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 | 11.03% | 7.78% |
| 1Y Return | 2.18% | 20.59% |
| 3Y Return (Ann) | 3.85% | 4.61% |
| 5Y Return (Ann) | 4.30% | 6.11% |
| 10Y Return (Ann) | 2.46% | 8.12% |
| Sharpe Ratio | 0.15 | 0.93 |
| Daily Std Dev | 19.59% | 20.65% |
| Max Drawdown | -64.53% | -85.42% |
| Current Drawdown | -28.78% | 0.00% |
Fundamentals
| BATS.L | LGEN.L | |
|---|---|---|
| Market Cap | £54.17B | £14.88B |
| EPS | -£6.47 | £0.07 |
| PE Ratio | 6.43 | 35.51 |
| PEG Ratio | 3.15 | 0.00 |
| Revenue (TTM) | £27.28B | £11.99B |
| Gross Profit (TTM) | £22.85B | £4.71B |
| EBITDA (TTM) | £13.27B | £1.49B |
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 11.03% return, which is significantly higher than LGEN.L's 7.78% return. Over the past 10 years, BATS.L has underperformed LGEN.L with an annualized return of 2.46%, while LGEN.L has yielded a comparatively higher 8.12% 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 0.09%, more than LGEN.L's 0.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATS.L British American Tobacco plc | 0.09% | 0.10% | 0.07% | 0.08% | 0.08% | 0.06% | 0.08% | 0.04% | 0.03% | 0.04% | 0.04% | 0.04% |
LGEN.L Legal & General Group plc | 0.08% | 0.08% | 0.07% | 0.06% | 0.07% | 0.06% | 0.07% | 0.05% | 0.06% | 0.04% | 0.04% | 0.04% |
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 3.42%, while Legal & General Group plc (LGEN.L) has a volatility of 5.31%. 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