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BATS.L vs. IMB.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BATS.L vs. IMB.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in British American Tobacco plc (BATS.L) and Imperial Brands plc (IMB.L). The values are adjusted to include any dividend payments, if applicable.

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BATS.L vs. IMB.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BATS.L
British American Tobacco plc
5.21%56.35%37.24%-23.51%28.17%9.10%-9.61%38.29%-47.15%13.39%
IMB.L
Imperial Brands plc
-0.76%29.63%51.66%-5.83%37.80%15.06%-12.52%-13.44%-19.62%-6.12%

Fundamentals

Market Cap

BATS.L:

£95.74B

IMB.L:

£25.39B

EPS

BATS.L:

£4.91

IMB.L:

£5.64

PE Ratio

BATS.L:

8.90

IMB.L:

5.42

PEG Ratio

BATS.L:

0.33

IMB.L:

2.17

PS Ratio

BATS.L:

1.87

IMB.L:

0.68

PB Ratio

BATS.L:

2.00

IMB.L:

5.26

Total Revenue (TTM)

BATS.L:

£51.48B

IMB.L:

£37.47B

Gross Profit (TTM)

BATS.L:

£35.04B

IMB.L:

£13.60B

EBITDA (TTM)

BATS.L:

£17.11B

IMB.L:

£8.33B

Returns By Period

In the year-to-date period, BATS.L achieves a 5.21% return, which is significantly higher than IMB.L's -0.76% return. Over the past 10 years, BATS.L has outperformed IMB.L with an annualized return of 7.54%, while IMB.L has yielded a comparatively lower 4.68% annualized return.


BATS.L

1D
-1.24%
1M
-4.45%
YTD
5.21%
6M
15.73%
1Y
46.05%
3Y*
25.07%
5Y*
18.76%
10Y*
7.54%

IMB.L

1D
-1.29%
1M
-8.06%
YTD
-0.76%
6M
-0.78%
1Y
12.39%
3Y*
25.83%
5Y*
23.81%
10Y*
4.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BATS.L vs. IMB.L — Risk / Return Rank

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

BATS.L
BATS.L Risk / Return Rank: 8989
Overall Rank
BATS.L Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
BATS.L Sortino Ratio Rank: 9090
Sortino Ratio Rank
BATS.L Omega Ratio Rank: 8686
Omega Ratio Rank
BATS.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
BATS.L Martin Ratio Rank: 8888
Martin Ratio Rank

IMB.L
IMB.L Risk / Return Rank: 5959
Overall Rank
IMB.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IMB.L Sortino Ratio Rank: 5454
Sortino Ratio Rank
IMB.L Omega Ratio Rank: 5353
Omega Ratio Rank
IMB.L Calmar Ratio Rank: 6161
Calmar Ratio Rank
IMB.L Martin Ratio Rank: 6262
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.

BATS.L vs. IMB.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for British American Tobacco plc (BATS.L) and Imperial Brands plc (IMB.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.


BATS.LIMB.LDifference

Sharpe ratio

Return per unit of total volatility

2.12

0.60

+1.52

Sortino ratio

Return per unit of downside risk

2.83

0.92

+1.91

Omega ratio

Gain probability vs. loss probability

1.34

1.12

+0.22

Calmar ratio

Return relative to maximum drawdown

3.33

0.78

+2.55

Martin ratio

Return relative to average drawdown

8.96

2.19

+6.77

BATS.L vs. IMB.L - Sharpe Ratio Comparison

The current BATS.L Sharpe Ratio is 2.12, which is higher than the IMB.L Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of BATS.L and IMB.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BATS.LIMB.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

0.60

+1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.92

1.23

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.21

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.58

-0.11

Correlation

The correlation between BATS.L and IMB.L is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BATS.L vs. IMB.L - Dividend Comparison

BATS.L's dividend yield for the trailing twelve months is around 5.52%, more than IMB.L's 5.24% yield.


TTM20252024202320222021202020192018201720162015
BATS.L
British American Tobacco plc
5.52%5.70%8.18%10.06%6.64%7.89%7.77%6.28%7.81%4.35%3.37%3.98%
IMB.L
Imperial Brands plc
5.24%5.59%5.91%7.99%6.78%8.57%5.84%10.70%7.65%5.22%4.24%5.05%

Drawdowns

BATS.L vs. IMB.L - Drawdown Comparison

The maximum BATS.L drawdown since its inception was -64.53%, roughly equal to the maximum IMB.L drawdown of -61.74%. Use the drawdown chart below to compare losses from any high point for BATS.L and IMB.L.


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Drawdown Indicators


BATS.LIMB.LDifference

Max Drawdown

Largest peak-to-trough decline

-64.53%

-61.74%

-2.79%

Max Drawdown (1Y)

Largest decline over 1 year

-13.70%

-15.47%

+1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-29.68%

-22.33%

-7.35%

Max Drawdown (10Y)

Largest decline over 10 years

-54.44%

-61.74%

+7.30%

Current Drawdown

Current decline from peak

-4.45%

-8.06%

+3.61%

Average Drawdown

Average peak-to-trough decline

-14.08%

-14.00%

-0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.09%

5.52%

-0.43%

Volatility

BATS.L vs. IMB.L - Volatility Comparison

British American Tobacco plc (BATS.L) has a higher volatility of 8.38% compared to Imperial Brands plc (IMB.L) at 7.32%. This indicates that BATS.L's price experiences larger fluctuations and is considered to be riskier than IMB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BATS.LIMB.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.38%

7.32%

+1.06%

Volatility (6M)

Calculated over the trailing 6-month period

15.68%

14.26%

+1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

21.67%

20.69%

+0.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.44%

19.28%

+1.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.63%

22.73%

+0.90%

Financials

BATS.L vs. IMB.L - Financials Comparison

This section allows you to compare key financial metrics between British American Tobacco plc and Imperial Brands 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.


Quarterly
Annual

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


8.00B10.00B12.00B14.00B20212022202320242025
13.54B
10.32B
(BATS.L) Total Revenue
(IMB.L) Total Revenue
Values in GBp except per share items

BATS.L vs. IMB.L - Profitability Comparison

The chart below illustrates the profitability comparison between British American Tobacco plc and Imperial Brands plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
61.1%
35.7%
Portfolio components
BATS.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, British American Tobacco plc reported a gross profit of 8.28B and revenue of 13.54B. Therefore, the gross margin over that period was 61.1%.

IMB.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Imperial Brands plc reported a gross profit of 3.68B and revenue of 10.32B. Therefore, the gross margin over that period was 35.7%.

BATS.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, British American Tobacco plc reported an operating income of 5.02B and revenue of 13.54B, resulting in an operating margin of 37.1%.

IMB.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Imperial Brands plc reported an operating income of 2.08B and revenue of 10.32B, resulting in an operating margin of 20.1%.

BATS.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, British American Tobacco plc reported a net income of 3.25B and revenue of 13.54B, resulting in a net margin of 24.0%.

IMB.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Imperial Brands plc reported a net income of 1.26B and revenue of 10.32B, resulting in a net margin of 12.2%.