PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Imperial Brands PLC (IMBBY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US45262P1021

Sector

Consumer Defensive

Industry

Tobacco

IPO Date

Oct 23, 1996

Highlights

Market Cap

$32.16B

EPS (TTM)

$3.91

PE Ratio

9.98

PEG Ratio

1.65

Year Range

$20.69 - $39.21

Target Price

$34.00

Short %

0.03%

Short Ratio

0.95

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IMBBY vs. O IMBBY vs. MO IMBBY vs. TSLA IMBBY vs. HUM IMBBY vs. QQQ IMBBY vs. SPY IMBBY vs. MA IMBBY vs. VUAG.L IMBBY vs. SHOP IMBBY vs. FBTC
Popular comparisons:
IMBBY vs. O IMBBY vs. MO IMBBY vs. TSLA IMBBY vs. HUM IMBBY vs. QQQ IMBBY vs. SPY IMBBY vs. MA IMBBY vs. VUAG.L IMBBY vs. SHOP IMBBY vs. FBTC

Performance

Performance Chart

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


500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
1,918.41%
377.49%
IMBBY (Imperial Brands PLC)
Benchmark (^GSPC)

Returns By Period

Imperial Brands PLC had a return of 24.18% year-to-date (YTD) and 91.27% in the last 12 months. Over the past 10 years, Imperial Brands PLC had an annualized return of 5.02%, while the S&P 500 had an annualized return of 10.02%, indicating that Imperial Brands PLC did not perform as well as the benchmark.


IMBBY

YTD

24.18%

1M

8.29%

6M

38.16%

1Y

91.27%

5Y*

24.08%

10Y*

5.02%

^GSPC (Benchmark)

YTD

-8.25%

1M

-4.30%

6M

-7.20%

1Y

6.61%

5Y*

14.07%

10Y*

10.02%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.15%6.30%5.61%5.20%24.18%
20244.55%-8.45%4.15%2.21%9.07%3.01%7.89%4.72%1.29%3.58%10.78%-1.84%47.56%
20230.36%-0.93%-4.88%7.69%-13.60%5.75%7.00%-2.95%-11.16%5.82%12.52%-1.65%0.53%
20229.07%-4.56%-3.77%-1.68%9.04%-1.32%-2.09%2.55%-6.64%17.58%7.28%-2.59%22.07%
2021-3.21%-4.79%10.39%0.99%11.88%-5.08%-1.98%1.59%-1.32%0.75%-0.29%6.04%14.20%
20203.79%-18.69%-8.68%15.09%-12.43%4.24%-12.00%1.87%5.42%-10.34%19.70%14.30%-6.13%
20199.88%2.63%2.90%-7.43%-23.40%-2.53%8.29%3.64%-13.04%-2.65%4.45%12.32%-10.61%
2018-1.64%-11.37%-4.81%4.96%0.52%2.63%3.15%-6.27%-2.35%-2.46%-7.57%0.20%-23.38%
20178.36%2.86%3.26%0.65%-3.69%-3.89%-8.40%0.61%3.39%-4.46%2.61%2.55%2.72%
20162.47%-3.63%7.76%-2.21%0.82%0.38%-3.35%-0.29%-1.57%-6.06%-10.11%1.80%-14.12%
201510.30%5.17%-10.47%10.54%7.02%-6.66%8.56%-7.64%7.73%4.13%1.45%-1.93%28.33%
2014-2.14%11.25%-0.48%7.17%4.28%-0.56%-2.50%0.98%-1.06%0.40%5.86%-5.12%18.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 99, IMBBY is among the top 1% 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 IMBBY is 9999
Overall Rank
The Sharpe Ratio Rank of IMBBY is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of IMBBY is 9999
Sortino Ratio Rank
The Omega Ratio Rank of IMBBY is 9999
Omega Ratio Rank
The Calmar Ratio Rank of IMBBY is 9898
Calmar Ratio Rank
The Martin Ratio Rank of IMBBY is 100100
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 Imperial Brands PLC (IMBBY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IMBBY, currently valued at 4.86, compared to the broader market-2.00-1.000.001.002.003.00
IMBBY: 4.86
^GSPC: 0.28
The chart of Sortino ratio for IMBBY, currently valued at 6.19, compared to the broader market-6.00-4.00-2.000.002.004.00
IMBBY: 6.19
^GSPC: 0.53
The chart of Omega ratio for IMBBY, currently valued at 1.87, compared to the broader market0.501.001.502.00
IMBBY: 1.87
^GSPC: 1.08
The chart of Calmar ratio for IMBBY, currently valued at 3.18, compared to the broader market0.001.002.003.004.00
IMBBY: 3.18
^GSPC: 0.28
The chart of Martin ratio for IMBBY, currently valued at 50.14, compared to the broader market-5.000.005.0010.0015.0020.00
IMBBY: 50.14
^GSPC: 1.31

