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B vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between B and AAPL is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

B vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barnes Group Inc. (B) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

B:

0.43

AAPL:

0.17

Sortino Ratio

B:

0.75

AAPL:

0.51

Omega Ratio

B:

1.09

AAPL:

1.07

Calmar Ratio

B:

0.20

AAPL:

0.19

Martin Ratio

B:

1.00

AAPL:

0.57

Ulcer Index

B:

12.88%

AAPL:

10.94%

Daily Std Dev

B:

35.46%

AAPL:

33.11%

Max Drawdown

B:

-88.51%

AAPL:

-81.80%

Current Drawdown

B:

-55.44%

AAPL:

-22.27%

Fundamentals

Market Cap

B:

$30.58B

AAPL:

$3.00T

EPS

B:

$1.32

AAPL:

$6.43

PE Ratio

B:

13.47

AAPL:

31.24

PS Ratio

B:

2.30

AAPL:

7.49

PB Ratio

B:

1.28

AAPL:

44.91

Total Revenue (TTM)

B:

$7.55B

AAPL:

$400.37B

Gross Profit (TTM)

B:

$3.25B

AAPL:

$186.70B

EBITDA (TTM)

B:

$4.04B

AAPL:

$138.87B

Returns By Period

In the year-to-date period, B achieves a 24.97% return, which is significantly higher than AAPL's -19.60% return. Over the past 10 years, B has underperformed AAPL with an annualized return of 6.79%, while AAPL has yielded a comparatively higher 21.31% annualized return.


B

YTD

24.97%

1M

4.62%

6M

10.75%

1Y

14.55%

3Y*

0.47%

5Y*

-1.70%

10Y*

6.79%

AAPL

YTD

-19.60%

1M

-2.06%

6M

-15.17%

1Y

4.96%

3Y*

11.09%

5Y*

21.05%

10Y*

21.31%

*Annualized

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Barnes Group Inc.

Apple Inc

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

B vs. AAPL — Risk-Adjusted Performance Rank

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

B
The Risk-Adjusted Performance Rank of B is 6161
Overall Rank
The Sharpe Ratio Rank of B is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of B is 5858
Sortino Ratio Rank
The Omega Ratio Rank of B is 5656
Omega Ratio Rank
The Calmar Ratio Rank of B is 6161
Calmar Ratio Rank
The Martin Ratio Rank of B is 6464
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 5656
Overall Rank
The Sharpe Ratio Rank of AAPL is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5252
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5252
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6161
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 5959
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.

B vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Barnes Group Inc. (B) and Apple Inc (AAPL). 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.


The current B Sharpe Ratio is 0.43, which is higher than the AAPL Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of B and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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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

B vs. AAPL - Dividend Comparison

B's dividend yield for the trailing twelve months is around 2.09%, more than AAPL's 0.50% yield.


TTM20242023202220212020201920182017201620152014
B
Barnes Group Inc.
2.09%2.58%2.21%3.78%4.11%1.36%0.70%1.40%0.83%0.50%1.90%1.87%
AAPL
Apple Inc
0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

B vs. AAPL - Drawdown Comparison

The maximum B drawdown since its inception was -88.51%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for B and AAPL.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

B vs. AAPL - Volatility Comparison

Barnes Group Inc. (B) has a higher volatility of 11.10% compared to Apple Inc (AAPL) at 9.61%. This indicates that B's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

B vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Barnes Group Inc. and Apple Inc. 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
3.13B
95.36B
(B) Total Revenue
(AAPL) Total Revenue
Values in USD except per share items

B vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between Barnes Group Inc. and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%20212022202320242025
43.0%
47.1%
(B) Gross Margin
(AAPL) Gross Margin
B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Barnes Group Inc. reported a gross profit of 1.35B and revenue of 3.13B. Therefore, the gross margin over that period was 43.0%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Apple Inc reported a gross profit of 44.87B and revenue of 95.36B. Therefore, the gross margin over that period was 47.1%.

B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Barnes Group Inc. reported an operating income of 1.23B and revenue of 3.13B, resulting in an operating margin of 39.3%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Apple Inc reported an operating income of 29.59B and revenue of 95.36B, resulting in an operating margin of 31.0%.

B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Barnes Group Inc. reported a net income of 474.00M and revenue of 3.13B, resulting in a net margin of 15.1%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Apple Inc reported a net income of 24.78B and revenue of 95.36B, resulting in a net margin of 26.0%.