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BrightSphere Investment Group Inc. (BSIG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US10948W1036

CUSIP

10948W103

Sector

Financial Services

IPO Date

Oct 9, 2014

Highlights

Market Cap

$982.95M

EPS (TTM)

$1.64

PE Ratio

16.06

Total Revenue (TTM)

$343.00M

Gross Profit (TTM)

$263.60M

EBITDA (TTM)

$90.20M

Year Range

$21.42 - $31.51

Target Price

$29.00

Short %

11.28%

Short Ratio

8.19

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BrightSphere Investment 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.


0.00%10.00%20.00%30.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29
13.13%
4.64%
BSIG (BrightSphere Investment Group Inc.)
Benchmark (^GSPC)

Returns By Period


BSIG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202415.45%2.44%0.84%-2.63%-0.31%0.04%18.13%-6.87%4.18%3.90%18.15%37.70%
202313.95%6.91%-5.90%-4.24%-4.83%-2.47%1.58%-2.68%-6.33%-19.24%11.43%9.86%-6.72%
2022-15.70%10.61%1.64%-17.36%1.75%-11.63%5.00%-9.62%-12.70%26.22%8.18%1.13%-19.45%
2021-4.93%-1.26%12.65%10.45%-1.07%5.26%6.66%8.80%-3.86%14.73%0.17%-14.72%33.00%
2020-9.88%2.51%-30.61%15.96%12.69%49.37%7.87%3.13%-6.86%6.98%28.26%8.98%93.85%
201915.82%14.39%-3.47%8.11%-26.74%7.21%-6.22%-15.05%10.10%-0.91%-1.93%7.17%-0.80%
20186.81%-14.31%3.39%-3.74%2.24%-7.48%-0.07%-10.95%-1.50%-8.06%15.53%-18.20%-34.39%
2017-2.76%5.74%1.95%2.91%-10.28%7.11%1.41%-6.24%6.28%2.41%7.33%2.70%18.28%
2016-26.22%0.80%17.90%0.52%13.12%-11.56%4.87%-3.57%3.68%1.15%4.48%-0.81%-3.11%
2015-6.65%18.47%4.27%3.86%0.57%-8.23%-0.67%-6.51%-6.21%-1.56%6.78%-4.93%-3.79%
20147.31%3.54%4.77%16.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 81, BSIG is among the top 19% of 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 BSIG is 8181
Overall Rank
The Sharpe Ratio Rank of BSIG is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BSIG is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BSIG is 7878
Omega Ratio Rank
The Calmar Ratio Rank of BSIG is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BSIG is 8686
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 BrightSphere Investment Group Inc. (BSIG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
BSIG
^GSPC

There is not enough data available to calculate the Sharpe ratio for BrightSphere Investment Group Inc.. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29
1.29
1.84
BSIG (BrightSphere Investment Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

BrightSphere Investment Group Inc. provided a 0.15% dividend yield over the last twelve months, with an annual payout of $0.04 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.40201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$0.04$0.04$0.04$0.04$0.23$0.40$0.39$0.35$0.32$0.32

Dividend yield

0.15%0.21%0.19%0.16%1.19%3.91%3.65%2.09%2.21%2.09%

Monthly Dividends

The table displays the monthly dividend distributions for BrightSphere Investment Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.04
2023$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.04
2022$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.04
2021$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.04
2020$0.00$0.10$0.10$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.23
2019$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.40
2018$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.39
2017$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.35
2016$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2015$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29
-15.74%
-3.43%
BSIG (BrightSphere Investment Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BrightSphere Investment 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 BrightSphere Investment Group Inc. was 78.01%, occurring on Mar 18, 2020. Recovery took 166 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.01%May 20, 20151216Mar 18, 2020166Nov 11, 20201382
-51.45%Nov 15, 2021221Sep 30, 2022540Nov 22, 2024761
-15.74%Dec 5, 202418Dec 31, 2024
-15.38%Jan 21, 202126Feb 26, 202128Apr 8, 202154
-9.11%Dec 22, 201427Jan 30, 201511Feb 17, 201538

Volatility

Volatility Chart

The current BrightSphere Investment Group Inc. volatility is 7.01%, 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%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29
7.01%
4.15%
BSIG (BrightSphere Investment Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of BrightSphere Investment Group Inc. 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 BrightSphere Investment Group Inc..


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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