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BGC vs. NWG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BGC vs. NWG - Performance Comparison

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

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Returns By Period

In the year-to-date period, BGC achieves a 14.11% return, which is significantly higher than NWG's -5.66% return. Over the past 10 years, BGC has underperformed NWG with an annualized return of 1.44%, while NWG has yielded a comparatively higher 14.32% annualized return.


BGC

1D
-1.84%
1M
-9.13%
YTD
14.11%
6M
16.19%
1Y
10.29%
3Y*
35.16%
5Y*
11.18%
10Y*
1.44%

NWG

1D
-1.98%
1M
4.97%
YTD
-5.66%
6M
-0.96%
1Y
16.03%
3Y*
42.89%
5Y*
29.37%
10Y*
14.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BGC vs. NWG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BGC
BGC Group Inc.
14.11%-0.58%26.46%92.20%-18.92%16.25%-32.66%14.89%-65.78%47.70%
NWG
NatWest Group plc
-5.66%81.29%92.31%-4.69%11.23%39.24%-24.92%29.18%-26.25%38.16%

Correlation

The correlation between BGC and NWG is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2007

0.38

The correlation between BGC and NWG shifts across timeframes, from 0.25 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

BGC:

$0.51

NWG:

$2.95

PE Ratio

BGC:

19.93

NWG:

5.36

PEG Ratio

BGC:

0.52

NWG:

0.20

PS Ratio

BGC:

1.12

NWG:

1.09

Total Revenue (TTM)

BGC:

$3.27B

NWG:

$29.58B

Gross Profit (TTM)

BGC:

$1.36B

NWG:

$16.97B

EBITDA (TTM)

BGC:

$315.57M

NWG:

$9.10B

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Return for Risk

BGC vs. NWG — Risk / Return Rank

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

BGC
BGC Risk / Return Rank: 4949
Overall Rank
BGC Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
BGC Sortino Ratio Rank: 4848
Sortino Ratio Rank
BGC Omega Ratio Rank: 4545
Omega Ratio Rank
BGC Calmar Ratio Rank: 5151
Calmar Ratio Rank
BGC Martin Ratio Rank: 5050
Martin Ratio Rank

NWG
NWG Risk / Return Rank: 5454
Overall Rank
NWG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
NWG Sortino Ratio Rank: 5151
Sortino Ratio Rank
NWG Omega Ratio Rank: 4949
Omega Ratio Rank
NWG Calmar Ratio Rank: 5555
Calmar Ratio Rank
NWG Martin Ratio Rank: 5757
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.

BGC vs. NWG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BGC Group Inc. (BGC) and NatWest Group plc (NWG). 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.


BGCNWGDifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.08

1.11

-0.03

Calmar ratioReturn relative to maximum drawdown

0.44

0.67

-0.23

Martin ratioReturn relative to average drawdown

0.85

1.69

-0.84

BGC vs. NWG - Sharpe Ratio Comparison

The current BGC Sharpe Ratio is 0.37, which is comparable to the NWG Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of BGC and NWG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BGCNWGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.37

0.52

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.88

-0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.03

0.37

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

-0.11

+0.01

Drawdowns

BGC vs. NWG - Drawdown Comparison

The maximum BGC drawdown since its inception was -98.31%, roughly equal to the maximum NWG drawdown of -96.96%. Use the drawdown chart below to compare losses from any high point for BGC and NWG.


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Drawdown Indicators


BGCNWGDifference

Max Drawdown

Largest peak-to-trough decline

-98.31%

-96.96%

-1.35%

Max Drawdown (1Y)

Largest decline over 1 year

-23.25%

-24.03%

+0.78%

Max Drawdown (3Y)

Largest decline over 3 years

-34.46%

-34.62%

+0.16%

Max Drawdown (5Y)

Largest decline over 5 years

-51.80%

-40.56%

-11.24%

Max Drawdown (10Y)

Largest decline over 10 years

-86.93%

-67.34%

-19.59%

Current Drawdown

Current decline from peak

-87.46%

-71.59%

-15.87%

Average Drawdown

Average peak-to-trough decline

-88.08%

-86.23%

-1.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.15%

9.53%

+2.62%

Volatility

BGC vs. NWG - Volatility Comparison

The current volatility for BGC Group Inc. (BGC) is 7.86%, while NatWest Group plc (NWG) has a volatility of 9.69%. This indicates that BGC experiences smaller price fluctuations and is considered to be less risky than NWG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BGCNWGDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.86%

9.69%

-1.83%

Volatility (6M)

Calculated over the trailing 6-month period

21.76%

23.75%

-1.99%

Volatility (1Y)

Calculated over the trailing 1-year period

28.30%

31.20%

-2.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.05%

33.51%

+4.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.97%

38.31%

+3.66%

Dividends

BGC vs. NWG - Dividend Comparison

BGC's dividend yield for the trailing twelve months is around 0.79%, less than NWG's 5.53% yield.


PositionTTM20252024202320222021202020192018
BGC
BGC Group Inc.
0.79%0.90%0.77%0.28%0.00%0.00%0.00%0.00%0.00%
NWG
NatWest Group plc
5.53%3.69%4.36%9.42%11.57%2.74%4.59%9.75%0.91%

Financials

BGC vs. NWG - Financials Comparison

This section allows you to compare key financial metrics between BGC Group Inc. and NatWest 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.


Quarterly
Annual

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


0.002.00B4.00B6.00B8.00B20222023202420252026
955.48M
7.39B
(BGC) Total Revenue
(NWG) Total Revenue
Values in USD except per share items

BGC vs. NWG - Profitability Comparison

The chart below illustrates the profitability comparison between BGC Group Inc. and NatWest Group plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202220232024202520260
59.0%
Portfolio components
BGC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BGC Group Inc. reported a gross profit of 0.00 and revenue of 955.48M. Therefore, the gross margin over that period was 0.0%.

NWG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NatWest Group plc reported a gross profit of 4.36B and revenue of 7.39B. Therefore, the gross margin over that period was 59.0%.

BGC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BGC Group Inc. reported an operating income of 0.00 and revenue of 955.48M, resulting in an operating margin of 0.0%.

NWG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NatWest Group plc reported an operating income of 2.03B and revenue of 7.39B, resulting in an operating margin of 27.5%.

BGC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BGC Group Inc. reported a net income of 84.15M and revenue of 955.48M, resulting in a net margin of 8.8%.

NWG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NatWest Group plc reported a net income of 1.51B and revenue of 7.39B, resulting in a net margin of 20.4%.


Frequently Asked Questions


BGC and NWG have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NWG has higher volatility (9.69%) compared to BGC (7.86%). In terms of maximum drawdown, BGC dropped -98.31% vs NWG's -96.96%.

NWG currently has the higher Sharpe Ratio (0.52 vs 0.37), 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.

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