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Marks & Spencer Group Plc (MAKSY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US5709121058

Highlights

Market Cap
$9.62B
Enterprise Value
$13.69B
EPS (TTM)
$0.50
PE Ratio
18.24
PEG Ratio
0.06
Total Revenue (TTM)
$31.38B
Gross Profit (TTM)
$12.14B
EBITDA (TTM)
$2.39B
Year Range
$8.40 - $11.51
ROA (TTM)
3.89%
ROE (TTM)
13.98%

Share Price Chart


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Marks & Spencer Group Plc

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Marks & Spencer 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

Marks & Spencer Group Plc (MAKSY) has returned 3.29% so far this year and -2.61% over the past 12 months. Over the last ten years, MAKSY has returned 0.20% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Marks & Spencer Group Plc

1D
3.76%
1M
-17.31%
YTD
3.29%
6M
-7.57%
1Y
-2.61%
3Y*
30.23%
5Y*
17.32%
10Y*
0.20%

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 Jan 4, 2016, MAKSY's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2020 with a return of +47.1%, while the worst month was Mar 2020 at -42.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MAKSY closed higher 49% of trading days. The best single day was Nov 9, 2020 with a return of +14.0%, while the worst single day was Jun 24, 2016 at -19.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202615.10%8.53%-17.31%3.29%
2025-12.19%10.49%3.19%11.12%-0.76%-4.06%-7.96%2.19%5.89%6.07%-12.10%-4.03%-5.62%
2024-10.63%-3.73%11.97%-3.65%20.43%-6.07%16.65%4.50%15.93%-4.67%1.49%-4.75%36.74%
202319.74%7.30%6.22%-0.40%8.57%8.33%8.10%8.52%0.78%-8.56%18.72%10.21%126.12%
2022-6.26%-21.05%-13.70%-12.16%8.76%-13.25%3.60%-17.05%-22.82%9.03%20.08%6.55%-51.03%
20215.48%2.60%4.94%6.63%4.75%-12.10%-8.11%31.42%-0.71%2.05%27.31%-0.47%72.88%

Benchmark Metrics

Marks & Spencer Group Plc has an annualized alpha of -3.11%, beta of 0.79, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

  • This stock participated in 140.14% of S&P 500 Index downside but only 85.18% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.13 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
-3.11%
Beta
0.79
0.13
Upside Capture
85.18%
Downside Capture
140.14%

Return for Risk

Risk / Return Rank

MAKSY ranks 35 for risk / return — below 35% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


MAKSY Risk / Return Rank: 3535
Overall Rank
MAKSY Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
MAKSY Sortino Ratio Rank: 3232
Sortino Ratio Rank
MAKSY Omega Ratio Rank: 3131
Omega Ratio Rank
MAKSY Calmar Ratio Rank: 3838
Calmar Ratio Rank
MAKSY Martin Ratio Rank: 3838
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 Marks & Spencer Group Plc (MAKSY) and compare them to a chosen benchmark (S&P 500 Index).


MAKSYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.08

0.90

-0.97

Sortino ratio

Return per unit of downside risk

0.12

1.39

-1.26

Omega ratio

Gain probability vs. loss probability

1.01

1.21

-0.20

Calmar ratio

Return relative to maximum drawdown

-0.09

1.40

-1.49

Martin ratio

Return relative to average drawdown

-0.15

6.61

-6.76

Explore MAKSY risk-adjusted metrics in detail

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

Dividends

Dividend History

Marks & Spencer Group Plc provided a 1.11% dividend yield over the last twelve months, with an annual payout of $0.10 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.602016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.10$0.10$0.08$0.02$0.00$0.00$0.00$0.47$0.46$0.46$0.57

Dividend yield

1.11%1.15%0.81%0.35%0.00%0.00%0.00%8.27%7.47%5.40%6.68%

Monthly Dividends

The table displays the monthly dividend distributions for Marks & Spencer 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$0.07$0.00$0.00$0.00$0.00$0.03$0.00$0.10
2024$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.03$0.00$0.08
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.02
2022$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
2021$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

Dividend Yield & Payout


Dividend Yield

Marks & Spencer Group Plc has a dividend yield of 1.11%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Marks & Spencer Group Plc has a payout ratio of 28.53%, which is quite average when compared to the overall market. This suggests that Marks & Spencer Group 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Marks & Spencer 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 Marks & Spencer Group Plc was 79.96%, occurring on Mar 23, 2020. Recovery took 1133 trading sessions.

The current Marks & Spencer Group Plc drawdown is 19.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.96%May 25, 2016963Mar 23, 20201133Sep 23, 20242096
-24.54%Apr 21, 2025152Nov 24, 202562Feb 25, 2026214
-22.91%Feb 26, 202622Mar 27, 2026
-22.65%Oct 17, 202468Jan 27, 202551Apr 9, 2025119
-13.35%Jan 5, 201656Mar 24, 201613Apr 13, 201669

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 Marks & Spencer 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 Marks & Spencer Group Plc is priced in the market compared to other companies in the Department Stores 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 MAKSY, comparing it with other companies in the Department Stores industry. Currently, MAKSY has a P/E ratio of 18.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MAKSY compared to other companies in the Department Stores industry. MAKSY currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MAKSY relative to other companies in the Department Stores industry. Currently, MAKSY has a P/S ratio of 0.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MAKSY in comparison with other companies in the Department Stores industry. Currently, MAKSY has a P/B value of 2.6. 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