BAESY vs. BA
Compare and contrast key facts about BAE Systems PLC (BAESY) and The Boeing Company (BA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAESY or BA.
Key characteristics
| BAESY | BA | |
|---|---|---|
| YTD Return | 23.25% | -40.68% |
| 1Y Return | 35.97% | -25.70% |
| 3Y Return (Ann) | 36.08% | -10.22% |
| 5Y Return (Ann) | 24.20% | -16.48% |
| 10Y Return (Ann) | 13.24% | 3.30% |
| Sharpe Ratio | 1.81 | -0.79 |
| Daily Std Dev | 19.95% | 33.01% |
| Max Drawdown | -71.04% | -77.92% |
| Current Drawdown | -3.01% | -64.07% |
Fundamentals
| BAESY | BA | |
|---|---|---|
| Market Cap | $53.15B | $96.61B |
| EPS | $3.13 | -$5.60 |
| PEG Ratio | 3.53 | 6.53 |
| Total Revenue (TTM) | $36.84B | $73.56B |
| Gross Profit (TTM) | $7.77B | $6.97B |
| EBITDA (TTM) | $4.56B | $1.15B |
Correlation
The correlation between BAESY and BA is 0.30, 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.
Performance
BAESY vs. BA - Performance Comparison
In the year-to-date period, BAESY achieves a 23.25% return, which is significantly higher than BA's -40.68% return. Over the past 10 years, BAESY has outperformed BA with an annualized return of 13.24%, while BA has yielded a comparatively lower 3.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BAESY vs. BA - Risk-Adjusted Performance 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.
Dividends
BAESY vs. BA - Dividend Comparison
BAESY's dividend yield for the trailing twelve months is around 2.16%, while BA has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAESY BAE Systems PLC | 2.16% | 2.39% | 3.08% | 4.42% | 7.12% | 3.71% | 5.10% | 3.47% | 3.97% | 4.36% | 4.67% | 4.12% |
BA The Boeing Company | 0.00% | 0.00% | 0.00% | 0.00% | 0.96% | 2.52% | 2.12% | 1.93% | 2.80% | 2.52% | 2.25% | 1.42% |
Drawdowns
BAESY vs. BA - Drawdown Comparison
The maximum BAESY drawdown since its inception was -71.04%, smaller than the maximum BA drawdown of -77.92%. Use the drawdown chart below to compare losses from any high point for BAESY and BA. For additional features, visit the drawdowns tool.
Volatility
BAESY vs. BA - Volatility Comparison
The current volatility for BAE Systems PLC (BAESY) is 5.73%, while The Boeing Company (BA) has a volatility of 11.24%. 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.
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