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Bloomsbury Publishing plc (BMY.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB0033147751
SectorCommunication Services
IndustryPublishing

Highlights

Market Cap£451.52M
EPS£0.26
PE Ratio21.38
Revenue (TTM)£277.87M
Gross Profit (TTM)£144.91M
EBITDA (TTM)£33.24M
Year Range£361.76 - £580.00
Target Price£597.50

Share Price Chart


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Bloomsbury Publishing plc

Performance

Performance Chart

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


0.00%10.00%20.00%30.00%40.00%50.00%NovemberDecember2024FebruaryMarchApril
43.32%
17.56%
BMY.L (Bloomsbury Publishing plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bloomsbury Publishing plc had a return of 17.87% year-to-date (YTD) and 30.11% in the last 12 months. Over the past 10 years, Bloomsbury Publishing plc had an annualized return of 17.17%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date17.87%6.30%
1 month1.65%-3.13%
6 months43.32%19.37%
1 year30.11%22.56%
5 years (annualized)24.51%11.65%
10 years (annualized)17.17%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.21%15.71%-3.12%
2023-3.84%-0.75%5.20%13.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BMY.L is 80, placing it in the top 20% 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 BMY.L is 8080
Bloomsbury Publishing plc(BMY.L)
The Sharpe Ratio Rank of BMY.L is 8080Sharpe Ratio Rank
The Sortino Ratio Rank of BMY.L is 7676Sortino Ratio Rank
The Omega Ratio Rank of BMY.L is 7373Omega Ratio Rank
The Calmar Ratio Rank of BMY.L is 8989Calmar Ratio Rank
The Martin Ratio Rank of BMY.L is 8282Martin 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 Bloomsbury Publishing plc (BMY.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BMY.L
Sharpe ratio
The chart of Sharpe ratio for BMY.L, currently valued at 1.02, compared to the broader market-2.00-1.000.001.002.003.001.02
Sortino ratio
The chart of Sortino ratio for BMY.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 BMY.L, currently valued at 1.19, compared to the broader market0.501.001.501.19
Calmar ratio
The chart of Calmar ratio for BMY.L, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.001.46
Martin ratio
The chart of Martin ratio for BMY.L, currently valued at 4.55, compared to the broader market0.0010.0020.0030.004.55
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Bloomsbury Publishing plc Sharpe ratio is 1.02. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00NovemberDecember2024FebruaryMarchApril
1.02
1.77
BMY.L (Bloomsbury Publishing plc)
Benchmark (^GSPC)

Dividends

Dividend History

Bloomsbury Publishing plc granted a 0.03% dividend yield in the last twelve months. The annual payout for that period amounted to £0.14 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.14£0.14£0.11£0.19£0.08£0.08£0.08£0.07£0.06£0.06£0.06£0.05

Dividend yield

0.03%0.03%0.02%0.05%0.03%0.03%0.04%0.04%0.04%0.04%0.04%0.03%

Monthly Dividends

The table displays the monthly dividend distributions for Bloomsbury Publishing 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£0.00£0.00£0.00£0.10£0.00£0.00£0.00£0.04£0.00
2022£0.00£0.00£0.00£0.00£0.00£0.00£0.09£0.00£0.00£0.00£0.01£0.00
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.17£0.00£0.00£0.00£0.01£0.00
2020£0.00£0.00£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.01£0.00
2019£0.00£0.00£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.01£0.00
2018£0.00£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.01£0.00
2017£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.01£0.00
2016£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.01£0.00
2015£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.01£0.00
2014£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.01£0.00
2013£0.04£0.00£0.01£0.00£0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.0%
Bloomsbury Publishing plc has a dividend yield of 0.03%, 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%45.4%
Bloomsbury Publishing plc has a payout ratio of 45.37%, which is quite average when compared to the overall market. This suggests that Bloomsbury Publishing 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.48%
-1.42%
BMY.L (Bloomsbury Publishing plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bloomsbury Publishing 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 Bloomsbury Publishing plc was 72.41%, occurring on Dec 5, 2011. Recovery took 1983 trading sessions.

The current Bloomsbury Publishing plc drawdown is 3.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.41%Jun 24, 20051614Dec 5, 20111983Oct 14, 20193597
-43.11%Oct 11, 2000488Sep 19, 2002204Jul 15, 2003692
-38.91%Jan 7, 202050Mar 16, 2020195Dec 21, 2020245
-33.08%Oct 10, 1994293Jan 13, 19984Aug 18, 1998297
-20.69%Nov 23, 2022228Oct 19, 202370Jan 30, 2024298

Volatility

Volatility Chart

The current Bloomsbury Publishing plc volatility is 7.85%, 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%12.00%NovemberDecember2024FebruaryMarchApril
7.85%
4.40%
BMY.L (Bloomsbury Publishing plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bloomsbury Publishing 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