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BIRK vs. GSK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BIRK vs. GSK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Birkenstock Holding plc (BIRK) and GlaxoSmithKline plc (GSK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BIRK achieves a 19.19% return, which is significantly higher than GSK's 9.89% return.


BIRK

1D
5.50%
1M
47.41%
YTD
19.19%
6M
7.12%
1Y
-8.93%
3Y*
5Y*
10Y*

GSK

1D
0.34%
1M
4.84%
YTD
9.89%
6M
10.40%
1Y
29.34%
3Y*
19.84%
5Y*
5.34%
10Y*
5.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIRK vs. GSK - Yearly Performance Comparison


2026 (YTD)202520242023
BIRK
Birkenstock Holding plc
19.19%-27.82%16.27%18.85%
GSK
GlaxoSmithKline plc
9.89%51.23%-5.14%0.24%

Correlation

The correlation between BIRK and GSK is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2023

0.19

Fundamentals

Market Cap

BIRK:

$8.97B

GSK:

$108.04B

EPS

BIRK:

€1.93

GSK:

£2.85

PE Ratio

BIRK:

21.88

GSK:

13.90

PEG Ratio

BIRK:

0.28

GSK:

0.93

PS Ratio

BIRK:

3.56

GSK:

2.47

PB Ratio

BIRK:

2.68

GSK:

3.42

Total Revenue (TTM)

BIRK:

€2.19B

GSK:

£32.78B

Gross Profit (TTM)

BIRK:

€1.23B

GSK:

£23.87B

EBITDA (TTM)

BIRK:

€671.99M

GSK:

£11.30B

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Return for Risk

BIRK vs. GSK — Risk / Return Rank

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

BIRK
BIRK Risk / Return Rank: 3535
Overall Rank
BIRK Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
BIRK Sortino Ratio Rank: 3333
Sortino Ratio Rank
BIRK Omega Ratio Rank: 3333
Omega Ratio Rank
BIRK Calmar Ratio Rank: 3737
Calmar Ratio Rank
BIRK Martin Ratio Rank: 3636
Martin Ratio Rank

GSK
GSK Risk / Return Rank: 7272
Overall Rank
GSK Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
GSK Sortino Ratio Rank: 7171
Sortino Ratio Rank
GSK Omega Ratio Rank: 6969
Omega Ratio Rank
GSK Calmar Ratio Rank: 7272
Calmar Ratio Rank
GSK Martin Ratio Rank: 7373
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.

BIRK vs. GSK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Birkenstock Holding plc (BIRK) and GlaxoSmithKline plc (GSK). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BIRKGSKDifference
Sharpe ratioReturn per unit of total volatility

-1.28

Sortino ratioReturn per unit of downside risk

-1.60

Omega ratioGain probability vs. loss probability

1.01

1.20

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.22

1.58

-1.80

Martin ratioReturn relative to average drawdown

-0.41

3.92

-4.33

BIRK vs. GSK - Sharpe Ratio Comparison

The current BIRK Sharpe Ratio is -0.19, which is lower than the GSK Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of BIRK and GSK, 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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Drawdowns

BIRK vs. GSK - Drawdown Comparison

The maximum BIRK drawdown since its inception was -50.94%, smaller than the maximum GSK drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for BIRK and GSK.


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Drawdown Indicators


BIRKGSKDifference

Max Drawdown

Largest peak-to-trough decline

-50.94%

-55.70%

+4.76%

Max Drawdown (1Y)

Largest decline over 1 year

-41.59%

-18.63%

-22.96%

Max Drawdown (3Y)

Largest decline over 3 years

-28.46%

Max Drawdown (5Y)

Largest decline over 5 years

-50.10%

Max Drawdown (10Y)

Largest decline over 10 years

-50.10%

Current Drawdown

Current decline from peak

-23.31%

-11.92%

-11.39%

Average Drawdown

Average peak-to-trough decline

-20.00%

-18.87%

-1.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.79%

8.28%

+13.51%

Volatility

BIRK vs. GSK - Volatility Comparison

Birkenstock Holding plc (BIRK) has a higher volatility of 23.33% compared to GlaxoSmithKline plc (GSK) at 6.81%. This indicates that BIRK's price experiences larger fluctuations and is considered to be riskier than GSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BIRKGSKDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.33%

6.81%

+16.52%

Volatility (6M)

Calculated over the trailing 6-month period

42.05%

18.49%

+23.56%

Volatility (1Y)

Calculated over the trailing 1-year period

47.51%

27.06%

+20.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.51%

25.08%

+18.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.51%

22.89%

+20.62%

Dividends

BIRK vs. GSK - Dividend Comparison

BIRK has not paid dividends to shareholders, while GSK's dividend yield for the trailing twelve months is around 3.26%.


PositionTTM20252024202320222021202020192018201720162015
BIRK
Birkenstock Holding plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GSK
GlaxoSmithKline plc
3.26%3.42%4.60%3.75%5.47%4.99%5.59%4.35%5.65%5.83%6.86%5.93%

Financials

BIRK vs. GSK - Financials Comparison

This section allows you to compare key financial metrics between Birkenstock Holding plc and GlaxoSmithKline 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


0.002.00B4.00B6.00B8.00B10.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
628.50M
7.63B
(BIRK) Total Revenue
(GSK) Total Revenue
Please note, different currencies. BIRK values in EUR, GSK values in GBP

BIRK vs. GSK - Profitability Comparison

The chart below illustrates the profitability comparison between Birkenstock Holding plc and GlaxoSmithKline plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%55.0%60.0%65.0%70.0%75.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
50.2%
75.4%
Portfolio components
BIRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a gross profit of 315.59M and revenue of 628.50M. Therefore, the gross margin over that period was 50.2%.

GSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a gross profit of 5.75B and revenue of 7.63B. Therefore, the gross margin over that period was 75.4%.

BIRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported an operating income of 164.94M and revenue of 628.50M, resulting in an operating margin of 26.2%.

GSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported an operating income of 2.29B and revenue of 7.63B, resulting in an operating margin of 30.1%.

BIRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a net income of 83.23M and revenue of 628.50M, resulting in a net margin of 13.2%.

GSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a net income of 1.74B and revenue of 7.63B, resulting in a net margin of 22.8%.


Frequently Asked Questions


BIRK and GSK have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIRK has higher volatility (23.33%) compared to GSK (6.81%). In terms of maximum drawdown, BIRK dropped -50.94% vs GSK's -55.70%.

GSK currently has the higher Sharpe Ratio (1.09 vs -0.19), 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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