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BAESY vs. MCK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BAESY vs. MCK - Performance Comparison

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

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Returns By Period

In the year-to-date period, BAESY achieves a 9.73% return, which is significantly higher than MCK's 1.56% return. Over the past 10 years, BAESY has outperformed MCK with an annualized return of 18.04%, while MCK has yielded a comparatively lower 16.40% annualized return.


BAESY

1D
-0.17%
1M
3.83%
6M
-10.13%
YTD
9.73%
1Y
-2.43%
3Y*
30.40%
5Y*
30.66%
10Y*
18.04%
ALL TIME*
10.21%

MCK

1D
-1.18%
1M
10.77%
6M
-0.88%
YTD
1.56%
1Y
17.62%
3Y*
26.72%
5Y*
34.03%
10Y*
16.40%
ALL TIME*
14.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAESY vs. MCK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BAESY
BAE Systems PLC
9.73%65.51%1.23%40.91%46.40%14.56%-3.43%34.69%-22.16%13.28%
MCK
McKesson Corporation
1.56%44.54%23.67%24.13%51.82%44.23%27.06%26.72%-28.40%11.95%

Correlation

The correlation between BAESY and MCK is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2007

0.25

The correlation between BAESY and MCK shifts across timeframes, from 0.10 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BAESY:

$73.89B

MCK:

$97.35B

EPS

BAESY:

£5.29

MCK:

$38.53

PE Ratio

BAESY:

14.17

MCK:

21.58

PEG Ratio

BAESY:

2.61

MCK:

0.29

PS Ratio

BAESY:

1.04

MCK:

0.25

PB Ratio

BAESY:

4.83

MCK:

14.75

Total Revenue (TTM)

BAESY:

£54.56B

MCK:

$403.43B

Gross Profit (TTM)

BAESY:

£19.72B

MCK:

$14.55B

EBITDA (TTM)

BAESY:

£7.74B

MCK:

$6.91B

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Return for Risk

BAESY vs. MCK — Risk / Return Rank

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

BAESY
BAESY Risk / Return Rank: 4040
Overall Rank
BAESY Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
BAESY Sortino Ratio Rank: 3737
Sortino Ratio Rank
BAESY Omega Ratio Rank: 3737
Omega Ratio Rank
BAESY Calmar Ratio Rank: 4242
Calmar Ratio Rank
BAESY Martin Ratio Rank: 4242
Martin Ratio Rank

MCK
MCK Risk / Return Rank: 6262
Overall Rank
MCK Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
MCK Sortino Ratio Rank: 6262
Sortino Ratio Rank
MCK Omega Ratio Rank: 6262
Omega Ratio Rank
MCK Calmar Ratio Rank: 6161
Calmar Ratio Rank
MCK Martin Ratio Rank: 6161
Martin Ratio Rank
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. MCK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BAE Systems PLC (BAESY) and McKesson Corporation (MCK). 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.


BAESYMCKDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-0.99

Omega ratioGain probability vs. loss probability

1.01

1.14

-0.13

Calmar ratioReturn relative to maximum drawdown

-0.10

0.65

-0.75

Martin ratioReturn relative to average drawdown

-0.21

1.46

-1.67

BAESY vs. MCK - Sharpe Ratio Comparison

The current BAESY Sharpe Ratio is -0.07, which is lower than the MCK Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of BAESY and MCK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BAESY vs. MCK - Drawdown Comparison

The maximum BAESY drawdown since its inception was -59.20%, smaller than the maximum MCK drawdown of -82.84%. Use the drawdown chart below to compare losses from any high point for BAESY and MCK.


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Drawdown Indicators


BAESYMCKDifference

Max Drawdown

Largest peak-to-trough decline

-59.20%

-82.84%

+23.64%

Max Drawdown (1Y)

Largest decline over 1 year

-23.59%

-27.17%

+3.58%

Max Drawdown (3Y)

Largest decline over 3 years

-23.59%

-27.17%

+3.58%

Max Drawdown (5Y)

Largest decline over 5 years

-23.59%

-27.17%

+3.58%

Max Drawdown (10Y)

Largest decline over 10 years

-42.13%

-43.80%

+1.67%

Current Drawdown

Current decline from peak

-18.05%

-16.40%

-1.65%

Average Drawdown

Average peak-to-trough decline

-19.32%

-28.62%

+9.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.75%

12.08%

-0.33%

Volatility

BAESY vs. MCK - Volatility Comparison

BAE Systems PLC (BAESY) and McKesson Corporation (MCK) have volatilities of 9.93% and 9.79%, 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.


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Volatility by Period


BAESYMCKDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.93%

9.79%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

25.53%

24.47%

+1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

32.68%

30.21%

+2.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.47%

24.46%

+4.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.59%

28.89%

-1.30%

Dividends

BAESY vs. MCK - Dividend Comparison

BAESY's dividend yield for the trailing twelve months is around 1.92%, more than MCK's 0.39% yield.


PositionTTM20252024202320222021202020192018201720162015
BAESY
BAE Systems PLC
1.92%1.90%2.79%2.40%3.09%4.46%7.05%3.66%4.93%5.71%6.26%4.38%
MCK
McKesson Corporation
0.39%0.37%0.47%0.50%0.54%0.72%0.95%1.16%1.32%0.80%0.80%0.53%

Financials

BAESY vs. MCK - Financials Comparison

This section allows you to compare key financial metrics between BAE Systems PLC and McKesson Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
14.67B
96.30B
(BAESY) Total Revenue
(MCK) Total Revenue
Please note, different currencies. BAESY values in GBP, MCK values in USD

BAESY vs. MCK - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

3.0%4.0%5.0%6.0%7.0%8.0%9.0%10.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
9.2%
4.2%
Portfolio components
BAESY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.

MCK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, McKesson Corporation reported a gross profit of 4.04B and revenue of 96.30B. Therefore, the gross margin over that period was 4.2%.

BAESY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, BAE Systems PLC reported an operating income of 1.34B and revenue of 14.67B, resulting in an operating margin of 9.2%.

MCK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, McKesson Corporation reported an operating income of 2.09B and revenue of 96.30B, resulting in an operating margin of 2.2%.

BAESY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, BAE Systems PLC reported a net income of 1.09B and revenue of 14.67B, resulting in a net margin of 7.4%.

MCK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, McKesson Corporation reported a net income of 1.68B and revenue of 96.30B, resulting in a net margin of 1.8%.


Frequently Asked Questions


BAESY and MCK have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BAESY has higher volatility (9.93%) compared to MCK (9.79%). In terms of maximum drawdown, BAESY dropped -59.20% vs MCK's -82.84%.

MCK currently has the higher Sharpe Ratio (0.59 vs -0.07), 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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