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ISIN
US0683341012

Highlights

Market Cap
$5.07B
Enterprise Value
$4.91B
EPS (TTM)
£0.46
PE Ratio
11.54
Total Revenue (TTM)
£10.51B
Gross Profit (TTM)
£1.61B
EBITDA (TTM)
£867.32M
Year Range
$6.38 - $13.14
ROA (TTM)
2.96%
ROE (TTM)
4.30%

Share Price Chart


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Barratt Developments PLC

Often compared with BTDPY:
BTDPY vs. PSMMY

Performance

BTDPY Performance Chart

Barratt Developments PLC (BTDPY) is down 32.4% since the beginning of the year. At $7 per share, BTDPY is trading 46.9% below its 52-week high of $13. Investors who bought $1,000 worth of BTDPY shares 5 years ago would now be looking at an investment worth $468.


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S&P 500 Index

Returns By Period

Barratt Developments PLC (BTDPY) has returned -32.43% so far this year and -42.06% over the past 12 months.


Barratt Developments PLC

1D
1.31%
1M
1.01%
YTD
-32.43%
6M
-29.55%
1Y
-42.06%
3Y*
-7.99%
5Y*
-14.08%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTDPY Monthly Returns History

Based on dividend-adjusted daily data since Sep 4, 2018, BTDPY's average daily return is +0.03%, while the average monthly return is +0.47%. At this rate, an investment would double in approximately 12.3 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2020 with a return of +30.2%, while the worst month was Mar 2020 at -45.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BTDPY closed higher 47% of trading days. The best single day was Oct 15, 2019 with a return of +20.6%, while the worst single day was Mar 16, 2020 at -20.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.56%-10.00%-28.81%0.76%3.65%-1.55%-32.43%
20251.41%-5.92%2.50%16.07%-2.35%2.18%-21.70%-1.51%9.01%-3.34%5.42%0.19%-2.80%
2024-5.70%-13.50%3.97%-4.45%10.79%-7.15%13.42%-1.86%-1.50%-8.79%-4.14%1.98%-18.51%
202320.21%-0.35%2.72%10.19%-8.96%-7.33%10.92%-2.63%-0.93%-7.22%30.11%10.19%62.83%
2022-18.43%-1.39%-14.93%-10.33%3.69%-11.85%10.66%-19.84%-17.45%16.09%10.68%-2.46%-48.53%
2021-4.01%6.18%23.48%-5.33%-1.65%-8.48%1.62%3.06%-10.00%1.12%2.54%9.51%14.79%

Benchmark Metrics

Barratt Developments PLC has an annualized alpha of -3.63%, beta of 0.80, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since September 04, 2018.

  • This stock participated in 142.47% of S&P 500 Index downside but only 86.90% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-3.63%
Beta
0.80
0.11
Upside Capture
86.90%
Downside Capture
142.47%

Return for Risk

Risk / Return Rank

BTDPY ranks 5 for risk / return — in the bottom 5% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


BTDPY Risk / Return Rank: 55
Overall Rank
BTDPY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BTDPY Sortino Ratio Rank: 33
Sortino Ratio Rank
BTDPY Omega Ratio Rank: 55
Omega Ratio Rank
BTDPY Calmar Ratio Rank: 77
Calmar Ratio Rank
BTDPY Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Barratt Developments PLC (BTDPY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BTDPYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-3.28

Sortino ratioReturn per unit of downside risk

-4.63

Omega ratioGain probability vs. loss probability

0.78

1.37

-0.59

Calmar ratioReturn relative to maximum drawdown

-0.88

2.78

-3.67

Martin ratioReturn relative to average drawdown

-1.46

12.44

-13.90

Dividends

Dividend History

Barratt Developments PLC provided a 6.64% dividend yield over the last twelve months, with an annual payout of $0.46 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.46$0.47$0.42$0.84$0.89$0.79$0.00$1.08$0.87

Dividend yield

6.64%4.47%3.72%5.81%9.34%3.88%0.00%5.25%6.93%

Monthly Dividends

The table displays the monthly dividend distributions for Barratt Developments PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.13$0.00$0.00$0.13
2025$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.47
2024$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.42
2023$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.84
2022$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.89
2021$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.00$0.79

Dividend Yield & Payout


Dividend Yield

Barratt Developments PLC has a dividend yield of 6.64%, which means its dividend payment is significantly above the market average.

Payout Ratio

Barratt Developments PLC has a payout ratio of 138.65%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Barratt Developments 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 Barratt Developments PLC was 65.39%, occurring on Oct 12, 2022. The portfolio has not yet recovered.

The current Barratt Developments PLC drawdown is 60.20%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-65.39%Oct 2022
2y 7mo
6y 4moFeb 2020 - now
Rate-hike selloffLate 2018
-28.44%Dec 2018
1mo 29d1mo 16d
3mo 15dOct 2018 - Feb 2019
2019 correction2019
-17.93%Jun 2019
1mo 22d3mo 26d
5mo 18dApr 2019 - Oct 2019
2019 pullback2019
-9.87%Oct 2019
7d26d
1mo 3dOct 2019 - Nov 2019
2019 pullback2019
-9.66%Mar 2019
16d5d
21dMar 2019 - Mar 2019

Drawdown Indicators


BTDPYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.39%

-56.78%

-8.61%

Max Drawdown (1Y)

Largest decline over 1 year

-47.90%

-9.10%

-38.80%

Max Drawdown (3Y)

Largest decline over 3 years

-51.63%

-18.90%

-32.73%

Max Drawdown (5Y)

Largest decline over 5 years

-61.71%

-25.43%

-36.28%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-60.20%

-1.80%

-58.40%

Average Drawdown

Average peak-to-trough decline

-32.53%

-10.71%

-21.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.90%

2.03%

+26.87%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Barratt Developments 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 overview of how Barratt Developments PLC is priced in the market compared to other companies in the Residential Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BTDPY, comparing it with other companies in the Residential Construction industry. Currently, BTDPY has a P/E ratio of 11.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BTDPY relative to other companies in the Residential Construction industry. Currently, BTDPY has a P/S ratio of 0.4. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BTDPY in comparison with other companies in the Residential Construction industry. Currently, BTDPY has a P/B value of 0.5. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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
Portfolio Analyzer

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