LWDB.L vs. ATST.L
Compare and contrast key facts about Law Debenture Corp (LWDB.L) and Alliance Trust plc (ATST.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LWDB.L or ATST.L.
Key characteristics
| LWDB.L | ATST.L | |
|---|---|---|
| YTD Return | 13.71% | 9.15% |
| 1Y Return | 14.23% | 15.64% |
| 3Y Return (Ann) | 9.26% | 8.01% |
| 5Y Return (Ann) | 13.00% | 10.50% |
| 10Y Return (Ann) | 8.89% | 12.00% |
| Sharpe Ratio | 0.93 | 1.34 |
| Daily Std Dev | 15.20% | 12.48% |
| Max Drawdown | -54.05% | -41.44% |
| Current Drawdown | -2.73% | -4.49% |
Fundamentals
| LWDB.L | ATST.L | |
|---|---|---|
| Market Cap | £1.17B | £3.36B |
| EPS | £1.08 | £2.12 |
| PE Ratio | 8.22 | 5.63 |
| Total Revenue (TTM) | £301.97M | £979.14M |
| Gross Profit (TTM) | £285.82M | £961.50M |
| EBITDA (TTM) | £226.20M | £617.09M |
Correlation
The correlation between LWDB.L and ATST.L is 0.62, 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
LWDB.L vs. ATST.L - Performance Comparison
In the year-to-date period, LWDB.L achieves a 13.71% return, which is significantly higher than ATST.L's 9.15% return. Over the past 10 years, LWDB.L has underperformed ATST.L with an annualized return of 8.89%, while ATST.L has yielded a comparatively higher 12.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LWDB.L vs. ATST.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Law Debenture Corp (LWDB.L) and Alliance Trust plc (ATST.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.
Dividends
LWDB.L vs. ATST.L - Dividend Comparison
LWDB.L's dividend yield for the trailing twelve months is around 3.63%, more than ATST.L's 2.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LWDB.L Law Debenture Corp | 3.63% | 3.95% | 3.91% | 3.52% | 5.64% | 3.00% | 3.30% | 2.70% | 3.06% | 1.07% | 0.03% | 2.69% |
ATST.L Alliance Trust plc | 2.17% | 2.24% | 2.51% | 1.63% | 1.59% | 1.65% | 1.48% | 1.76% | 2.02% | 1.76% | 0.02% | 1.66% |
Drawdowns
LWDB.L vs. ATST.L - Drawdown Comparison
The maximum LWDB.L drawdown since its inception was -54.05%, which is greater than ATST.L's maximum drawdown of -41.44%. Use the drawdown chart below to compare losses from any high point for LWDB.L and ATST.L. For additional features, visit the drawdowns tool.
Volatility
LWDB.L vs. ATST.L - Volatility Comparison
Law Debenture Corp (LWDB.L) and Alliance Trust plc (ATST.L) have volatilities of 4.50% and 4.37%, 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.
Financials
LWDB.L vs. ATST.L - Financials Comparison
This section allows you to compare key financial metrics between Law Debenture Corp and Alliance Trust 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