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MONY.L vs. SGPYY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MONY.L vs. SGPYY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Moneysupermarket.Com Group plc (MONY.L) and Sage Group PLC ADR (SGPYY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

MONY.L is traded in GBp, while SGPYY is traded in USD. To make them comparable, the SGPYY values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, MONY.L achieves a 2.46% return, which is significantly higher than SGPYY's -18.65% return. Over the past 10 years, MONY.L has underperformed SGPYY with an annualized return of -0.60%, while SGPYY has yielded a comparatively higher 5.69% annualized return.


MONY.L

1D
-1.94%
1M
0.51%
YTD
2.46%
6M
-1.35%
1Y
-8.31%
3Y*
-5.95%
5Y*
-2.44%
10Y*
-0.60%

SGPYY

1D
-2.16%
1M
-2.91%
YTD
-18.65%
6M
-18.48%
1Y
-29.40%
3Y*
1.00%
5Y*
7.23%
10Y*
5.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MONY.L vs. SGPYY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MONY.L
Moneysupermarket.Com Group plc
2.46%2.32%-27.65%52.54%-5.50%-13.42%-17.96%26.37%-19.82%24.84%
SGPYY
Sage Group PLC ADR
-18.65%-13.78%9.86%62.08%-13.64%52.70%-20.29%28.13%-23.36%26.67%

Correlation

The correlation between MONY.L and SGPYY is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Jul 27, 2007

0.17

Fundamentals

Market Cap

MONY.L:

£934.47M

SGPYY:

$11.12B

EPS

MONY.L:

£0.30

SGPYY:

$3.03

PE Ratio

MONY.L:

5.83

SGPYY:

15.31

PEG Ratio

MONY.L:

0.49

SGPYY:

1.14

PS Ratio

MONY.L:

1.07

SGPYY:

2.22

PB Ratio

MONY.L:

4.13

SGPYY:

50.56

Total Revenue (TTM)

MONY.L:

£885.50M

SGPYY:

$5.07B

Gross Profit (TTM)

MONY.L:

£553.30M

SGPYY:

$4.66B

EBITDA (TTM)

MONY.L:

£266.70M

SGPYY:

$1.27B

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Return for Risk

MONY.L vs. SGPYY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MONY.L
MONY.L Risk / Return Rank: 2727
Overall Rank
MONY.L Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
MONY.L Sortino Ratio Rank: 2424
Sortino Ratio Rank
MONY.L Omega Ratio Rank: 2323
Omega Ratio Rank
MONY.L Calmar Ratio Rank: 3333
Calmar Ratio Rank
MONY.L Martin Ratio Rank: 3131
Martin Ratio Rank

SGPYY
SGPYY Risk / Return Rank: 88
Overall Rank
SGPYY Sharpe Ratio Rank: 44
Sharpe Ratio Rank
SGPYY Sortino Ratio Rank: 77
Sortino Ratio Rank
SGPYY Omega Ratio Rank: 77
Omega Ratio Rank
SGPYY Calmar Ratio Rank: 1212
Calmar Ratio Rank
SGPYY Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MONY.L vs. SGPYY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Moneysupermarket.Com Group plc (MONY.L) and Sage Group PLC ADR (SGPYY). 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.


MONY.LSGPYYDifference
Sharpe ratioReturn per unit of total volatility

+0.70

Sortino ratioReturn per unit of downside risk

+1.07

Omega ratioGain probability vs. loss probability

0.96

0.82

+0.13

Calmar ratioReturn relative to maximum drawdown

-0.25

-0.78

+0.53

Martin ratioReturn relative to average drawdown

-0.54

-1.40

+0.86

MONY.L vs. SGPYY - Sharpe Ratio Comparison

The current MONY.L Sharpe Ratio is -0.34, which is higher than the SGPYY Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of MONY.L and SGPYY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MONY.LSGPYYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.34

-1.05

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

0.27

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.02

0.20

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.32

-0.14

Drawdowns

MONY.L vs. SGPYY - Drawdown Comparison

The maximum MONY.L drawdown since its inception was -83.17%, which is greater than SGPYY's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for MONY.L and SGPYY.


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Drawdown Indicators


MONY.LSGPYYDifference

Max Drawdown

Largest peak-to-trough decline

-83.17%

-47.60%

-35.57%

Max Drawdown (1Y)

Largest decline over 1 year

-33.65%

-37.95%

+4.30%

Max Drawdown (3Y)

Largest decline over 3 years

-42.54%

-40.61%

-1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-42.54%

-40.61%

-1.93%

Max Drawdown (10Y)

Largest decline over 10 years

-54.19%

-40.61%

-13.58%

Current Drawdown

Current decline from peak

-38.01%

-34.23%

-3.78%

Average Drawdown

Average peak-to-trough decline

-27.85%

-11.50%

-16.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.28%

21.07%

-5.79%

Volatility

MONY.L vs. SGPYY - Volatility Comparison

The current volatility for Moneysupermarket.Com Group plc (MONY.L) is 4.78%, while Sage Group PLC ADR (SGPYY) has a volatility of 12.28%. This indicates that MONY.L experiences smaller price fluctuations and is considered to be less risky than SGPYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MONY.LSGPYYDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

12.28%

-7.50%

Volatility (6M)

Calculated over the trailing 6-month period

21.42%

24.55%

-3.13%

Volatility (1Y)

Calculated over the trailing 1-year period

24.24%

28.25%

-4.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.85%

26.55%

+2.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.62%

28.62%

+1.00%

Dividends

MONY.L vs. SGPYY - Dividend Comparison

MONY.L's dividend yield for the trailing twelve months is around 7.13%, more than SGPYY's 1.66% yield.


PositionTTM20252024202320222021202020192018201720162015
MONY.L
Moneysupermarket.Com Group plc
7.13%6.82%6.35%4.21%6.09%5.42%4.49%5.64%3.83%2.79%3.18%2.25%
SGPYY
Sage Group PLC ADR
1.66%1.87%1.57%1.50%2.59%1.88%2.37%1.86%2.45%1.47%4.60%1.88%

Financials

MONY.L vs. SGPYY - Financials Comparison

This section allows you to compare key financial metrics between Moneysupermarket.Com Group plc and Sage Group PLC ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B1.40B202120222023202420252026
221.00M
1.38B
(MONY.L) Total Revenue
(SGPYY) Total Revenue
Please note, different currencies. MONY.L values in GBp, SGPYY values in USD

MONY.L vs. SGPYY - Profitability Comparison

The chart below illustrates the profitability comparison between Moneysupermarket.Com Group plc and Sage Group PLC ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%202120222023202420252026
57.9%
89.1%
Portfolio components
MONY.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Moneysupermarket.Com Group plc reported a gross profit of 127.90M and revenue of 221.00M. Therefore, the gross margin over that period was 57.9%.

SGPYY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported a gross profit of 1.23B and revenue of 1.38B. Therefore, the gross margin over that period was 89.1%.

MONY.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Moneysupermarket.Com Group plc reported an operating income of 56.20M and revenue of 221.00M, resulting in an operating margin of 25.4%.

SGPYY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported an operating income of 308.57M and revenue of 1.38B, resulting in an operating margin of 22.3%.

MONY.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Moneysupermarket.Com Group plc reported a net income of 35.30M and revenue of 221.00M, resulting in a net margin of 16.0%.

SGPYY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported a net income of 198.94M and revenue of 1.38B, resulting in a net margin of 14.4%.


Frequently Asked Questions


MONY.L and SGPYY have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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