BAESY vs. BA
BAESY (BAE Systems PLC) and BA (The Boeing Company) are both stocks. Both operate in the Aerospace & Defense industry within the Industrials sector. Over the past 10 years, BAESY returned 19.38%/yr vs 6.05%/yr for BA. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
BAESY vs. BA - Performance Comparison
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Returns By Period
In the year-to-date period, BAESY achieves a 23.61% return, which is significantly higher than BA's -0.45% return. Over the past 10 years, BAESY has outperformed BA with an annualized return of 19.38%, while BA has yielded a comparatively lower 6.05% annualized return.
BAESY
- 1D
- 1.40%
- 1M
- 7.03%
- 6M
- 5.64%
- YTD
- 23.61%
- 1Y
- 17.81%
- 3Y*
- 35.46%
- 5Y*
- 31.96%
- 10Y*
- 19.38%
- ALL TIME*
- 10.89%
BA
- 1D
- -2.15%
- 1M
- -4.57%
- 6M
- -7.52%
- YTD
- -0.45%
- 1Y
- -2.60%
- 3Y*
- -3.16%
- 5Y*
- -0.93%
- 10Y*
- 6.05%
- ALL TIME*
- 10.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.48B | $1.24B | $1.42B | |
BAESY BAE Systems PLC | $23.88M | $27.59M | $30.48M |
BAESY vs. BA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAESY BAE Systems PLC | 23.61% | 65.51% | 1.23% | 40.91% | 46.40% | 14.56% | -3.43% | 34.69% | -22.16% | 13.28% |
BA The Boeing Company | -0.45% | 22.67% | -32.10% | 36.84% | -5.38% | -5.95% | -33.90% | 3.34% | 11.50% | 94.72% |
Correlation
The correlation between BAESY and BA is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.33 |
The correlation between BAESY and BA shifts across timeframes, from 0.17 (3 years) to 0.33 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BAESY:
$83.21B
BA:
$170.83B
BAESY:
£5.29
BA:
$3.08
BAESY:
15.96
BA:
70.14
BAESY:
2.94
BA:
10.99
BAESY:
1.17
BA:
1.82
BAESY:
5.44
BA:
28.06
BAESY:
£54.56B
BA:
$94.00B
BAESY:
£19.72B
BA:
$4.40B
BAESY:
£7.74B
BA:
$6.95B
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Return for Risk
BAESY vs. BA — Risk / Return Rank
BAESY
BA
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAESY | BA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.01 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | -0.10 | +0.99 |
| Martin ratioReturn relative to average drawdown | 1.80 | -0.22 | +2.01 |
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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.
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Drawdown Indicators
| BAESY | BA | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (3Y)Largest decline over 3 years | -23.59% | -48.31% | +24.72% |
Max Drawdown (5Y)Largest decline over 5 years | -23.59% | -51.62% | +28.03% |
Max Drawdown (10Y)Largest decline over 10 years | -42.13% | -77.92% | +35.79% |
Current DrawdownCurrent decline from peak | -7.69% | -49.77% | +42.08% |
Average DrawdownAverage peak-to-trough decline | -19.31% | -31.06% | +11.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.68% | 11.94% | -0.26% |
Volatility
BAESY vs. BA - Volatility Comparison
The current volatility for BAE Systems PLC (BAESY) is 10.14%, while The Boeing Company (BA) has a volatility of 10.83%. This indicates that BAESY experiences smaller price fluctuations and is considered to be less risky than BA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAESY | BA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.14% | 10.83% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 25.13% | 24.73% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.46% | 32.64% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.50% | 36.54% | -8.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.62% | 41.70% | -14.08% |
Dividends
BAESY vs. BA - Dividend Comparison
BAESY's dividend yield for the trailing twelve months is around 1.71%, while BA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BAESY BAE Systems PLC | 1.71% | 1.90% | 2.79% | 2.40% | 3.09% | 4.46% | 7.05% | 3.66% | 4.93% | 5.71% | 6.26% | 4.38% |
Financials
BAESY vs. BA - Financials Comparison
This section allows you to compare key financial metrics between BAE Systems PLC and The Boeing Company. 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
BAESY vs. BA - Profitability Comparison
BAESY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 Aug 2026, The Boeing Company reported a gross profit of 2.41B and revenue of 24.56B. Therefore, the gross margin over that period was 9.8%.
BAESY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 Aug 2026, The Boeing Company reported an operating income of 78.00M and revenue of 24.56B, resulting in an operating margin of 0.3%.
BAESY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 Aug 2026, The Boeing Company reported a net income of -444.00M and revenue of 24.56B, resulting in a net margin of -1.8%.
Frequently Asked Questions
BAESY and BA have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (10.83%) compared to BAESY (10.14%). In terms of maximum drawdown, BAESY dropped -59.20% vs BA's -89.45%.
BAESY currently has the higher Sharpe Ratio (0.65 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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