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PSMMY vs. BTRW.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

PSMMY vs. BTRW.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Persimmon Plc (PSMMY) and Barratt Redrow PLC (BTRW.L). The values are adjusted to include any dividend payments, if applicable.

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PSMMY vs. BTRW.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSMMY
Persimmon Plc
-19.56%26.87%-12.25%29.93%-58.84%11.72%15.09%60.71%-26.83%83.35%
BTRW.L
Barratt Redrow PLC
-31.74%-2.61%-20.41%60.78%-48.00%15.47%-299.93%81.46%-26.88%63.33%
Different Trading Currencies

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

Fundamentals

Market Cap

PSMMY:

$4.74B

BTRW.L:

£3.78B

EPS

PSMMY:

$3.41

BTRW.L:

£0.24

PE Ratio

PSMMY:

8.57

BTRW.L:

10.97

PS Ratio

PSMMY:

0.68

BTRW.L:

0.35

PB Ratio

PSMMY:

1.31

BTRW.L:

0.49

Total Revenue (TTM)

PSMMY:

$6.94B

BTRW.L:

£10.53B

Gross Profit (TTM)

PSMMY:

$1.16B

BTRW.L:

£1.62B

EBITDA (TTM)

PSMMY:

$833.93M

BTRW.L:

£801.30M

Returns By Period

In the year-to-date period, PSMMY achieves a -19.56% return, which is significantly higher than BTRW.L's -31.74% return.


PSMMY

1D
2.17%
1M
-25.30%
YTD
-19.56%
6M
-5.65%
1Y
-3.26%
3Y*
3.12%
5Y*
-14.40%
10Y*
0.28%

BTRW.L

1D
0.00%
1M
-26.28%
YTD
-31.74%
6M
-31.79%
1Y
-32.84%
3Y*
-10.94%
5Y*
-15.05%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Persimmon Plc

Barratt Redrow PLC

Return for Risk

PSMMY vs. BTRW.L — Risk / Return Rank

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

PSMMY
PSMMY Risk / Return Rank: 3535
Overall Rank
PSMMY Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
PSMMY Sortino Ratio Rank: 3131
Sortino Ratio Rank
PSMMY Omega Ratio Rank: 3131
Omega Ratio Rank
PSMMY Calmar Ratio Rank: 3939
Calmar Ratio Rank
PSMMY Martin Ratio Rank: 3838
Martin Ratio Rank

BTRW.L
BTRW.L Risk / Return Rank: 55
Overall Rank
BTRW.L Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BTRW.L Sortino Ratio Rank: 44
Sortino Ratio Rank
BTRW.L Omega Ratio Rank: 55
Omega Ratio Rank
BTRW.L Calmar Ratio Rank: 1313
Calmar Ratio Rank
BTRW.L Martin Ratio Rank: 33
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.

PSMMY vs. BTRW.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Persimmon Plc (PSMMY) and Barratt Redrow PLC (BTRW.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.


PSMMYBTRW.LDifference

Sharpe ratio

Return per unit of total volatility

-0.09

-1.02

+0.92

Sortino ratio

Return per unit of downside risk

0.11

-1.35

+1.46

Omega ratio

Gain probability vs. loss probability

1.01

0.83

+0.18

Calmar ratio

Return relative to maximum drawdown

-0.06

-0.75

+0.69

Martin ratio

Return relative to average drawdown

-0.16

-1.66

+1.50

PSMMY vs. BTRW.L - Sharpe Ratio Comparison

The current PSMMY Sharpe Ratio is -0.09, which is higher than the BTRW.L Sharpe Ratio of -1.02. The chart below compares the historical Sharpe Ratios of PSMMY and BTRW.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PSMMYBTRW.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

-1.02

+0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.40

-0.47

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

Correlation

The correlation between PSMMY and BTRW.L is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PSMMY vs. BTRW.L - Dividend Comparison

PSMMY's dividend yield for the trailing twelve months is around 5.51%, less than BTRW.L's 6.76% yield.


TTM20252024202320222021202020192018201720162015
PSMMY
Persimmon Plc
5.51%4.43%5.17%5.40%20.63%8.10%7.91%8.26%12.82%5.15%14.45%4.50%
BTRW.L
Barratt Redrow PLC
8.59%4.62%3.68%5.99%9.30%3.93%108.98%6.21%9.46%6.44%6.64%4.28%

Drawdowns

PSMMY vs. BTRW.L - Drawdown Comparison

The maximum PSMMY drawdown since its inception was -69.45%, smaller than the maximum BTRW.L drawdown of -311.90%. Use the drawdown chart below to compare losses from any high point for PSMMY and BTRW.L.


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Drawdown Indicators


PSMMYBTRW.LDifference

Max Drawdown

Largest peak-to-trough decline

-69.45%

-297.48%

+228.03%

Max Drawdown (1Y)

Largest decline over 1 year

-32.68%

-45.27%

+12.59%

Max Drawdown (5Y)

Largest decline over 5 years

-69.45%

-57.45%

-12.00%

Max Drawdown (10Y)

Largest decline over 10 years

-69.45%

-297.48%

+228.03%

Current Drawdown

Current decline from peak

-58.11%

-185.54%

+127.43%

Average Drawdown

Average peak-to-trough decline

-25.77%

-68.92%

+43.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.93%

19.82%

-6.89%

Volatility

PSMMY vs. BTRW.L - Volatility Comparison

Persimmon Plc (PSMMY) has a higher volatility of 14.54% compared to Barratt Redrow PLC (BTRW.L) at 13.55%. This indicates that PSMMY's price experiences larger fluctuations and is considered to be riskier than BTRW.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSMMYBTRW.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.54%

13.55%

+0.99%

Volatility (6M)

Calculated over the trailing 6-month period

24.49%

23.11%

+1.38%

Volatility (1Y)

Calculated over the trailing 1-year period

34.66%

32.16%

+2.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.32%

31.93%

+4.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.77%

108.75%

-67.98%

Financials

PSMMY vs. BTRW.L - Financials Comparison

This section allows you to compare key financial metrics between Persimmon Plc and Barratt Redrow 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.


Quarterly
Annual

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


1.00B1.50B2.00B2.50B3.00B20212022202320242025
2.23B
2.63B
(PSMMY) Total Revenue
(BTRW.L) Total Revenue
Please note, different currencies. PSMMY values in USD, BTRW.L values in GBp

PSMMY vs. BTRW.L - Profitability Comparison

The chart below illustrates the profitability comparison between Persimmon Plc and Barratt Redrow PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%20212022202320242025
14.0%
14.5%
Portfolio components
PSMMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

BTRW.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Barratt Redrow PLC reported a gross profit of 381.30M and revenue of 2.63B. 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 Apr 2026, Persimmon Plc reported an operating income of 258.70M and revenue of 2.23B, resulting in an operating margin of 11.6%.

BTRW.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Barratt Redrow PLC reported an operating income of 188.40M and revenue of 2.63B, 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 Apr 2026, Persimmon Plc reported a net income of 184.56M and revenue of 2.23B, resulting in a net margin of 8.3%.

BTRW.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Barratt Redrow PLC reported a net income of 102.60M and revenue of 2.63B, resulting in a net margin of 3.9%.