BA.L vs. LLOY.L
Compare and contrast key facts about BAE Systems plc (BA.L) and Lloyds Banking Group plc (LLOY.L).
Performance
BA.L vs. LLOY.L - Performance Comparison
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BA.L vs. LLOY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 28.35% | 52.12% | 5.88% | 33.31% | 60.92% | 17.57% | -9.28% | 28.43% | -16.75% | 0.30% |
LLOY.L Lloyds Banking Group plc | -6.01% | 88.33% | 21.09% | 10.91% | -0.38% | 34.81% | -36.92% | 27.49% | -20.02% | 14.37% |
Fundamentals
BA.L:
£1.33
LLOY.L:
£0.12
BA.L:
16.59
LLOY.L:
8.01
BA.L:
2.65
LLOY.L:
2.24
BA.L:
1.22
LLOY.L:
1.98
BA.L:
£54.65B
LLOY.L:
£19.00B
BA.L:
£4.75B
LLOY.L:
£14.25B
BA.L:
£7.55B
LLOY.L:
£6.66B
Returns By Period
In the year-to-date period, BA.L achieves a 28.35% return, which is significantly higher than LLOY.L's -6.01% return. Over the past 10 years, BA.L has outperformed LLOY.L with an annualized return of 20.07%, while LLOY.L has yielded a comparatively lower 8.50% annualized return.
BA.L
- 1D
- 3.19%
- 1M
- 4.17%
- YTD
- 28.35%
- 6M
- 7.62%
- 1Y
- 43.80%
- 3Y*
- 33.90%
- 5Y*
- 37.94%
- 10Y*
- 20.07%
LLOY.L
- 1D
- 1.16%
- 1M
- -9.87%
- YTD
- -6.01%
- 6M
- 10.16%
- 1Y
- 34.53%
- 3Y*
- 31.32%
- 5Y*
- 22.16%
- 10Y*
- 8.50%
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Return for Risk
BA.L vs. LLOY.L — Risk / Return Rank
BA.L
LLOY.L
BA.L vs. LLOY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BAE Systems plc (BA.L) and Lloyds Banking Group plc (LLOY.L). 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.
| BA.L | LLOY.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.27 | +0.19 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.84 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.71 | +0.24 |
Martin ratioReturn relative to average drawdown | 4.85 | 5.80 | -0.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BA.L | LLOY.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.27 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.50 | 0.83 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.28 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.17 | +0.16 |
Correlation
The correlation between BA.L and LLOY.L is 0.27, 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.
Dividends
BA.L vs. LLOY.L - Dividend Comparison
BA.L's dividend yield for the trailing twelve months is around 1.55%, less than LLOY.L's 3.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 1.55% | 1.99% | 2.69% | 2.53% | 2.99% | 4.40% | 4.75% | 4.00% | 4.79% | 3.75% | 3.57% | 4.14% |
LLOY.L Lloyds Banking Group plc | 3.61% | 3.39% | 5.29% | 5.28% | 4.69% | 2.59% | 6.17% | 5.22% | 6.02% | 4.70% | 4.56% | 2.05% |
Drawdowns
BA.L vs. LLOY.L - Drawdown Comparison
The maximum BA.L drawdown since its inception was -84.46%, smaller than the maximum LLOY.L drawdown of -90.48%. Use the drawdown chart below to compare losses from any high point for BA.L and LLOY.L.
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Drawdown Indicators
| BA.L | LLOY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.46% | -90.48% | +6.02% |
Max Drawdown (1Y)Largest decline over 1 year | -21.30% | -19.68% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -21.30% | -25.65% | +4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -37.80% | -61.42% | +23.62% |
Current DrawdownCurrent decline from peak | -5.62% | -25.45% | +19.83% |
Average DrawdownAverage peak-to-trough decline | -21.40% | -41.52% | +20.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.54% | 5.79% | +2.75% |
Volatility
BA.L vs. LLOY.L - Volatility Comparison
BAE Systems plc (BA.L) has a higher volatility of 11.37% compared to Lloyds Banking Group plc (LLOY.L) at 9.69%. This indicates that BA.L's price experiences larger fluctuations and is considered to be riskier than LLOY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BA.L | LLOY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.37% | 9.69% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 22.01% | 18.35% | +3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.92% | 27.12% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.32% | 26.71% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.76% | 30.57% | -5.81% |
Financials
BA.L vs. LLOY.L - Financials Comparison
This section allows you to compare key financial metrics between BAE Systems plc and Lloyds Banking Group plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BA.L vs. LLOY.L - Profitability Comparison
BA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BAE Systems plc reported a gross profit of 1.35B and revenue of 14.77B. Therefore, the gross margin over that period was 9.2%.
LLOY.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lloyds Banking Group plc reported a gross profit of 0.00 and revenue of 4.74B. Therefore, the gross margin over that period was 0.0%.
BA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BAE Systems plc reported an operating income of 1.35B and revenue of 14.77B, resulting in an operating margin of 9.2%.
LLOY.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lloyds Banking Group plc reported an operating income of 1.93B and revenue of 4.74B, resulting in an operating margin of 40.6%.
BA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BAE Systems plc reported a net income of 1.09B and revenue of 14.77B, resulting in a net margin of 7.4%.
LLOY.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lloyds Banking Group plc reported a net income of 1.44B and revenue of 4.74B, resulting in a net margin of 30.3%.