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British American Tobacco plc (BATS.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB0002875804
SectorConsumer Defensive
IndustryTobacco

Highlights

Market Cap£51.88B
EPS-£6.47
PE Ratio6.43
PEG Ratio3.15
Revenue (TTM)£27.28B
Gross Profit (TTM)£22.85B
EBITDA (TTM)£13.27B
Year Range£2,124.27 - £2,706.24
Target Price£3,090.91

Share Price Chart


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Compare to other instruments

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British American Tobacco plc

Popular comparisons: BATS.L vs. MO, BATS.L vs. LGEN.L, BATS.L vs. IVV, BATS.L vs. SPY, BATS.L vs. V, BATS.L vs. VOO, BATS.L vs. MAIN, BATS.L vs. ^GSPC, BATS.L vs. IWDA.L, BATS.L vs. SXR8.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in British American Tobacco plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2024FebruaryMarchApril
3,015.01%
368.68%
BATS.L (British American Tobacco plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

British American Tobacco plc had a return of 5.00% year-to-date (YTD) and -11.70% in the last 12 months. Over the past 10 years, British American Tobacco plc had an annualized return of 2.28%, while the S&P 500 had an annualized return of 10.37%, indicating that British American Tobacco plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.00%5.57%
1 month-2.29%-4.16%
6 months0.71%20.07%
1 year-11.70%20.82%
5 years (annualized)3.70%11.56%
10 years (annualized)2.28%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.87%0.28%5.19%
2023-4.77%2.36%-6.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BATS.L is 24, indicating that it is in the bottom 24% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BATS.L is 2424
British American Tobacco plc(BATS.L)
The Sharpe Ratio Rank of BATS.L is 2222Sharpe Ratio Rank
The Sortino Ratio Rank of BATS.L is 2121Sortino Ratio Rank
The Omega Ratio Rank of BATS.L is 2020Omega Ratio Rank
The Calmar Ratio Rank of BATS.L is 3131Calmar Ratio Rank
The Martin Ratio Rank of BATS.L is 2424Martin 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 British American Tobacco plc (BATS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BATS.L
Sharpe ratio
The chart of Sharpe ratio for BATS.L, currently valued at -0.52, compared to the broader market-2.00-1.000.001.002.003.004.00-0.52
Sortino ratio
The chart of Sortino ratio for BATS.L, currently valued at -0.61, compared to the broader market-4.00-2.000.002.004.006.00-0.61
Omega ratio
The chart of Omega ratio for BATS.L, currently valued at 0.92, compared to the broader market0.501.001.500.92
Calmar ratio
The chart of Calmar ratio for BATS.L, currently valued at -0.27, compared to the broader market0.002.004.006.00-0.27
Martin ratio
The chart of Martin ratio for BATS.L, currently valued at -0.99, compared to the broader market-10.000.0010.0020.0030.00-0.99
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.004.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current British American Tobacco plc Sharpe ratio is -0.52. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of British American Tobacco plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.00December2024FebruaryMarchApril
-0.52
1.52
BATS.L (British American Tobacco plc)
Benchmark (^GSPC)

Dividends

Dividend History

British American Tobacco plc granted a 0.10% dividend yield in the last twelve months. The annual payout for that period amounted to £2.32 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£2.32£2.31£2.18£2.16£2.10£2.03£1.95£2.18£1.56£1.50£1.45£1.38

Dividend yield

0.10%0.10%0.07%0.08%0.08%0.06%0.08%0.04%0.03%0.04%0.04%0.04%

Monthly Dividends

The table displays the monthly dividend distributions for British American Tobacco plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024£0.00£0.00£0.59
2023£0.00£0.00£0.58£0.00£0.00£0.00£0.58£0.00£0.58£0.00£0.00£0.58
2022£0.00£0.00£0.54£0.00£0.00£0.00£0.54£0.00£0.54£0.00£0.00£0.54
2021£0.00£0.00£0.54£0.00£0.00£0.00£0.54£0.00£0.54£0.00£0.00£0.54
2020£0.00£0.00£0.53£0.00£0.00£0.00£0.53£0.00£0.00£0.53£0.00£0.53
2019£0.00£0.00£0.51£0.00£0.00£0.51£0.00£0.00£0.00£0.51£0.00£0.51
2018£0.00£0.00£0.49£0.00£0.00£0.49£0.00£0.00£0.00£0.49£0.00£0.49
2017£0.00£0.00£1.18£0.00£0.00£0.00£0.00£0.57£0.00£0.00£0.00£0.44
2016£0.00£0.00£1.05£0.00£0.00£0.00£0.00£0.51£0.00£0.00£0.00£0.00
2015£0.00£0.00£1.01£0.00£0.00£0.00£0.00£0.49£0.00£0.00£0.00£0.00
2014£0.00£0.00£0.97£0.00£0.00£0.00£0.00£0.48£0.00£0.00£0.00£0.00
2013£0.93£0.00£0.00£0.00£0.00£0.45£0.00£0.00£0.00£0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.1%
British American Tobacco plc has a dividend yield of 0.10%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%117.8%
British American Tobacco plc has a payout ratio of 117.79%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchApril
-32.65%
-3.73%
BATS.L (British American Tobacco plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the British American Tobacco 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 British American Tobacco plc was 64.53%, occurring on Mar 8, 2000. Recovery took 368 trading sessions.

The current British American Tobacco plc drawdown is 32.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.53%Jul 20, 1998414Mar 8, 2000368Aug 23, 2001782
-54.42%Jun 7, 2017417Jan 28, 2019
-34.16%Dec 30, 1993122Jun 24, 1994358Nov 21, 1995480
-32.45%Jul 12, 1989304Sep 25, 1990399May 5, 1992703
-31.23%Jun 5, 2002166Jan 28, 2003229Dec 22, 2003395

Volatility

Volatility Chart

The current British American Tobacco plc volatility is 3.64%, 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.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchApril
3.64%
4.78%
BATS.L (British American Tobacco plc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items