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

Performance

BROS vs. NWG - Performance Comparison

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

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BROS vs. NWG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BROS
Dutch Bros Inc.
-17.25%16.88%65.39%12.34%-44.63%38.79%
NWG
NatWest Group plc
-11.20%81.29%92.31%-4.69%11.23%4.44%

Fundamentals

Market Cap

BROS:

$6.46B

NWG:

$60.34B

EPS

BROS:

$0.63

NWG:

$1.43

PE Ratio

BROS:

80.72

NWG:

10.44

PEG Ratio

BROS:

0.24

NWG:

0.18

PS Ratio

BROS:

3.93

NWG:

2.32

PB Ratio

BROS:

9.48

NWG:

1.42

Total Revenue (TTM)

BROS:

$1.64B

NWG:

$26.26B

Gross Profit (TTM)

BROS:

$423.95M

NWG:

$16.49B

EBITDA (TTM)

BROS:

$265.17M

NWG:

$6.62B

Returns By Period

In the year-to-date period, BROS achieves a -17.25% return, which is significantly lower than NWG's -11.20% return.


BROS

1D
5.56%
1M
-5.50%
YTD
-17.25%
6M
-3.21%
1Y
-17.95%
3Y*
17.00%
5Y*
10Y*

NWG

1D
4.12%
1M
-6.39%
YTD
-11.20%
6M
9.82%
1Y
32.76%
3Y*
40.53%
5Y*
30.22%
10Y*
14.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BROS vs. NWG — Risk / Return Rank

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

BROS
BROS Risk / Return Rank: 2727
Overall Rank
BROS Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BROS Sortino Ratio Rank: 2727
Sortino Ratio Rank
BROS Omega Ratio Rank: 2828
Omega Ratio Rank
BROS Calmar Ratio Rank: 2626
Calmar Ratio Rank
BROS Martin Ratio Rank: 2626
Martin Ratio Rank

NWG
NWG Risk / Return Rank: 7171
Overall Rank
NWG Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
NWG Sortino Ratio Rank: 6868
Sortino Ratio Rank
NWG Omega Ratio Rank: 6767
Omega Ratio Rank
NWG Calmar Ratio Rank: 7070
Calmar Ratio Rank
NWG Martin Ratio Rank: 7474
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.

BROS vs. NWG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dutch Bros Inc. (BROS) 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.


BROSNWGDifference

Sharpe ratio

Return per unit of total volatility

-0.32

1.03

-1.35

Sortino ratio

Return per unit of downside risk

-0.13

1.49

-1.62

Omega ratio

Gain probability vs. loss probability

0.99

1.19

-0.21

Calmar ratio

Return relative to maximum drawdown

-0.51

1.34

-1.86

Martin ratio

Return relative to average drawdown

-0.94

4.17

-5.11

BROS vs. NWG - Sharpe Ratio Comparison

The current BROS Sharpe Ratio is -0.32, which is lower than the NWG Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of BROS and NWG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BROSNWGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.32

1.03

-1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

-0.11

+0.23

Correlation

The correlation between BROS and NWG is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BROS vs. NWG - Dividend Comparison

BROS has not paid dividends to shareholders, while NWG's dividend yield for the trailing twelve months is around 5.88%.


TTM20252024202320222021202020192018
BROS
Dutch Bros Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NWG
NatWest Group plc
5.88%3.69%4.36%9.42%11.57%2.74%4.59%9.75%0.91%

Drawdowns

BROS vs. NWG - Drawdown Comparison

The maximum BROS drawdown since its inception was -70.09%, smaller than the maximum NWG drawdown of -96.96%. Use the drawdown chart below to compare losses from any high point for BROS and NWG.


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Drawdown Indicators


BROSNWGDifference

Max Drawdown

Largest peak-to-trough decline

-70.09%

-96.96%

+26.87%

Max Drawdown (1Y)

Largest decline over 1 year

-37.11%

-24.03%

-13.08%

Max Drawdown (5Y)

Largest decline over 5 years

-40.56%

Max Drawdown (10Y)

Largest decline over 10 years

-67.34%

Current Drawdown

Current decline from peak

-40.66%

-73.26%

+32.60%

Average Drawdown

Average peak-to-trough decline

-44.20%

-86.37%

+42.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.11%

7.75%

+12.36%

Volatility

BROS vs. NWG - Volatility Comparison

Dutch Bros Inc. (BROS) has a higher volatility of 16.75% compared to NatWest Group plc (NWG) at 10.11%. This indicates that BROS's price experiences larger fluctuations and is considered to be riskier 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


BROSNWGDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.75%

10.11%

+6.64%

Volatility (6M)

Calculated over the trailing 6-month period

34.43%

22.17%

+12.26%

Volatility (1Y)

Calculated over the trailing 1-year period

55.74%

31.98%

+23.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.14%

33.21%

+32.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

66.14%

38.43%

+27.71%

Financials

BROS vs. NWG - Financials Comparison

This section allows you to compare key financial metrics between Dutch Bros 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


0.002.00B4.00B6.00B8.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
443.61M
4.19B
(BROS) Total Revenue
(NWG) Total Revenue
Values in USD except per share items

BROS vs. NWG - Profitability Comparison

The chart below illustrates the profitability comparison between Dutch Bros 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

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
24.2%
100.0%
Portfolio components
BROS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Dutch Bros Inc. reported a gross profit of 107.13M and revenue of 443.61M. Therefore, the gross margin over that period was 24.2%.

NWG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NatWest Group plc reported a gross profit of 4.19B and revenue of 4.19B. Therefore, the gross margin over that period was 100.0%.

BROS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Dutch Bros Inc. reported an operating income of 33.96M and revenue of 443.61M, resulting in an operating margin of 7.7%.

NWG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NatWest Group plc reported an operating income of 1.97B and revenue of 4.19B, resulting in an operating margin of 47.1%.

BROS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Dutch Bros Inc. reported a net income of 21.37M and revenue of 443.61M, resulting in a net margin of 4.8%.

NWG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NatWest Group plc reported a net income of 1.48B and revenue of 4.19B, resulting in a net margin of 35.3%.