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Burberry Group Plc (BURBY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US12082W2044
Industry
Luxury Goods

Highlights

Total Revenue (TTM)
$5.43B
Gross Profit (TTM)
$3.42B
EBITDA (TTM)
$772.00M
Year Range
$8.00 - $18.55
ROA (TTM)
6.49%
ROE (TTM)
21.86%

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Burberry Group Plc (BURBY) has returned -13.67% so far this year and 46.81% over the past 12 months. Over the last ten years, BURBY has returned 0.25% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Burberry Group Plc

1D
5.07%
1M
-5.95%
YTD
-13.67%
6M
-7.48%
1Y
46.81%
3Y*
-20.70%
5Y*
-8.88%
10Y*
0.25%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 4, 2009, BURBY's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.

Historically, 53% of months were positive and 47% were negative. The best month was May 2025 with a return of +43.9%, while the worst month was Mar 2025 at -26.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 13 months.

On a daily basis, BURBY closed higher 48% of trading days. The best single day was Nov 14, 2024 with a return of +17.9%, while the worst single day was Mar 16, 2020 at -20.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-11.85%4.13%-5.95%-13.67%
202521.03%-6.84%-26.43%-3.59%43.89%16.69%5.06%2.35%-8.83%2.41%-6.74%12.22%41.06%
2024-7.51%-1.66%-6.33%-5.73%-8.81%-10.90%-11.17%-11.88%5.06%7.70%13.60%5.59%-30.66%
202324.96%-2.25%7.59%1.50%-17.26%3.05%5.58%-1.75%-16.75%-11.69%-10.35%-0.19%-22.38%
20223.82%1.86%-15.17%-10.02%9.46%-4.95%9.34%-7.54%-2.02%4.84%26.74%-7.15%2.63%
2021-4.36%7.96%4.57%6.52%7.58%-5.63%2.49%-11.43%-4.63%8.76%-11.57%4.89%1.99%

Benchmark Metrics

Burberry Group Plc has an annualized alpha of -0.39%, beta of 1.03, and R² of 0.23 versus S&P 500 Index. Calculated based on daily prices since September 08, 2009.

  • This stock participated in 106.73% of S&P 500 Index downside but only 81.40% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.23 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
-0.39%
Beta
1.03
0.23
Upside Capture
81.40%
Downside Capture
106.73%

Return for Risk

Risk / Return Rank

BURBY ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BURBY Risk / Return Rank: 7070
Overall Rank
BURBY Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BURBY Sortino Ratio Rank: 7171
Sortino Ratio Rank
BURBY Omega Ratio Rank: 6666
Omega Ratio Rank
BURBY Calmar Ratio Rank: 7070
Calmar Ratio Rank
BURBY Martin Ratio Rank: 6868
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 Burberry Group Plc (BURBY) and compare them to a chosen benchmark (S&P 500 Index).


BURBYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.00

0.90

+0.10

Sortino ratio

Return per unit of downside risk

1.65

1.39

+0.27

Omega ratio

Gain probability vs. loss probability

1.20

1.21

-0.01

Calmar ratio

Return relative to maximum drawdown

1.49

1.40

+0.09

Martin ratio

Return relative to average drawdown

3.28

6.61

-3.33

Explore BURBY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Burberry Group Plc provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$0.55$0.78$0.64$0.75$0.00$0.65$0.52$1.05$1.00$0.51

Dividend yield

0.00%0.00%4.52%4.28%2.65%3.06%0.00%2.21%2.34%4.33%5.44%2.93%

Monthly Dividends

The table displays the monthly dividend distributions for Burberry Group 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$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.00$0.55
2023$0.00$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.23$0.78
2022$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00$0.00$0.20$0.64
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.00$0.16$0.75

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 Burberry Group 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 Burberry Group Plc was 75.10%, occurring on Sep 10, 2024. The portfolio has not yet recovered.

The current Burberry Group Plc drawdown is 51.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.1%Apr 25, 2023347Sep 10, 2024
-59.06%Jan 21, 202044Mar 23, 2020301Jun 2, 2021345
-51.27%Feb 24, 2015339Jun 27, 2016344Nov 6, 2017683
-41.34%Jun 17, 2021322Sep 26, 202285Jan 27, 2023407
-37.48%Jul 22, 2011309Oct 10, 2012210Aug 14, 2013519

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 Burberry Group 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 Burberry Group Plc is priced in the market compared to other companies in the Luxury Goods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


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