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RTX vs. BA.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RTX vs. BA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Raytheon Technologies Corporation (RTX) and BAE Systems plc (BA.L). The values are adjusted to include any dividend payments, if applicable.

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RTX vs. BA.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RTX
Raytheon Technologies Corporation
5.53%61.44%40.76%-14.44%20.01%23.27%-7.70%43.82%-14.66%19.13%
BA.L
BAE Systems plc
26.23%63.60%4.12%40.34%43.72%16.51%-6.51%33.58%-21.46%9.84%
Different Trading Currencies

RTX 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.

Fundamentals

Market Cap

RTX:

$262.67B

BA.L:

£66.74B

EPS

RTX:

$4.96

BA.L:

£1.33

PE Ratio

RTX:

38.88

BA.L:

16.59

PEG Ratio

RTX:

1.54

BA.L:

2.65

PS Ratio

RTX:

2.95

BA.L:

1.22

PB Ratio

RTX:

4.03

BA.L:

5.66

Total Revenue (TTM)

RTX:

$88.60B

BA.L:

£54.65B

Gross Profit (TTM)

RTX:

$17.79B

BA.L:

£4.75B

EBITDA (TTM)

RTX:

$13.63B

BA.L:

£7.55B

Returns By Period

In the year-to-date period, RTX achieves a 5.53% return, which is significantly lower than BA.L's 26.23% return. Over the past 10 years, RTX has underperformed BA.L with an annualized return of 16.43%, while BA.L has yielded a comparatively higher 19.21% annualized return.


RTX

1D
3.07%
1M
-4.80%
YTD
5.53%
6M
16.12%
1Y
48.09%
3Y*
28.12%
5Y*
22.79%
10Y*
16.43%

BA.L

1D
3.55%
1M
2.25%
YTD
26.23%
6M
5.93%
1Y
47.31%
3Y*
37.10%
5Y*
36.73%
10Y*
19.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RTX vs. BA.L — Risk / Return Rank

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

RTX
RTX Risk / Return Rank: 8888
Overall Rank
RTX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
RTX Sortino Ratio Rank: 8383
Sortino Ratio Rank
RTX Omega Ratio Rank: 8787
Omega Ratio Rank
RTX Calmar Ratio Rank: 8888
Calmar Ratio Rank
RTX Martin Ratio Rank: 9494
Martin Ratio Rank

BA.L
BA.L Risk / Return Rank: 7979
Overall Rank
BA.L Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BA.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
BA.L Omega Ratio Rank: 7878
Omega Ratio Rank
BA.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
BA.L Martin Ratio Rank: 7777
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.

RTX vs. BA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Raytheon Technologies Corporation (RTX) 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.


RTXBA.LDifference

Sharpe ratio

Return per unit of total volatility

1.73

1.49

+0.24

Sortino ratio

Return per unit of downside risk

2.25

2.07

+0.19

Omega ratio

Gain probability vs. loss probability

1.35

1.26

+0.09

Calmar ratio

Return relative to maximum drawdown

3.36

1.98

+1.38

Martin ratio

Return relative to average drawdown

14.15

4.97

+9.18

RTX vs. BA.L - Sharpe Ratio Comparison

The current RTX Sharpe Ratio is 1.73, which is comparable to the BA.L Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of RTX and BA.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


RTXBA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.73

1.49

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

1.38

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.72

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.38

+0.06

Correlation

The correlation between RTX and BA.L is 0.32, 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.


Dividends

RTX vs. BA.L - Dividend Comparison

RTX's dividend yield for the trailing twelve months is around 1.41%, less than BA.L's 1.55% yield.


TTM20252024202320222021202020192018201720162015
RTX
Raytheon Technologies Corporation
1.41%1.46%2.14%2.76%2.14%2.33%21.21%1.96%2.66%2.13%2.39%2.66%
BA.L
BAE Systems plc
1.55%1.99%2.69%2.53%2.99%4.40%4.75%4.00%4.79%3.75%3.57%4.14%

Drawdowns

RTX vs. BA.L - Drawdown Comparison

The maximum RTX drawdown since its inception was -55.14%, roughly equal to the maximum BA.L drawdown of -57.18%. Use the drawdown chart below to compare losses from any high point for RTX and BA.L.


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Drawdown Indicators


RTXBA.LDifference

Max Drawdown

Largest peak-to-trough decline

-55.14%

-84.46%

+29.32%

Max Drawdown (1Y)

Largest decline over 1 year

-14.57%

-21.30%

+6.73%

Max Drawdown (5Y)

Largest decline over 5 years

-32.84%

-21.30%

-11.54%

Max Drawdown (10Y)

Largest decline over 10 years

-51.98%

-37.80%

-14.18%

Current Drawdown

Current decline from peak

-9.08%

-5.62%

-3.46%

Average Drawdown

Average peak-to-trough decline

-13.03%

-21.40%

+8.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.46%

8.54%

-5.08%

Volatility

RTX vs. BA.L - Volatility Comparison

The current volatility for Raytheon Technologies Corporation (RTX) is 7.24%, while BAE Systems plc (BA.L) has a volatility of 11.62%. This indicates that RTX 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


RTXBA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.24%

11.62%

-4.38%

Volatility (6M)

Calculated over the trailing 6-month period

18.20%

22.52%

-4.32%

Volatility (1Y)

Calculated over the trailing 1-year period

27.98%

31.65%

-3.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.54%

26.54%

-3.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.57%

26.53%

+1.04%

Financials

RTX vs. BA.L - Financials Comparison

This section allows you to compare key financial metrics between Raytheon Technologies Corporation 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.


Quarterly
Annual

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


10.00B15.00B20.00B25.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
24.24B
14.77B
(RTX) Total Revenue
(BA.L) Total Revenue
Please note, different currencies. RTX values in USD, BA.L values in GBp

RTX vs. BA.L - Profitability Comparison

The chart below illustrates the profitability comparison between Raytheon Technologies Corporation and BAE Systems plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
19.5%
9.2%
Portfolio components
RTX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Raytheon Technologies Corporation reported a gross profit of 4.72B and revenue of 24.24B. Therefore, the gross margin over that period was 19.5%.

BA.L - Gross Margin

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

RTX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Raytheon Technologies Corporation reported an operating income of 2.31B and revenue of 24.24B, resulting in an operating margin of 9.5%.

BA.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BAE Systems plc reported an operating income of 1.35B and revenue of 14.77B, resulting in an operating margin of 9.2%.

RTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Raytheon Technologies Corporation reported a net income of 1.62B and revenue of 24.24B, resulting in a net margin of 6.7%.

BA.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BAE Systems plc reported a net income of 1.09B and revenue of 14.77B, resulting in a net margin of 7.4%.