LOOMIS.ST vs. BBY.L
LOOMIS.ST (Loomis AB ser. B) and BBY.L (Balfour Beatty plc) are both stocks. Both are in the Industrials sector — LOOMIS.ST in Security & Protection Services, BBY.L in Engineering & Construction. Over the past 10 years, LOOMIS.ST returned 12.09%/yr vs 17.31%/yr for BBY.L. At a 0.25 correlation, their price movements are largely independent.
Performance
LOOMIS.ST vs. BBY.L - Performance Comparison
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Different Trading Currencies
LOOMIS.ST is traded in SEK, while BBY.L is traded in GBp. To make them comparable, the BBY.L values have been converted to SEK using the latest available exchange rates.
Returns By Period
In the year-to-date period, LOOMIS.ST achieves a 24.90% return, which is significantly higher than BBY.L's 21.37% return. Over the past 10 years, LOOMIS.ST has underperformed BBY.L with an annualized return of 12.09%, while BBY.L has yielded a comparatively higher 17.31% annualized return.
LOOMIS.ST
- 1D
- 0.78%
- 1M
- 2.69%
- YTD
- 24.90%
- 6M
- 31.64%
- 1Y
- 30.10%
- 3Y*
- 19.95%
- 5Y*
- 15.62%
- 10Y*
- 12.09%
BBY.L
- 1D
- 1.86%
- 1M
- 1.05%
- YTD
- 21.37%
- 6M
- 22.15%
- 1Y
- 68.72%
- 3Y*
- 32.90%
- 5Y*
- 27.95%
- 10Y*
- 17.31%
LOOMIS.ST vs. BBY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOOMIS.ST Loomis AB ser. B | 24.90% | 20.26% | 32.10% | -2.72% | 23.04% | 8.81% | -40.30% | 39.64% | -14.65% | 30.19% |
BBY.L Balfour Beatty plc | 21.37% | 43.52% | 52.67% | 3.05% | 37.23% | 7.47% | -4.81% | 17.72% | -12.94% | 10.15% |
Correlation
The correlation between LOOMIS.ST and BBY.L is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2008 | 0.25 |
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Return for Risk
LOOMIS.ST vs. BBY.L — Risk / Return Rank
LOOMIS.ST
BBY.L
LOOMIS.ST vs. BBY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis AB ser. B (LOOMIS.ST) and Balfour Beatty plc (BBY.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LOOMIS.ST | BBY.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.48 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 5.66 | -3.98 |
| Martin ratioReturn relative to average drawdown | 3.61 | 22.79 | -19.18 |
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Drawdowns
LOOMIS.ST vs. BBY.L - Drawdown Comparison
The maximum LOOMIS.ST drawdown since its inception was -61.81%, which is greater than BBY.L's maximum drawdown of -57.07%. Use the drawdown chart below to compare losses from any high point for LOOMIS.ST and BBY.L.
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Drawdown Indicators
| LOOMIS.ST | BBY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.81% | -57.07% | -4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -11.38% | -5.57% |
Max Drawdown (3Y)Largest decline over 3 years | -22.09% | -22.82% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -28.14% | -25.99% | -2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -61.81% | -39.23% | -22.58% |
Current DrawdownCurrent decline from peak | -2.06% | -1.84% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -13.70% | -19.14% | +5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.84% | 2.83% | +5.01% |
Volatility
LOOMIS.ST vs. BBY.L - Volatility Comparison
Loomis AB ser. B (LOOMIS.ST) and Balfour Beatty plc (BBY.L) have volatilities of 6.46% and 6.41%, 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
| LOOMIS.ST | BBY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 6.41% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 20.36% | 18.60% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.58% | 23.08% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.39% | 23.86% | +4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.84% | 28.54% | +3.30% |
Dividends
LOOMIS.ST vs. BBY.L - Dividend Comparison
LOOMIS.ST's dividend yield for the trailing twelve months is around 4.29%, more than BBY.L's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBY.L Balfour Beatty plc | 1.67% | 1.81% | 2.59% | 3.17% | 2.81% | 1.72% | 1.59% | 2.03% | 1.60% | 1.01% | 0.33% | 0.00% |
LOOMIS.ST Loomis AB ser. B | 4.29% | 3.59% | 3.72% | 4.48% | 2.97% | 2.49% | 2.43% | 2.58% | 3.15% | 2.32% | 2.58% | 2.27% |
Financials
LOOMIS.ST vs. BBY.L - Financials Comparison
This section allows you to compare key financial metrics between Loomis AB ser. B and Balfour Beatty 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
Frequently Asked Questions
LOOMIS.ST and BBY.L have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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