group, 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%
WINA
Winmark Corporation
3.53%3.40%2.80%2.99%2.35%3.67%0.43%0.45%0.35%0.33%0.29%0.29%

Financials

WINA vs. CBRE - Financials Comparison

This section allows you to compare key financial metrics between Winmark Corporation and CBRE Group, 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


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
20.85M
10.53B
(WINA) Total Revenue
(CBRE) Total Revenue
Values in USD except per share items

WINA vs. CBRE - Profitability Comparison

The chart below illustrates the profitability comparison between Winmark Corporation and CBRE Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
97.0%
17.6%
Portfolio components
WINA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Winmark Corporation reported a gross profit of 20.23M and revenue of 20.85M. Therefore, the gross margin over that period was 97.0%.

CBRE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a gross profit of 1.85B and revenue of 10.53B. Therefore, the gross margin over that period was 17.6%.

WINA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Winmark Corporation reported an operating income of 12.36M and revenue of 20.85M, resulting in an operating margin of 59.3%.

CBRE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported an operating income of 511.00M and revenue of 10.53B, resulting in an operating margin of 4.9%.

WINA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Winmark Corporation reported a net income of 9.25M and revenue of 20.85M, resulting in a net margin of 44.4%.

CBRE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a net income of 318.00M and revenue of 10.53B, resulting in a net margin of 3.0%.


Frequently Asked Questions


WINA and CBRE have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CBRE has higher volatility (8.38%) compared to WINA (8.15%). In terms of maximum drawdown, WINA dropped -85.47% vs CBRE's -94.31%.

CBRE currently has the higher Sharpe Ratio (-0.10 vs -0.23), 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 WINA and CBRE

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

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