PRNDY vs. BA.L
PRNDY (Pernod Ricard SA.) and BA.L (BAE Systems plc) are both stocks. PRNDY operates in Beverages - Wineries & Distilleries (Consumer Defensive), while BA.L operates in Aerospace & Defense (Industrials). Over the past 3 years, PRNDY returned -28.67%/yr vs 31.88%/yr for BA.L. At a 0.10 correlation, their price movements are largely independent.
Performance
PRNDY vs. BA.L - Performance Comparison
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Different Trading Currencies
PRNDY 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, PRNDY achieves a -18.02% return, which is significantly lower than BA.L's 10.60% return.
PRNDY
- 1D
- -2.02%
- 1M
- -4.65%
- YTD
- -18.02%
- 6M
- -22.25%
- 1Y
- -27.56%
- 3Y*
- -28.67%
- 5Y*
- —
- 10Y*
- —
BA.L
- 1D
- -0.71%
- 1M
- -7.59%
- YTD
- 10.60%
- 6M
- 16.24%
- 1Y
- -2.85%
- 3Y*
- 31.88%
- 5Y*
- 30.70%
- 10Y*
- 17.37%
PRNDY vs. BA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PRNDY Pernod Ricard SA. | -18.02% | -19.27% | -33.61% | -7.89% | -17.06% | 3.67% |
BA.L BAE Systems plc | 10.60% | 63.60% | 4.12% | 40.34% | 43.72% | -3.94% |
Correlation
The correlation between PRNDY and BA.L is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2021 | 0.10 |
The correlation between PRNDY and BA.L shifts across timeframes, from -0.03 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PRNDY:
$17.72B
BA.L:
£57.64B
PRNDY:
$1.98
BA.L:
£1.33
PRNDY:
7.09
BA.L:
14.33
PRNDY:
0.63
BA.L:
2.29
PRNDY:
0.84
BA.L:
1.05
PRNDY:
1.15
BA.L:
4.89
PRNDY:
$21.18B
BA.L:
£54.65B
PRNDY:
$12.50B
BA.L:
£4.75B
PRNDY:
$6.13B
BA.L:
£7.55B
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Return for Risk
PRNDY vs. BA.L — Risk / Return Rank
PRNDY
BA.L
PRNDY vs. BA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pernod Ricard SA. (PRNDY) 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.
| PRNDY | BA.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.86 | -0.09 | -0.77 |
Sortino ratioReturn per unit of downside risk | -1.16 | 0.09 | -1.25 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.01 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.67 | -0.13 | -0.54 |
Martin ratioReturn relative to average drawdown | -1.21 | -0.28 | -0.93 |
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
| PRNDY | BA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.86 | -0.09 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.13 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.76 | 0.38 | -1.14 |
Drawdowns
PRNDY vs. BA.L - Drawdown Comparison
The maximum PRNDY drawdown since its inception was -67.59%, 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 PRNDY and BA.L.
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Drawdown Indicators
| PRNDY | BA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.59% | -57.18% | -10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -41.41% | -22.64% | -18.77% |
Max Drawdown (3Y)Largest decline over 3 years | -66.31% | -22.64% | -43.67% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.57% | — |
Current DrawdownCurrent decline from peak | -66.64% | -18.06% | -48.58% |
Average DrawdownAverage peak-to-trough decline | -32.41% | -18.51% | -13.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.86% | 10.24% | +12.62% |
Volatility
PRNDY vs. BA.L - Volatility Comparison
The current volatility for Pernod Ricard SA. (PRNDY) is 8.26%, while BAE Systems plc (BA.L) has a volatility of 10.46%. This indicates that PRNDY 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
| PRNDY | BA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.26% | 10.46% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 24.28% | 24.58% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.99% | 31.12% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.34% | 27.06% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.34% | 26.85% | +0.49% |
Dividends
PRNDY vs. BA.L - Dividend Comparison
PRNDY's dividend yield for the trailing twelve months is around 7.86%, more than BA.L's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA.L BAE Systems plc | 0.72% | 1.99% | 2.69% | 2.53% | 2.99% | 4.40% | 4.75% | 4.00% | 4.79% | 3.75% | 3.57% | 4.14% |
PRNDY Pernod Ricard SA. | 7.86% | 6.44% | 4.53% | 2.86% | 2.10% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
PRNDY vs. BA.L - Financials Comparison
This section allows you to compare key financial metrics between Pernod Ricard SA. 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
PRNDY vs. BA.L - Profitability Comparison
PRNDY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pernod Ricard SA. reported a gross profit of 3.09B and revenue of 5.21B. Therefore, the gross margin over that period was 59.3%.
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%.
PRNDY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pernod Ricard SA. reported an operating income of 1.60B and revenue of 5.21B, resulting in an operating margin of 30.7%.
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%.
PRNDY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pernod Ricard SA. reported a net income of 967.78M and revenue of 5.21B, resulting in a net margin of 18.6%.
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
PRNDY and BA.L have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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