MO vs. BA.L
MO (Altria Group, Inc.) and BA.L (BAE Systems plc) are both stocks. MO operates in Tobacco (Consumer Defensive), while BA.L operates in Aerospace & Defense (Industrials). Over the past 10 years, MO returned 7.93%/yr vs 18.26%/yr for BA.L. At a 0.18 correlation, their price movements are largely independent.
Performance
MO vs. BA.L - Performance Comparison
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Different Trading Currencies
MO is traded in USD, while BA.L is traded in GBp. To make them comparable, the BA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MO achieves a 26.86% return, which is significantly higher than BA.L's 12.20% return. Over the past 10 years, MO has underperformed BA.L with an annualized return of 7.93%, while BA.L has yielded a comparatively higher 18.26% annualized return.
MO
- 1D
- 0.74%
- 1M
- -1.57%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.74%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
BA.L
- 1D
- -1.78%
- 1M
- -0.68%
- YTD
- 12.20%
- 6M
- 13.86%
- 1Y
- -0.87%
- 3Y*
- 31.41%
- 5Y*
- 30.99%
- 10Y*
- 18.26%
MO vs. BA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
BA.L BAE Systems plc | 12.20% | 63.60% | 4.12% | 40.34% | 43.72% | 16.51% | -6.51% | 33.58% | -21.46% | 9.84% |
Correlation
The correlation between MO and BA.L is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2007 | 0.18 |
The correlation between MO and BA.L shifts across timeframes, from -0.16 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MO:
$120.36B
BA.L:
£57.97B
MO:
$4.79
BA.L:
£1.33
MO:
15.00
BA.L:
14.41
MO:
0.32
BA.L:
2.30
MO:
5.54
BA.L:
1.06
MO:
$21.82B
BA.L:
£54.65B
MO:
$14.80B
BA.L:
£4.75B
MO:
$11.70B
BA.L:
£7.55B
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Return for Risk
MO vs. BA.L — Risk / Return Rank
MO
BA.L
MO vs. BA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and BAE Systems plc (BA.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.
| MO | BA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.03 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 0.07 | +1.68 |
| Martin ratioReturn relative to average drawdown | 4.39 | 0.16 | +4.24 |
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Drawdowns
MO vs. BA.L - Drawdown Comparison
The maximum MO drawdown since its inception was -65.43%, which is greater than BA.L's maximum drawdown of -57.18%. Use the drawdown chart below to compare losses from any high point for MO and BA.L.
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Drawdown Indicators
| MO | BA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.43% | -57.18% | -8.25% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -22.64% | +6.24% |
Max Drawdown (3Y)Largest decline over 3 years | -16.40% | -22.64% | +6.24% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -22.64% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -53.69% | -41.57% | -12.12% |
Current DrawdownCurrent decline from peak | -3.50% | -16.88% | +13.38% |
Average DrawdownAverage peak-to-trough decline | -11.92% | -18.53% | +6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 10.00% | -3.50% |
Volatility
MO vs. BA.L - Volatility Comparison
The current volatility for Altria Group, Inc. (MO) is 6.71%, while BAE Systems plc (BA.L) has a volatility of 9.11%. This indicates that MO experiences smaller price fluctuations and is considered to be less risky than BA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MO | BA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 9.11% | -2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 17.60% | 24.23% | -6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 30.85% | -8.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 27.07% | -6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.97% | 26.84% | -3.87% |
Dividends
MO vs. BA.L - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 5.84%, more than BA.L's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 1.90% | 1.99% | 2.69% | 2.53% | 2.99% | 4.40% | 4.75% | 4.00% | 4.79% | 3.75% | 3.57% | 4.14% |
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Financials
MO vs. BA.L - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, Inc. and BAE Systems 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
MO vs. BA.L - Profitability Comparison
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
BA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BAE Systems plc reported a gross profit of 1.35B and revenue of 14.77B. Therefore, the gross margin over that period was 9.2%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
BA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BAE Systems plc reported an operating income of 1.35B and revenue of 14.77B, resulting in an operating margin of 9.2%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
BA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BAE Systems plc reported a net income of 1.09B and revenue of 14.77B, resulting in a net margin of 7.4%.
Frequently Asked Questions
MO and BA.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.
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