ARLP vs. BTU

Last updated Apr 1, 2026

Compare and contrast key facts about Alliance Resource Partners, L.P. (ARLP) and Peabody Energy Corporation (BTU).

Performance

ARLP vs. BTU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alliance Resource Partners, L.P. (ARLP) and Peabody Energy Corporation (BTU). The values are adjusted to include any dividend payments, if applicable.

ARLP vs. BTU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARLP Alliance Resource Partners, L.P.	22.01%	-2.45%	39.91%	18.83%	73.34%	195.75%	-56.80%	-28.90%	-1.90%	-6.64%
BTU Peabody Energy Corporation	11.19%	44.18%	-12.80%	-7.03%	162.36%	317.84%	-73.57%	-67.32%	-21.62%	27.00%

Fundamentals

EPS ARLP : $2.42 BTU : -$0.27
PS Ratio ARLP : 1.62 BTU : 1.01
Total Revenue (TTM) ARLP : $2.19B BTU : $3.96B
Gross Profit (TTM) ARLP : $468.42M BTU : $434.90M
EBITDA (TTM) ARLP : $675.19M BTU : $453.60M

Returns By Period

In the year-to-date period, ARLP achieves a 22.01% return, which is significantly higher than BTU's 11.19% return.

ARLP

• 1D: -1.78%
• 1M: 4.38%
• YTD: 22.01%
• 6M: 14.85%
• 1Y: 11.83%
• 3Y*: 24.53%
• 5Y*: 50.53%
• 10Y*: 20.24%

BTU

• 1D: -7.65%
• 1M: 4.47%
• YTD: 11.19%
• 6M: 24.83%
• 1Y: 146.59%
• 3Y*: 10.28%
• 5Y*: 62.72%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ARLP vs. BTU — Risk / Return Rank

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

ARLP

ARLP Risk / Return Rank: 57
ARLP Sharpe Ratio Rank: 61
ARLP Sortino Ratio Rank: 53
ARLP Omega Ratio Rank: 52
ARLP Calmar Ratio Rank: 61
ARLP Martin Ratio Rank: 60

BTU

BTU Risk / Return Rank: 91
BTU Sharpe Ratio Rank: 93
BTU Sortino Ratio Rank: 90
BTU Omega Ratio Rank: 86
BTU Calmar Ratio Rank: 95
BTU Martin Ratio Rank: 93

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.

ARLP vs. BTU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alliance Resource Partners, L.P. (ARLP) and Peabody Energy Corporation (BTU). 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.

	ARLP	BTU	Difference
Sharpe ratio Return per unit of total volatility	0.51	2.33	-1.82
Sortino ratio Return per unit of downside risk	0.87	2.81	-1.95
Omega ratio Gain probability vs. loss probability	1.11	1.33	-0.22
Calmar ratio Return relative to maximum drawdown	0.82	5.56	-4.74
Martin ratio Return relative to average drawdown	1.75	12.94	-11.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARLP vs. BTU - Sharpe Ratio Comparison

The current ARLP Sharpe Ratio is 0.51, which is lower than the BTU Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of ARLP and BTU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARLP	BTU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.51	2.33	-1.82
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.47	0.89	+0.58
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.40	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.03	+0.35

Correlation

The correlation between ARLP and BTU is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ARLP vs. BTU - Dividend Comparison

ARLP's dividend yield for the trailing twelve months is around 9.04%, more than BTU's 0.91% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARLP Alliance Resource Partners, L.P.	9.04%	11.19%	10.65%	13.22%	7.38%	3.16%	8.93%	19.82%	11.94%	9.54%	8.85%	19.74%
BTU Peabody Energy Corporation	0.91%	1.01%	1.43%	0.93%	0.00%	0.00%	0.00%	26.43%	1.59%	0.00%	0.00%	0.00%

Drawdowns

ARLP vs. BTU - Drawdown Comparison

The maximum ARLP drawdown since its inception was -90.52%, smaller than the maximum BTU drawdown of -98.07%. Use the drawdown chart below to compare losses from any high point for ARLP and BTU.

Drawdown Indicators

	ARLP	BTU	Difference
Max Drawdown Largest peak-to-trough decline	-90.52%	-98.07%	+7.55%
Max Drawdown (1Y) Largest decline over 1 year	-17.63%	-25.83%	+8.20%
Max Drawdown (5Y) Largest decline over 5 years	-29.13%	-67.44%	+38.31%
Max Drawdown (10Y) Largest decline over 10 years	-85.26%	—	—
Current Drawdown Current decline from peak	-4.62%	-20.44%	+15.82%
Average Drawdown Average peak-to-trough decline	-24.43%	-48.39%	+23.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.25%	11.09%	-2.84%

Volatility

ARLP vs. BTU - Volatility Comparison

The current volatility for Alliance Resource Partners, L.P. (ARLP) is 7.15%, while Peabody Energy Corporation (BTU) has a volatility of 22.06%. This indicates that ARLP experiences smaller price fluctuations and is considered to be less risky than BTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARLP	BTU	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.15%	22.06%	-14.91%
Volatility (6M) Calculated over the trailing 6-month period	16.05%	42.29%	-26.24%
Volatility (1Y) Calculated over the trailing 1-year period	23.61%	63.44%	-39.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.67%	70.82%	-36.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.47%	78.13%	-27.66%

Financials

ARLP vs. BTU - Profitability Comparison

The chart below illustrates the profitability comparison between Alliance Resource Partners, L.P. and Peabody Energy Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ARLP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alliance Resource Partners, L.P. reported a gross profit of 118.13M and revenue of 535.51M. Therefore, the gross margin over that period was 22.1%.

BTU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Peabody Energy Corporation reported a gross profit of 1.30M and revenue of 1.01B. Therefore, the gross margin over that period was 0.1%.

ARLP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alliance Resource Partners, L.P. reported an operating income of 97.34M and revenue of 535.51M, resulting in an operating margin of 18.2%.

BTU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Peabody Energy Corporation reported an operating income of -26.10M and revenue of 1.01B, resulting in an operating margin of -2.6%.

ARLP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alliance Resource Partners, L.P. reported a net income of 82.67M and revenue of 535.51M, resulting in a net margin of 15.4%.

BTU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Peabody Energy Corporation reported a net income of -70.10M and revenue of 1.01B, resulting in a net margin of -6.9%.