BGC vs. ES

Last updated Jun 3, 2026

BGC (BGC Group Inc. ) and ES (Eversource Energy) are both stocks. BGC operates in Capital Markets (Financial Services), while ES operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, BGC returned 1.63%/yr vs 5.63%/yr for ES. At a 0.17 correlation, their price movements are largely independent.

Performance

BGC vs. ES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BGC Group Inc. (BGC) and Eversource Energy (ES). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BGC achieves a 16.25% return, which is significantly higher than ES's 4.05% return. Over the past 10 years, BGC has underperformed ES with an annualized return of 1.63%, while ES has yielded a comparatively higher 5.63% annualized return.

BGC

• 1D: -1.05%
• 1M: -8.08%
• YTD: 16.25%
• 6M: 21.27%
• 1Y: 12.23%
• 3Y*: 36.00%
• 5Y*: 11.59%
• 10Y*: 1.63%

ES

• 1D: 2.85%
• 1M: -2.46%
• YTD: 4.05%
• 6M: 6.83%
• 1Y: 10.36%
• 3Y*: 3.94%
• 5Y*: 0.34%
• 10Y*: 5.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BGC vs. ES - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BGC BGC Group Inc.	16.25%	-0.58%	26.46%	92.20%	-18.92%	16.25%	-32.66%	14.89%	-65.78%	47.70%
ES Eversource Energy	4.05%	22.86%	-2.46%	-23.43%	-5.06%	8.18%	4.45%	34.49%	6.41%	17.97%

Correlation

The correlation between BGC and ES 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	0.09
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (10Y) Calculated over the trailing 10-year period	0.10
Correlation (All Time) Calculated using the full available price history since Dec 13, 1999	0.17

Fundamentals

EPS BGC : $0.51 ES : $4.68
PE Ratio BGC : 20.30 ES : 14.63
PEG Ratio BGC : 0.53 ES : 0.83
PS Ratio BGC : 1.14 ES : 1.84
Total Revenue (TTM) BGC : $3.27B ES : $13.93B
Gross Profit (TTM) BGC : $1.36B ES : $4.19B
EBITDA (TTM) BGC : $315.57M ES : $4.60B

Return for Risk

BGC vs. ES — Risk / Return Rank

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

BGC

BGC Risk / Return Rank: 51
BGC Sharpe Ratio Rank: 55
BGC Sortino Ratio Rank: 49
BGC Omega Ratio Rank: 46
BGC Calmar Ratio Rank: 52
BGC Martin Ratio Rank: 51

ES

ES Risk / Return Rank: 52
ES Sharpe Ratio Rank: 55
ES Sortino Ratio Rank: 45
ES Omega Ratio Rank: 48
ES Calmar Ratio Rank: 56
ES Martin Ratio Rank: 57

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.

BGC vs. ES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BGC Group Inc. (BGC) and Eversource Energy (ES). 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.

	BGC	ES	Difference
Sharpe ratio Return per unit of total volatility	0.44	0.43	+0.01
Sortino ratio Return per unit of downside risk	0.84	0.68	+0.16
Omega ratio Gain probability vs. loss probability	1.09	1.10	-0.01
Calmar ratio Return relative to maximum drawdown	0.53	0.70	-0.17
Martin ratio Return relative to average drawdown	1.02	1.71	-0.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BGC vs. ES - Sharpe Ratio Comparison

The current BGC Sharpe Ratio is 0.44, which is comparable to the ES Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of BGC and ES, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BGC	ES	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.44	0.43	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	0.01	+0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.04	0.23	-0.19
Sharpe Ratio (All Time) Calculated using the full available price history	-0.09	0.28	-0.37

Drawdowns

BGC vs. ES - Drawdown Comparison

The maximum BGC drawdown since its inception was -98.31%, which is greater than ES's maximum drawdown of -73.04%. Use the drawdown chart below to compare losses from any high point for BGC and ES.

Drawdown Indicators

	BGC	ES	Difference
Max Drawdown Largest peak-to-trough decline	-98.31%	-73.04%	-25.27%
Max Drawdown (1Y) Largest decline over 1 year	-23.25%	-15.13%	-8.12%
Max Drawdown (3Y) Largest decline over 3 years	-34.46%	-28.65%	-5.81%
Max Drawdown (5Y) Largest decline over 5 years	-51.80%	-41.69%	-10.11%
Max Drawdown (10Y) Largest decline over 10 years	-86.93%	-41.69%	-45.24%
Current Drawdown Current decline from peak	-87.22%	-13.55%	-73.67%
Average Drawdown Average peak-to-trough decline	-88.08%	-19.07%	-69.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.12%	6.17%	+5.95%

Volatility

BGC vs. ES - Volatility Comparison

BGC Group Inc. (BGC) has a higher volatility of 7.73% compared to Eversource Energy (ES) at 7.19%. This indicates that BGC's price experiences larger fluctuations and is considered to be riskier than ES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BGC	ES	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.73%	7.19%	+0.54%
Volatility (6M) Calculated over the trailing 6-month period	21.69%	15.40%	+6.29%
Volatility (1Y) Calculated over the trailing 1-year period	28.24%	24.21%	+4.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.04%	23.88%	+14.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.98%	24.31%	+17.67%

Dividends

BGC vs. ES - Dividend Comparison

BGC's dividend yield for the trailing twelve months is around 0.77%, less than ES's 4.50% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BGC BGC Group Inc.	0.77%	0.90%	0.77%	0.28%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ES Eversource Energy	4.50%	4.47%	4.98%	4.37%	3.04%	2.65%	2.62%	2.52%	3.11%	3.01%	3.22%	3.27%

Financials

Frequently Asked Questions

Can I hold both BGC and ES in my portfolio?

BGC and ES 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.

Which is riskier, BGC or ES?

BGC has higher volatility (7.73%) compared to ES (7.19%). In terms of maximum drawdown, BGC dropped -98.31% vs ES's -73.04%.

Which has better risk-adjusted returns?

BGC currently has the higher Sharpe Ratio (0.44 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.