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LGEN.L vs. NWG
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LGEN.L vs. NWG - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Legal & General Group plc (LGEN.L) and NatWest Group plc (NWG). The values are adjusted to include any dividend payments, if applicable.

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LGEN.L vs. NWG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LGEN.L
Legal & General Group plc
-2.67%24.31%-0.17%9.34%-10.20%19.04%-4.25%39.75%-10.39%16.77%
NWG
NatWest Group plc
-5.80%68.37%95.67%-9.45%24.45%40.56%-27.12%24.27%-21.88%26.21%
Different Trading Currencies

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

Fundamentals

Market Cap

LGEN.L:

£15.28B

NWG:

$62.97B

EPS

LGEN.L:

£0.09

NWG:

$1.43

PE Ratio

LGEN.L:

27.88

NWG:

10.90

PEG Ratio

LGEN.L:

1.88

NWG:

0.19

PS Ratio

LGEN.L:

0.23

NWG:

2.42

PB Ratio

LGEN.L:

8.55

NWG:

1.48

Total Revenue (TTM)

LGEN.L:

£66.62B

NWG:

$26.26B

Gross Profit (TTM)

LGEN.L:

£44.74B

NWG:

$16.49B

EBITDA (TTM)

LGEN.L:

£2.02B

NWG:

$6.62B

Returns By Period

In the year-to-date period, LGEN.L achieves a -2.67% return, which is significantly higher than NWG's -5.80% return. Over the past 10 years, LGEN.L has underperformed NWG with an annualized return of 8.46%, while NWG has yielded a comparatively higher 16.17% annualized return.


LGEN.L

1D
3.49%
1M
-4.50%
YTD
-2.67%
6M
8.05%
1Y
13.72%
3Y*
11.32%
5Y*
5.80%
10Y*
8.46%

NWG

1D
4.12%
1M
0.87%
YTD
-5.80%
6M
15.65%
1Y
34.29%
3Y*
39.17%
5Y*
32.45%
10Y*
16.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LGEN.L vs. NWG — Risk / Return Rank

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

LGEN.L
LGEN.L Risk / Return Rank: 5959
Overall Rank
LGEN.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
LGEN.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
LGEN.L Omega Ratio Rank: 5454
Omega Ratio Rank
LGEN.L Calmar Ratio Rank: 6262
Calmar Ratio Rank
LGEN.L Martin Ratio Rank: 6565
Martin Ratio Rank

NWG
NWG Risk / Return Rank: 7373
Overall Rank
NWG Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
NWG Sortino Ratio Rank: 7070
Sortino Ratio Rank
NWG Omega Ratio Rank: 6969
Omega Ratio Rank
NWG Calmar Ratio Rank: 7171
Calmar Ratio Rank
NWG Martin Ratio Rank: 7676
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.

LGEN.L vs. NWG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Legal & General Group plc (LGEN.L) and NatWest Group plc (NWG). 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.LNWGDifference

Sharpe ratio

Return per unit of total volatility

0.63

1.12

-0.49

Sortino ratio

Return per unit of downside risk

0.94

1.61

-0.67

Omega ratio

Gain probability vs. loss probability

1.13

1.21

-0.08

Calmar ratio

Return relative to maximum drawdown

0.97

1.59

-0.62

Martin ratio

Return relative to average drawdown

2.70

4.85

-2.15

LGEN.L vs. NWG - Sharpe Ratio Comparison

The current LGEN.L Sharpe Ratio is 0.63, which is lower than the NWG Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of LGEN.L and NWG, 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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Sharpe Ratios by Period


LGEN.LNWGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

1.12

-0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

1.06

-0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

0.46

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

-0.08

+0.37

Correlation

The correlation between LGEN.L and NWG is 0.46, 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.


Dividends

LGEN.L vs. NWG - Dividend Comparison

LGEN.L's dividend yield for the trailing twelve months is around 8.43%, more than NWG's 5.63% yield.


TTM20252024202320222021202020192018201720162015
LGEN.L
Legal & General Group plc
8.43%8.20%8.98%7.82%7.50%5.99%6.60%5.53%6.77%5.36%5.63%4.41%
NWG
NatWest Group plc
5.63%3.69%4.36%9.42%11.57%2.74%4.59%9.75%0.91%0.00%0.00%0.00%

Drawdowns

LGEN.L vs. NWG - Drawdown Comparison

The maximum LGEN.L drawdown since its inception was -85.42%, smaller than the maximum NWG drawdown of -95.40%. Use the drawdown chart below to compare losses from any high point for LGEN.L and NWG.


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Drawdown Indicators


LGEN.LNWGDifference

Max Drawdown

Largest peak-to-trough decline

-85.42%

-96.96%

+11.54%

Max Drawdown (1Y)

Largest decline over 1 year

-14.17%

-24.03%

+9.86%

Max Drawdown (5Y)

Largest decline over 5 years

-29.00%

-40.56%

+11.56%

Max Drawdown (10Y)

Largest decline over 10 years

-56.47%

-67.34%

+10.87%

Current Drawdown

Current decline from peak

-7.41%

-72.10%

+64.69%

Average Drawdown

Average peak-to-trough decline

-17.51%

-86.36%

+68.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.08%

7.80%

-2.72%

Volatility

LGEN.L vs. NWG - Volatility Comparison

Legal & General Group plc (LGEN.L) has a higher volatility of 10.89% compared to NatWest Group plc (NWG) at 9.86%. This indicates that LGEN.L's price experiences larger fluctuations and is considered to be riskier than NWG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LGEN.LNWGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.89%

9.86%

+1.03%

Volatility (6M)

Calculated over the trailing 6-month period

15.56%

21.46%

-5.90%

Volatility (1Y)

Calculated over the trailing 1-year period

21.62%

30.74%

-9.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.00%

30.69%

-6.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.60%

35.43%

-4.83%

Financials

LGEN.L vs. NWG - Financials Comparison

This section allows you to compare key financial metrics between Legal & General Group plc and NatWest Group 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


-20.00B-10.00B0.0010.00B20.00B30.00B40.00B20212022202320242025
38.39B
4.19B
(LGEN.L) Total Revenue
(NWG) Total Revenue
Please note, different currencies. LGEN.L values in GBp, NWG values in USD

LGEN.L vs. NWG - Profitability Comparison

The chart below illustrates the profitability comparison between Legal & General Group plc and NatWest Group plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
100.0%
Portfolio components
LGEN.L - Gross Margin

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

NWG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NatWest Group plc reported a gross profit of 4.19B and revenue of 4.19B. Therefore, the gross margin over that period was 100.0%.

LGEN.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 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%.

NWG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NatWest Group plc reported an operating income of 1.97B and revenue of 4.19B, resulting in an operating margin of 47.1%.

LGEN.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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%.

NWG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NatWest Group plc reported a net income of 1.48B and revenue of 4.19B, resulting in a net margin of 35.3%.