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AEP.L vs. AU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AEP.L vs. AU - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Anglo-Eastern Plantations plc (AEP.L) and AngloGold Ashanti Limited (AU). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AEP.L is traded in GBp, while AU is traded in USD. To make them comparable, the AU values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, AEP.L achieves a 19.71% return, which is significantly higher than AU's 10.90% return. Over the past 10 years, AEP.L has underperformed AU with an annualized return of 15.17%, while AU has yielded a comparatively higher 22.27% annualized return.


AEP.L

1D
-0.97%
1M
-7.87%
YTD
19.71%
6M
18.84%
1Y
120.34%
3Y*
30.58%
5Y*
23.52%
10Y*
15.17%

AU

1D
0.00%
1M
3.01%
YTD
10.90%
6M
12.18%
1Y
109.48%
3Y*
56.16%
5Y*
36.83%
10Y*
22.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AEP.L vs. AU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AEP.L
Anglo-Eastern Plantations plc
19.71%124.03%-0.64%-12.84%11.63%23.64%1.65%1.53%-25.84%14.42%
AU
AngloGold Ashanti Limited
8.84%260.52%27.62%-7.54%6.19%-3.97%-1.09%72.08%31.31%-10.68%

Correlation

The correlation between AEP.L and AU is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.02

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2007

0.02

Fundamentals

Market Cap

AEP.L:

£636.02M

AU:

$45.36B

EPS

AEP.L:

£4.05

AU:

$6.85

PE Ratio

AEP.L:

4.04

AU:

13.11

PEG Ratio

AEP.L:

0.39

AU:

0.15

PS Ratio

AEP.L:

0.76

AU:

4.08

PB Ratio

AEP.L:

1.09

AU:

5.32

Total Revenue (TTM)

AEP.L:

£838.60M

AU:

$11.17B

Gross Profit (TTM)

AEP.L:

£214.57M

AU:

$5.82B

EBITDA (TTM)

AEP.L:

£230.87M

AU:

$5.58B

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Return for Risk

AEP.L vs. AU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEP.L
AEP.L Risk / Return Rank: 9191
Overall Rank
AEP.L Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
AEP.L Sortino Ratio Rank: 8888
Sortino Ratio Rank
AEP.L Omega Ratio Rank: 9393
Omega Ratio Rank
AEP.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
AEP.L Martin Ratio Rank: 9696
Martin Ratio Rank

AU
AU Risk / Return Rank: 8181
Overall Rank
AU Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
AU Sortino Ratio Rank: 7878
Sortino Ratio Rank
AU Omega Ratio Rank: 7878
Omega Ratio Rank
AU Calmar Ratio Rank: 8181
Calmar Ratio Rank
AU Martin Ratio Rank: 8383
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.

AEP.L vs. AU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anglo-Eastern Plantations plc (AEP.L) and AngloGold Ashanti Limited (AU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AEP.LAUDifference

Sharpe ratio

Return per unit of total volatility

2.71

2.00

+0.71

Sortino ratio

Return per unit of downside risk

3.00

2.36

+0.64

Omega ratio

Gain probability vs. loss probability

1.51

1.31

+0.20

Calmar ratio

Return relative to maximum drawdown

4.08

3.03

+1.04

Martin ratio

Return relative to average drawdown

21.46

8.51

+12.95

AEP.L vs. AU - Sharpe Ratio Comparison

The current AEP.L Sharpe Ratio is 2.71, which is higher than the AU Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of AEP.L and AU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AEP.LAUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.71

2.00

+0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.80

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.46

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.17

+0.21

Drawdowns

AEP.L vs. AU - Drawdown Comparison

The maximum AEP.L drawdown since its inception was -73.29%, smaller than the maximum AU drawdown of -88.36%. Use the drawdown chart below to compare losses from any high point for AEP.L and AU.


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Drawdown Indicators


AEP.LAUDifference

Max Drawdown

Largest peak-to-trough decline

-73.29%

-88.36%

+15.07%

Max Drawdown (1Y)

Largest decline over 1 year

-29.34%

-36.30%

+6.96%

Max Drawdown (3Y)

Largest decline over 3 years

-29.34%

-37.07%

+7.73%

Max Drawdown (5Y)

Largest decline over 5 years

-33.46%

-46.20%

+12.74%

Max Drawdown (10Y)

Largest decline over 10 years

-61.83%

-66.91%

+5.08%

Current Drawdown

Current decline from peak

-27.75%

-26.64%

-1.11%

Average Drawdown

Average peak-to-trough decline

-23.39%

-43.38%

+19.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.59%

12.91%

-7.32%

Volatility

AEP.L vs. AU - Volatility Comparison

Anglo-Eastern Plantations plc (AEP.L) has a higher volatility of 31.52% compared to AngloGold Ashanti Limited (AU) at 18.67%. This indicates that AEP.L's price experiences larger fluctuations and is considered to be riskier than AU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AEP.LAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

31.52%

18.67%

+12.85%

Volatility (6M)

Calculated over the trailing 6-month period

37.23%

42.87%

-5.64%

Volatility (1Y)

Calculated over the trailing 1-year period

44.38%

55.16%

-10.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.29%

46.37%

-13.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.41%

48.19%

-13.78%

Dividends

AEP.L vs. AU - Dividend Comparison

AEP.L's dividend yield for the trailing twelve months is around 4.01%, less than AU's 5.12% yield.


PositionTTM20252024202320222021202020192018201720162015
AEP.L
Anglo-Eastern Plantations plc
4.01%4.80%1.81%4.78%0.51%0.10%0.07%0.40%0.53%0.39%0.26%0.56%
AU
AngloGold Ashanti Limited
5.12%2.96%1.78%1.14%2.26%2.58%0.49%0.30%0.48%0.93%0.00%0.00%

Financials

AEP.L vs. AU - Financials Comparison

This section allows you to compare key financial metrics between Anglo-Eastern Plantations plc and AngloGold Ashanti Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B202120222023202420252026
235.87M
3.24B
(AEP.L) Total Revenue
(AU) Total Revenue
Please note, different currencies. AEP.L values in GBp, AU values in USD

AEP.L vs. AU - Profitability Comparison

The chart below illustrates the profitability comparison between Anglo-Eastern Plantations plc and AngloGold Ashanti Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%202120222023202420252026
26.8%
58.2%
Portfolio components
AEP.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Anglo-Eastern Plantations plc reported a gross profit of 63.11M and revenue of 235.87M. Therefore, the gross margin over that period was 26.8%.

AU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AngloGold Ashanti Limited reported a gross profit of 1.88B and revenue of 3.24B. Therefore, the gross margin over that period was 58.2%.

AEP.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Anglo-Eastern Plantations plc reported an operating income of 53.57M and revenue of 235.87M, resulting in an operating margin of 22.7%.

AU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AngloGold Ashanti Limited reported an operating income of 1.84B and revenue of 3.24B, resulting in an operating margin of 56.8%.

AEP.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Anglo-Eastern Plantations plc reported a net income of 42.42M and revenue of 235.87M, resulting in a net margin of 18.0%.

AU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AngloGold Ashanti Limited reported a net income of 1.28B and revenue of 3.24B, resulting in a net margin of 39.6%.


Frequently Asked Questions


AEP.L and AU have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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