MNG.L vs. BAG.L
MNG.L (M&G plc) and BAG.L (A.G.Barr plc) are both stocks. MNG.L operates in Asset Management (Financial Services), while BAG.L operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 5 years, MNG.L returned 15.06%/yr vs 6.06%/yr for BAG.L. At a 0.18 correlation, their price movements are largely independent.
Performance
MNG.L vs. BAG.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MNG.L achieves a 14.56% return, which is significantly higher than BAG.L's 0.99% return.
MNG.L
- 1D
- 0.38%
- 1M
- 3.50%
- YTD
- 14.56%
- 6M
- 20.35%
- 1Y
- 38.16%
- 3Y*
- 26.25%
- 5Y*
- 15.06%
- 10Y*
- —
BAG.L
- 1D
- 0.00%
- 1M
- -0.16%
- YTD
- 0.99%
- 6M
- 0.67%
- 1Y
- -8.06%
- 3Y*
- 10.29%
- 5Y*
- 6.06%
- 10Y*
- 3.88%
MNG.L vs. BAG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MNG.L M&G plc | 14.56% | 58.44% | -2.67% | 31.17% | 2.51% | 9.91% | -11.33% | 7.82% |
BAG.L A.G.Barr plc | 0.99% | 5.05% | 21.87% | -1.23% | 5.31% | 1.72% | -10.52% | 4.50% |
Correlation
The correlation between MNG.L and BAG.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2019 | 0.18 |
Fundamentals
MNG.L:
£8.01B
BAG.L:
£688.86M
MNG.L:
-£0.02
BAG.L:
£0.77
MNG.L:
0.29
BAG.L:
0.80
MNG.L:
2.56
BAG.L:
2.04
MNG.L:
£27.20B
BAG.L:
£857.70M
MNG.L:
£28.73B
BAG.L:
£340.30M
MNG.L:
£2.40B
BAG.L:
£139.50M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MNG.L vs. BAG.L — Risk / Return Rank
MNG.L
BAG.L
MNG.L vs. BAG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for M&G plc (MNG.L) and A.G.Barr plc (BAG.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.
| MNG.L | BAG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.51 | ||
| Sortino ratioReturn per unit of downside risk | +3.41 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.94 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | -0.60 | +3.84 |
| Martin ratioReturn relative to average drawdown | 11.56 | -1.08 | +12.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MNG.L | BAG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | -0.44 | +2.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.27 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.18 | +0.23 |
Drawdowns
MNG.L vs. BAG.L - Drawdown Comparison
The maximum MNG.L drawdown since its inception was -62.75%, smaller than the maximum BAG.L drawdown of -93.03%. Use the drawdown chart below to compare losses from any high point for MNG.L and BAG.L.
Loading charts...
Drawdown Indicators
| MNG.L | BAG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.75% | -93.03% | +30.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -13.45% | +1.73% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -16.05% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -27.30% | -24.81% | -2.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.52% | — |
Current DrawdownCurrent decline from peak | -0.92% | -26.68% | +25.76% |
Average DrawdownAverage peak-to-trough decline | -10.47% | -21.35% | +10.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 7.47% | -4.18% |
Volatility
MNG.L vs. BAG.L - Volatility Comparison
M&G plc (MNG.L) and A.G.Barr plc (BAG.L) have volatilities of 4.96% and 5.07%, 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.
Loading charts...
Volatility by Period
| MNG.L | BAG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 5.07% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.64% | 14.75% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 18.49% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.10% | 22.62% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.63% | 27.07% | +9.56% |
Dividends
MNG.L vs. BAG.L - Dividend Comparison
MNG.L's dividend yield for the trailing twelve months is around 6.55%, more than BAG.L's 3.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAG.L A.G.Barr plc | 3.04% | 2.76% | 2.55% | 2.58% | 2.35% | 1.93% | 0.00% | 2.89% | 1.99% | 2.19% | 2.69% | 2.32% |
MNG.L M&G plc | 6.55% | 7.05% | 10.01% | 8.95% | 9.80% | 9.19% | 4.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MNG.L vs. BAG.L - Financials Comparison
This section allows you to compare key financial metrics between M&G plc and A.G.Barr 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
MNG.L vs. BAG.L - Profitability Comparison
MNG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, M&G plc reported a gross profit of 13.84B and revenue of 13.84B. Therefore, the gross margin over that period was 100.0%.
BAG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported a gross profit of 80.90M and revenue of 209.20M. Therefore, the gross margin over that period was 38.7%.
MNG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, M&G plc reported an operating income of 751.00M and revenue of 13.84B, resulting in an operating margin of 5.4%.
BAG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported an operating income of 27.40M and revenue of 209.20M, resulting in an operating margin of 13.1%.
MNG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, M&G plc reported a net income of 59.00M and revenue of 13.84B, resulting in a net margin of 0.4%.
BAG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, A.G.Barr plc reported a net income of 19.40M and revenue of 209.20M, resulting in a net margin of 9.3%.
Frequently Asked Questions
MNG.L and BAG.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for MNG.L and BAG.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer