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CRI vs. BTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CRI and BTI is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

CRI vs. BTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carter's, Inc. (CRI) and British American Tobacco p.l.c. (BTI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CRI:

-0.98

BTI:

2.16

Sortino Ratio

CRI:

-1.32

BTI:

2.76

Omega Ratio

CRI:

0.81

BTI:

1.43

Calmar Ratio

CRI:

-0.68

BTI:

1.38

Martin Ratio

CRI:

-1.79

BTI:

9.79

Ulcer Index

CRI:

25.52%

BTI:

4.65%

Daily Std Dev

CRI:

48.00%

BTI:

20.00%

Max Drawdown

CRI:

-67.13%

BTI:

-63.57%

Current Drawdown

CRI:

-64.24%

BTI:

-8.68%

Fundamentals

Market Cap

CRI:

$1.31B

BTI:

$94.38B

EPS

CRI:

$4.51

BTI:

$1.81

PE Ratio

CRI:

7.95

BTI:

22.64

PEG Ratio

CRI:

1.81

BTI:

0.36

PS Ratio

CRI:

0.46

BTI:

3.47

PB Ratio

CRI:

1.41

BTI:

1.48

Total Revenue (TTM)

CRI:

$2.81B

BTI:

$12.34B

Gross Profit (TTM)

CRI:

$1.34B

BTI:

$10.18B

EBITDA (TTM)

CRI:

$287.02M

BTI:

$5.88B

Returns By Period

In the year-to-date period, CRI achieves a -32.92% return, which is significantly lower than BTI's 14.11% return. Over the past 10 years, CRI has underperformed BTI with an annualized return of -7.50%, while BTI has yielded a comparatively higher 3.19% annualized return.


CRI

YTD

-32.92%

1M

-4.12%

6M

-29.61%

1Y

-46.88%

5Y*

-10.92%

10Y*

-7.50%

BTI

YTD

14.11%

1M

-2.12%

6M

20.02%

1Y

42.89%

5Y*

10.39%

10Y*

3.19%

*Annualized

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Risk-Adjusted Performance

CRI vs. BTI — Risk-Adjusted Performance Rank

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

CRI
The Risk-Adjusted Performance Rank of CRI is 66
Overall Rank
The Sharpe Ratio Rank of CRI is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of CRI is 77
Sortino Ratio Rank
The Omega Ratio Rank of CRI is 66
Omega Ratio Rank
The Calmar Ratio Rank of CRI is 99
Calmar Ratio Rank
The Martin Ratio Rank of CRI is 22
Martin Ratio Rank

BTI
The Risk-Adjusted Performance Rank of BTI is 9494
Overall Rank
The Sharpe Ratio Rank of BTI is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of BTI is 9494
Sortino Ratio Rank
The Omega Ratio Rank of BTI is 9595
Omega Ratio Rank
The Calmar Ratio Rank of BTI is 8989
Calmar Ratio Rank
The Martin Ratio Rank of BTI is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CRI vs. BTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Carter's, Inc. (CRI) and British American Tobacco p.l.c. (BTI). 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.


The current CRI Sharpe Ratio is -0.98, which is lower than the BTI Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of CRI and BTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

CRI vs. BTI - Dividend Comparison

CRI's dividend yield for the trailing twelve months is around 8.98%, more than BTI's 7.32% yield.


TTM20242023202220212020201920182017201620152014
CRI
Carter's, Inc.
8.98%5.91%4.01%4.02%1.38%0.64%1.83%2.21%1.26%1.53%0.99%0.87%
BTI
British American Tobacco p.l.c.
7.32%8.18%9.57%7.40%7.98%7.22%6.35%8.52%4.18%3.79%4.21%4.55%

Drawdowns

CRI vs. BTI - Drawdown Comparison

The maximum CRI drawdown since its inception was -67.13%, which is greater than BTI's maximum drawdown of -63.57%. Use the drawdown chart below to compare losses from any high point for CRI and BTI. For additional features, visit the drawdowns tool.


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Volatility

CRI vs. BTI - Volatility Comparison

Carter's, Inc. (CRI) has a higher volatility of 17.56% compared to British American Tobacco p.l.c. (BTI) at 6.61%. This indicates that CRI's price experiences larger fluctuations and is considered to be riskier than BTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

CRI vs. BTI - Financials Comparison

This section allows you to compare key financial metrics between Carter's, Inc. and British American Tobacco p.l.c.. 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


0.002.00B4.00B6.00B8.00B10.00B12.00B14.00B20212022202320242025
629.83M
12.34B
(CRI) Total Revenue
(BTI) Total Revenue
Values in USD except per share items