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RR.L vs. PG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RR.L vs. PG - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Rolls-Royce Holdings PLC (RR.L) and The Procter & Gamble Company (PG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, RR.L achieves a 9.96% return, which is significantly higher than PG's 4.80% return. Over the past 10 years, RR.L has outperformed PG with an annualized return of 20.45%, while PG has yielded a comparatively lower 9.48% annualized return.


RR.L

1D
-0.08%
1M
3.21%
YTD
9.96%
6M
14.23%
1Y
43.48%
3Y*
104.71%
5Y*
62.63%
10Y*
20.45%

PG

1D
0.00%
1M
2.28%
YTD
4.80%
6M
7.34%
1Y
-6.80%
3Y*
0.62%
5Y*
5.49%
10Y*
9.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RR.L vs. PG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RR.L
Rolls-Royce Holdings PLC
9.96%104.79%89.72%221.57%-24.15%10.45%-52.55%-16.52%-0.63%27.42%
PG
The Procter & Gamble Company
3.74%-18.51%19.30%-5.81%6.24%21.66%10.80%34.39%9.71%2.95%

Correlation

The correlation between RR.L and PG 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

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (10Y)
Calculated over the trailing 10-year period

0.01

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2007

0.09

The correlation between RR.L and PG shifts across timeframes, from -0.05 (5 years) to 0.09 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RR.L:

£105.78B

PG:

$350.63B

EPS

RR.L:

£0.99

PG:

$5.23

PE Ratio

RR.L:

12.70

PG:

27.76

PEG Ratio

RR.L:

0.03

PG:

6.79

PS Ratio

RR.L:

2.65

PG:

4.07

PB Ratio

RR.L:

38.81

PG:

6.50

Total Revenue (TTM)

RR.L:

£40.12B

PG:

$86.72B

Gross Profit (TTM)

RR.L:

£10.12B

PG:

$43.64B

EBITDA (TTM)

RR.L:

£9.20B

PG:

$22.63B

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Return for Risk

RR.L vs. PG — Risk / Return Rank

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

RR.L
RR.L Risk / Return Rank: 7676
Overall Rank
RR.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
RR.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
RR.L Omega Ratio Rank: 7171
Omega Ratio Rank
RR.L Calmar Ratio Rank: 7878
Calmar Ratio Rank
RR.L Martin Ratio Rank: 8181
Martin Ratio Rank

PG
PG Risk / Return Rank: 2020
Overall Rank
PG Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
PG Sortino Ratio Rank: 1919
Sortino Ratio Rank
PG Omega Ratio Rank: 2020
Omega Ratio Rank
PG Calmar Ratio Rank: 2121
Calmar Ratio Rank
PG Martin Ratio Rank: 2121
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.

RR.L vs. PG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rolls-Royce Holdings PLC (RR.L) and The Procter & Gamble Company (PG). 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.


RR.LPGDifference
Sharpe ratioReturn per unit of total volatility

+1.57

Sortino ratioReturn per unit of downside risk

+2.28

Omega ratioGain probability vs. loss probability

1.23

0.96

+0.27

Calmar ratioReturn relative to maximum drawdown

2.27

-0.45

+2.72

Martin ratioReturn relative to average drawdown

6.34

-0.83

+7.18

RR.L vs. PG - Sharpe Ratio Comparison

The current RR.L Sharpe Ratio is 1.21, which is higher than the PG Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of RR.L and PG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RR.LPGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

-0.36

+1.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.49

0.30

+1.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.47

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.52

-0.22

Drawdowns

RR.L vs. PG - Drawdown Comparison

The maximum RR.L drawdown since its inception was -90.25%, which is greater than PG's maximum drawdown of -29.27%. Use the drawdown chart below to compare losses from any high point for RR.L and PG.


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Drawdown Indicators


RR.LPGDifference

Max Drawdown

Largest peak-to-trough decline

-90.25%

-29.27%

-60.98%

Max Drawdown (1Y)

Largest decline over 1 year

-19.04%

-15.31%

-3.73%

Max Drawdown (3Y)

Largest decline over 3 years

-21.78%

-26.20%

+4.42%

Max Drawdown (5Y)

Largest decline over 5 years

-55.09%

-26.20%

-28.89%

Max Drawdown (10Y)

Largest decline over 10 years

-89.41%

-27.95%

-61.46%

Current Drawdown

Current decline from peak

-7.22%

-19.80%

+12.58%

Average Drawdown

Average peak-to-trough decline

-28.29%

-7.83%

-20.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.84%

8.40%

-1.56%

Volatility

RR.L vs. PG - Volatility Comparison

Rolls-Royce Holdings PLC (RR.L) has a higher volatility of 11.59% compared to The Procter & Gamble Company (PG) at 7.40%. This indicates that RR.L's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RR.LPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.59%

7.40%

+4.19%

Volatility (6M)

Calculated over the trailing 6-month period

30.80%

15.64%

+15.16%

Volatility (1Y)

Calculated over the trailing 1-year period

35.96%

18.81%

+17.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.02%

18.20%

+23.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.59%

20.21%

+28.38%

Dividends

RR.L vs. PG - Dividend Comparison

RR.L's dividend yield for the trailing twelve months is around 0.75%, less than PG's 2.94% yield.


PositionTTM20252024202320222021202020192018201720162015
PG
The Procter & Gamble Company
2.94%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%
RR.L
Rolls-Royce Holdings PLC
0.75%0.91%0.00%0.00%0.00%0.00%0.00%1.71%1.41%0.54%1.75%4.06%

Financials

RR.L vs. PG - Financials Comparison

This section allows you to compare key financial metrics between Rolls-Royce Holdings PLC and The Procter & Gamble Company. 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


5.00B10.00B15.00B20.00B202120222023202420252026
11.72B
21.24B
(RR.L) Total Revenue
(PG) Total Revenue
Please note, different currencies. RR.L values in GBp, PG values in USD

RR.L vs. PG - Profitability Comparison

The chart below illustrates the profitability comparison between Rolls-Royce Holdings PLC and The Procter & Gamble Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%202120222023202420252026
27.4%
49.5%
Portfolio components
RR.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings PLC reported a gross profit of 3.21B and revenue of 11.72B. Therefore, the gross margin over that period was 27.4%.

PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

RR.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings PLC reported an operating income of 3.25B and revenue of 11.72B, resulting in an operating margin of 27.7%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

RR.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings PLC reported a net income of 1.43B and revenue of 11.72B, resulting in a net margin of 12.2%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.


Frequently Asked Questions


RR.L and PG 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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