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BP.L vs. UUGRY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BP.L vs. UUGRY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in BP plc (BP.L) and United Utilities Group PLC ADR (UUGRY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BP.L is traded in GBp, while UUGRY is traded in USD. To make them comparable, the UUGRY values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, BP.L achieves a 29.24% return, which is significantly higher than UUGRY's 9.54% return. Over the past 10 years, BP.L has outperformed UUGRY with an annualized return of 10.09%, while UUGRY has yielded a comparatively lower 8.61% annualized return.


BP.L

1D
-0.07%
1M
2.99%
YTD
29.24%
6M
24.19%
1Y
59.22%
3Y*
10.94%
5Y*
16.70%
10Y*
10.09%

UUGRY

1D
-1.83%
1M
-5.95%
YTD
9.54%
6M
10.74%
1Y
19.84%
3Y*
11.65%
5Y*
9.75%
10Y*
8.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BP.L vs. UUGRY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BP.L
BP plc
29.24%16.65%-11.03%2.65%50.71%36.34%-41.69%1.09%0.45%9.53%
UUGRY
United Utilities Group PLC ADR
9.54%18.75%2.29%15.35%-6.28%23.58%1.19%34.51%-7.23%-0.78%

Correlation

The correlation between BP.L and UUGRY is -0.01, 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

-0.01

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

-0.01

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

-0.04

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

0.02

Correlation (All Time)
Calculated using the full available price history since Oct 27, 2008

0.10

The correlation between BP.L and UUGRY shifts across timeframes, from -0.04 (5 years) to 0.10 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BP.L:

£85.45B

UUGRY:

$11.93B

EPS

BP.L:

£0.20

UUGRY:

$2.50

PE Ratio

BP.L:

27.29

UUGRY:

13.94

PEG Ratio

BP.L:

2.44

UUGRY:

0.40

PS Ratio

BP.L:

0.44

UUGRY:

2.50

PB Ratio

BP.L:

1.53

UUGRY:

5.32

Total Revenue (TTM)

BP.L:

£193.54B

UUGRY:

$4.78B

Gross Profit (TTM)

BP.L:

£42.27B

UUGRY:

$3.23B

EBITDA (TTM)

BP.L:

£35.50B

UUGRY:

$2.71B

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Return for Risk

BP.L vs. UUGRY — Risk / Return Rank

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

BP.L
BP.L Risk / Return Rank: 8888
Overall Rank
BP.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BP.L Sortino Ratio Rank: 8484
Sortino Ratio Rank
BP.L Omega Ratio Rank: 8686
Omega Ratio Rank
BP.L Calmar Ratio Rank: 9090
Calmar Ratio Rank
BP.L Martin Ratio Rank: 9090
Martin Ratio Rank

UUGRY
UUGRY Risk / Return Rank: 6666
Overall Rank
UUGRY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
UUGRY Sortino Ratio Rank: 6161
Sortino Ratio Rank
UUGRY Omega Ratio Rank: 6161
Omega Ratio Rank
UUGRY Calmar Ratio Rank: 6969
Calmar Ratio Rank
UUGRY 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.

BP.L vs. UUGRY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BP plc (BP.L) and United Utilities Group PLC ADR (UUGRY). 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.


BP.LUUGRYDifference
Sharpe ratioReturn per unit of total volatility

+1.22

Sortino ratioReturn per unit of downside risk

+1.17

Omega ratioGain probability vs. loss probability

1.36

1.18

+0.17

Calmar ratioReturn relative to maximum drawdown

4.17

1.72

+2.44

Martin ratioReturn relative to average drawdown

11.63

5.37

+6.25

BP.L vs. UUGRY - Sharpe Ratio Comparison

The current BP.L Sharpe Ratio is 2.07, which is higher than the UUGRY Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of BP.L and UUGRY, 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


BP.LUUGRYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.07

0.86

+1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.44

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.36

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.44

-0.27

Drawdowns

BP.L vs. UUGRY - Drawdown Comparison

The maximum BP.L drawdown since its inception was -63.14%, which is greater than UUGRY's maximum drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for BP.L and UUGRY.


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Drawdown Indicators


BP.LUUGRYDifference

Max Drawdown

Largest peak-to-trough decline

-63.14%

-34.71%

-28.43%

Max Drawdown (1Y)

Largest decline over 1 year

-14.14%

-11.55%

-2.59%

Max Drawdown (3Y)

Largest decline over 3 years

-35.64%

-16.17%

-19.47%

Max Drawdown (5Y)

Largest decline over 5 years

-35.64%

-28.06%

-7.58%

Max Drawdown (10Y)

Largest decline over 10 years

-63.14%

-34.30%

-28.84%

Current Drawdown

Current decline from peak

-8.97%

-9.85%

+0.88%

Average Drawdown

Average peak-to-trough decline

-18.30%

-8.99%

-9.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.08%

3.70%

+1.38%

Volatility

BP.L vs. UUGRY - Volatility Comparison

The current volatility for BP plc (BP.L) is 7.77%, while United Utilities Group PLC ADR (UUGRY) has a volatility of 9.70%. This indicates that BP.L experiences smaller price fluctuations and is considered to be less risky than UUGRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BP.LUUGRYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.77%

9.70%

-1.93%

Volatility (6M)

Calculated over the trailing 6-month period

24.27%

19.48%

+4.79%

Volatility (1Y)

Calculated over the trailing 1-year period

28.49%

23.33%

+5.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.62%

22.38%

+6.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.65%

23.94%

+6.71%

Dividends

BP.L vs. UUGRY - Dividend Comparison

BP.L's dividend yield for the trailing twelve months is around 4.57%, more than UUGRY's 3.98% yield.


PositionTTM20252024202320222021202020192018201720162015
BP.L
BP plc
4.57%5.68%6.04%4.79%4.32%4.70%9.60%6.78%6.16%5.93%5.77%7.45%
UUGRY
United Utilities Group PLC ADR
3.98%4.32%4.87%4.24%4.47%3.87%4.16%3.79%5.36%9.00%8.81%4.06%

Financials

BP.L vs. UUGRY - Financials Comparison

This section allows you to compare key financial metrics between BP plc and United Utilities Group PLC ADR. 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


0.0020.00B40.00B60.00B80.00B20222023202420252026
51.14B
1.33B
(BP.L) Total Revenue
(UUGRY) Total Revenue
Please note, different currencies. BP.L values in GBp, UUGRY values in USD

BP.L vs. UUGRY - Profitability Comparison

The chart below illustrates the profitability comparison between BP plc and United Utilities Group PLC ADR 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%100.0%20222023202420252026
24.1%
47.9%
Portfolio components
BP.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BP plc reported a gross profit of 12.32B and revenue of 51.14B. Therefore, the gross margin over that period was 24.1%.

UUGRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a gross profit of 634.90M and revenue of 1.33B. Therefore, the gross margin over that period was 47.9%.

BP.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BP plc reported an operating income of 9.02B and revenue of 51.14B, resulting in an operating margin of 17.6%.

UUGRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported an operating income of 550.04M and revenue of 1.33B, resulting in an operating margin of 41.5%.

BP.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BP plc reported a net income of 3.76B and revenue of 51.14B, resulting in a net margin of 7.4%.

UUGRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a net income of 352.01M and revenue of 1.33B, resulting in a net margin of 26.5%.


Frequently Asked Questions


BP.L and UUGRY have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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