BATS.L vs. PFE
BATS.L (British American Tobacco plc) and PFE (Pfizer Inc.) are both stocks. BATS.L operates in Tobacco (Consumer Defensive), while PFE operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, BATS.L returned 7.31%/yr vs 2.64%/yr for PFE. At a 0.21 correlation, their price movements are largely independent.
Performance
BATS.L vs. PFE - Performance Comparison
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Different Trading Currencies
BATS.L is traded in GBp, while PFE is traded in USD. To make them comparable, the PFE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BATS.L achieves a 7.56% return, which is significantly lower than PFE's 9.17% return. Over the past 10 years, BATS.L has outperformed PFE with an annualized return of 7.31%, while PFE has yielded a comparatively lower 2.64% annualized return.
BATS.L
- 1D
- 1.48%
- 1M
- 4.73%
- YTD
- 7.56%
- 6M
- 6.51%
- 1Y
- 34.97%
- 3Y*
- 29.92%
- 5Y*
- 18.46%
- 10Y*
- 7.31%
PFE
- 1D
- 0.00%
- 1M
- 3.63%
- YTD
- 9.17%
- 6M
- 4.30%
- 1Y
- 20.99%
- 3Y*
- -8.78%
- 5Y*
- -2.21%
- 10Y*
- 2.64%
BATS.L vs. PFE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BATS.L British American Tobacco plc | 7.56% | 56.35% | 37.24% | -23.51% | 28.17% | 9.10% | -9.61% | 38.29% | -47.15% | 13.39% |
PFE Pfizer Inc. | 7.38% | -6.52% | -0.51% | -44.20% | 0.24% | 68.27% | 0.04% | -10.45% | 32.22% | 5.88% |
Correlation
The correlation between BATS.L and PFE is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.21 |
The correlation between BATS.L and PFE shifts across timeframes, from 0.07 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BATS.L:
£97.89B
PFE:
$146.83B
BATS.L:
£4.91
PFE:
$1.31
BATS.L:
9.10
PFE:
19.53
BATS.L:
0.34
PFE:
0.35
BATS.L:
1.91
PFE:
2.31
BATS.L:
2.04
PFE:
1.63
BATS.L:
£51.48B
PFE:
$63.32B
BATS.L:
£35.04B
PFE:
$43.91B
BATS.L:
£17.11B
PFE:
$16.94B
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Return for Risk
BATS.L vs. PFE — Risk / Return Rank
BATS.L
PFE
BATS.L vs. PFE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco plc (BATS.L) and Pfizer Inc. (PFE). 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.L | PFE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 1.88 | +0.66 |
| Martin ratioReturn relative to average drawdown | 6.13 | 3.88 | +2.25 |
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
| BATS.L | PFE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.91 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | -0.09 | +0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.11 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.29 | +0.11 |
Drawdowns
BATS.L vs. PFE - Drawdown Comparison
The maximum BATS.L drawdown since its inception was -54.44%, smaller than the maximum PFE drawdown of -58.49%. Use the drawdown chart below to compare losses from any high point for BATS.L and PFE.
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Drawdown Indicators
| BATS.L | PFE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.44% | -58.49% | +4.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.70% | -11.21% | -2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -14.78% | -42.99% | +28.21% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -58.49% | +28.81% |
Max Drawdown (10Y)Largest decline over 10 years | -54.44% | -58.49% | +4.05% |
Current DrawdownCurrent decline from peak | -9.94% | -46.38% | +36.44% |
Average DrawdownAverage peak-to-trough decline | -15.17% | -15.06% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.69% | 5.42% | +0.27% |
Volatility
BATS.L vs. PFE - Volatility Comparison
British American Tobacco plc (BATS.L) has a higher volatility of 10.04% compared to Pfizer Inc. (PFE) at 4.92%. This indicates that BATS.L's price experiences larger fluctuations and is considered to be riskier than PFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BATS.L | PFE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.04% | 4.92% | +5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 18.26% | 14.69% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 23.29% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 25.48% | -4.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 24.67% | -0.75% |
Dividends
BATS.L vs. PFE - Dividend Comparison
BATS.L's dividend yield for the trailing twelve months is around 5.40%, less than PFE's 6.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATS.L British American Tobacco plc | 5.40% | 5.70% | 8.18% | 10.06% | 6.64% | 7.89% | 7.77% | 6.28% | 7.81% | 4.35% | 0.00% | 0.00% |
PFE Pfizer Inc. | 6.71% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
Financials
BATS.L vs. PFE - Financials Comparison
This section allows you to compare key financial metrics between British American Tobacco plc and Pfizer Inc.. 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
BATS.L vs. PFE - Profitability Comparison
BATS.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
PFE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a gross profit of 9.72B and revenue of 14.45B. Therefore, the gross margin over that period was 67.3%.
BATS.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
PFE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported an operating income of 4.03B and revenue of 14.45B, resulting in an operating margin of 27.9%.
BATS.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
PFE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a net income of 2.69B and revenue of 14.45B, resulting in a net margin of 18.6%.
Frequently Asked Questions
BATS.L and PFE have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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