- ISIN
- US5709121058
- Sector
- Consumer Cyclical
- Industry
- Department Stores
Highlights
- Market Cap
- $11.24B
- Enterprise Value
- $14.91B
- EPS (TTM)
- £0.53
- PE Ratio
- 15.30
- Total Revenue (TTM)
- £31.21B
- Gross Profit (TTM)
- £13.82B
- EBITDA (TTM)
- £2.56B
- Year Range
- $8.19 - $11.32
- ROA (TTM)
- 5.53%
- ROE (TTM)
- 18.29%
- Avg. Volume (1M)
- 118K
- Avg. Volume Value (1M)
- $1.20M
Share Price Chart
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Performance
MAKSY Performance Chart
Marks & Spencer Group Plc (MAKSY) is up 24.7% since the beginning of the year. At $11 per share, MAKSY is trading 3.7% below its 52-week high of $11. Investors who bought $1,000 worth of MAKSY shares 5 years ago would now be looking at an investment worth $3,007.
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Returns By Period
Marks & Spencer Group Plc (MAKSY) has returned 24.73% so far this year and 21.31% over the past 12 months. Over the last ten years, MAKSY has returned 4.92% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Marks & Spencer Group Plc
- 1D
- -1.70%
- 1M
- 5.93%
- 6M
- 8.37%
- YTD
- 24.73%
- 1Y
- 21.31%
- 3Y*
- 28.27%
- 5Y*
- 24.63%
- 10Y*
- 4.92%
- ALL TIME*
- 1.10%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
MAKSY Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, MAKSY's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.10% | 8.53% | -17.31% | -1.43% | 6.58% | 3.77% | 10.77% | 24.73% | |||||
| 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% |
| 2023 | 19.74% | 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% |
| 2021 | 5.48% | 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 -2.08%, beta of 0.80, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This stock participated in 133.53% of S&P 500 Index downside but only 81.86% 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
- -2.08%
- Beta
- 0.80
- R²
- 0.13
- Upside Capture
- 81.86%
- Downside Capture
- 133.53%
Return for Risk
Risk / Return Rank
MAKSY ranks 62 for risk / return — above 62% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Marks & Spencer Group Plc (MAKSY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MAKSY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 2.00 | -1.20 |
| Martin ratioReturn relative to average drawdown | 1.63 | 8.49 | -6.86 |
Dividends
Dividend History
Marks & Spencer Group Plc provided a 1.03% dividend yield over the last twelve months, with an annual payout of $0.11 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.11 | $0.10 | $0.08 | $0.02 | $0.00 | $0.00 | $0.00 | $0.47 | $0.46 | $0.46 | $0.57 |
Dividend yield | 1.03% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.08 | |||||
| 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 1.03%, 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 24.57%, 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 May 15, 2020. Recovery took 1095 trading sessions.
The current Marks & Spencer Group Plc drawdown is 2.63%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-79.96%May 2020 | 3y 11mo | 4y 4mo | 8y 4moMay 2016 - Sep 2024 | — |
-25.93%May 2026 | 2mo 15d | — | 5mo 8dFeb 2026 - now | — |
-24.54%Nov 2025 | 7mo 7d | 3mo 3d | 10mo 10dApr 2025 - Feb 2026 | — |
-22.65%Jan 2025 | 3mo 12d | 2mo 12d | 5mo 24dOct 2024 - Apr 2025 | — |
-13.69%Mar 2016 | 2mo 20d | 1mo 4d | 3mo 24dJan 2016 - Apr 2016 | — |
Drawdown Indicators
| MAKSY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.96% | -56.78% | -23.18% |
Max Drawdown (1Y)Largest decline over 1 year | -25.93% | -9.10% | -16.83% |
Max Drawdown (3Y)Largest decline over 3 years | -25.93% | -18.90% | -7.03% |
Max Drawdown (5Y)Largest decline over 5 years | -70.88% | -25.43% | -45.45% |
Max Drawdown (10Y)Largest decline over 10 years | -76.00% | -33.92% | -42.08% |
Current DrawdownCurrent decline from peak | -2.63% | -1.58% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -38.73% | -10.70% | -28.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.77% | 2.14% | +10.63% |
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.
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 15.3. 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 MAKSY relative to other companies in the Department Stores industry. Currently, MAKSY has a P/S ratio of 0.3. 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 MAKSY in comparison with other companies in the Department Stores industry. Currently, MAKSY has a P/B value of 2.8. 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 | — |
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