BMY.L vs. LOTBY
BMY.L (Bloomsbury Publishing plc) and LOTBY (Lotus Bakeries NV) are both stocks. BMY.L operates in Publishing (Communication Services), while LOTBY operates in Packaged Foods (Consumer Defensive). Over the past 3 years, BMY.L returned 20.41%/yr vs 14.54%/yr for LOTBY. At a correlation of -0.04, they often move in opposite directions.
Performance
BMY.L vs. LOTBY - Performance Comparison
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Different Trading Currencies
BMY.L is traded in GBp, while LOTBY is traded in USD. To make them comparable, the LOTBY values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BMY.L achieves a 35.68% return, which is significantly higher than LOTBY's 17.65% return.
BMY.L
- 1D
- 0.77%
- 1M
- 6.69%
- YTD
- 35.68%
- 6M
- 30.80%
- 1Y
- 29.50%
- 3Y*
- 20.41%
- 5Y*
- 17.31%
- 10Y*
- 19.23%
LOTBY
- 1D
- 0.27%
- 1M
- -8.87%
- YTD
- 17.65%
- 6M
- 16.36%
- 1Y
- 38.36%
- 3Y*
- 14.54%
- 5Y*
- —
- 10Y*
- —
BMY.L vs. LOTBY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BMY.L Bloomsbury Publishing plc | 35.68% | -26.22% | 46.52% | 8.05% | 28.21% | -8.30% |
LOTBY Lotus Bakeries NV | 17.65% | -24.65% | 73.30% | 7.27% | 4.58% | -6.16% |
Correlation
The correlation between BMY.L and LOTBY is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2021 | -0.04 |
Fundamentals
BMY.L:
£0.64
LOTBY:
$7.97
BMY.L:
10.20
LOTBY:
12.84
BMY.L:
0.65
LOTBY:
0.79
BMY.L:
0.78
LOTBY:
1.61
BMY.L:
£686.90M
LOTBY:
$2.58B
BMY.L:
£378.10M
LOTBY:
$863.89M
BMY.L:
£100.50M
LOTBY:
$498.30M
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Return for Risk
BMY.L vs. LOTBY — Risk / Return Rank
BMY.L
LOTBY
BMY.L vs. LOTBY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bloomsbury Publishing plc (BMY.L) and Lotus Bakeries NV (LOTBY). 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.
| BMY.L | LOTBY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.51 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.86 | -0.11 |
| Martin ratioReturn relative to average drawdown | 4.42 | 4.67 | -0.25 |
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
| BMY.L | LOTBY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.09 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.29 | +0.16 |
Drawdowns
BMY.L vs. LOTBY - Drawdown Comparison
The maximum BMY.L drawdown since its inception was -72.41%, which is greater than LOTBY's maximum drawdown of -49.75%. Use the drawdown chart below to compare losses from any high point for BMY.L and LOTBY.
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Drawdown Indicators
| BMY.L | LOTBY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.41% | -49.75% | -22.66% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -20.64% | +3.85% |
Max Drawdown (3Y)Largest decline over 3 years | -39.66% | -49.75% | +10.09% |
Max Drawdown (5Y)Largest decline over 5 years | -39.66% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.66% | — | — |
Current DrawdownCurrent decline from peak | -10.01% | -29.96% | +19.95% |
Average DrawdownAverage peak-to-trough decline | -30.69% | -15.36% | -15.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 8.20% | -1.58% |
Volatility
BMY.L vs. LOTBY - Volatility Comparison
The current volatility for Bloomsbury Publishing plc (BMY.L) is 6.67%, while Lotus Bakeries NV (LOTBY) has a volatility of 11.22%. This indicates that BMY.L experiences smaller price fluctuations and is considered to be less risky than LOTBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMY.L | LOTBY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 11.22% | -4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 23.86% | 25.26% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.54% | 35.14% | -3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.20% | 38.82% | -2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.80% | 38.82% | -2.02% |
Dividends
BMY.L vs. LOTBY - Dividend Comparison
BMY.L's dividend yield for the trailing twelve months is around 2.39%, more than LOTBY's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY.L Bloomsbury Publishing plc | 2.39% | 3.24% | 2.21% | 2.99% | 2.40% | 5.19% | 2.85% | 2.77% | 3.75% | 3.57% | 3.79% | 4.08% |
LOTBY Lotus Bakeries NV | 1.05% | 0.97% | 0.57% | 0.75% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BMY.L vs. LOTBY - Financials Comparison
This section allows you to compare key financial metrics between Bloomsbury Publishing plc and Lotus Bakeries NV. 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
BMY.L vs. LOTBY - Profitability Comparison
BMY.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bloomsbury Publishing plc reported a gross profit of 90.90M and revenue of 166.40M. Therefore, the gross margin over that period was 54.6%.
LOTBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lotus Bakeries NV reported a gross profit of 122.68M and revenue of 692.56M. Therefore, the gross margin over that period was 17.7%.
BMY.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bloomsbury Publishing plc reported an operating income of 16.90M and revenue of 166.40M, resulting in an operating margin of 10.2%.
LOTBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lotus Bakeries NV reported an operating income of 121.77M and revenue of 692.56M, resulting in an operating margin of 17.6%.
BMY.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bloomsbury Publishing plc reported a net income of 13.20M and revenue of 166.40M, resulting in a net margin of 7.9%.
LOTBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lotus Bakeries NV reported a net income of 92.17M and revenue of 692.56M, resulting in a net margin of 13.3%.
Frequently Asked Questions
BMY.L and LOTBY have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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