PUBGY vs. BMY.L
Compare and contrast key facts about Publicis Groupe SA (PUBGY) and Bloomsbury Publishing plc (BMY.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PUBGY or BMY.L.
Key characteristics
| PUBGY | BMY.L | |
|---|---|---|
| YTD Return | 20.07% | 51.30% |
| 1Y Return | 49.10% | 71.76% |
| 3Y Return (Ann) | 21.25% | 29.10% |
| 5Y Return (Ann) | 25.42% | 27.02% |
| 10Y Return (Ann) | 7.97% | 20.22% |
| Sharpe Ratio | 2.29 | 2.13 |
| Sortino Ratio | 3.10 | 2.97 |
| Omega Ratio | 1.39 | 1.36 |
| Calmar Ratio | 3.42 | 5.31 |
| Martin Ratio | 11.09 | 13.25 |
| Ulcer Index | 4.24% | 5.38% |
| Daily Std Dev | 20.53% | 33.32% |
| Max Drawdown | -70.76% | -72.41% |
| Current Drawdown | -5.65% | -7.17% |
Fundamentals
| PUBGY | BMY.L | |
|---|---|---|
| Market Cap | $27.91B | £566.81M |
| EPS | $1.53 | £0.46 |
| PE Ratio | 17.57 | 15.13 |
| PEG Ratio | 1.31 | 0.00 |
Correlation
The correlation between PUBGY and BMY.L is 0.13, 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
PUBGY vs. BMY.L - Performance Comparison
In the year-to-date period, PUBGY achieves a 20.07% return, which is significantly lower than BMY.L's 51.30% return. Over the past 10 years, PUBGY has underperformed BMY.L with an annualized return of 7.97%, while BMY.L has yielded a comparatively higher 20.22% 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
PUBGY vs. BMY.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Publicis Groupe SA (PUBGY) and Bloomsbury Publishing plc (BMY.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
PUBGY vs. BMY.L - Dividend Comparison
PUBGY's dividend yield for the trailing twelve months is around 3.43%, more than BMY.L's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUBGY Publicis Groupe SA | 3.43% | 3.35% | 4.05% | 3.57% | 2.78% | 5.24% | 4.15% | 2.98% | 2.62% | 1.97% | 2.11% | 1.28% |
BMY.L Bloomsbury Publishing plc | 2.14% | 2.99% | 2.40% | 5.19% | 2.78% | 2.86% | 3.87% | 3.68% | 3.91% | 4.21% | 3.73% | 3.14% |
Drawdowns
PUBGY vs. BMY.L - Drawdown Comparison
The maximum PUBGY drawdown since its inception was -70.76%, roughly equal to the maximum BMY.L drawdown of -72.41%. Use the drawdown chart below to compare losses from any high point for PUBGY and BMY.L. For additional features, visit the drawdowns tool.
Volatility
PUBGY vs. BMY.L - Volatility Comparison
The current volatility for Publicis Groupe SA (PUBGY) is 7.38%, while Bloomsbury Publishing plc (BMY.L) has a volatility of 14.01%. This indicates that PUBGY experiences smaller price fluctuations and is considered to be less risky than BMY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PUBGY vs. BMY.L - Financials Comparison
This section allows you to compare key financial metrics between Publicis Groupe SA and Bloomsbury Publishing 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