LGEN.L vs. BNZL.L
LGEN.L (Legal & General Group plc) and BNZL.L (Bunzl plc) are both stocks. LGEN.L operates in Asset Management (Financial Services), while BNZL.L operates in Food Distribution (Consumer Defensive). Over the past 10 years, LGEN.L returned 9.70%/yr vs 3.94%/yr for BNZL.L. At a 0.36 correlation, their price movements are largely independent.
Performance
LGEN.L vs. BNZL.L - Performance Comparison
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Returns By Period
In the year-to-date period, LGEN.L achieves a 9.56% return, which is significantly lower than BNZL.L's 22.86% return. Over the past 10 years, LGEN.L has outperformed BNZL.L with an annualized return of 9.70%, while BNZL.L has yielded a comparatively lower 3.94% annualized return.
LGEN.L
- 1D
- 0.37%
- 1M
- 7.50%
- YTD
- 9.56%
- 6M
- 15.01%
- 1Y
- 14.74%
- 3Y*
- 13.55%
- 5Y*
- 8.11%
- 10Y*
- 9.70%
BNZL.L
- 1D
- 0.97%
- 1M
- 6.54%
- YTD
- 22.86%
- 6M
- 19.63%
- 1Y
- 13.18%
- 3Y*
- -4.35%
- 5Y*
- 3.93%
- 10Y*
- 3.94%
LGEN.L vs. BNZL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGEN.L Legal & General Group plc | 9.56% | 24.31% | -0.17% | 9.34% | -10.20% | 19.04% | -4.25% | 39.75% | -10.39% | 16.77% |
BNZL.L Bunzl plc | 22.86% | -35.01% | 5.01% | 17.39% | -2.97% | 20.07% | 20.55% | -11.28% | 16.07% | -0.42% |
Correlation
The correlation between LGEN.L and BNZL.L is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2006 | 0.36 |
Over the past year, the correlation between LGEN.L and BNZL.L has dropped to 0.11 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
Fundamentals
LGEN.L:
£16.20B
BNZL.L:
£8.13B
LGEN.L:
£0.09
BNZL.L:
£2.93
LGEN.L:
29.56
BNZL.L:
8.50
LGEN.L:
1.99
BNZL.L:
4.95
LGEN.L:
0.24
BNZL.L:
0.35
LGEN.L:
9.06
BNZL.L:
2.92
LGEN.L:
£66.62B
BNZL.L:
£23.62B
LGEN.L:
£44.74B
BNZL.L:
£3.39B
LGEN.L:
£2.02B
BNZL.L:
£2.30B
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Return for Risk
LGEN.L vs. BNZL.L — Risk / Return Rank
LGEN.L
BNZL.L
LGEN.L vs. BNZL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Legal & General Group plc (LGEN.L) and Bunzl plc (BNZL.L). 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.
| LGEN.L | BNZL.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.58 | +0.45 |
| Martin ratioReturn relative to average drawdown | 2.84 | 1.14 | +1.70 |
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
| LGEN.L | BNZL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.63 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.17 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.17 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.41 | -0.13 |
Drawdowns
LGEN.L vs. BNZL.L - Drawdown Comparison
The maximum LGEN.L drawdown since its inception was -84.94%, which is greater than BNZL.L's maximum drawdown of -49.05%. Use the drawdown chart below to compare losses from any high point for LGEN.L and BNZL.L.
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Drawdown Indicators
| LGEN.L | BNZL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.94% | -49.05% | -35.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -22.45% | +8.28% |
Max Drawdown (3Y)Largest decline over 3 years | -15.59% | -44.50% | +28.91% |
Max Drawdown (5Y)Largest decline over 5 years | -29.00% | -44.50% | +15.50% |
Max Drawdown (10Y)Largest decline over 10 years | -56.47% | -49.05% | -7.42% |
Current DrawdownCurrent decline from peak | -0.73% | -28.84% | +28.11% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -9.17% | -4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 11.50% | -6.33% |
Volatility
LGEN.L vs. BNZL.L - Volatility Comparison
Legal & General Group plc (LGEN.L) and Bunzl plc (BNZL.L) have volatilities of 7.44% and 7.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGEN.L | BNZL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 7.51% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 17.27% | 15.88% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 20.81% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.16% | 22.84% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.63% | 23.08% | +7.55% |
Dividends
LGEN.L vs. BNZL.L - Dividend Comparison
LGEN.L's dividend yield for the trailing twelve months is around 8.06%, more than BNZL.L's 2.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNZL.L Bunzl plc | 2.97% | 3.56% | 1.56% | 1.46% | 1.55% | 1.39% | 1.94% | 1.80% | 1.46% | 1.52% | 1.37% | 1.41% |
LGEN.L Legal & General Group plc | 8.06% | 8.20% | 8.98% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% |
Financials
LGEN.L vs. BNZL.L - Financials Comparison
This section allows you to compare key financial metrics between Legal & General Group plc and Bunzl 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
LGEN.L vs. BNZL.L - Profitability Comparison
LGEN.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported a gross profit of 38.39B and revenue of 38.39B. Therefore, the gross margin over that period was 100.0%.
BNZL.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a gross profit of -202.25M and revenue of 8.97B. Therefore, the gross margin over that period was -2.3%.
LGEN.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported an operating income of 348.00M and revenue of 38.39B, resulting in an operating margin of 0.9%.
BNZL.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported an operating income of 585.05M and revenue of 8.97B, resulting in an operating margin of 6.5%.
LGEN.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported a net income of 215.00M and revenue of 38.39B, resulting in a net margin of 0.6%.
BNZL.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bunzl plc reported a net income of 368.25M and revenue of 8.97B, resulting in a net margin of 4.1%.
Frequently Asked Questions
LGEN.L and BNZL.L have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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