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LMP.L vs. FSV.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LMP.L vs. FSV.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in LondonMetric Property plc (LMP.L) and Fidelity Special Values (FSV.L). The values are adjusted to include any dividend payments, if applicable.

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LMP.L vs. FSV.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LMP.L
LondonMetric Property plc
-2.82%12.48%-0.43%17.21%-36.54%28.33%0.54%41.57%-2.30%25.29%
FSV.L
Fidelity Special Values
-3.95%37.21%15.72%3.44%-4.97%26.66%-9.74%25.12%-9.15%13.94%

Fundamentals

Total Revenue (TTM)

LMP.L:

£728.30M

FSV.L:

£409.98M

Gross Profit (TTM)

LMP.L:

£496.60M

FSV.L:

£254.11M

EBITDA (TTM)

LMP.L:

£650.60M

FSV.L:

£165.36M

Returns By Period

In the year-to-date period, LMP.L achieves a -2.82% return, which is significantly higher than FSV.L's -3.95% return. Over the past 10 years, LMP.L has underperformed FSV.L with an annualized return of 6.06%, while FSV.L has yielded a comparatively higher 10.84% annualized return.


LMP.L

1D
0.61%
1M
-14.26%
YTD
-2.82%
6M
2.99%
1Y
5.56%
3Y*
7.32%
5Y*
1.52%
10Y*
6.06%

FSV.L

1D
1.52%
1M
-12.72%
YTD
-3.95%
6M
3.40%
1Y
27.91%
3Y*
17.26%
5Y*
11.28%
10Y*
10.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LMP.L vs. FSV.L — Risk / Return Rank

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

LMP.L
LMP.L Risk / Return Rank: 4949
Overall Rank
LMP.L Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
LMP.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
LMP.L Omega Ratio Rank: 4343
Omega Ratio Rank
LMP.L Calmar Ratio Rank: 5252
Calmar Ratio Rank
LMP.L Martin Ratio Rank: 5353
Martin Ratio Rank

FSV.L
FSV.L Risk / Return Rank: 8585
Overall Rank
FSV.L Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FSV.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
FSV.L Omega Ratio Rank: 8787
Omega Ratio Rank
FSV.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
FSV.L Martin Ratio Rank: 8686
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.

LMP.L vs. FSV.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LondonMetric Property plc (LMP.L) and Fidelity Special Values (FSV.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.


LMP.LFSV.LDifference

Sharpe ratio

Return per unit of total volatility

0.29

1.80

-1.50

Sortino ratio

Return per unit of downside risk

0.54

2.37

-1.83

Omega ratio

Gain probability vs. loss probability

1.07

1.35

-0.28

Calmar ratio

Return relative to maximum drawdown

0.40

1.93

-1.53

Martin ratio

Return relative to average drawdown

1.00

8.20

-7.20

LMP.L vs. FSV.L - Sharpe Ratio Comparison

The current LMP.L Sharpe Ratio is 0.29, which is lower than the FSV.L Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of LMP.L and FSV.L, 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


LMP.LFSV.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.29

1.80

-1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.65

-0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

0.49

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.57

-0.16

Correlation

The correlation between LMP.L and FSV.L is 0.31, 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

LMP.L vs. FSV.L - Dividend Comparison

LMP.L's dividend yield for the trailing twelve months is around 6.86%, more than FSV.L's 2.54% yield.


TTM20252024202320222021202020192018201720162015
LMP.L
LondonMetric Property plc
6.86%6.54%6.16%5.07%5.48%3.12%3.71%3.55%4.60%4.09%4.73%5.49%
FSV.L
Fidelity Special Values
2.54%2.44%3.05%3.15%2.78%2.21%2.38%2.61%2.19%1.80%1.62%1.67%

Drawdowns

LMP.L vs. FSV.L - Drawdown Comparison

The maximum LMP.L drawdown since its inception was -42.13%, smaller than the maximum FSV.L drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for LMP.L and FSV.L.


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Drawdown Indicators


LMP.LFSV.LDifference

Max Drawdown

Largest peak-to-trough decline

-42.13%

-51.87%

+9.74%

Max Drawdown (1Y)

Largest decline over 1 year

-15.39%

-14.02%

-1.37%

Max Drawdown (5Y)

Largest decline over 5 years

-41.56%

-25.22%

-16.34%

Max Drawdown (10Y)

Largest decline over 10 years

-42.13%

-51.87%

+9.74%

Current Drawdown

Current decline from peak

-19.56%

-12.72%

-6.84%

Average Drawdown

Average peak-to-trough decline

-9.88%

-8.51%

-1.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.18%

3.31%

+2.87%

Volatility

LMP.L vs. FSV.L - Volatility Comparison

The current volatility for LondonMetric Property plc (LMP.L) is 6.88%, while Fidelity Special Values (FSV.L) has a volatility of 7.80%. This indicates that LMP.L experiences smaller price fluctuations and is considered to be less risky than FSV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LMP.LFSV.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.88%

7.80%

-0.92%

Volatility (6M)

Calculated over the trailing 6-month period

12.89%

11.04%

+1.85%

Volatility (1Y)

Calculated over the trailing 1-year period

18.84%

15.56%

+3.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.40%

17.27%

+7.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.04%

21.96%

+2.08%

Financials

LMP.L vs. FSV.L - Financials Comparison

This section allows you to compare key financial metrics between LondonMetric Property plc and Fidelity Special Values. 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


-50.00M0.0050.00M100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJuly
225.70M
146.83M
(LMP.L) Total Revenue
(FSV.L) Total Revenue
Values in GBp except per share items

LMP.L vs. FSV.L - Profitability Comparison

The chart below illustrates the profitability comparison between LondonMetric Property plc and Fidelity Special Values 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJuly00
Portfolio components
LMP.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LondonMetric Property plc reported a gross profit of 0.00 and revenue of 225.70M. Therefore, the gross margin over that period was 0.0%.

FSV.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fidelity Special Values reported a gross profit of 0.00 and revenue of 146.83M. Therefore, the gross margin over that period was 0.0%.

LMP.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LondonMetric Property plc reported an operating income of 198.60M and revenue of 225.70M, resulting in an operating margin of 88.0%.

FSV.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fidelity Special Values reported an operating income of 142.74M and revenue of 146.83M, resulting in an operating margin of 97.2%.

LMP.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LondonMetric Property plc reported a net income of 130.30M and revenue of 225.70M, resulting in a net margin of 57.7%.

FSV.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fidelity Special Values reported a net income of 138.91M and revenue of 146.83M, resulting in a net margin of 94.6%.