BAG.L vs. GAMA.L
BAG.L (A.G.Barr plc) and GAMA.L (Gamma Communications plc) are both stocks. BAG.L operates in Beverages - Non-Alcoholic (Consumer Defensive), while GAMA.L operates in Telecom Services (Communication Services). Over the past 10 years, BAG.L returned 3.72%/yr vs 9.28%/yr for GAMA.L. At a 0.11 correlation, their price movements are largely independent.
Performance
BAG.L vs. GAMA.L - Performance Comparison
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Returns By Period
In the year-to-date period, BAG.L achieves a -0.32% return, which is significantly lower than GAMA.L's 4.84% return. Over the past 10 years, BAG.L has underperformed GAMA.L with an annualized return of 3.72%, while GAMA.L has yielded a comparatively higher 9.28% annualized return.
BAG.L
- 1D
- -0.98%
- 1M
- -2.05%
- YTD
- -0.32%
- 6M
- -1.59%
- 1Y
- -10.69%
- 3Y*
- 8.52%
- 5Y*
- 5.74%
- 10Y*
- 3.72%
GAMA.L
- 1D
- 0.47%
- 1M
- 6.12%
- YTD
- 4.84%
- 6M
- 3.38%
- 1Y
- -17.70%
- 3Y*
- -5.63%
- 5Y*
- -12.79%
- 10Y*
- 9.28%
BAG.L vs. GAMA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAG.L A.G.Barr plc | -0.32% | 5.05% | 21.87% | -1.23% | 5.31% | 2.11% | -10.52% | -24.80% | 21.06% | 35.93% |
GAMA.L Gamma Communications plc | 4.84% | -38.48% | 37.47% | 5.50% | -33.64% | 0.94% | 24.70% | 83.75% | 14.44% | 40.13% |
Correlation
The correlation between BAG.L and GAMA.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2014 | 0.11 |
Fundamentals
BAG.L:
£679.89M
GAMA.L:
£897.91M
BAG.L:
£0.77
GAMA.L:
£1.25
BAG.L:
7.83
GAMA.L:
7.60
BAG.L:
0.56
GAMA.L:
1.19
BAG.L:
0.79
GAMA.L:
0.85
BAG.L:
2.01
GAMA.L:
2.33
BAG.L:
£857.70M
GAMA.L:
£1.07B
BAG.L:
£340.30M
GAMA.L:
£524.40M
BAG.L:
£139.50M
GAMA.L:
£202.95M
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Return for Risk
BAG.L vs. GAMA.L — Risk / Return Rank
BAG.L
GAMA.L
BAG.L vs. GAMA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for A.G.Barr plc (BAG.L) and Gamma Communications plc (GAMA.L). 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.
| BAG.L | GAMA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.92 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | -0.43 | -0.36 |
| Martin ratioReturn relative to average drawdown | -1.44 | -0.86 | -0.58 |
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
| BAG.L | GAMA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | -0.54 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | -0.44 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.31 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Drawdowns
BAG.L vs. GAMA.L - Drawdown Comparison
The maximum BAG.L drawdown since its inception was -61.52%, smaller than the maximum GAMA.L drawdown of -68.18%. Use the drawdown chart below to compare losses from any high point for BAG.L and GAMA.L.
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Drawdown Indicators
| BAG.L | GAMA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.52% | -68.18% | +6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -41.34% | +27.89% |
Max Drawdown (3Y)Largest decline over 3 years | -16.05% | -58.48% | +42.43% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -68.18% | +43.37% |
Max Drawdown (10Y)Largest decline over 10 years | -61.52% | -68.18% | +6.66% |
Current DrawdownCurrent decline from peak | -27.35% | -56.03% | +28.68% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -22.08% | +6.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 20.64% | -13.23% |
Volatility
BAG.L vs. GAMA.L - Volatility Comparison
The current volatility for A.G.Barr plc (BAG.L) is 4.87%, while Gamma Communications plc (GAMA.L) has a volatility of 11.04%. This indicates that BAG.L experiences smaller price fluctuations and is considered to be less risky than GAMA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAG.L | GAMA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 11.04% | -6.17% |
Volatility (6M)Calculated over the trailing 6-month period | 14.93% | 28.19% | -13.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 32.63% | -14.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.60% | 29.15% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.06% | 30.33% | -3.27% |
Dividends
BAG.L vs. GAMA.L - Dividend Comparison
BAG.L's dividend yield for the trailing twelve months is around 3.08%, more than GAMA.L's 2.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAG.L A.G.Barr plc | 3.08% | 2.76% | 2.55% | 2.58% | 2.35% | 2.32% | 0.00% | 2.89% | 1.99% | 2.19% | 2.69% | 2.32% |
GAMA.L Gamma Communications plc | 2.33% | 2.21% | 1.17% | 1.39% | 1.28% | 0.74% | 0.66% | 0.73% | 1.19% | 1.21% | 1.48% | 1.43% |
Financials
BAG.L vs. GAMA.L - Financials Comparison
This section allows you to compare key financial metrics between A.G.Barr plc and Gamma Communications plc. 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
BAG.L vs. GAMA.L - Profitability Comparison
BAG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported a gross profit of 80.90M and revenue of 209.20M. Therefore, the gross margin over that period was 38.7%.
GAMA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Gamma Communications plc reported a gross profit of 156.00M and revenue of 329.20M. Therefore, the gross margin over that period was 47.4%.
BAG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported an operating income of 27.40M and revenue of 209.20M, resulting in an operating margin of 13.1%.
GAMA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Gamma Communications plc reported an operating income of 49.80M and revenue of 329.20M, resulting in an operating margin of 15.1%.
BAG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported a net income of 19.40M and revenue of 209.20M, resulting in a net margin of 9.3%.
GAMA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Gamma Communications plc reported a net income of 32.60M and revenue of 329.20M, resulting in a net margin of 9.9%.
Frequently Asked Questions
BAG.L and GAMA.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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