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ISIN
US12082W2044
Industry
Luxury Goods

Highlights

Market Cap
$5.72B
Enterprise Value
$6.84B
EPS (TTM)
-$0.15
Total Revenue (TTM)
$4.90B
Gross Profit (TTM)
$2.87B
EBITDA (TTM)
$655.49M
Year Range
$13.23 - $18.55
ROA (TTM)
-1.72%
ROE (TTM)
-5.67%

Share Price Chart


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Performance

BURBY Performance Chart

Burberry Group Plc (BURBY) is down 6.3% since the beginning of the year. At $16 per share, BURBY is trading 13.9% below its 52-week high of $19. Investors who bought $1,000 worth of BURBY shares 5 years ago would now be looking at an investment worth $587.


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S&P 500 Index

Returns By Period

Burberry Group Plc (BURBY) has returned -6.26% so far this year and 12.33% over the past 12 months. Over the last ten years, BURBY has returned 3.07% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Burberry Group Plc

1D
-0.16%
1M
-0.54%
YTD
-6.26%
6M
3.93%
1Y
12.33%
3Y*
-14.11%
5Y*
-10.11%
10Y*
3.07%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BURBY Monthly Returns History

Based on dividend-adjusted daily data since Sep 4, 2009, BURBY's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 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%7.95%1.32%-0.72%-6.26%
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 -0.79%, 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 80.16% 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
-0.79%
Beta
1.03
0.23
Upside Capture
80.16%
Downside Capture
106.73%

Return for Risk

Risk / Return Rank

BURBY ranks 48 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


BURBY Risk / Return Rank: 4848
Overall Rank
BURBY Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BURBY Sortino Ratio Rank: 4646
Sortino Ratio Rank
BURBY Omega Ratio Rank: 4545
Omega Ratio Rank
BURBY Calmar Ratio Rank: 5151
Calmar Ratio Rank
BURBY Martin Ratio Rank: 5050
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 S&P 500 Index.


BURBYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.30

2.39

-2.09

Sortino ratio

Return per unit of downside risk

0.71

3.25

-2.54

Omega ratio

Gain probability vs. loss probability

1.08

1.43

-0.35

Calmar ratio

Return relative to maximum drawdown

0.45

3.11

-2.67

Martin ratio

Return relative to average drawdown

0.90

14.38

-13.48

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$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 47.25%.


Related event

Drawdown

Fall

Recovery

Underwater

2024 bear market2024
-75.10%Sep 2024
1y 4mo
3y 1moApr 2023 - now
COVID crash2020
-59.06%Mar 2020
2mo 2d1y 2mo
1y 4moJan 2020 - Jun 2021
2016 bear market2016
-51.27%Jun 2016
1y 4mo1y 4mo
2y 8moFeb 2015 - Nov 2017
Bear market2022
-41.34%Sep 2022
1y 3mo4mo 3d
1y 7moJun 2021 - Jan 2023
2012 bear market2012
-37.48%Oct 2012
1y 2mo10mo 8d
2y 24dJul 2011 - Aug 2013

Drawdown Indicators


BURBYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-75.10%

-56.78%

-18.32%

Max Drawdown (1Y)

Largest decline over 1 year

-27.68%

-9.10%

-18.58%

Max Drawdown (3Y)

Largest decline over 3 years

-72.53%

-18.90%

-53.63%

Max Drawdown (5Y)

Largest decline over 5 years

-75.10%

-25.43%

-49.67%

Max Drawdown (10Y)

Largest decline over 10 years

-75.10%

-33.92%

-41.18%

Current Drawdown

Current decline from peak

-47.25%

0.00%

-47.25%

Average Drawdown

Average peak-to-trough decline

-22.16%

-10.72%

-11.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.77%

1.97%

+11.80%

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.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BURBY relative to other companies in the Luxury Goods industry. Currently, BURBY has a P/S ratio of 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BURBY in comparison with other companies in the Luxury Goods industry. Currently, BURBY has a P/B value of 6.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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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