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Birks Group Inc. (BGI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CA09088U1093

CUSIP

09088U109

Industry

Luxury Goods

IPO Date

Nov 15, 2005

Highlights

Market Cap

$18.58M

EPS (TTM)

-$0.23

Total Revenue (TTM)

$177.58M

Gross Profit (TTM)

$68.75M

EBITDA (TTM)

$7.67M

Year Range

$0.76 - $3.20

Short %

5.24%

Short Ratio

1.41

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

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


-100.00%0.00%100.00%200.00%300.00%400.00%NovemberDecember2025FebruaryMarchApril
-85.86%
346.28%
BGI (Birks Group Inc.)
Benchmark (^GSPC)

Returns By Period

Birks Group Inc. had a return of -38.61% year-to-date (YTD) and -63.20% in the last 12 months. Over the past 10 years, Birks Group Inc. had an annualized return of -2.00%, while the S&P 500 had an annualized return of 10.05%, indicating that Birks Group Inc. did not perform as well as the benchmark.


BGI

YTD

-38.61%

1M

-17.17%

6M

-55.20%

1Y

-63.20%

5Y*

16.24%

10Y*

-2.00%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.75%-33.33%-2.29%-14.14%-38.61%
2024-12.80%-2.69%-16.20%-23.24%14.84%-10.55%-3.42%6.30%-18.96%-0.60%-25.93%0.10%-65.61%
2023-5.04%8.89%-1.10%4.81%8.94%-42.76%-41.70%10.03%32.35%-15.78%0.26%23.42%-40.86%
2022-4.33%0.65%11.15%-0.78%-2.52%3.39%-1.93%0.00%2.95%-0.95%1.15%51.05%63.51%
202144.52%74.19%54.63%-31.14%44.35%-29.22%16.17%8.79%-5.39%141.99%-38.97%16.87%465.27%
20205.51%-10.50%-42.35%-7.35%32.31%29.82%17.16%-18.14%-9.61%3.57%24.08%-1.23%-4.68%
2019-4.22%14.31%6.72%-12.61%2.49%4.51%-5.97%-2.76%-4.20%8.22%9.66%-16.66%-5.25%
201813.08%-15.65%-13.71%7.48%26.08%-8.45%24.30%-13.94%-11.27%-4.76%0.00%-20.83%-26.92%
201763.55%1.71%-20.22%1.42%-0.70%-10.49%3.91%45.11%-4.66%20.80%-21.05%-25.93%21.50%
2016-7.85%-32.17%95.65%6.22%-2.20%13.37%315.09%-22.27%8.77%-26.34%-16.79%-6.14%190.76%
2015-30.37%-4.51%-8.66%3.45%7.50%-9.30%-26.50%8.72%-11.23%-9.64%-0.00%-50.93%-80.73%
2014-18.42%-7.22%-6.13%12.04%-2.48%-0.85%7.69%-9.52%-11.40%4.95%41.31%27.51%25.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BGI is 6, meaning it’s performing worse than 94% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BGI is 66
Overall Rank
The Sharpe Ratio Rank of BGI is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of BGI is 44
Sortino Ratio Rank
The Omega Ratio Rank of BGI is 55
Omega Ratio Rank
The Calmar Ratio Rank of BGI is 1010
Calmar Ratio Rank
The Martin Ratio Rank of BGI is 66
Martin 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 Birks Group Inc. (BGI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for BGI, currently valued at -1.03, compared to the broader market-2.00-1.000.001.002.003.00
BGI: -1.03
^GSPC: 0.49
The chart of Sortino ratio for BGI, currently valued at -1.77, compared to the broader market-6.00-4.00-2.000.002.004.00
BGI: -1.77
^GSPC: 0.81
The chart of Omega ratio for BGI, currently valued at 0.78, compared to the broader market0.501.001.502.00
BGI: 0.78
^GSPC: 1.12
The chart of Calmar ratio for BGI, currently valued at -0.69, compared to the broader market0.001.002.003.004.005.00
BGI: -0.69
^GSPC: 0.50
The chart of Martin ratio for BGI, currently valued at -1.60, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
BGI: -1.60
^GSPC: 2.07

The current Birks Group Inc. Sharpe ratio is -1.03. 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 Birks Group Inc. 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-1.03
0.49
BGI (Birks Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Birks Group Inc. doesn't pay dividends

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-90.02%
-10.73%
BGI (Birks Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Birks Group Inc.. 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 Birks Group Inc. was 97.79%, occurring on Mar 4, 2009. Recovery took 3104 trading sessions.

The current Birks Group Inc. drawdown is 90.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.79%Feb 21, 2007380Mar 4, 20093104May 5, 20233484
-91.13%May 16, 2023483Apr 17, 2025
-15.71%Nov 16, 200529Dec 30, 2005112Jul 12, 2006141
-9.55%Jul 18, 2006117Feb 13, 20073Feb 16, 2007120
-0.82%Jul 13, 20061Jul 13, 20062Jul 17, 20063

Volatility

Volatility Chart

The current Birks Group Inc. volatility is 26.06%, 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.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
26.06%
14.23%
BGI (Birks Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

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

Values in undefined except per share items