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Barnes Group Inc. (B)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0678061096

CUSIP

067806109

IPO Date

Feb 4, 1985

Highlights

Market Cap

$30.58B

EPS (TTM)

$1.32

PE Ratio

13.47

Total Revenue (TTM)

$7.55B

Gross Profit (TTM)

$3.25B

EBITDA (TTM)

$4.04B

Year Range

$15.03 - $21.11

Target Price

$24.36

Short Ratio

0.58

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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S&P 500

Returns By Period

Barnes Group Inc. (B) returned 23.27% year-to-date (YTD) and 14.81% over the past 12 months. Over the past 10 years, B returned 6.64% annually, underperforming the S&P 500 benchmark at 10.84%.


B

YTD

23.27%

1M

0.53%

6M

9.37%

1Y

14.81%

3Y*

0.02%

5Y*

-1.97%

10Y*

6.64%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of B, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.61%9.04%9.52%-2.06%-0.21%23.27%
2024-13.76%-5.37%13.51%0.00%3.31%-2.40%10.97%9.62%-1.49%-2.87%-8.95%-11.38%-12.29%
202313.80%-17.03%15.20%2.53%-10.81%0.30%2.13%-5.67%-10.24%9.83%10.71%2.84%7.87%
20220.79%18.38%8.68%-9.05%-7.28%-13.67%-11.02%-4.41%4.38%-3.03%9.64%5.27%-6.19%
2021-1.80%-16.15%6.05%7.32%14.39%-14.12%5.27%-6.75%-10.06%1.77%4.62%0.05%-13.41%
2020-0.38%3.15%-3.78%40.39%-6.41%12.25%7.31%2.85%-5.19%-4.91%-13.09%-1.56%24.14%
2019-1.11%-5.60%8.46%-7.22%-2.02%26.97%3.11%19.43%-10.58%0.17%-2.94%10.65%38.45%
2018-0.62%-19.69%8.07%8.19%-1.86%-0.46%-14.78%-6.62%6.33%13.27%1.83%6.74%-5.01%
201715.39%0.91%2.21%-11.95%-0.89%-3.81%6.29%6.57%-10.56%-10.19%-4.43%5.01%-8.80%
201634.28%40.37%-2.23%42.64%-13.32%27.31%2.39%-22.10%4.17%-0.73%-14.49%6.39%117.64%
201518.88%2.29%-15.82%18.80%-8.52%-10.12%-33.77%-1.26%-8.49%20.91%-4.29%0.54%-30.38%
20149.36%5.96%-12.51%-2.02%-7.49%13.59%-1.20%1.99%-20.28%-19.03%0.56%-9.59%-38.28%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of B is 59, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of B is 5959
Overall Rank
The Sharpe Ratio Rank of B is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of B is 5656
Sortino Ratio Rank
The Omega Ratio Rank of B is 5454
Omega Ratio Rank
The Calmar Ratio Rank of B is 5959
Calmar Ratio Rank
The Martin Ratio Rank of B is 6262
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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Barnes Group Inc. (B) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Barnes Group Inc. Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.38
  • 5-Year: -0.06
  • 10-Year: 0.17
  • All Time: 0.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Barnes Group Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Barnes Group Inc. provided a 2.63% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.50$0.40$0.40$0.65$0.78$0.31$0.13$0.19$0.12$0.08$0.14$0.20

Dividend yield

2.63%2.58%2.21%3.78%4.11%1.36%0.70%1.40%0.83%0.50%1.90%1.87%

Monthly Dividends

The table displays the monthly dividend distributions for Barnes Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.10$0.00$0.00$0.10$0.20
2024$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2023$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2022$0.00$0.10$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.15$0.00$0.65
2021$0.00$0.09$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.78
2020$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.31
2019$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.13
2018$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.07$0.19
2017$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.12
2016$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.08
2015$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.14
2014$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.20

Dividend Yield & Payout


Dividend Yield

Barnes Group Inc. has a dividend yield of 2.63%, which is quite average when compared to the overall market.

Payout Ratio

Barnes Group Inc. has a payout ratio of 27.97%, which is quite average when compared to the overall market. This suggests that Barnes Group Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Barnes Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Barnes Group Inc. was 88.51%, occurring on Sep 23, 2015. The portfolio has not yet recovered.

The current Barnes Group Inc. drawdown is 56.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.51%Apr 25, 20111112Sep 23, 2015
-65.97%Jan 29, 2008190Oct 27, 2008528Dec 1, 2010718
-58.94%Feb 7, 19961192Oct 24, 20001238Sep 29, 20052430
-51.88%Sep 21, 198737Nov 10, 1987504Nov 7, 1989541
-35.08%Jan 19, 1994261Jan 31, 1995254Feb 1, 1996515
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Barnes Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Barnes Group Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 17.6% positive surprise.


-0.40-0.200.000.200.4020212022202320242025
0.35
0.30
Actual
Estimate

Valuation

The Valuation section provides an overview of how Barnes Group Inc. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for B, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, B has a P/E ratio of 13.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for B relative to other companies in the Specialty Industrial Machinery industry. Currently, B has a P/S ratio of 2.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for B in comparison with other companies in the Specialty Industrial Machinery industry. Currently, B has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items