MKS.L vs. BHP
MKS.L (Marks and Spencer Group plc) and BHP (BHP Group) are both stocks. MKS.L operates in Department Stores (Consumer Cyclical), while BHP operates in Other Industrial Metals & Mining (Basic Materials). Over the past 10 years, MKS.L returned 2.75%/yr vs 23.42%/yr for BHP. At a 0.17 correlation, their price movements are largely independent.
Performance
MKS.L vs. BHP - Performance Comparison
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Different Trading Currencies
MKS.L is traded in GBp, while BHP is traded in USD. To make them comparable, the BHP values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, MKS.L achieves a 11.61% return, which is significantly lower than BHP's 54.02% return. Over the past 10 years, MKS.L has underperformed BHP with an annualized return of 2.75%, while BHP has yielded a comparatively higher 23.42% annualized return.
MKS.L
- 1D
- 0.00%
- 1M
- 9.11%
- YTD
- 11.61%
- 6M
- 10.77%
- 1Y
- -1.34%
- 3Y*
- 26.13%
- 5Y*
- 19.08%
- 10Y*
- 2.75%
BHP
- 1D
- -2.21%
- 1M
- 17.62%
- YTD
- 54.02%
- 6M
- 59.10%
- 1Y
- 96.19%
- 3Y*
- 18.26%
- 5Y*
- 17.43%
- 10Y*
- 23.42%
MKS.L vs. BHP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MKS.L Marks and Spencer Group plc | 11.61% | -11.20% | 39.13% | 121.79% | -46.72% | 69.77% | -36.16% | -4.79% | -16.37% | -5.11% |
BHP BHP Group | 54.02% | 19.72% | -23.32% | 10.68% | 61.51% | 1.86% | 21.68% | 19.76% | 17.11% | 22.30% |
Correlation
The correlation between MKS.L and BHP 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 | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007 | 0.17 |
The correlation between MKS.L and BHP shifts across timeframes, from 0.03 (3 years) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MKS.L:
£7.75B
BHP:
$231.17B
MKS.L:
£0.26
BHP:
$8.51
MKS.L:
13.96
BHP:
10.68
MKS.L:
0.25
BHP:
2.15
MKS.L:
2.54
BHP:
4.59
MKS.L:
£31.09B
BHP:
$107.64B
MKS.L:
£13.82B
BHP:
$89.04B
MKS.L:
£2.55B
BHP:
$52.23B
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Return for Risk
MKS.L vs. BHP — Risk / Return Rank
MKS.L
BHP
MKS.L vs. BHP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marks and Spencer Group plc (MKS.L) and BHP Group (BHP). 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.
| MKS.L | BHP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.34 | ||
| Sortino ratioReturn per unit of downside risk | -3.76 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.49 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 4.98 | -4.94 |
| Martin ratioReturn relative to average drawdown | 0.07 | 18.97 | -18.90 |
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
| MKS.L | BHP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 3.36 | -3.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.60 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.77 | -0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.32 | -0.16 |
Drawdowns
MKS.L vs. BHP - Drawdown Comparison
The maximum MKS.L drawdown since its inception was -80.60%, which is greater than BHP's maximum drawdown of -72.60%. Use the drawdown chart below to compare losses from any high point for MKS.L and BHP.
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Drawdown Indicators
| MKS.L | BHP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.60% | -72.60% | -8.00% |
Max Drawdown (1Y)Largest decline over 1 year | -24.10% | -19.43% | -4.67% |
Max Drawdown (3Y)Largest decline over 3 years | -24.12% | -37.16% | +13.04% |
Max Drawdown (5Y)Largest decline over 5 years | -63.72% | -37.56% | -26.16% |
Max Drawdown (10Y)Largest decline over 10 years | -73.37% | -44.38% | -28.99% |
Current DrawdownCurrent decline from peak | -13.96% | -2.21% | -11.75% |
Average DrawdownAverage peak-to-trough decline | -30.70% | -21.94% | -8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.86% | 5.09% | +6.77% |
Volatility
MKS.L vs. BHP - Volatility Comparison
Marks and Spencer Group plc (MKS.L) and BHP Group (BHP) have volatilities of 11.13% and 10.95%, 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
| MKS.L | BHP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.13% | 10.95% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 23.06% | 22.84% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.60% | 28.81% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.44% | 29.43% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.85% | 30.58% | +6.27% |
Dividends
MKS.L vs. BHP - Dividend Comparison
MKS.L's dividend yield for the trailing twelve months is around 0.33%, less than BHP's 2.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 2.93% | 3.64% | 5.98% | 4.98% | 22.44% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.38% |
MKS.L Marks and Spencer Group plc | 1.14% | 1.15% | 0.80% | 0.37% | 0.00% | 0.00% | 0.00% | 5.15% | 7.51% | 5.90% | 6.61% | 4.04% |
Financials
MKS.L vs. BHP - Financials Comparison
This section allows you to compare key financial metrics between Marks and Spencer Group plc and BHP Group. 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
MKS.L vs. BHP - Profitability Comparison
MKS.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marks and Spencer Group plc reported a gross profit of 0.00 and revenue of 9.33B. Therefore, the gross margin over that period was 0.0%.
BHP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BHP Group reported a gross profit of 11.98B and revenue of 27.95B. Therefore, the gross margin over that period was 42.9%.
MKS.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marks and Spencer Group plc reported an operating income of 445.70M and revenue of 9.33B, resulting in an operating margin of 4.8%.
BHP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BHP Group reported an operating income of 11.98B and revenue of 27.95B, resulting in an operating margin of 42.9%.
MKS.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marks and Spencer Group plc reported a net income of 253.20M and revenue of 9.33B, resulting in a net margin of 2.7%.
BHP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BHP Group reported a net income of 5.65B and revenue of 27.95B, resulting in a net margin of 20.2%.
Frequently Asked Questions
MKS.L and BHP 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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