BAE Systems PLC (BAESY)
Company Info
| ISIN | US05523R1077 |
|---|---|
| Sector | Industrials |
| Industry | Aerospace & Defense |
Highlights
| Market Cap | $51.87B |
|---|---|
| EPS (TTM) | $3.16 |
| PE Ratio | 21.71 |
| PEG Ratio | 3.41 |
| Total Revenue (TTM) | $36.84B |
| Gross Profit (TTM) | $7.77B |
| EBITDA (TTM) | $4.56B |
| Year Range | $46.63 - $72.81 |
| Target Price | $70.70 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: BAESY vs. BA, BAESY vs. LMT, BAESY vs. MSFT, BAESY vs. GD, BAESY vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BAE Systems PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BAE Systems PLC had a return of 20.31% year-to-date (YTD) and 33.96% in the last 12 months. Over the past 10 years, BAE Systems PLC had an annualized return of 12.82%, outperforming the S&P 500 benchmark which had an annualized return of 11.12%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.31% | 19.79% |
| 1 month | 0.16% | 2.08% |
| 6 months | 0.06% | 9.01% |
| 1 year | 33.96% | 29.79% |
| 5 years (annualized) | 24.27% | 13.85% |
| 10 years (annualized) | 12.82% | 11.12% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.71% | 5.45% | 8.63% | -1.50% | 6.78% | -7.08% | -0.15% | 7.15% | 20.31% | ||||
| 2023 | 1.39% | 2.87% | 12.32% | 6.66% | -9.36% | 2.06% | 1.46% | 6.39% | -4.48% | 11.41% | -1.69% | 7.93% | 40.90% |
| 2022 | 6.03% | 22.89% | -2.94% | 0.48% | 2.86% | 6.42% | -7.22% | -4.17% | -2.87% | 7.97% | 7.23% | 5.26% | 46.41% |
| 2021 | -5.61% | 6.53% | 3.66% | 2.20% | 6.22% | -2.11% | 10.42% | -2.29% | -3.20% | 1.89% | -4.01% | 1.21% | 14.51% |
| 2020 | 9.82% | -5.97% | -18.29% | 3.09% | -3.98% | -2.36% | 7.25% | 11.36% | -10.25% | -14.97% | 30.51% | -0.37% | -3.36% |
| 2019 | 16.91% | -8.82% | 2.36% | 3.11% | -11.06% | 9.81% | 5.78% | 0.64% | 5.62% | 9.43% | -1.91% | 1.68% | 34.85% |
| 2018 | 9.72% | -5.88% | 3.29% | 5.02% | 0.94% | 0.29% | 0.43% | -8.30% | 3.21% | -16.80% | -6.79% | -6.77% | -22.06% |
| 2017 | 1.58% | 6.54% | 3.31% | 2.75% | 6.27% | -3.54% | -3.85% | -0.93% | 7.98% | -5.65% | -5.79% | 3.11% | 11.02% |
| 2016 | 0.46% | -4.36% | 3.23% | -2.03% | 0.16% | 1.16% | 0.04% | -0.12% | -3.34% | -1.43% | 13.55% | -3.52% | 2.67% |
| 2015 | 4.10% | 7.88% | -5.45% | 3.69% | 0.96% | -10.28% | 5.71% | -8.10% | -2.00% | 2.08% | 14.60% | -4.98% | 5.53% |
| 2014 | -2.63% | -3.05% | 1.37% | 0.74% | 4.31% | 4.55% | -3.11% | 2.01% | 3.93% | -2.36% | 2.35% | -3.01% | 4.67% |
| 2013 | -2.51% | 0.00% | 11.14% | 0.06% | 5.16% | -4.34% | 15.27% | -0.66% | 9.04% | 1.31% | -3.65% | 3.64% | 37.76% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BAESY is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
BAE Systems PLC granted a 2.22% dividend yield in the last twelve months. The annual payout for that period amounted to $1.52 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.52 | $1.38 | $1.30 | $1.32 | $1.93 | $1.12 | $1.20 | $1.08 | $1.15 | $1.28 | $1.36 | $1.21 |
Dividend yield | 2.22% | 2.39% | 3.08% | 4.42% | 7.12% | 3.71% | 5.10% | 3.47% | 3.97% | 4.36% | 4.67% | 4.12% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | |||
| 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 | $1.38 |
| 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 | $0.52 | $0.00 | $0.00 | $1.32 |
| 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 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $1.36 |
| 2013 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.21 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 71.04%, occurring on Dec 12, 2002. Recovery took 497 trading sessions.
The current BAE Systems PLC drawdown is 5.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.04% | Jun 3, 2002 | 136 | Dec 12, 2002 | 497 | Dec 3, 2004 | 633 |
| -57.84% | Nov 9, 2007 | 261 | Nov 20, 2008 | 1551 | Jan 22, 2015 | 1812 |
| -42.13% | Feb 24, 2020 | 21 | Mar 23, 2020 | 340 | Jul 28, 2021 | 361 |
| -36.63% | Jul 17, 2018 | 112 | Dec 24, 2018 | 286 | Feb 13, 2020 | 398 |
| -24.3% | May 12, 2006 | 45 | Jul 17, 2006 | 66 | Oct 18, 2006 | 111 |
Volatility
Volatility Chart
The current BAE Systems PLC volatility is 7.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of BAE Systems PLC compared to its peers in the Aerospace & Defense industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BAESY in comparison to other companies of the Aerospace & Defense industry. Currently, BAESY has a PE value of 21.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BAESY in comparison to other companies of the Aerospace & Defense industry. Currently, BAESY has a PEG value of 3.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for BAE Systems PLC.
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Income Statement
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