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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£60.80B
EPS (TTM)-£6.22
PEG Ratio3.15
Total Revenue (TTM)£26.18B
Gross Profit (TTM)£19.94B
EBITDA (TTM)£12.70B
Year Range£2,031.48 - £2,931.97
Target Price£3,119.50

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: BATS.L vs. LGEN.L, BATS.L vs. MO, BATS.L vs. SPY, BATS.L vs. V, BATS.L vs. IVV, 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.


-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
17.80%
11.40%
BATS.L (British American Tobacco plc)
Benchmark (^GSPC)

Returns By Period

British American Tobacco plc had a return of 29.74% year-to-date (YTD) and 21.17% in the last 12 months. Over the past 10 years, British American Tobacco plc had an annualized return of 3.55%, while the S&P 500 had an annualized return of 11.39%, indicating that British American Tobacco plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date29.74%25.48%
1 month2.93%2.14%
6 months17.80%12.76%
1 year21.17%33.14%
5 years (annualized)7.62%13.96%
10 years (annualized)3.55%11.39%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.87%0.28%5.19%-2.29%2.72%3.04%12.96%3.32%-1.92%-1.06%29.74%
2023-5.65%1.53%-7.86%3.05%-12.73%2.09%2.57%0.27%0.47%-4.77%2.36%-6.30%-23.51%
202215.73%3.10%-0.35%4.93%4.47%0.50%-7.04%7.17%-4.99%6.42%-1.24%-1.63%28.17%
2021-1.86%-6.47%13.76%-3.32%1.16%3.21%-2.40%1.81%-2.66%-2.21%-0.65%10.16%9.10%
20203.90%-8.79%-8.03%11.65%3.54%-2.66%-17.25%0.32%9.67%-10.16%7.82%4.52%-9.61%
20197.48%2.66%17.66%-6.39%-7.69%1.43%7.38%-2.44%4.43%-8.56%13.25%7.26%38.29%
2018-3.97%-10.86%-2.60%-3.20%-3.25%0.29%9.69%-11.41%-3.68%-4.02%-18.96%-7.25%-47.13%
20176.02%3.68%6.76%-1.60%6.04%-5.35%-9.94%3.68%-3.29%4.26%-3.74%7.96%13.39%
20163.34%0.73%6.91%1.96%0.67%15.36%-0.38%-1.04%4.34%-4.84%-6.35%5.19%27.07%
20157.20%0.80%-5.25%2.98%0.36%-5.28%11.30%-7.22%4.71%5.94%0.22%-2.51%12.19%
2014-9.94%11.45%5.72%2.44%5.37%-3.40%0.14%3.40%-2.01%1.87%6.98%-7.76%12.84%
20135.19%4.61%5.40%1.11%1.60%-7.05%4.11%-5.92%0.66%4.87%-5.09%-0.71%7.91%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BATS.L is 68, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BATS.L is 6868
Combined Rank
The Sharpe Ratio Rank of BATS.L is 7272Sharpe Ratio Rank
The Sortino Ratio Rank of BATS.L is 6666Sortino Ratio Rank
The Omega Ratio Rank of BATS.L is 6868Omega Ratio Rank
The Calmar Ratio Rank of BATS.L is 6262Calmar Ratio Rank
The Martin Ratio Rank of BATS.L is 7272Martin 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 1.10, compared to the broader market-4.00-2.000.002.004.001.10
Sortino ratio
The chart of Sortino ratio for BATS.L, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.006.001.59
Omega ratio
The chart of Omega ratio for BATS.L, currently valued at 1.23, compared to the broader market0.501.001.502.001.23
Calmar ratio
The chart of Calmar ratio for BATS.L, currently valued at 0.56, compared to the broader market0.002.004.006.000.56
Martin ratio
The chart of Martin ratio for BATS.L, currently valued at 4.29, compared to the broader market0.0010.0020.0030.004.29
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current British American Tobacco plc Sharpe ratio is 1.10. This value is calculated based on the past 1 year 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 Ratio0.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.10
2.18
BATS.L (British American Tobacco plc)
Benchmark (^GSPC)

Dividends

Dividend History

British American Tobacco plc provided a 8.44% dividend yield over the last twelve months, with an annual payout of £2.34 per share. The company has been increasing its dividends for 5 consecutive years.


4.00%6.00%8.00%10.00%£0.00£0.50£1.00£1.50£2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend£2.34£2.31£2.18£2.16£2.10£2.03£1.95£2.18£1.56£1.50£1.45£1.38

Dividend yield

8.44%10.06%6.64%7.89%7.77%6.28%7.81%4.35%3.37%3.98%4.14%4.25%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.59£0.00£0.00£0.59£0.00£0.00£0.59£0.00£0.00£1.77
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£2.31
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£2.18
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£2.16
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£2.10
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£2.03
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£1.95
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£2.18
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£1.56
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£1.50
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£1.45
2013£0.93£0.00£0.00£0.00£0.00£0.45£0.00£0.00£0.00£0.00£1.38

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%8.4%
British American Tobacco plc has a dividend yield of 8.44%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%120.8%
British American Tobacco plc has a payout ratio of 120.80%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-16.78%
0
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 16.78%.


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 4.92%, 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%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
4.92%
3.80%
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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for British American Tobacco plc.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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