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Begbies Traynor Group plc (BEG.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00B0305S97
SectorIndustrials
IndustrySpecialty Business Services

Highlights

Market Cap£165.86M
Revenue (TTM)£129.23M
Gross Profit (TTM)£54.13M
EBITDA (TTM)£21.22M
Year Range£103.00 - £135.02
Target Price£175.00

Share Price Chart


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Begbies Traynor Group plc

Performance

Performance Chart

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


350.00%400.00%450.00%500.00%550.00%December2024FebruaryMarchApril
359.60%
529.70%
BEG.L (Begbies Traynor Group plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Begbies Traynor Group plc had a return of -6.13% year-to-date (YTD) and -14.12% in the last 12 months. Over the past 10 years, Begbies Traynor Group plc had an annualized return of 13.20%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.


PeriodReturnBenchmark
Year-To-Date-6.13%5.57%
1 month2.64%-4.16%
6 months-5.73%20.07%
1 year-14.12%20.82%
5 years (annualized)16.09%11.56%
10 years (annualized)13.20%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-6.41%4.11%-6.14%
20236.55%-1.29%1.74%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BEG.L is 22, indicating that it is in the bottom 22% 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 BEG.L is 2222
Begbies Traynor Group plc(BEG.L)
The Sharpe Ratio Rank of BEG.L is 2424Sharpe Ratio Rank
The Sortino Ratio Rank of BEG.L is 2323Sortino Ratio Rank
The Omega Ratio Rank of BEG.L is 2424Omega Ratio Rank
The Calmar Ratio Rank of BEG.L is 1818Calmar Ratio Rank
The Martin Ratio Rank of BEG.L is 2222Martin 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 Begbies Traynor Group plc (BEG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BEG.L
Sharpe ratio
The chart of Sharpe ratio for BEG.L, currently valued at -0.48, compared to the broader market-2.00-1.000.001.002.003.00-0.48
Sortino ratio
The chart of Sortino ratio for BEG.L, currently valued at -0.52, compared to the broader market-4.00-2.000.002.004.006.00-0.52
Omega ratio
The chart of Omega ratio for BEG.L, currently valued at 0.94, compared to the broader market0.501.001.500.94
Calmar ratio
The chart of Calmar ratio for BEG.L, currently valued at -0.52, compared to the broader market0.002.004.006.00-0.52
Martin ratio
The chart of Martin ratio for BEG.L, currently valued at -1.08, compared to the broader market-10.000.0010.0020.0030.00-1.08
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.001.78
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 Begbies Traynor Group plc Sharpe ratio is -0.48. 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 Begbies Traynor Group 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-1.00-0.500.000.501.001.502.002.50December2024FebruaryMarchApril
-0.48
1.52
BEG.L (Begbies Traynor Group plc)
Benchmark (^GSPC)

Dividends

Dividend History

Begbies Traynor Group plc granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £0.04 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.04£0.04£0.04£0.03£0.03£0.03£0.02£0.62£0.62£0.62£0.62£0.02

Dividend yield

0.04%0.03%0.02%0.02%0.03%0.03%0.04%0.94%1.28%1.34%1.42%0.05%

Monthly Dividends

The table displays the monthly dividend distributions for Begbies Traynor Group 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£0.00
2023£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.00
2022£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2021£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2020£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2019£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2018£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2017£0.00£0.00£0.00£0.60£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2016£0.00£0.00£0.00£0.60£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2015£0.00£0.00£0.00£0.60£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2014£0.00£0.00£0.00£0.60£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00
2013£0.01£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00

Drawdowns

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchApril
-23.19%
-3.73%
BEG.L (Begbies Traynor Group plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Begbies Traynor Group 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 Begbies Traynor Group plc was 89.27%, occurring on Oct 4, 2011. Recovery took 2398 trading sessions.

The current Begbies Traynor Group plc drawdown is 23.19%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.27%Aug 27, 2008780Oct 4, 20112398Apr 6, 20213178
-54.65%May 15, 2006387Dec 7, 2007153Jul 30, 2008540
-32.34%Nov 9, 202182Mar 7, 202270Jun 20, 2022152
-26.73%Jan 20, 2023312Apr 16, 2024
-16.16%Apr 21, 20053Apr 25, 200546Jul 6, 200549

Volatility

Volatility Chart

The current Begbies Traynor Group plc volatility is 7.84%, 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
7.84%
4.78%
BEG.L (Begbies Traynor Group plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Begbies Traynor Group 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

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Gross Profit

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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