BAB.L vs. MSTR
BAB.L (Babcock International Group plc) and MSTR (Strategy Inc) are both stocks. BAB.L operates in Engineering & Construction (Industrials), while MSTR operates in Software - Application (Technology). Over the past 10 years, BAB.L returned 2.11%/yr vs 21.89%/yr for MSTR. At a 0.12 correlation, their price movements are largely independent.
Performance
BAB.L vs. MSTR - Performance Comparison
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Different Trading Currencies
BAB.L is traded in GBp, while MSTR is traded in USD. To make them comparable, the MSTR values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BAB.L achieves a -16.49% return, which is significantly lower than MSTR's -15.47% return. Over the past 10 years, BAB.L has underperformed MSTR with an annualized return of 2.11%, while MSTR has yielded a comparatively higher 21.89% annualized return.
BAB.L
- 1D
- 0.29%
- 1M
- -1.38%
- YTD
- -16.49%
- 6M
- -11.73%
- 1Y
- -1.13%
- 3Y*
- 49.51%
- 5Y*
- 29.01%
- 10Y*
- 2.11%
MSTR
- 1D
- 5.58%
- 1M
- -30.73%
- YTD
- -15.47%
- 6M
- -30.87%
- 1Y
- -65.57%
- 3Y*
- 61.93%
- 5Y*
- 21.27%
- 10Y*
- 21.89%
BAB.L vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAB.L Babcock International Group plc | -16.49% | 150.05% | 27.98% | 40.56% | -11.42% | 13.83% | -55.53% | 36.99% | -27.77% | -23.36% |
MSTR Strategy Inc | -15.47% | -51.27% | 366.55% | 323.85% | -70.91% | 41.46% | 164.42% | 7.40% | 3.07% | -39.24% |
Correlation
The correlation between BAB.L and MSTR is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.12 |
The correlation between BAB.L and MSTR shifts across timeframes, from 0.05 (5 years) to 0.18 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BAB.L:
£5.32B
MSTR:
$42.47B
BAB.L:
£0.94
MSTR:
-$40.19
BAB.L:
0.56
MSTR:
79.74
BAB.L:
7.35
MSTR:
1.16
BAB.L:
£9.58B
MSTR:
$490.47M
BAB.L:
£699.70M
MSTR:
$334.08M
BAB.L:
£961.50M
MSTR:
$466.93M
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Return for Risk
BAB.L vs. MSTR — Risk / Return Rank
BAB.L
MSTR
BAB.L vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Babcock International Group plc (BAB.L) and Strategy Inc (MSTR). 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.
| BAB.L | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.82 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | -0.86 | +0.83 |
| Martin ratioReturn relative to average drawdown | -0.08 | -1.26 | +1.18 |
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
| BAB.L | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | -0.94 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.24 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.30 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.29 | +0.01 |
Drawdowns
BAB.L vs. MSTR - Drawdown Comparison
The maximum BAB.L drawdown since its inception was -80.40%, smaller than the maximum MSTR drawdown of -87.70%. Use the drawdown chart below to compare losses from any high point for BAB.L and MSTR.
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Drawdown Indicators
| BAB.L | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.40% | -87.70% | +7.30% |
Max Drawdown (1Y)Largest decline over 1 year | -36.28% | -76.73% | +40.45% |
Max Drawdown (3Y)Largest decline over 3 years | -36.28% | -78.88% | +42.60% |
Max Drawdown (5Y)Largest decline over 5 years | -36.28% | -82.13% | +45.85% |
Max Drawdown (10Y)Largest decline over 10 years | -79.18% | -87.70% | +8.52% |
Current DrawdownCurrent decline from peak | -30.89% | -74.54% | +43.65% |
Average DrawdownAverage peak-to-trough decline | -28.15% | -32.92% | +4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.04% | 52.19% | -38.15% |
Volatility
BAB.L vs. MSTR - Volatility Comparison
The current volatility for Babcock International Group plc (BAB.L) is 11.68%, while Strategy Inc (MSTR) has a volatility of 21.31%. This indicates that BAB.L experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAB.L | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.68% | 21.31% | -9.63% |
Volatility (6M)Calculated over the trailing 6-month period | 25.79% | 55.70% | -29.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.92% | 69.77% | -34.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.56% | 89.34% | -55.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.38% | 72.82% | -36.44% |
Dividends
BAB.L vs. MSTR - Dividend Comparison
BAB.L's dividend yield for the trailing twelve months is around 0.67%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAB.L Babcock International Group plc | 0.67% | 0.56% | 1.06% | 0.43% | 0.00% | 0.00% | 0.00% | 4.78% | 6.08% | 4.04% | 2.75% | 2.38% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BAB.L vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Babcock International Group plc and Strategy 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BAB.L and MSTR have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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