BAG.L vs. TSCO.L
BAG.L (A.G.Barr plc) and TSCO.L (Tesco PLC) are both stocks. Both are in the Consumer Defensive sector — BAG.L in Beverages - Non-Alcoholic, TSCO.L in Grocery Stores. Over the past 10 years, BAG.L returned 3.71%/yr vs 14.16%/yr for TSCO.L. At a 0.08 correlation, their price movements are largely independent.
Performance
BAG.L vs. TSCO.L - Performance Comparison
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Returns By Period
In the year-to-date period, BAG.L achieves a 0.66% return, which is significantly lower than TSCO.L's 2.56% return. Over the past 10 years, BAG.L has underperformed TSCO.L with an annualized return of 3.71%, while TSCO.L has yielded a comparatively higher 14.16% annualized return.
BAG.L
- 1D
- 0.99%
- 1M
- -1.55%
- YTD
- 0.66%
- 6M
- -1.55%
- 1Y
- -9.15%
- 3Y*
- 9.44%
- 5Y*
- 5.95%
- 10Y*
- 3.71%
TSCO.L
- 1D
- 3.04%
- 1M
- -5.75%
- YTD
- 2.56%
- 6M
- 0.49%
- 1Y
- 17.44%
- 3Y*
- 23.59%
- 5Y*
- 19.14%
- 10Y*
- 14.16%
BAG.L vs. TSCO.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAG.L A.G.Barr plc | 0.66% | 5.05% | 21.87% | -1.23% | 5.31% | 2.11% | -10.52% | -24.80% | 21.06% | 35.93% |
TSCO.L Tesco PLC | 2.56% | 24.45% | 31.78% | 34.79% | -18.79% | 30.32% | -5.37% | 38.15% | -7.70% | 1.70% |
Correlation
The correlation between BAG.L and TSCO.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1989 | 0.08 |
The correlation between BAG.L and TSCO.L shifts across timeframes, from 0.08 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BAG.L:
£686.62M
TSCO.L:
£28.17B
BAG.L:
£0.77
TSCO.L:
£0.54
BAG.L:
7.91
TSCO.L:
8.25
BAG.L:
0.56
TSCO.L:
0.45
BAG.L:
0.80
TSCO.L:
0.20
BAG.L:
2.03
TSCO.L:
2.46
BAG.L:
£857.70M
TSCO.L:
£143.63B
BAG.L:
£340.30M
TSCO.L:
£10.94B
BAG.L:
£139.50M
TSCO.L:
£8.93B
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Return for Risk
BAG.L vs. TSCO.L — Risk / Return Rank
BAG.L
TSCO.L
BAG.L vs. TSCO.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for A.G.Barr plc (BAG.L) and Tesco PLC (TSCO.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 | TSCO.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.16 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 1.32 | -2.00 |
| Martin ratioReturn relative to average drawdown | -1.24 | 3.31 | -4.55 |
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 | TSCO.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 0.81 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.95 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.63 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.32 | +0.13 |
Drawdowns
BAG.L vs. TSCO.L - Drawdown Comparison
The maximum BAG.L drawdown since its inception was -61.52%, roughly equal to the maximum TSCO.L drawdown of -63.40%. Use the drawdown chart below to compare losses from any high point for BAG.L and TSCO.L.
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Drawdown Indicators
| BAG.L | TSCO.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.52% | -63.40% | +1.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -13.12% | -0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -16.05% | -20.76% | +4.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -32.40% | +7.59% |
Max Drawdown (10Y)Largest decline over 10 years | -61.52% | -32.40% | -29.12% |
Current DrawdownCurrent decline from peak | -26.63% | -9.60% | -17.03% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -17.48% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.37% | 5.25% | +2.12% |
Volatility
BAG.L vs. TSCO.L - Volatility Comparison
The current volatility for A.G.Barr plc (BAG.L) is 4.80%, while Tesco PLC (TSCO.L) has a volatility of 7.10%. This indicates that BAG.L experiences smaller price fluctuations and is considered to be less risky than TSCO.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 | TSCO.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 7.10% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.96% | 17.06% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 21.37% | -2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.60% | 20.24% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.07% | 22.58% | +4.49% |
Dividends
BAG.L vs. TSCO.L - Dividend Comparison
BAG.L's dividend yield for the trailing twelve months is around 3.05%, less than TSCO.L's 3.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAG.L A.G.Barr plc | 3.05% | 2.76% | 2.55% | 2.58% | 2.35% | 2.32% | 0.00% | 2.89% | 1.99% | 2.19% | 2.69% | 2.32% |
TSCO.L Tesco PLC | 3.27% | 3.23% | 3.39% | 3.75% | 5.15% | 20.72% | 4.19% | 2.64% | 1.93% | 0.48% | 0.00% | 0.00% |
Financials
BAG.L vs. TSCO.L - Financials Comparison
This section allows you to compare key financial metrics between A.G.Barr plc and Tesco 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. TSCO.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%.
TSCO.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tesco PLC reported a gross profit of 2.76B and revenue of 37.68B. Therefore, the gross margin over that period was 7.3%.
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%.
TSCO.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tesco PLC reported an operating income of 1.49B and revenue of 37.68B, resulting in an operating margin of 4.0%.
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%.
TSCO.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tesco PLC reported a net income of 837.00M and revenue of 37.68B, resulting in a net margin of 2.2%.
Frequently Asked Questions
BAG.L and TSCO.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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