The current Imperial Brands PLC Sharpe ratio is 4.86. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Imperial Brands PLC with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
4.86
0.28
IMBBY (Imperial Brands PLC)
Benchmark (^GSPC)

Dividends

Dividend History

Imperial Brands PLC provided a 5.00% dividend yield over the last twelve months, with an annual payout of $1.95 per share. The company has been increasing its dividends for 2 consecutive years.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.95$1.94$1.78$1.76$1.89$2.10$2.59$2.44$2.07$2.08$2.84$1.95

Dividend yield

5.00%6.04%7.61%7.03%8.61%9.98%10.46%7.98%4.86%4.77%5.37%4.45%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.68$0.00$0.00$0.68
2024$0.00$0.66$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.71$0.00$1.94
2023$0.00$0.59$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.64$0.00$1.78
2022$0.00$0.65$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.58$0.00$1.76
2021$0.00$0.66$0.00$0.00$0.30$0.00$0.00$0.29$0.00$0.00$0.65$0.00$1.89
2020$0.00$0.93$0.00$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.64$0.00$2.10
2019$0.00$0.86$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.93$0.00$2.59
2018$0.00$0.81$0.00$0.00$0.39$0.00$0.00$0.38$0.00$0.00$0.86$0.00$2.44
2017$0.00$0.68$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.78$0.00$2.07
2016$0.00$0.72$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.68$0.00$2.08
2015$1.43$0.00$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.75$0.00$2.84
2014$1.29$0.00$0.00$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$1.95

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
IMBBY: 5.0%
Imperial Brands PLC has a dividend yield of 5.00%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
IMBBY: 49.7%
Imperial Brands PLC has a payout ratio of 49.68%, which is quite average when compared to the overall market. This suggests that Imperial Brands PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril0
-12.17%
IMBBY (Imperial Brands PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Imperial Brands 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 Imperial Brands PLC was 65.18%, occurring on Mar 23, 2020. Recovery took 1150 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.18%May 27, 2016960Mar 23, 20201150Oct 17, 20242110
-54.76%Jan 11, 2008219Nov 20, 2008815Feb 16, 20121034
-49.04%Oct 8, 199983Feb 4, 2000323May 17, 2001406
-25%Feb 17, 199942Apr 16, 199942Jun 16, 199984
-19.66%Jul 3, 200214Jul 23, 200231Sep 5, 200245

Volatility

Volatility Chart

The current Imperial Brands PLC volatility is 9.13%, 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%14.00%NovemberDecember2025FebruaryMarchApril
9.13%
13.54%
IMBBY (Imperial Brands PLC)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Imperial Brands 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 Imperial Brands PLC is priced in the market compared to other companies in the Tobacco industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
10.020.030.040.0
IMBBY: 10.0
The chart displays the Price-to-Earnings (P/E) ratio for IMBBY, comparing it with other companies in the Tobacco industry. Currently, IMBBY has a P/E ratio of 10.0. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
1.02.03.04.0
IMBBY: 1.7
The chart shows the Price/Earnings to Growth (PEG) ratio for IMBBY compared to other companies in the Tobacco industry. IMBBY currently has a PEG ratio of 1.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
1.02.03.04.05.06.0
IMBBY: 1.7
This chart shows the Price-to-Sales (P/S) ratio for IMBBY relative to other companies in the Tobacco industry. Currently, IMBBY has a P/S ratio of 1.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
IMBBY: 4.5
The chart illustrates the Price-to-Book (P/B) ratio for IMBBY in comparison with other companies in the Tobacco industry. Currently, IMBBY has a P/B value of 4.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Imperial Brands PLC.


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

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.

Copyright © 2025 PortfoliosLab