PSMMY vs. BTDPY
PSMMY (Persimmon Plc) and BTDPY (Barratt Developments PLC) are both stocks. Both operate in the Residential Construction industry within the Consumer Cyclical sector. Over the past 5 years, PSMMY returned -13.64%/yr vs -13.00%/yr for BTDPY. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
PSMMY vs. BTDPY - Performance Comparison
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Returns By Period
In the year-to-date period, PSMMY achieves a -18.28% return, which is significantly higher than BTDPY's -28.85% return.
PSMMY
- 1D
- 5.22%
- 1M
- 1.27%
- YTD
- -18.28%
- 6M
- -17.82%
- 1Y
- -17.71%
- 3Y*
- 7.00%
- 5Y*
- -13.64%
- 10Y*
- 3.53%
BTDPY
- 1D
- 6.68%
- 1M
- 6.37%
- YTD
- -28.85%
- 6M
- -27.01%
- 1Y
- -40.03%
- 3Y*
- -6.39%
- 5Y*
- -13.00%
- 10Y*
- —
PSMMY vs. BTDPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PSMMY Persimmon Plc | -18.28% | 26.87% | -12.25% | 29.93% | -58.84% | 11.72% | 15.09% | 60.71% | -20.79% |
BTDPY Barratt Developments PLC | -28.85% | -2.80% | -18.51% | 62.83% | -48.53% | 14.79% | -10.09% | 75.76% | -5.13% |
Correlation
The correlation between PSMMY and BTDPY is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2018 | 0.61 |
The correlation between PSMMY and BTDPY shifts across timeframes, from 0.61 (all time) to 0.76 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
PSMMY:
$4.64B
BTDPY:
$5.34B
PSMMY:
£3.41
BTDPY:
£0.46
PSMMY:
6.37
BTDPY:
12.21
PSMMY:
0.51
BTDPY:
0.39
PSMMY:
0.98
BTDPY:
0.52
PSMMY:
£6.94B
BTDPY:
£10.51B
PSMMY:
£1.16B
BTDPY:
£1.61B
PSMMY:
£833.93M
BTDPY:
£867.32M
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Return for Risk
PSMMY vs. BTDPY — Risk / Return Rank
PSMMY
BTDPY
PSMMY vs. BTDPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Persimmon Plc (PSMMY) and Barratt Developments PLC (BTDPY). 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.
| PSMMY | BTDPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.80 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | -0.84 | +0.33 |
| Martin ratioReturn relative to average drawdown | -0.93 | -1.37 | +0.44 |
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Drawdowns
PSMMY vs. BTDPY - Drawdown Comparison
The maximum PSMMY drawdown since its inception was -69.45%, which is greater than BTDPY's maximum drawdown of -65.39%. Use the drawdown chart below to compare losses from any high point for PSMMY and BTDPY.
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Drawdown Indicators
| PSMMY | BTDPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.45% | -65.39% | -4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -35.15% | -47.90% | +12.75% |
Max Drawdown (3Y)Largest decline over 3 years | -42.78% | -51.63% | +8.85% |
Max Drawdown (5Y)Largest decline over 5 years | -66.81% | -61.71% | -5.10% |
Max Drawdown (10Y)Largest decline over 10 years | -69.45% | — | — |
Current DrawdownCurrent decline from peak | -57.44% | -58.09% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -26.33% | -32.56% | +6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.06% | 29.15% | -10.09% |
Volatility
PSMMY vs. BTDPY - Volatility Comparison
Persimmon Plc (PSMMY) has a higher volatility of 11.78% compared to Barratt Developments PLC (BTDPY) at 10.89%. This indicates that PSMMY's price experiences larger fluctuations and is considered to be riskier than BTDPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSMMY | BTDPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.78% | 10.89% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 27.66% | 26.62% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.84% | 34.38% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.89% | 34.60% | +2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.44% | 46.85% | -7.41% |
Dividends
PSMMY vs. BTDPY - Dividend Comparison
PSMMY's dividend yield for the trailing twelve months is around 5.65%, less than BTDPY's 6.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTDPY Barratt Developments PLC | 6.31% | 4.47% | 3.72% | 5.81% | 9.34% | 3.88% | 0.00% | 5.25% | 6.93% | 0.00% | 0.00% | 0.00% |
PSMMY Persimmon Plc | 5.65% | 4.43% | 5.17% | 5.40% | 20.63% | 8.10% | 7.91% | 8.26% | 12.82% | 5.15% | 14.45% | 4.50% |
Financials
PSMMY vs. BTDPY - Financials Comparison
This section allows you to compare key financial metrics between Persimmon Plc and Barratt Developments 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
PSMMY vs. BTDPY - Profitability Comparison
PSMMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported a gross profit of 312.36M and revenue of 2.23B. Therefore, the gross margin over that period was 14.0%.
BTDPY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barratt Developments PLC reported a gross profit of 378.95M and revenue of 2.62B. Therefore, the gross margin over that period was 14.5%.
PSMMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported an operating income of 258.70M and revenue of 2.23B, resulting in an operating margin of 11.6%.
BTDPY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barratt Developments PLC reported an operating income of 187.24M and revenue of 2.62B, resulting in an operating margin of 7.2%.
PSMMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported a net income of 184.56M and revenue of 2.23B, resulting in a net margin of 8.3%.
BTDPY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barratt Developments PLC reported a net income of 101.97M and revenue of 2.62B, resulting in a net margin of 3.9%.
Frequently Asked Questions
PSMMY and BTDPY have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSMMY has higher volatility (11.78%) compared to BTDPY (10.89%). In terms of maximum drawdown, PSMMY dropped -69.45% vs BTDPY's -65.39%.
PSMMY currently has the higher Sharpe Ratio (-0.51 vs -1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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