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WU vs. MO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WU and MO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

WU vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Western Union Company (WU) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

WU:

-0.77

MO:

1.79

Sortino Ratio

WU:

-1.00

MO:

2.67

Omega Ratio

WU:

0.87

MO:

1.35

Calmar Ratio

WU:

-0.38

MO:

3.47

Martin Ratio

WU:

-1.59

MO:

8.14

Ulcer Index

WU:

13.28%

MO:

4.38%

Daily Std Dev

WU:

27.40%

MO:

19.11%

Max Drawdown

WU:

-63.10%

MO:

-57.39%

Current Drawdown

WU:

-52.76%

MO:

-7.52%

Fundamentals

Market Cap

WU:

$3.21B

MO:

$95.12B

EPS

WU:

$2.69

MO:

$5.96

PE Ratio

WU:

3.61

MO:

9.47

PEG Ratio

WU:

2.37

MO:

4.01

PS Ratio

WU:

0.77

MO:

4.70

PB Ratio

WU:

3.42

MO:

27.30

Total Revenue (TTM)

WU:

$4.14B

MO:

$20.99B

Gross Profit (TTM)

WU:

$1.50B

MO:

$15.08B

EBITDA (TTM)

WU:

$843.60M

MO:

$14.03B

Returns By Period

In the year-to-date period, WU achieves a -6.91% return, which is significantly lower than MO's 9.67% return. Over the past 10 years, WU has underperformed MO with an annualized return of -3.13%, while MO has yielded a comparatively higher 7.40% annualized return.


WU

YTD

-6.91%

1M

-2.03%

6M

-5.00%

1Y

-20.95%

5Y*

-6.58%

10Y*

-3.13%

MO

YTD

9.67%

1M

-1.40%

6M

5.81%

1Y

33.87%

5Y*

18.19%

10Y*

7.40%

*Annualized

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Risk-Adjusted Performance

WU vs. MO — Risk-Adjusted Performance Rank

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

WU
The Risk-Adjusted Performance Rank of WU is 1313
Overall Rank
The Sharpe Ratio Rank of WU is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of WU is 1212
Sortino Ratio Rank
The Omega Ratio Rank of WU is 1313
Omega Ratio Rank
The Calmar Ratio Rank of WU is 2525
Calmar Ratio Rank
The Martin Ratio Rank of WU is 44
Martin Ratio Rank

MO
The Risk-Adjusted Performance Rank of MO is 9494
Overall Rank
The Sharpe Ratio Rank of MO is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of MO is 9393
Sortino Ratio Rank
The Omega Ratio Rank of MO is 9191
Omega Ratio Rank
The Calmar Ratio Rank of MO is 9898
Calmar Ratio Rank
The Martin Ratio Rank of MO is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WU vs. MO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Western Union Company (WU) and Altria Group, Inc. (MO). 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.


The current WU Sharpe Ratio is -0.77, which is lower than the MO Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of WU and MO, 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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Dividends

WU vs. MO - Dividend Comparison

WU's dividend yield for the trailing twelve months is around 9.74%, more than MO's 7.17% yield.


TTM20242023202220212020201920182017201620152014
WU
The Western Union Company
9.74%8.87%7.89%6.83%5.27%4.10%2.99%4.45%3.68%2.95%3.46%2.79%
MO
Altria Group, Inc.
7.17%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%

Drawdowns

WU vs. MO - Drawdown Comparison

The maximum WU drawdown since its inception was -63.10%, which is greater than MO's maximum drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for WU and MO. For additional features, visit the drawdowns tool.


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Volatility

WU vs. MO - Volatility Comparison

The Western Union Company (WU) has a higher volatility of 6.90% compared to Altria Group, Inc. (MO) at 6.02%. This indicates that WU's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

WU vs. MO - Financials Comparison

This section allows you to compare key financial metrics between The Western Union Company and Altria 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


1.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
983.60M
5.26B
(WU) Total Revenue
(MO) Total Revenue
Values in USD except per share items

WU vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between The Western Union Company and Altria 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

30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
37.1%
75.9%
(WU) Gross Margin
(MO) Gross Margin
WU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Western Union Company reported a gross profit of 364.40M and revenue of 983.60M. Therefore, the gross margin over that period was 37.1%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a gross profit of 3.99B and revenue of 5.26B. Therefore, the gross margin over that period was 75.9%.

WU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Western Union Company reported an operating income of 177.40M and revenue of 983.60M, resulting in an operating margin of 18.0%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported an operating income of 1.79B and revenue of 5.26B, resulting in an operating margin of 34.0%.

WU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Western Union Company reported a net income of 123.50M and revenue of 983.60M, resulting in a net margin of 12.6%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a net income of 1.08B and revenue of 5.26B, resulting in a net margin of 20.5%.