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Barry Callebaut AG (BYCBF)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap
$8.79B
Enterprise Value
$14.28B
EPS (TTM)
$75.37
PE Ratio
21.24
Total Revenue (TTM)
$27.04B
Gross Profit (TTM)
$2.99B
EBITDA (TTM)
$1.84B
Year Range
$876.00 - $1,908.75
ROA (TTM)
2.59%
ROE (TTM)
12.64%

Share Price Chart


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Barry Callebaut AG

Often compared with BYCBF:
BYCBF vs. HSY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Barry Callebaut AG, 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

Barry Callebaut AG (BYCBF) has returned -3.32% so far this year and 18.77% over the past 12 months. Over the last ten years, BYCBF has returned 6.21% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Barry Callebaut AG

1D
0.00%
1M
-15.07%
YTD
-3.32%
6M
17.91%
1Y
18.77%
3Y*
-6.70%
5Y*
-4.04%
10Y*
6.21%

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 Aug 3, 2007, BYCBF's average daily return is +0.04%, while the average monthly return is +0.71%. At this rate, your investment would double in approximately 8.2 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jul 2025 with a return of +23.2%, while the worst month was Apr 2025 at -33.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BYCBF closed higher 11% of trading days. The best single day was Sep 23, 2010 with a return of +23.2%, while the worst single day was Apr 11, 2025 at -25.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.08%8.33%-15.07%-3.32%
2025-14.04%4.13%15.19%-33.47%7.61%11.11%23.19%2.78%0.00%-7.08%17.39%11.81%26.67%
2024-6.89%-0.34%-1.38%11.89%6.19%-7.34%-4.07%6.93%9.04%4.25%-19.17%-9.65%-14.21%
20238.45%3.16%-0.00%-1.42%0.87%-10.49%-3.12%-4.91%-11.73%-3.09%11.73%-1.37%-13.53%
2022-6.28%5.90%-4.59%6.33%-7.91%0.53%3.11%-6.89%-12.18%-1.25%12.51%-4.88%-16.97%
20216.17%-5.38%1.14%1.23%0.86%1.24%10.00%0.79%-13.64%6.03%5.14%-2.24%9.60%

Benchmark Metrics

Barry Callebaut AG has an annualized alpha of 9.68%, beta of 0.04, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 06, 2007.

  • This stock participated in 42.56% of S&P 500 Index downside but only 41.32% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.04 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.00 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
9.68%
Beta
0.04
0.00
Upside Capture
41.32%
Downside Capture
42.56%

Return for Risk

Risk / Return Rank

BYCBF ranks 58 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.


BYCBF Risk / Return Rank: 5858
Overall Rank
BYCBF Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
BYCBF Sortino Ratio Rank: 5050
Sortino Ratio Rank
BYCBF Omega Ratio Rank: 8080
Omega Ratio Rank
BYCBF Calmar Ratio Rank: 5353
Calmar Ratio Rank
BYCBF Martin Ratio Rank: 5454
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 Barry Callebaut AG (BYCBF) and compare them to a chosen benchmark (S&P 500 Index).


BYCBFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.35

0.90

-0.55

Sortino ratio

Return per unit of downside risk

0.83

1.39

-0.56

Omega ratio

Gain probability vs. loss probability

1.29

1.21

+0.08

Calmar ratio

Return relative to maximum drawdown

0.54

1.40

-0.86

Martin ratio

Return relative to average drawdown

1.22

6.61

-5.39

Explore BYCBF risk-adjusted metrics in detail

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

Dividends

Dividend History

Barry Callebaut AG provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$10.00$20.00$30.00$40.00$50.00$60.00$70.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.00$32.06$68.23$60.09$58.49$46.97$52.72$24.30$21.30$15.36

Dividend yield

0.00%1.94%5.09%3.68%3.01%1.96%2.36%1.20%1.37%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for Barry Callebaut AG. 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$32.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$32.06
2024$68.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$68.23
2023$60.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$60.09
2022$58.49$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$58.49
2021$46.97$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$46.97

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 Barry Callebaut AG. 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 Barry Callebaut AG was 61.90%, occurring on May 6, 2025. The portfolio has not yet recovered.

The current Barry Callebaut AG drawdown is 30.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.9%Sep 23, 2021908May 6, 2025
-29.82%Jul 9, 2014134Jan 27, 2015380Aug 11, 2016514
-29.6%Jan 2, 200988May 8, 2009347Sep 23, 2010435
-24.76%Jun 12, 2018136Dec 26, 2018127Jul 11, 2019263
-17.37%Mar 4, 202011Mar 18, 2020146Oct 14, 2020157

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 Barry Callebaut AG 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 Barry Callebaut AG is priced in the market compared to other companies in the Confectioners 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 BYCBF, comparing it with other companies in the Confectioners industry. Currently, BYCBF has a P/E ratio of 21.2. 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 BYCBF relative to other companies in the Confectioners industry. Currently, BYCBF has a P/S ratio of 0.3. 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 BYCBF in comparison with other companies in the Confectioners industry. Currently, BYCBF has a P/B value of 2.7. 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