BA.L vs. TATYY
BA.L (BAE Systems plc) and TATYY (Tate & Lyle PLC ADR) are both stocks. BA.L operates in Aerospace & Defense (Industrials), while TATYY operates in Packaged Foods (Consumer Defensive). Over the past 10 years, BA.L returned 19.00%/yr vs 4.23%/yr for TATYY. At a 0.09 correlation, their price movements are largely independent.
Performance
BA.L vs. TATYY - Performance Comparison
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Different Trading Currencies
BA.L is traded in GBp, while TATYY is traded in USD. To make them comparable, the TATYY values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BA.L achieves a 15.01% return, which is significantly lower than TATYY's 48.99% return. Over the past 10 years, BA.L has outperformed TATYY with an annualized return of 19.00%, while TATYY has yielded a comparatively lower 4.23% annualized return.
BA.L
- 1D
- 1.01%
- 1M
- 0.84%
- YTD
- 15.01%
- 6M
- 16.57%
- 1Y
- 2.85%
- 3Y*
- 30.30%
- 5Y*
- 32.98%
- 10Y*
- 19.00%
TATYY
- 1D
- 12.56%
- 1M
- 49.20%
- YTD
- 48.99%
- 6M
- 52.75%
- 1Y
- 3.27%
- 3Y*
- -7.77%
- 5Y*
- -0.35%
- 10Y*
- 4.23%
BA.L vs. TATYY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 15.01% | 52.12% | 5.88% | 33.31% | 60.92% | 17.57% | -9.28% | 28.43% | -16.75% | 0.30% |
TATYY Tate & Lyle PLC ADR | 48.99% | -39.83% | 1.12% | -5.34% | 32.08% | 0.29% | -4.81% | 14.74% | 1.34% | 0.25% |
Correlation
The correlation between BA.L and TATYY is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.09 |
The correlation between BA.L and TATYY shifts across timeframes, from -0.14 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BA.L:
£59.15B
TATYY:
$3.34B
BA.L:
£1.33
TATYY:
$2.15
BA.L:
14.71
TATYY:
13.88
BA.L:
1.08
TATYY:
0.94
BA.L:
5.02
TATYY:
2.09
BA.L:
£54.65B
TATYY:
$3.54B
BA.L:
£4.75B
TATYY:
$722.00M
BA.L:
£7.55B
TATYY:
$597.20M
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Return for Risk
BA.L vs. TATYY — Risk / Return Rank
BA.L
TATYY
BA.L vs. TATYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BAE Systems plc (BA.L) and Tate & Lyle PLC ADR (TATYY). 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 | TATYY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.09 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.08 | +0.05 |
| Martin ratioReturn relative to average drawdown | 0.30 | 0.13 | +0.17 |
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 | TATYY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.06 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | -0.01 | +1.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.13 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.14 | +0.38 |
Drawdowns
BA.L vs. TATYY - Drawdown Comparison
The maximum BA.L drawdown since its inception was -43.67%, smaller than the maximum TATYY drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BA.L and TATYY.
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Drawdown Indicators
| BA.L | TATYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.67% | -58.21% | +14.54% |
Max Drawdown (1Y)Largest decline over 1 year | -21.30% | -39.85% | +18.55% |
Max Drawdown (3Y)Largest decline over 3 years | -21.30% | -58.21% | +36.91% |
Max Drawdown (5Y)Largest decline over 5 years | -21.30% | -58.21% | +36.91% |
Max Drawdown (10Y)Largest decline over 10 years | -37.80% | -58.21% | +20.41% |
Current DrawdownCurrent decline from peak | -15.43% | -29.25% | +13.82% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -15.72% | +2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.64% | 25.86% | -16.22% |
Volatility
BA.L vs. TATYY - Volatility Comparison
The current volatility for BAE Systems plc (BA.L) is 8.80%, while Tate & Lyle PLC ADR (TATYY) has a volatility of 39.91%. This indicates that BA.L experiences smaller price fluctuations and is considered to be less risky than TATYY 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 | TATYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 39.91% | -31.11% |
Volatility (6M)Calculated over the trailing 6-month period | 23.59% | 45.12% | -21.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.97% | 58.21% | -28.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.82% | 38.62% | -12.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.07% | 33.71% | -8.64% |
Dividends
BA.L vs. TATYY - Dividend Comparison
BA.L's dividend yield for the trailing twelve months is around 1.86%, less than TATYY's 3.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 1.86% | 1.99% | 2.69% | 2.53% | 2.99% | 4.40% | 4.75% | 4.00% | 4.79% | 3.75% | 3.57% | 4.14% |
TATYY Tate & Lyle PLC ADR | 3.57% | 5.27% | 3.03% | 2.90% | 19.44% | 4.72% | 3.74% | 3.67% | 4.18% | 3.64% | 3.81% | 0.00% |
Financials
BA.L vs. TATYY - Financials Comparison
This section allows you to compare key financial metrics between BAE Systems plc and Tate & Lyle PLC ADR. 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. TATYY - Profitability Comparison
BA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
TATYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tate & Lyle PLC ADR reported a gross profit of 0.00 and revenue of 996.75M. 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 Jun 2026, BAE Systems plc reported an operating income of 1.35B and revenue of 14.77B, resulting in an operating margin of 9.2%.
TATYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tate & Lyle PLC ADR reported an operating income of 83.23M and revenue of 996.75M, resulting in an operating margin of 8.4%.
BA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BAE Systems plc reported a net income of 1.09B and revenue of 14.77B, resulting in a net margin of 7.4%.
TATYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tate & Lyle PLC ADR reported a net income of 41.62M and revenue of 996.75M, resulting in a net margin of 4.2%.
Frequently Asked Questions
BA.L and TATYY have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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