BATS.L vs. LGEN.L
Compare and contrast key facts about British American Tobacco plc (BATS.L) and Legal & General Group plc (LGEN.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATS.L or LGEN.L.
Key characteristics
| BATS.L | LGEN.L | |
|---|---|---|
| YTD Return | 26.05% | -4.42% |
| 1Y Return | 17.42% | 7.76% |
| 3Y Return (Ann) | 10.65% | -1.60% |
| 5Y Return (Ann) | 7.07% | 3.58% |
| 10Y Return (Ann) | 3.48% | 6.18% |
| Sharpe Ratio | 0.91 | 0.43 |
| Sortino Ratio | 1.37 | 0.70 |
| Omega Ratio | 1.20 | 1.08 |
| Calmar Ratio | 0.48 | 0.48 |
| Martin Ratio | 3.72 | 1.17 |
| Ulcer Index | 4.85% | 6.86% |
| Daily Std Dev | 19.68% | 18.88% |
| Max Drawdown | -64.53% | -85.42% |
| Current Drawdown | -19.14% | -11.32% |
Fundamentals
| BATS.L | LGEN.L | |
|---|---|---|
| Market Cap | £59.56B | £12.83B |
| EPS | -£6.22 | £0.05 |
| PEG Ratio | 3.15 | 0.00 |
| Total Revenue (TTM) | £26.18B | £36.93B |
| Gross Profit (TTM) | £19.94B | £51.35B |
| EBITDA (TTM) | £12.70B | -£552.00M |
Correlation
The correlation between BATS.L and LGEN.L is 0.34, 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
BATS.L vs. LGEN.L - Performance Comparison
In the year-to-date period, BATS.L achieves a 26.05% return, which is significantly higher than LGEN.L's -4.42% return. Over the past 10 years, BATS.L has underperformed LGEN.L with an annualized return of 3.48%, while LGEN.L has yielded a comparatively higher 6.18% 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
BATS.L vs. LGEN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco plc (BATS.L) and Legal & General Group plc (LGEN.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.
Dividends
BATS.L vs. LGEN.L - Dividend Comparison
BATS.L's dividend yield for the trailing twelve months is around 8.68%, less than LGEN.L's 9.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATS.L British American Tobacco plc | 8.68% | 10.06% | 6.64% | 7.89% | 7.77% | 6.28% | 7.81% | 4.35% | 3.37% | 3.98% | 4.14% | 4.25% |
LGEN.L Legal & General Group plc | 9.38% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% | 3.94% | 3.63% |
Drawdowns
BATS.L vs. LGEN.L - Drawdown Comparison
The maximum BATS.L drawdown since its inception was -64.53%, smaller than the maximum LGEN.L drawdown of -85.42%. Use the drawdown chart below to compare losses from any high point for BATS.L and LGEN.L. For additional features, visit the drawdowns tool.
Volatility
BATS.L vs. LGEN.L - Volatility Comparison
The current volatility for British American Tobacco plc (BATS.L) is 4.41%, while Legal & General Group plc (LGEN.L) has a volatility of 4.93%. This indicates that BATS.L experiences smaller price fluctuations and is considered to be less risky than LGEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BATS.L vs. LGEN.L - Financials Comparison
This section allows you to compare key financial metrics between British American Tobacco plc and Legal & General Group 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