BAESY vs. BA

Last updated Apr 1, 2026

Compare and contrast key facts about BAE Systems PLC (BAESY) and The Boeing Company (BA).

Performance

BAESY vs. BA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BAE Systems PLC (BAESY) and The Boeing Company (BA). The values are adjusted to include any dividend payments, if applicable.

BAESY vs. BA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BAESY BAE Systems PLC	25.43%	65.51%	1.23%	40.91%	46.40%	14.56%	-3.43%	34.69%	-22.16%	13.28%
BA The Boeing Company	-8.33%	22.67%	-32.10%	36.84%	-5.38%	-5.95%	-33.90%	3.34%	11.50%	94.72%

Fundamentals

Market Cap BAESY : $88.35B BA : $158.25B
EPS BAESY : $5.29 BA : $2.90
PE Ratio BAESY : 22.01 BA : 68.52
PEG Ratio BAESY : 4.05 BA : 10.73
PS Ratio BAESY : 1.62 BA : 1.71
PB Ratio BAESY : 7.51 BA : 29.05
Total Revenue (TTM) BAESY : $54.56B BA : $89.46B
Gross Profit (TTM) BAESY : $19.72B BA : $4.32B
EBITDA (TTM) BAESY : $7.74B BA : -$2.59B

Returns By Period

In the year-to-date period, BAESY achieves a 25.43% return, which is significantly higher than BA's -8.33% return. Over the past 10 years, BAESY has outperformed BA with an annualized return of 19.99%, while BA has yielded a comparatively lower 5.65% annualized return.

BAESY

• 1D: 3.42%
• 1M: 0.43%
• YTD: 25.43%
• 6M: 5.03%
• 1Y: 44.31%
• 3Y*: 36.22%
• 5Y*: 36.34%
• 10Y*: 19.99%

BA

• 1D: 5.19%
• 1M: -12.53%
• YTD: -8.33%
• 6M: -7.78%
• 1Y: 16.70%
• 3Y*: -2.15%
• 5Y*: -4.68%
• 10Y*: 5.65%

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

Return for Risk

BAESY vs. BA — Risk / Return Rank

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

BAESY

BAESY Risk / Return Rank: 77
BAESY Sharpe Ratio Rank: 83
BAESY Sortino Ratio Rank: 77
BAESY Omega Ratio Rank: 74
BAESY Calmar Ratio Rank: 76
BAESY Martin Ratio Rank: 76

BA

BA Risk / Return Rank: 56
BA Sharpe Ratio Rank: 59
BA Sortino Ratio Rank: 54
BA Omega Ratio Rank: 55
BA Calmar Ratio Rank: 57
BA Martin Ratio Rank: 58

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.

BAESY vs. BA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BAE Systems PLC (BAESY) and The Boeing Company (BA). 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.

	BAESY	BA	Difference
Sharpe ratio Return per unit of total volatility	1.36	0.46	+0.90
Sortino ratio Return per unit of downside risk	1.91	0.92	+1.00
Omega ratio Gain probability vs. loss probability	1.24	1.12	+0.11
Calmar ratio Return relative to maximum drawdown	1.87	0.59	+1.27
Martin ratio Return relative to average drawdown	4.71	1.49	+3.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAESY vs. BA - Sharpe Ratio Comparison

The current BAESY Sharpe Ratio is 1.36, which is higher than the BA Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of BAESY and BA, 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

	BAESY	BA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.36	0.46	+0.90
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.33	-0.13	+1.46
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	0.14	+0.59
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	0.30	+0.07

Correlation

The correlation between BAESY and BA is 0.32, 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

BAESY vs. BA - Dividend Comparison

BAESY's dividend yield for the trailing twelve months is around 1.52%, while BA has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BAESY BAE Systems PLC	1.52%	1.90%	2.79%	2.40%	3.09%	4.46%	7.05%	3.66%	4.93%	5.71%	6.26%	4.38%
BA The Boeing Company	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.96%	2.52%	2.12%	1.93%	2.80%	2.52%

Drawdowns

BAESY vs. BA - Drawdown Comparison

The maximum BAESY drawdown since its inception was -59.20%, smaller than the maximum BA drawdown of -89.45%. Use the drawdown chart below to compare losses from any high point for BAESY and BA.

Drawdown Indicators

	BAESY	BA	Difference
Max Drawdown Largest peak-to-trough decline	-59.20%	-89.45%	+30.25%
Max Drawdown (1Y) Largest decline over 1 year	-23.59%	-24.96%	+1.37%
Max Drawdown (5Y) Largest decline over 5 years	-23.59%	-55.33%	+31.74%
Max Drawdown (10Y) Largest decline over 10 years	-42.13%	-77.92%	+35.79%
Current Drawdown Current decline from peak	-6.33%	-53.75%	+47.42%
Average Drawdown Average peak-to-trough decline	-19.43%	-30.97%	+11.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.35%	9.98%	-0.63%

Volatility

BAESY vs. BA - Volatility Comparison

BAE Systems PLC (BAESY) and The Boeing Company (BA) have volatilities of 11.44% and 11.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAESY	BA	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.44%	11.90%	-0.46%
Volatility (6M) Calculated over the trailing 6-month period	22.24%	23.02%	-0.78%
Volatility (1Y) Calculated over the trailing 1-year period	32.77%	36.83%	-4.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.48%	36.20%	-8.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.56%	41.36%	-13.80%

Financials

BAESY vs. BA - Profitability Comparison

The chart below illustrates the profitability comparison between BAE Systems PLC and The Boeing Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BAESY - 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 1.34B and revenue of 14.67B. Therefore, the gross margin over that period was 9.2%.

BA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Boeing Company reported a gross profit of 1.81B and revenue of 23.95B. Therefore, the gross margin over that period was 7.6%.

BAESY - 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 1.34B and revenue of 14.67B, resulting in an operating margin of 9.2%.

BA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Boeing Company reported an operating income of -815.00M and revenue of 23.95B, resulting in an operating margin of -3.4%.

BAESY - 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 14.67B, resulting in a net margin of 7.4%.

BA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Boeing Company reported a net income of 8.22B and revenue of 23.95B, resulting in a net margin of 34.3%.