- ISIN
- US05523R1077
- Sector
- Industrials
- Industry
- Aerospace & Defense
- IPO Date
- Feb 1, 1981
Highlights
- Market Cap
- $73.64B
- Enterprise Value
- $83.57B
- EPS (TTM)
- £5.29
- PE Ratio
- 13.78
- PEG Ratio
- 2.54
- Total Revenue (TTM)
- £54.56B
- Gross Profit (TTM)
- £19.72B
- EBITDA (TTM)
- £7.74B
- Year Range
- $84.50 - $126.00
- ROA (TTM)
- 10.66%
- ROE (TTM)
- 34.10%
Share Price Chart
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Performance
BAESY Performance Chart
BAE Systems PLC (BAESY) is up 5.7% since the beginning of the year. At $97 per share, BAESY is trading 22.9% below its 52-week high of $126. Investors who bought $1,000 worth of BAESY shares 5 years ago would now be looking at an investment worth $3,686.
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Returns By Period
BAE Systems PLC (BAESY) has returned 5.68% so far this year and -5.80% over the past 12 months. Looking at the last ten years, BAESY has achieved an annualized return of 17.22%, outperforming the S&P 500 Index benchmark, which averaged 13.67% per year.
BAE Systems PLC
- 1D
- -1.71%
- 1M
- -4.53%
- YTD
- 5.68%
- 6M
- 6.71%
- 1Y
- -5.80%
- 3Y*
- 27.20%
- 5Y*
- 29.81%
- 10Y*
- 17.22%
Benchmark (S&P 500 Index)
- 1D
- 1.08%
- 1M
- 2.00%
- YTD
- 9.57%
- 6M
- 10.71%
- 1Y
- 25.41%
- 3Y*
- 19.37%
- 5Y*
- 12.48%
- 10Y*
- 13.67%
BAESY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, BAESY's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +30.5%, while the worst month was Oct 2008 at -41.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BAESY closed higher 49% of trading days. The best single day was Mar 3, 2025 with a return of +18.6%, while the worst single day was Oct 27, 2008 at -50.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 17.01% | 6.74% | 0.43% | -3.11% | -2.10% | -11.17% | 5.68% | ||||||
| 2025 | 6.35% | 20.32% | 12.43% | 14.66% | 10.26% | 2.21% | -9.00% | -1.44% | 18.55% | -10.83% | -13.35% | 8.37% | 65.51% |
| 2024 | 4.71% | 5.45% | 8.63% | -1.50% | 6.78% | -7.08% | -0.15% | 7.15% | -7.23% | -1.91% | -3.12% | -8.46% | 1.23% |
| 2023 | 1.39% | 2.87% | 12.32% | 6.66% | -9.36% | 2.06% | 1.46% | 6.39% | -4.48% | 11.42% | -1.69% | 7.93% | 40.91% |
| 2022 | 6.01% | 22.89% | -2.94% | 0.48% | 2.86% | 6.42% | -7.22% | -4.17% | -2.87% | 7.98% | 7.23% | 5.26% | 46.40% |
| 2021 | -5.61% | 6.53% | 3.66% | 2.20% | 6.22% | -2.11% | 10.42% | -2.29% | -3.20% | 1.92% | -4.01% | 1.22% | 14.56% |
Benchmark Metrics
BAE Systems PLC has an annualized alpha of 8.12%, beta of 0.67, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (77.14%) than losses (68.67%) - typical of diversified or defensive assets.
- Beta of 0.67 may look defensive, but with R2 of 0.19 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.12%
- Beta
- 0.67
- R²
- 0.19
- Upside Capture
- 77.14%
- Downside Capture
- 68.67%
Return for Risk
Risk / Return Rank
BAESY ranks 32 for risk / return — below 32% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BAE Systems PLC (BAESY) and compare them to S&P 500 Index.
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.
| BAESY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.23 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.37 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.81 | -3.05 |
| Martin ratioReturn relative to average drawdown | -0.56 | 12.55 | -13.11 |
Dividends
Dividend History
BAE Systems PLC provided a 2.00% dividend yield over the last twelve months, with an annual payout of $1.94 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.94 | $1.77 | $1.60 | $1.38 | $1.30 | $1.33 | $1.91 | $1.11 | $1.16 | $1.78 | $1.82 | $1.29 |
Dividend yield | 2.00% | 1.90% | 2.79% | 2.40% | 3.09% | 4.46% | 7.05% | 3.66% | 4.93% | 5.71% | 6.26% | 4.38% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $1.22 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $1.77 |
| 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 | $1.38 |
| 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 | $0.53 | $0.00 | $0.00 | $1.33 |
Dividend Yield & Payout
Dividend Yield
BAE Systems PLC has a dividend yield of 2.00%, which is quite average when compared to the overall market.
Payout Ratio
BAE Systems PLC has a payout ratio of 49.39%, 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 59.20%, occurring on Nov 20, 2008. Recovery took 1565 trading sessions.
The current BAE Systems PLC drawdown is 21.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.20%Nov 2008 | 1y 12d | 6y 3mo | 7y 3moNov 2007 - Feb 2015 |
COVID crash2020 | -42.13%Mar 2020 | 28d | 1y 4mo | 1y 5moFeb 2020 - Jul 2021 |
Rate-hike selloffLate 2018 | -36.67%Dec 2018 | 5mo 10d | 1y 1mo | 1y 7moJul 2018 - Feb 2020 |
2025 bear market2025 | -23.59%Dec 2025 | 2mo 1d | 1mo 9d | 3mo 10dOct 2025 - Jan 2026 |
2026 bear market2026 | -21.08%Jun 2026 | 3mo 2d | — | 3mo 3dMar 2026 - now |
Drawdown Indicators
| BAESY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.20% | -56.78% | -2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -23.59% | -9.10% | -14.49% |
Max Drawdown (3Y)Largest decline over 3 years | -23.59% | -18.90% | -4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -23.59% | -25.43% | +1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -42.13% | -33.92% | -8.21% |
Current DrawdownCurrent decline from peak | -21.08% | -1.43% | -19.65% |
Average DrawdownAverage peak-to-trough decline | -19.33% | -10.71% | -8.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.42% | 2.03% | +8.39% |
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.
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 13.8. 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.
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 2.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
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 1.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
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 4.7. 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 | — |
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