BTDPY vs. PSMMY
BTDPY (Barratt Developments PLC) and PSMMY (Persimmon Plc) are both stocks. Both operate in the Residential Construction industry within the Consumer Cyclical sector. Over the past 5 years, BTDPY returned -12.19%/yr vs -13.03%/yr for PSMMY. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
BTDPY vs. PSMMY - Performance Comparison
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Returns By Period
In the year-to-date period, BTDPY achieves a -25.49% return, which is significantly lower than PSMMY's -15.37% return.
BTDPY
- 1D
- 4.72%
- 1M
- 9.18%
- YTD
- -25.49%
- 6M
- -23.57%
- 1Y
- -36.76%
- 3Y*
- -5.26%
- 5Y*
- -12.19%
- 10Y*
- —
PSMMY
- 1D
- 3.57%
- 1M
- 3.33%
- YTD
- -15.37%
- 6M
- -14.89%
- 1Y
- -14.71%
- 3Y*
- 8.43%
- 5Y*
- -13.03%
- 10Y*
- 5.74%
BTDPY vs. PSMMY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BTDPY Barratt Developments PLC | -25.49% | -2.80% | -18.51% | 62.83% | -48.53% | 14.79% | -10.09% | 75.76% | -5.13% |
PSMMY Persimmon Plc | -15.37% | 26.87% | -12.25% | 29.93% | -58.84% | 11.72% | 15.09% | 60.71% | -20.79% |
Correlation
The correlation between BTDPY and PSMMY is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2018 | 0.61 |
The correlation between BTDPY and PSMMY shifts across timeframes, from 0.61 (all time) to 0.76 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BTDPY:
$5.59B
PSMMY:
$4.80B
BTDPY:
£0.46
PSMMY:
£3.41
BTDPY:
12.77
PSMMY:
6.58
BTDPY:
0.41
PSMMY:
0.52
BTDPY:
0.55
PSMMY:
1.01
BTDPY:
£10.51B
PSMMY:
£6.94B
BTDPY:
£1.61B
PSMMY:
£1.16B
BTDPY:
£867.32M
PSMMY:
£833.93M
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Return for Risk
BTDPY vs. PSMMY — Risk / Return Rank
BTDPY
PSMMY
BTDPY vs. PSMMY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barratt Developments PLC (BTDPY) and Persimmon Plc (PSMMY). 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.
| BTDPY | PSMMY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 0.95 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | -0.42 | -0.35 |
| Martin ratioReturn relative to average drawdown | -1.26 | -0.77 | -0.49 |
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Drawdowns
BTDPY vs. PSMMY - Drawdown Comparison
The maximum BTDPY drawdown since its inception was -65.39%, smaller than the maximum PSMMY drawdown of -69.45%. Use the drawdown chart below to compare losses from any high point for BTDPY and PSMMY.
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Drawdown Indicators
| BTDPY | PSMMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.39% | -69.45% | +4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -47.90% | -35.15% | -12.75% |
Max Drawdown (3Y)Largest decline over 3 years | -51.63% | -42.78% | -8.85% |
Max Drawdown (5Y)Largest decline over 5 years | -61.71% | -66.81% | +5.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.45% | — |
Current DrawdownCurrent decline from peak | -56.11% | -55.93% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -32.57% | -26.34% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.25% | 19.13% | +10.12% |
Volatility
BTDPY vs. PSMMY - Volatility Comparison
Barratt Developments PLC (BTDPY) and Persimmon Plc (PSMMY) have volatilities of 11.60% and 12.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTDPY | PSMMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.60% | 12.20% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 26.99% | 27.88% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.64% | 35.02% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.66% | 36.93% | -2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.87% | 39.45% | +7.42% |
Dividends
BTDPY vs. PSMMY - Dividend Comparison
BTDPY's dividend yield for the trailing twelve months is around 6.02%, more than PSMMY's 5.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTDPY Barratt Developments PLC | 6.02% | 4.47% | 3.72% | 5.81% | 9.34% | 3.88% | 0.00% | 5.25% | 6.93% | 0.00% | 0.00% | 0.00% |
PSMMY Persimmon Plc | 5.45% | 4.43% | 5.17% | 5.40% | 20.63% | 8.10% | 7.91% | 8.26% | 12.82% | 5.15% | 14.45% | 4.50% |
Financials
BTDPY vs. PSMMY - Financials Comparison
This section allows you to compare key financial metrics between Barratt Developments PLC and Persimmon 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.
Total Revenue: Total amount of money received from sales and other business activities
BTDPY vs. PSMMY - Profitability Comparison
BTDPY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barratt Developments PLC reported a gross profit of 378.95M and revenue of 2.62B. Therefore, the gross margin over that period was 14.5%.
PSMMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported a gross profit of 312.36M and revenue of 2.23B. Therefore, the gross margin over that period was 14.0%.
BTDPY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barratt Developments PLC reported an operating income of 187.24M and revenue of 2.62B, resulting in an operating margin of 7.2%.
PSMMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported an operating income of 258.70M and revenue of 2.23B, resulting in an operating margin of 11.6%.
BTDPY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barratt Developments PLC reported a net income of 101.97M and revenue of 2.62B, resulting in a net margin of 3.9%.
PSMMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported a net income of 184.56M and revenue of 2.23B, resulting in a net margin of 8.3%.
Frequently Asked Questions
BTDPY and PSMMY have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSMMY has higher volatility (12.20%) compared to BTDPY (11.60%). In terms of maximum drawdown, BTDPY dropped -65.39% vs PSMMY's -69.45%.
PSMMY currently has the higher Sharpe Ratio (-0.42 vs -1.06), 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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