BTI vs. MDT
BTI (British American Tobacco p.l.c.) and MDT (Medtronic plc) are both stocks. BTI operates in Tobacco (Consumer Defensive), while MDT operates in Medical Devices (Healthcare). Over the past 10 years, BTI returned 7.69%/yr vs 2.00%/yr for MDT. At a 0.20 correlation, their price movements are largely independent.
Performance
BTI vs. MDT - Performance Comparison
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Returns By Period
In the year-to-date period, BTI achieves a 11.67% return, which is significantly higher than MDT's -15.83% return. Over the past 10 years, BTI has outperformed MDT with an annualized return of 7.69%, while MDT has yielded a comparatively lower 2.00% annualized return.
BTI
- 1D
- 1.51%
- 1M
- -4.64%
- YTD
- 11.67%
- 6M
- 12.20%
- 1Y
- 35.86%
- 3Y*
- 34.54%
- 5Y*
- 17.96%
- 10Y*
- 7.69%
MDT
- 1D
- -0.16%
- 1M
- 5.24%
- YTD
- -15.83%
- 6M
- -18.44%
- 1Y
- -6.49%
- 3Y*
- 1.02%
- 5Y*
- -5.47%
- 10Y*
- 2.00%
BTI vs. MDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 11.67% | 65.81% | 35.44% | -19.97% | 14.91% | 7.95% | -4.73% | 42.97% | -49.35% | 24.40% |
MDT Medtronic plc | -15.83% | 24.05% | 0.28% | 9.58% | -22.55% | -9.79% | 5.70% | 27.34% | 15.18% | 15.90% |
Correlation
The correlation between BTI and MDT is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1981 | 0.20 |
The correlation between BTI and MDT shifts across timeframes, from 0.17 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BTI:
$136.67B
MDT:
$103.31B
BTI:
£4.93
MDT:
$3.58
BTI:
9.44
MDT:
22.38
BTI:
0.35
MDT:
2.02
BTI:
1.99
MDT:
2.91
BTI:
£51.48B
MDT:
$35.48B
BTI:
£42.82B
MDT:
$5.78B
BTI:
£20.34B
MDT:
$7.11B
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Return for Risk
BTI vs. MDT — Risk / Return Rank
BTI
MDT
BTI vs. MDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco p.l.c. (BTI) and Medtronic plc (MDT). 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.
| BTI | MDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.89 | ||
| Sortino ratioReturn per unit of downside risk | +2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.96 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.62 | -0.23 | +2.85 |
| Martin ratioReturn relative to average drawdown | 5.89 | -0.56 | +6.46 |
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Drawdowns
BTI vs. MDT - Drawdown Comparison
The maximum BTI drawdown since its inception was -64.11%, which is greater than MDT's maximum drawdown of -57.63%. Use the drawdown chart below to compare losses from any high point for BTI and MDT.
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Drawdown Indicators
| BTI | MDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.11% | -57.63% | -6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -28.90% | +15.15% |
Max Drawdown (3Y)Largest decline over 3 years | -13.75% | -28.90% | +15.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.94% | -45.10% | +15.16% |
Max Drawdown (10Y)Largest decline over 10 years | -56.00% | -45.10% | -10.90% |
Current DrawdownCurrent decline from peak | -6.57% | -31.23% | +24.66% |
Average DrawdownAverage peak-to-trough decline | -12.93% | -16.55% | +3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.10% | 11.52% | -5.42% |
Volatility
BTI vs. MDT - Volatility Comparison
The current volatility for British American Tobacco p.l.c. (BTI) is 7.53%, while Medtronic plc (MDT) has a volatility of 9.32%. This indicates that BTI experiences smaller price fluctuations and is considered to be less risky than MDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTI | MDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 9.32% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 18.39% | 16.28% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 21.07% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 21.93% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.20% | 23.25% | +0.95% |
Dividends
BTI vs. MDT - Dividend Comparison
BTI's dividend yield for the trailing twelve months is around 4.95%, more than MDT's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 4.95% | 5.29% | 8.18% | 9.72% | 7.23% | 7.98% | 7.22% | 6.35% | 8.53% | 4.27% | 3.85% | 4.11% |
MDT Medtronic plc | 3.54% | 2.95% | 3.49% | 3.34% | 3.44% | 2.39% | 1.95% | 1.87% | 2.15% | 2.24% | 2.34% | 1.88% |
Financials
BTI vs. MDT - Financials Comparison
This section allows you to compare key financial metrics between British American Tobacco p.l.c. and Medtronic 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
Frequently Asked Questions
BTI and MDT have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MDT has higher volatility (9.32%) compared to BTI (7.53%). In terms of maximum drawdown, BTI dropped -64.11% vs MDT's -57.63%.
BTI currently has the higher Sharpe Ratio (1.58 vs -0.31), 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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