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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£566.81M
EPS (TTM)£0.46
PE Ratio15.13
Total Revenue (TTM)£385.77M
Gross Profit (TTM)£215.09M
EBITDA (TTM)£61.94M
Year Range£392.00 - £761.69
Target Price£814.25

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: BMY.L vs. ASML, BMY.L vs. DTEGY, BMY.L vs. CER.L, BMY.L vs. LOTBY, BMY.L vs. HESAY, BMY.L vs. PUBGY, BMY.L vs. SPY, BMY.L vs. IHG.L, BMY.L vs. RACE, BMY.L vs. SPXP.L

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.


-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
24.75%
11.27%
BMY.L (Bloomsbury Publishing plc)
Benchmark (^GSPC)

Returns By Period

Bloomsbury Publishing plc had a return of 51.30% year-to-date (YTD) and 71.76% in the last 12 months. Over the past 10 years, Bloomsbury Publishing plc had an annualized return of 20.22%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.


PeriodReturnBenchmark
Year-To-Date51.30%25.45%
1 month2.93%2.91%
6 months24.75%14.05%
1 year71.76%35.64%
5 years (annualized)27.02%14.13%
10 years (annualized)20.22%11.39%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.21%15.71%-3.12%1.14%14.23%2.62%20.75%-4.03%-5.60%1.46%51.30%
2023-0.89%-5.95%6.44%0.56%-8.58%6.34%1.48%-3.47%-3.84%-0.75%5.20%13.25%8.05%
20225.28%7.39%4.18%-5.42%2.99%-8.35%12.22%1.33%-12.84%25.92%5.44%-7.32%28.21%
20214.08%-12.42%6.72%5.24%5.65%9.43%8.61%-2.22%-5.67%8.71%1.75%-1.91%28.66%
2020-2.07%-13.73%-11.43%-5.07%5.34%-7.83%9.37%2.68%-5.46%28.39%3.02%12.21%8.68%
20198.91%5.68%-1.94%3.95%-2.95%-1.30%5.24%1.29%2.13%4.17%8.55%7.41%48.59%
2018-2.12%-9.73%5.69%0.28%32.20%0.85%-7.59%6.60%-1.77%-13.51%7.99%-1.94%10.67%
2017-0.29%0.44%5.29%-4.33%1.61%-4.17%7.95%-1.16%-6.69%2.18%15.28%0.67%15.97%
2016-0.33%4.33%-5.91%5.43%5.31%-1.99%3.90%0.44%-4.94%-1.62%7.58%4.95%17.32%
2015-8.56%0.67%2.35%9.66%5.37%-6.52%-1.06%6.75%0.30%-1.92%-4.18%-4.90%-3.64%
2014-2.13%2.61%-1.13%-8.29%4.05%7.78%-2.08%2.97%-6.66%-2.88%3.17%-1.14%-4.80%
2013-0.86%-8.61%9.42%0.87%12.07%-5.96%13.19%3.74%7.19%16.42%-0.51%2.69%57.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BMY.L is 90, placing it in the top 10% of stocks on our website 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 9090
Combined Rank
The Sharpe Ratio Rank of BMY.L is 8989Sharpe Ratio Rank
The Sortino Ratio Rank of BMY.L is 8787Sortino Ratio Rank
The Omega Ratio Rank of BMY.L is 8383Omega Ratio Rank
The Calmar Ratio Rank of BMY.L is 9898Calmar Ratio Rank
The Martin Ratio Rank of BMY.L is 9191Martin 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 2.13, compared to the broader market-4.00-2.000.002.004.002.13
Sortino ratio
The chart of Sortino ratio for BMY.L, currently valued at 2.97, compared to the broader market-4.00-2.000.002.004.006.002.97
Omega ratio
The chart of Omega ratio for BMY.L, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for BMY.L, currently valued at 5.31, compared to the broader market0.002.004.006.005.31
Martin ratio
The chart of Martin ratio for BMY.L, currently valued at 13.25, compared to the broader market0.0010.0020.0030.0013.25
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.90, compared to the broader market-4.00-2.000.002.004.002.90
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.87, compared to the broader market-4.00-2.000.002.004.006.003.87
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.19, compared to the broader market0.002.004.006.004.19
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.72, compared to the broader market0.0010.0020.0030.0018.72

Sharpe Ratio

The current Bloomsbury Publishing plc Sharpe ratio is 2.13. 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 Bloomsbury Publishing 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 Ratio1.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.13
2.07
BMY.L (Bloomsbury Publishing plc)
Benchmark (^GSPC)

Dividends

Dividend History

Bloomsbury Publishing plc provided a 2.14% dividend yield over the last twelve months, with an annual payout of £0.15 per share.


2.50%3.00%3.50%4.00%4.50%5.00%£0.00£0.05£0.10£0.15£0.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.15£0.14£0.11£0.19£0.08£0.08£0.08£0.07£0.06£0.06£0.06£0.05

Dividend yield

2.14%2.99%2.40%5.19%2.78%2.86%3.87%3.68%3.91%4.21%3.73%3.14%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.00£0.00£0.00£0.00£0.11£0.00£0.00£0.04£0.00£0.15
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£0.14
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£0.11
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£0.19
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£0.08
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£0.08
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£0.08
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£0.07
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£0.06
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£0.06
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£0.06
2013£0.04£0.00£0.01£0.00£0.00£0.05

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.1%
Bloomsbury Publishing plc has a dividend yield of 2.14%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%32.3%
Bloomsbury Publishing plc has a payout ratio of 32.25%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-7.17%
0
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 7.17%.


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
-20.69%Nov 23, 2022228Oct 19, 202370Jan 30, 2024298
-16.95%Mar 1, 20225Mar 7, 202218Mar 31, 202223

Volatility

Volatility Chart

The current Bloomsbury Publishing plc volatility is 13.51%, 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%14.00%16.00%JuneJulyAugustSeptemberOctoberNovember
13.51%
3.86%
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

Valuation

The Valuation section provides an assessment of the market value of Bloomsbury Publishing plc compared to its peers in the Publishing industry.


PE Ratio
10.020.030.040.050.060.070.015.1
The chart displays the price to earnings (P/E) ratio for BMY.L in comparison to other companies of the Publishing industry. Currently, BMY.L has a PE value of 15.1. This PE ratio falls in the average range for the industry.
PEG Ratio
0.01.02.03.00.0
The chart displays the price to earnings to growth (PEG) ratio for BMY.L in comparison to other companies of the Publishing industry. Currently, BMY.L has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bloomsbury Publishing 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