NG.L vs. LGEN.L
Compare and contrast key facts about National Grid plc (NG.L) and Legal & General Group plc (LGEN.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NG.L or LGEN.L.
Key characteristics
NG.L | LGEN.L | |
---|---|---|
YTD Return | 12.18% | -1.90% |
1Y Return | 18.03% | 8.37% |
3Y Return (Ann) | 11.76% | 1.03% |
5Y Return (Ann) | 12.74% | 5.39% |
10Y Return (Ann) | 8.26% | 6.50% |
Sharpe Ratio | 0.89 | 0.37 |
Daily Std Dev | 20.84% | 19.79% |
Max Drawdown | -37.91% | -85.42% |
Current Drawdown | 0.00% | -8.98% |
Fundamentals
NG.L | LGEN.L | |
---|---|---|
Market Cap | £50.98B | £13.19B |
EPS | £0.55 | £0.05 |
PE Ratio | 18.97 | 45.16 |
PEG Ratio | 2.04 | 0.00 |
Total Revenue (TTM) | £19.85B | £51.35B |
Gross Profit (TTM) | £5.45B | £51.35B |
EBITDA (TTM) | £7.52B | -£552.00M |
Correlation
The correlation between NG.L and LGEN.L is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NG.L vs. LGEN.L - Performance Comparison
In the year-to-date period, NG.L achieves a 12.18% return, which is significantly higher than LGEN.L's -1.90% return. Over the past 10 years, NG.L has outperformed LGEN.L with an annualized return of 8.26%, while LGEN.L has yielded a comparatively lower 6.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NG.L vs. LGEN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Grid plc (NG.L) and Legal & General Group plc (LGEN.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
NG.L vs. LGEN.L - Dividend Comparison
NG.L's dividend yield for the trailing twelve months is around 5.61%, less than LGEN.L's 9.14% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
National Grid plc | 5.61% | 5.86% | 5.63% | 5.07% | 6.16% | 5.51% | 6.62% | 16.03% | 4.97% | 5.01% | 8.00% | 10.81% |
Legal & General Group plc | 9.14% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% | 3.94% | 3.63% |
Drawdowns
NG.L vs. LGEN.L - Drawdown Comparison
The maximum NG.L drawdown since its inception was -37.91%, smaller than the maximum LGEN.L drawdown of -85.42%. Use the drawdown chart below to compare losses from any high point for NG.L and LGEN.L. For additional features, visit the drawdowns tool.
Volatility
NG.L vs. LGEN.L - Volatility Comparison
The current volatility for National Grid plc (NG.L) is 3.84%, while Legal & General Group plc (LGEN.L) has a volatility of 4.22%. This indicates that NG.L experiences smaller price fluctuations and is considered to be less risky than LGEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NG.L vs. LGEN.L - Financials Comparison
This section allows you to compare key financial metrics between National Grid plc and Legal & General Group 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