BMT.DE vs. PHM7.DE
BMT.DE (British American Tobacco p.l.c) and PHM7.DE (Altria Group Inc) are both stocks. Both operate in the Tobacco industry within the Consumer Defensive sector. Over the past 10 years, BMT.DE returned 6.91%/yr vs 6.55%/yr for PHM7.DE. At a 0.29 correlation, their price movements are largely independent.
Performance
BMT.DE vs. PHM7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BMT.DE achieves a 5.91% return, which is significantly lower than PHM7.DE's 25.55% return. Over the past 10 years, BMT.DE has outperformed PHM7.DE with an annualized return of 6.91%, while PHM7.DE has yielded a comparatively lower 6.55% annualized return.
BMT.DE
- 1D
- -2.12%
- 1M
- 0.22%
- YTD
- 5.91%
- 6M
- 3.78%
- 1Y
- 32.88%
- 3Y*
- 30.02%
- 5Y*
- 19.35%
- 10Y*
- 6.91%
PHM7.DE
- 1D
- -0.39%
- 1M
- -2.76%
- YTD
- 25.55%
- 6M
- 25.42%
- 1Y
- 22.66%
- 3Y*
- 20.67%
- 5Y*
- 15.68%
- 10Y*
- 6.55%
BMT.DE vs. PHM7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMT.DE British American Tobacco p.l.c | 5.91% | 48.40% | 45.37% | -21.73% | 23.12% | 16.30% | -11.93% | 44.07% | -45.97% | 11.92% |
PHM7.DE Altria Group Inc | 25.55% | 3.99% | 47.76% | -8.52% | 9.67% | 33.40% | -19.98% | 11.04% | -24.84% | -4.96% |
Correlation
The correlation between BMT.DE and PHM7.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2000 | 0.29 |
Over the past year, BMT.DE and PHM7.DE have become more correlated (0.50) than their long-term average of 0.29, meaning their price movements have been converging.
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Return for Risk
BMT.DE vs. PHM7.DE — Risk / Return Rank
BMT.DE
PHM7.DE
BMT.DE vs. PHM7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco p.l.c (BMT.DE) and Altria Group Inc (PHM7.DE). 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.
| BMT.DE | PHM7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 1.33 | +1.08 |
| Martin ratioReturn relative to average drawdown | 5.78 | 3.37 | +2.41 |
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
| BMT.DE | PHM7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.01 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.74 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.28 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.56 | -0.18 |
Drawdowns
BMT.DE vs. PHM7.DE - Drawdown Comparison
The maximum BMT.DE drawdown since its inception was -58.33%, roughly equal to the maximum PHM7.DE drawdown of -57.60%. Use the drawdown chart below to compare losses from any high point for BMT.DE and PHM7.DE.
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Drawdown Indicators
| BMT.DE | PHM7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -57.60% | -0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -17.01% | +3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -13.68% | -17.01% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -28.38% | -25.19% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -53.55% | -52.78% | -0.77% |
Current DrawdownCurrent decline from peak | -12.78% | -4.92% | -7.86% |
Average DrawdownAverage peak-to-trough decline | -14.87% | -14.39% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 6.71% | -1.04% |
Volatility
BMT.DE vs. PHM7.DE - Volatility Comparison
British American Tobacco p.l.c (BMT.DE) has a higher volatility of 9.88% compared to Altria Group Inc (PHM7.DE) at 7.12%. This indicates that BMT.DE's price experiences larger fluctuations and is considered to be riskier than PHM7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMT.DE | PHM7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.88% | 7.12% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 18.07% | 17.82% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 22.38% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.21% | 21.03% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.07% | 23.37% | +0.70% |
Dividends
BMT.DE vs. PHM7.DE - Dividend Comparison
BMT.DE's dividend yield for the trailing twelve months is around 6.45%, more than PHM7.DE's 5.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMT.DE British American Tobacco p.l.c | 6.45% | 6.75% | 9.26% | 11.55% | 7.76% | 8.82% | 8.66% | 6.91% | 8.82% | 4.98% | 4.48% | 5.18% |
PHM7.DE Altria Group Inc | 5.11% | 6.37% | 6.40% | 8.41% | 7.06% | 6.17% | 7.64% | 5.62% | 5.18% | 3.22% | 2.85% | 3.12% |
Financials
BMT.DE vs. PHM7.DE - Financials Comparison
This section allows you to compare key financial metrics between British American Tobacco p.l.c and Altria Group 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
Frequently Asked Questions
BMT.DE and PHM7.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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