BWY.L vs. BKGFY
Compare and contrast key facts about Bellway plc (BWY.L) and Berkeley Group Holdings PLC ADR (BKGFY).
Performance
BWY.L vs. BKGFY - Performance Comparison
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BWY.L vs. BKGFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWY.L Bellway plc | -30.90% | 12.99% | -0.89% | 42.77% | -38.78% | 17.08% | -21.07% | 58.64% | -25.83% | 49.32% |
BKGFY Berkeley Group Holdings PLC ADR | -23.11% | 2.63% | -16.59% | 32.75% | -23.86% | 10.08% | 19.73% | 33.02% | -17.74% | 61.65% |
Different Trading Currencies
BWY.L is traded in GBp, while BKGFY is traded in USD. To make them comparable, the BKGFY values have been converted to GBp using the latest available exchange rates.
Fundamentals
BWY.L:
£2.26B
BKGFY:
$4.02B
BWY.L:
£2.55
BKGFY:
$1.60
BWY.L:
7.45
BKGFY:
5.18
BWY.L:
0.42
BKGFY:
0.78
BWY.L:
0.64
BKGFY:
1.12
BWY.L:
£5.41B
BKGFY:
$5.35B
BWY.L:
£867.70M
BKGFY:
$1.42B
BWY.L:
£503.40M
BKGFY:
$1.17B
Returns By Period
In the year-to-date period, BWY.L achieves a -30.90% return, which is significantly lower than BKGFY's -23.11% return. Over the past 10 years, BWY.L has underperformed BKGFY with an annualized return of 0.84%, while BKGFY has yielded a comparatively higher 4.06% annualized return.
BWY.L
- 1D
- 2.82%
- 1M
- -29.88%
- YTD
- -30.90%
- 6M
- -21.91%
- 1Y
- -17.98%
- 3Y*
- -1.53%
- 5Y*
- -7.49%
- 10Y*
- 0.84%
BKGFY
- 1D
- -10.13%
- 1M
- -28.11%
- YTD
- -23.11%
- 6M
- -20.46%
- 1Y
- -13.60%
- 3Y*
- -8.56%
- 5Y*
- -7.37%
- 10Y*
- 4.06%
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Return for Risk
BWY.L vs. BKGFY — Risk / Return Rank
BWY.L
BKGFY
BWY.L vs. BKGFY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bellway plc (BWY.L) and Berkeley Group Holdings PLC ADR (BKGFY). 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.
| BWY.L | BKGFY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.51 | -0.44 | -0.08 |
Sortino ratioReturn per unit of downside risk | -0.50 | -0.40 | -0.10 |
Omega ratioGain probability vs. loss probability | 0.93 | 0.95 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | -0.42 | +0.01 |
Martin ratioReturn relative to average drawdown | -1.19 | -1.06 | -0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWY.L | BKGFY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | -0.44 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | -0.19 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.10 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.26 | +0.08 |
Correlation
The correlation between BWY.L and BKGFY is 0.21, 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
BWY.L vs. BKGFY - Dividend Comparison
BWY.L's dividend yield for the trailing twelve months is around 3.69%, while BKGFY has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWY.L Bellway plc | 3.69% | 2.55% | 2.17% | 5.45% | 7.34% | 3.52% | 1.69% | 3.95% | 5.69% | 3.42% | 4.36% | 2.72% |
BKGFY Berkeley Group Holdings PLC ADR | 0.00% | 0.76% | 6.37% | 2.59% | 0.55% | 8.36% | 12.33% | 0.37% | 2.80% | 5.13% | 14.79% | 4.88% |
Drawdowns
BWY.L vs. BKGFY - Drawdown Comparison
The maximum BWY.L drawdown since its inception was -75.91%, which is greater than BKGFY's maximum drawdown of -44.04%. Use the drawdown chart below to compare losses from any high point for BWY.L and BKGFY.
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Drawdown Indicators
| BWY.L | BKGFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.91% | -53.22% | -22.69% |
Max Drawdown (1Y)Largest decline over 1 year | -39.81% | -32.74% | -7.07% |
Max Drawdown (5Y)Largest decline over 5 years | -54.97% | -53.22% | -1.75% |
Max Drawdown (10Y)Largest decline over 10 years | -60.41% | -53.22% | -7.19% |
Current DrawdownCurrent decline from peak | -44.80% | -42.31% | -2.49% |
Average DrawdownAverage peak-to-trough decline | -21.39% | -12.75% | -8.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.83% | 12.62% | +1.21% |
Volatility
BWY.L vs. BKGFY - Volatility Comparison
Bellway plc (BWY.L) has a higher volatility of 22.00% compared to Berkeley Group Holdings PLC ADR (BKGFY) at 13.36%. This indicates that BWY.L's price experiences larger fluctuations and is considered to be riskier than BKGFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWY.L | BKGFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.00% | 13.36% | +8.64% |
Volatility (6M)Calculated over the trailing 6-month period | 28.70% | 23.95% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.87% | 31.11% | +3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.89% | 38.04% | -7.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.99% | 39.62% | -5.63% |
Financials
BWY.L vs. BKGFY - Financials Comparison
This section allows you to compare key financial metrics between Bellway plc and Berkeley Group Holdings 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.
Total Revenue: Total amount of money received from sales and other business activities
BWY.L vs. BKGFY - Profitability Comparison
BWY.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Bellway plc reported a gross profit of 247.00M and revenue of 1.52B. Therefore, the gross margin over that period was 16.3%.
BKGFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Berkeley Group Holdings PLC ADR reported a gross profit of 429.19M and revenue of 1.59B. Therefore, the gross margin over that period was 27.1%.
BWY.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bellway plc reported an operating income of 160.70M and revenue of 1.52B, resulting in an operating margin of 10.6%.
BKGFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Berkeley Group Holdings PLC ADR reported an operating income of 329.90M and revenue of 1.59B, resulting in an operating margin of 20.8%.
BWY.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bellway plc reported a net income of 99.70M and revenue of 1.52B, resulting in a net margin of 6.6%.
BKGFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Berkeley Group Holdings PLC ADR reported a net income of 240.30M and revenue of 1.59B, resulting in a net margin of 15.1%.