BWY.L vs. BKGFY

Last updated Jun 5, 2026

BWY.L (Bellway plc) and BKGFY (Berkeley Group Holdings PLC ADR) are both stocks. Both operate in the Residential Construction industry within the Consumer Cyclical sector. Their correlation of 0.83 suggests significant overlap in exposure.

Performance

BWY.L vs. BKGFY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Bellway plc (BWY.L) and Berkeley Group Holdings PLC ADR (BKGFY). The values are adjusted to include any dividend payments, if applicable.

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.

Returns By Period

BWY.L

• 1D: 1.55%
• 1M: -7.17%
• YTD: -32.51%
• 6M: -31.61%
• 1Y: -28.63%
• 3Y*: -4.73%
• 5Y*: -8.79%
• 10Y*: 0.34%

BKGFY

• 1D: -0.23%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BWY.L vs. BKGFY - Yearly Performance Comparison

	2026 (YTD)
BWY.L Bellway plc	-4.99%
BKGFY Berkeley Group Holdings PLC ADR	1.02%

Correlation

The correlation between BWY.L and BKGFY is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.83

Fundamentals

Market Cap BWY.L : £2.18B BKGFY : $4.50B
EPS BWY.L : £2.55 BKGFY : $1.66
PE Ratio BWY.L : 7.18 BKGFY : 5.57
PS Ratio BWY.L : 0.40 BKGFY : 0.84
PB Ratio BWY.L : 0.62 BKGFY : 1.25
Total Revenue (TTM) BWY.L : £5.41B BKGFY : $5.35B
Gross Profit (TTM) BWY.L : £867.70M BKGFY : $1.42B
EBITDA (TTM) BWY.L : £503.40M BKGFY : $1.17B

Return for Risk

BWY.L vs. BKGFY — Risk / Return Rank

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

BWY.L

BWY.L Risk / Return Rank: 10
BWY.L Sharpe Ratio Rank: 9
BWY.L Sortino Ratio Rank: 11
BWY.L Omega Ratio Rank: 10
BWY.L Calmar Ratio Rank: 14
BWY.L Martin Ratio Rank: 5

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.

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 ratio: Return per unit of total volatility	-0.81	—	—
Sortino ratio: Return per unit of downside risk	-1.02	—	—
Omega ratio: Gain probability vs. loss probability	0.86	—	—
Calmar ratio: Return relative to maximum drawdown	-0.74	—	—
Martin ratio: Return relative to average drawdown	-1.51	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BWY.L	BKGFY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.81	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.28	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	2.42	-2.08

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 -2.47%. Use the drawdown chart below to compare losses from any high point for BWY.L and BKGFY.

Drawdown Indicators

	BWY.L	BKGFY	Difference
Max Drawdown Largest peak-to-trough decline	-75.91%	-2.47%	-73.44%
Max Drawdown (1Y) Largest decline over 1 year	-39.81%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-45.28%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-54.56%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-60.41%	—	—
Current Drawdown Current decline from peak	-46.09%	-0.23%	-45.86%
Average Drawdown Average peak-to-trough decline	-21.49%	-0.87%	-20.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.61%	—	—

Volatility

Volatility by Period

	BWY.L	BKGFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.18%	—	—
Volatility (6M) Calculated over the trailing 6-month period	31.02%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	36.71%	23.91%	+12.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.65%	23.91%	+7.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.26%	23.91%	+10.35%

Dividends

BWY.L vs. BKGFY - Dividend Comparison

BWY.L's dividend yield for the trailing twelve months is around 3.94%, while BKGFY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKGFY Berkeley Group Holdings PLC ADR	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BWY.L Bellway plc	3.94%	2.55%	2.17%	5.45%	7.34%	3.52%	1.69%	3.95%	5.69%	3.42%	4.36%	2.72%

Financials

BWY.L vs. BKGFY - Profitability Comparison

The chart below illustrates the profitability comparison between Bellway plc and Berkeley Group Holdings PLC ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BWY.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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%.

Frequently Asked Questions

Can I hold both BWY.L and BKGFY in my portfolio?

BWY.L and BKGFY have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.