BAE Systems PLC (BAESY)
Company Info
Highlights
$69.66B
$3.40
27.92
4.78
$12.48B
$1.10B
$1.77B
$56.45 - $98.07
$78.48
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
BAE Systems PLC (BAESY) returned 66.89% year-to-date (YTD) and 40.22% over the past 12 months. Over the past 10 years, BAESY delivered an annualized return of 15.94%, outperforming the S&P 500 benchmark at 10.87%.
BAESY
66.89%
5.74%
47.69%
40.22%
36.45%
15.94%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.37%
10.87%
Monthly Returns
The table below presents the monthly returns of BAESY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.74% | 16.45% | 13.66% | 17.12% | 1.82% | 66.89% | |||||||
| 2024 | 5.88% | 4.82% | 8.51% | -0.68% | 6.18% | -5.85% | -0.16% | 7.53% | -7.34% | -2.23% | -2.95% | -7.77% | 4.09% |
| 2023 | 2.44% | 3.07% | 11.75% | 6.59% | -9.74% | 2.44% | 1.69% | 6.53% | -4.60% | 11.24% | -0.78% | 6.50% | 41.27% |
| 2022 | 3.99% | 24.68% | -2.17% | 0.37% | 2.55% | 5.82% | -7.06% | -3.61% | -2.39% | 7.83% | 4.48% | 5.11% | 43.07% |
| 2021 | -5.03% | 6.62% | 2.99% | 3.38% | 6.53% | -3.42% | 11.06% | -2.32% | -2.58% | 0.89% | -4.11% | 2.67% | 16.44% |
| 2020 | 11.24% | -6.64% | -16.74% | 1.96% | -4.34% | -2.63% | 7.72% | 11.14% | -10.43% | -15.95% | 31.08% | -0.70% | -3.67% |
| 2019 | 15.12% | -7.94% | 1.42% | 5.19% | -11.46% | 10.58% | 6.54% | -1.08% | 5.72% | 7.88% | -0.52% | 0.88% | 33.51% |
| 2018 | 8.98% | -5.49% | 2.16% | 5.42% | 1.10% | 0.37% | 0.34% | -8.07% | 4.27% | -16.87% | -6.70% | -6.70% | -21.66% |
| 2017 | 0.18% | 7.07% | 2.48% | 2.94% | 5.91% | -4.22% | -3.63% | -1.29% | 8.23% | -5.65% | -5.19% | 3.73% | 9.68% |
| 2016 | -0.60% | -2.33% | 2.33% | -2.10% | 0.67% | -0.48% | 1.22% | -0.53% | -3.49% | -1.05% | 13.27% | -2.58% | 3.38% |
| 2015 | 3.57% | 7.86% | -5.48% | 2.95% | 0.67% | -9.71% | 5.60% | -7.19% | -2.49% | 2.21% | 14.34% | -5.29% | 4.52% |
| 2014 | -2.12% | -2.35% | 0.28% | 1.04% | 5.07% | 4.30% | -2.43% | 2.35% | 3.41% | -2.11% | 2.67% | -2.32% | 7.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 87, BAESY is among the top 13% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BAE Systems PLC (BAESY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
BAE Systems PLC provided a 1.80% dividend yield over the last twelve months, with an annual payout of $1.71 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.71 | $1.60 | $1.39 | $1.30 | $1.33 | $1.93 | $1.12 | $1.20 | $1.08 | $1.15 | $1.28 | $1.36 |
Dividend yield | 1.80% | 2.77% | 2.45% | 3.16% | 4.45% | 7.23% | 3.75% | 5.11% | 3.49% | 3.94% | 4.36% | 4.62% |
Monthly Dividends
The table displays the monthly dividend distributions for BAE Systems PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $1.04 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $1.60 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $1.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $1.33 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.49 | $0.00 | $0.00 | $1.93 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $1.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $1.20 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $1.08 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $1.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $1.28 |
| 2014 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $1.36 |
Dividend Yield & Payout
Dividend Yield
BAE Systems PLC has a dividend yield of 1.80%, which is quite average when compared to the overall market.
Payout Ratio
BAE Systems PLC has a payout ratio of 48.07%, which is quite average when compared to the overall market. This suggests that BAE Systems PLC 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 BAE Systems PLC. 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 BAE Systems PLC was 54.58%, occurring on Oct 4, 2011. Recovery took 679 trading sessions.
The current BAE Systems PLC drawdown is 2.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.58% | Apr 7, 2008 | 827 | Oct 4, 2011 | 679 | Jun 20, 2014 | 1506 |
| -41.83% | Feb 24, 2020 | 21 | Mar 23, 2020 | 341 | Jul 29, 2021 | 362 |
| -35.03% | Jul 17, 2018 | 102 | Dec 10, 2018 | 279 | Jan 21, 2020 | 381 |
| -20.77% | Feb 26, 2015 | 336 | Jun 27, 2016 | 159 | Feb 13, 2017 | 495 |
| -20.54% | Nov 8, 2024 | 37 | Jan 2, 2025 | 39 | Mar 3, 2025 | 76 |
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 BAE Systems PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of BAE Systems PLC, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.
Valuation
The Valuation section provides an overview of how BAE Systems PLC is priced in the market compared to other companies in the Aerospace & Defense 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 BAESY, comparing it with other companies in the Aerospace & Defense industry. Currently, BAESY has a P/E ratio of 27.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BAESY compared to other companies in the Aerospace & Defense industry. BAESY currently has a PEG ratio of 4.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BAESY relative to other companies in the Aerospace & Defense industry. Currently, BAESY has a P/S ratio of 2.6. 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 BAESY in comparison with other companies in the Aerospace & Defense industry. Currently, BAESY has a P/B value of 4.5. 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
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