SGPYY vs. LGEN.L
SGPYY (Sage Group PLC ADR) and LGEN.L (Legal & General Group plc) are both stocks. SGPYY operates in Software - Application (Technology), while LGEN.L operates in Asset Management (Financial Services). Over the past 10 years, SGPYY returned 5.14%/yr vs 8.98%/yr for LGEN.L. At a 0.31 correlation, their price movements are largely independent.
Performance
SGPYY vs. LGEN.L - Performance Comparison
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Different Trading Currencies
SGPYY is traded in USD, while LGEN.L is traded in GBp. To make them comparable, the LGEN.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SGPYY achieves a -18.13% return, which is significantly lower than LGEN.L's 8.59% return. Over the past 10 years, SGPYY has underperformed LGEN.L with an annualized return of 5.14%, while LGEN.L has yielded a comparatively higher 8.98% annualized return.
SGPYY
- 1D
- -0.83%
- 1M
- -3.47%
- YTD
- -18.13%
- 6M
- -16.71%
- 1Y
- -29.55%
- 3Y*
- 4.66%
- 5Y*
- 6.42%
- 10Y*
- 5.14%
LGEN.L
- 1D
- 0.42%
- 1M
- 5.21%
- YTD
- 8.59%
- 6M
- 15.14%
- 1Y
- 13.14%
- 3Y*
- 15.79%
- 5Y*
- 6.89%
- 10Y*
- 8.98%
SGPYY vs. LGEN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGPYY Sage Group PLC ADR | -18.13% | -7.16% | 7.97% | 70.61% | -22.82% | 51.27% | -17.88% | 33.20% | -27.65% | 38.66% |
LGEN.L Legal & General Group plc | 8.59% | 33.69% | -1.83% | 15.11% | -19.80% | 17.96% | -1.32% | 45.36% | -15.46% | 27.89% |
Correlation
The correlation between SGPYY and LGEN.L is 0.09, 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 | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.31 |
Over the past year, the correlation between SGPYY and LGEN.L has dropped to 0.09 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
SGPYY:
$11.14B
LGEN.L:
£16.20B
SGPYY:
$3.03
LGEN.L:
£0.09
SGPYY:
15.32
LGEN.L:
29.56
SGPYY:
1.14
LGEN.L:
1.99
SGPYY:
2.22
LGEN.L:
0.24
SGPYY:
50.62
LGEN.L:
9.06
SGPYY:
$5.07B
LGEN.L:
£66.62B
SGPYY:
$4.66B
LGEN.L:
£44.74B
SGPYY:
$1.27B
LGEN.L:
£2.02B
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Return for Risk
SGPYY vs. LGEN.L — Risk / Return Rank
SGPYY
LGEN.L
SGPYY vs. LGEN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sage Group PLC ADR (SGPYY) and Legal & General Group plc (LGEN.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.
| SGPYY | LGEN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.12 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | 0.84 | -1.61 |
| Martin ratioReturn relative to average drawdown | -1.34 | 2.17 | -3.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGPYY | LGEN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.02 | 0.59 | -1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.25 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.26 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.18 | +0.05 |
Drawdowns
SGPYY vs. LGEN.L - Drawdown Comparison
The maximum SGPYY drawdown since its inception was -58.33%, smaller than the maximum LGEN.L drawdown of -89.44%. Use the drawdown chart below to compare losses from any high point for SGPYY and LGEN.L.
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Drawdown Indicators
| SGPYY | LGEN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -89.44% | +31.11% |
Max Drawdown (1Y)Largest decline over 1 year | -38.41% | -15.59% | -22.82% |
Max Drawdown (3Y)Largest decline over 3 years | -38.41% | -16.15% | -22.26% |
Max Drawdown (5Y)Largest decline over 5 years | -38.61% | -42.18% | +3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -42.85% | -62.24% | +19.39% |
Current DrawdownCurrent decline from peak | -31.46% | -1.37% | -30.09% |
Average DrawdownAverage peak-to-trough decline | -14.65% | -19.75% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.07% | 6.03% | +16.04% |
Volatility
SGPYY vs. LGEN.L - Volatility Comparison
Sage Group PLC ADR (SGPYY) has a higher volatility of 12.94% compared to Legal & General Group plc (LGEN.L) at 7.24%. This indicates that SGPYY's price experiences larger fluctuations and is considered to be riskier than LGEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGPYY | LGEN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.94% | 7.24% | +5.70% |
Volatility (6M)Calculated over the trailing 6-month period | 25.15% | 18.01% | +7.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.18% | 22.23% | +6.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.35% | 27.38% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.14% | 34.34% | -4.20% |
Dividends
SGPYY vs. LGEN.L - Dividend Comparison
SGPYY's dividend yield for the trailing twelve months is around 2.59%, less than LGEN.L's 8.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGEN.L Legal & General Group plc | 8.06% | 8.20% | 8.98% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% |
SGPYY Sage Group PLC ADR | 2.59% | 1.87% | 1.57% | 1.50% | 2.59% | 1.88% | 2.37% | 1.86% | 2.45% | 1.47% | 4.60% | 1.88% |
Financials
SGPYY vs. LGEN.L - Financials Comparison
This section allows you to compare key financial metrics between Sage Group PLC ADR and Legal & General Group 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
SGPYY vs. LGEN.L - Profitability Comparison
SGPYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported a gross profit of 1.23B and revenue of 1.38B. Therefore, the gross margin over that period was 89.1%.
LGEN.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported a gross profit of 38.39B and revenue of 38.39B. Therefore, the gross margin over that period was 100.0%.
SGPYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported an operating income of 308.57M and revenue of 1.38B, resulting in an operating margin of 22.3%.
LGEN.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported an operating income of 348.00M and revenue of 38.39B, resulting in an operating margin of 0.9%.
SGPYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sage Group PLC ADR reported a net income of 198.94M and revenue of 1.38B, resulting in a net margin of 14.4%.
LGEN.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Legal & General Group plc reported a net income of 215.00M and revenue of 38.39B, resulting in a net margin of 0.6%.
Frequently Asked Questions
SGPYY and LGEN.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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