PortfoliosLab logo
Marks & Spencer Group Plc (MAKSY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5709121058

Highlights

Market Cap

$10.58B

EPS (TTM)

$0.38

PE Ratio

27.50

PEG Ratio

1.14

Year Range

$7.18 - $11.51

Target Price

$11.50

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.


Marks & Spencer Group Plc

Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Marks & Spencer Group Plc (MAKSY) returned 9.54% year-to-date (YTD) and 34.00% over the past 12 months. Over the past 10 years, MAKSY returned -2.34% annually, underperforming the S&P 500 benchmark at 10.84%.


MAKSY

YTD

9.54%

1M

-1.43%

6M

4.83%

1Y

34.00%

3Y*

39.93%

5Y*

34.59%

10Y*

-2.34%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-12.20%10.51%3.17%11.12%-1.53%9.54%
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%18.73%10.21%126.13%
2022-6.27%-21.05%-13.70%-12.16%8.76%-13.25%3.59%-17.05%-22.82%9.03%20.08%6.55%-51.04%
20215.48%2.56%4.98%6.63%4.75%-12.09%-8.11%31.42%-0.71%2.05%27.31%-0.46%72.91%
2020-18.05%-11.45%-42.20%-3.97%4.13%1.69%0.54%20.51%-15.07%-9.27%47.11%10.27%-35.40%
201924.15%-4.23%-1.36%2.89%-19.94%-4.77%-6.02%-5.20%-5.27%4.12%8.92%13.46%-0.09%
20181.90%-5.12%-6.93%4.35%-0.88%3.26%3.35%-2.99%-3.98%0.73%1.05%-16.74%-21.60%
20170.30%-2.52%1.32%12.81%4.42%-9.58%-2.07%-2.23%13.81%-3.96%-5.36%0.04%4.53%
2016-7.97%-4.56%0.94%6.50%-11.70%-19.93%-0.35%6.18%-4.83%-3.03%0.06%4.29%-31.97%
2015-1.43%6.89%1.61%7.04%7.71%-5.22%0.41%-5.31%-5.23%3.88%-3.29%-11.44%-6.21%
20148.02%8.11%-10.02%-1.22%3.57%-3.46%-0.07%-2.34%-7.34%-0.76%18.58%-3.41%6.68%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, MAKSY is among the top 21% 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 MAKSY is 7979
Overall Rank
The Sharpe Ratio Rank of MAKSY is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of MAKSY is 7777
Sortino Ratio Rank
The Omega Ratio Rank of MAKSY is 7676
Omega Ratio Rank
The Calmar Ratio Rank of MAKSY is 7777
Calmar Ratio Rank
The Martin Ratio Rank of MAKSY is 8282
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 Marks & Spencer Group Plc (MAKSY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Marks & Spencer Group Plc Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.98
  • 5-Year: 0.86
  • 10-Year: -0.06
  • All Time: 0.07

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Marks & Spencer Group Plc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Marks & Spencer Group Plc provided a 0.75% dividend yield over the last twelve months, with an annual payout of $0.08 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.08$0.08$0.03$0.00$0.00$0.00$0.49$0.50$0.49$0.65$0.57$0.57

Dividend yield

0.75%0.82%0.36%0.00%0.00%0.00%8.62%8.05%5.78%7.63%4.26%3.86%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
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$0.03$0.00$0.03
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
2020$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
2019$0.00$0.00$0.00$0.00$0.18$0.21$0.00$0.00$0.00$0.00$0.10$0.00$0.49
2018$0.00$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.00$0.18$0.00$0.50
2017$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.18$0.00$0.49
2016$0.00$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.00$0.17$0.00$0.65
2015$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.57
2014$0.36$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.57

Dividend Yield & Payout


Dividend Yield

Marks & Spencer Group Plc has a dividend yield of 0.75%, 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 21.26%, which is below the market average. This means Marks & Spencer Group Plc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


Loading data...

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 86.56%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Marks & Spencer Group Plc drawdown is 31.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.56%May 2, 20073244Mar 23, 2020
-31.48%May 16, 2002207Mar 12, 2003308May 28, 2004515
-16.71%Feb 23, 200556May 12, 2005115Oct 25, 2005171
-15.8%May 11, 200623Jun 13, 200667Sep 18, 200690
-11.75%Jan 5, 200740Mar 5, 200729Apr 16, 200769
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Marks & Spencer Group Plc, comparing actual results with analytics estimates.


-0.04-0.020.000.020.040.06AprilJulyOctober2021AprilJuly
0.05
0
Actual
Estimate

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 27.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

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 1.1. 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 0.8. 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 2.7. 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