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BTRW.L vs. PSMMY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BTRW.L vs. PSMMY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Barratt Redrow PLC (BTRW.L) and Persimmon Plc (PSMMY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, BTRW.L achieves a -29.76% return, which is significantly lower than PSMMY's -21.83% return. Over the past 10 years, BTRW.L has underperformed PSMMY with an annualized return of -1.87%, while PSMMY has yielded a comparatively higher 0.25% annualized return.


BTRW.L

1D
1.74%
1M
-0.61%
YTD
-29.76%
6M
-29.22%
1Y
-37.28%
3Y*
-13.96%
5Y*
-14.07%
10Y*
-1.87%

PSMMY

1D
-2.83%
1M
-4.41%
YTD
-21.83%
6M
-21.57%
1Y
-14.46%
3Y*
-2.13%
5Y*
-15.20%
10Y*
0.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTRW.L vs. PSMMY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTRW.L
Barratt Redrow PLC
-29.76%-9.44%-19.06%52.72%-41.77%16.53%-10.26%74.46%-22.49%49.14%
PSMMY
Persimmon Plc
-21.83%17.83%-10.72%23.43%-53.94%12.78%11.71%54.60%-22.49%67.49%

Correlation

The correlation between BTRW.L and PSMMY is 0.74, 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

0.74

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

0.68

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

0.70

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

0.70

Correlation (All Time)
Calculated using the full available price history since Aug 16, 2013

0.69

The correlation between BTRW.L and PSMMY has been stable across timeframes, ranging from 0.68 to 0.74 - a consistent structural relationship.

Fundamentals

Market Cap

BTRW.L:

£3.82B

PSMMY:

$4.56B

EPS

BTRW.L:

£0.24

PSMMY:

$3.41

PE Ratio

BTRW.L:

11.06

PSMMY:

8.25

PS Ratio

BTRW.L:

0.35

PSMMY:

0.66

PB Ratio

BTRW.L:

0.49

PSMMY:

1.26

Total Revenue (TTM)

BTRW.L:

£10.53B

PSMMY:

$6.94B

Gross Profit (TTM)

BTRW.L:

£1.62B

PSMMY:

$1.16B

EBITDA (TTM)

BTRW.L:

£801.30M

PSMMY:

$833.93M

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Return for Risk

BTRW.L vs. PSMMY — Risk / Return Rank

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

BTRW.L
BTRW.L Risk / Return Rank: 66
Overall Rank
BTRW.L Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BTRW.L Sortino Ratio Rank: 44
Sortino Ratio Rank
BTRW.L Omega Ratio Rank: 55
Omega Ratio Rank
BTRW.L Calmar Ratio Rank: 1111
Calmar Ratio Rank
BTRW.L Martin Ratio Rank: 88
Martin Ratio Rank

PSMMY
PSMMY Risk / Return Rank: 2323
Overall Rank
PSMMY Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
PSMMY Sortino Ratio Rank: 2020
Sortino Ratio Rank
PSMMY Omega Ratio Rank: 2121
Omega Ratio Rank
PSMMY Calmar Ratio Rank: 2626
Calmar Ratio Rank
PSMMY Martin Ratio Rank: 2424
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.

BTRW.L vs. PSMMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barratt Redrow PLC (BTRW.L) 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.


BTRW.LPSMMYDifference
Sharpe ratioReturn per unit of total volatility

-0.74

Sortino ratioReturn per unit of downside risk

-1.27

Omega ratioGain probability vs. loss probability

0.79

0.94

-0.15

Calmar ratioReturn relative to maximum drawdown

-0.80

-0.43

-0.37

Martin ratioReturn relative to average drawdown

-1.42

-0.86

-0.55

BTRW.L vs. PSMMY - Sharpe Ratio Comparison

The current BTRW.L Sharpe Ratio is -1.20, which is lower than the PSMMY Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of BTRW.L and PSMMY, 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


BTRW.LPSMMYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.20

-0.45

-0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.47

-0.45

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.05

0.01

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.19

-0.02

Drawdowns

BTRW.L vs. PSMMY - Drawdown Comparison

The maximum BTRW.L drawdown since its inception was -96.68%, which is greater than PSMMY's maximum drawdown of -64.47%. Use the drawdown chart below to compare losses from any high point for BTRW.L and PSMMY.


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Drawdown Indicators


BTRW.LPSMMYDifference

Max Drawdown

Largest peak-to-trough decline

-96.68%

-64.47%

-32.21%

Max Drawdown (1Y)

Largest decline over 1 year

-47.38%

-33.54%

-13.84%

Max Drawdown (3Y)

Largest decline over 3 years

-53.03%

-38.02%

-15.01%

Max Drawdown (5Y)

Largest decline over 5 years

-58.61%

-64.39%

+5.78%

Max Drawdown (10Y)

Largest decline over 10 years

-62.62%

-64.47%

+1.85%

Current Drawdown

Current decline from peak

-59.30%

-57.18%

-2.12%

Average Drawdown

Average peak-to-trough decline

-32.34%

-23.16%

-9.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.79%

16.78%

+10.01%

Volatility

BTRW.L vs. PSMMY - Volatility Comparison

Barratt Redrow PLC (BTRW.L) has a higher volatility of 10.21% compared to Persimmon Plc (PSMMY) at 8.82%. This indicates that BTRW.L's price experiences larger fluctuations and is considered to be riskier than PSMMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTRW.LPSMMYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.21%

8.82%

+1.39%

Volatility (6M)

Calculated over the trailing 6-month period

24.92%

25.10%

-0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

31.65%

32.15%

-0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.86%

34.23%

-4.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.15%

37.69%

-2.54%

Dividends

BTRW.L vs. PSMMY - Dividend Comparison

BTRW.L's dividend yield for the trailing twelve months is around 6.51%, more than PSMMY's 5.73% yield.


PositionTTM20252024202320222021202020192018201720162015
BTRW.L
Barratt Redrow PLC
6.51%4.62%3.68%5.99%9.30%3.93%0.00%6.21%9.46%6.44%6.64%4.28%
PSMMY
Persimmon Plc
5.73%4.43%5.17%5.40%20.63%8.10%7.91%8.26%12.82%5.15%14.45%4.50%

Financials

BTRW.L vs. PSMMY - Financials Comparison

This section allows you to compare key financial metrics between Barratt Redrow 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B3.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.63B
2.23B
(BTRW.L) Total Revenue
(PSMMY) Total Revenue
Please note, different currencies. BTRW.L values in GBp, PSMMY values in USD

BTRW.L vs. PSMMY - Profitability Comparison

The chart below illustrates the profitability comparison between Barratt Redrow PLC and Persimmon Plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
14.5%
14.0%
Portfolio components
BTRW.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barratt Redrow PLC reported a gross profit of 381.30M and revenue of 2.63B. 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%.

BTRW.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barratt Redrow PLC reported an operating income of 188.40M and revenue of 2.63B, 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%.

BTRW.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barratt Redrow PLC reported a net income of 102.60M and revenue of 2.63B, 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


BTRW.L and PSMMY have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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