SGU vs. BTI

Last updated Apr 2, 2026

Compare and contrast key facts about Star Group, L.P. (SGU) and British American Tobacco p.l.c. (BTI).

Performance

SGU vs. BTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Star Group, L.P. (SGU) and British American Tobacco p.l.c. (BTI). The values are adjusted to include any dividend payments, if applicable.

SGU vs. BTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGU Star Group, L.P.	6.69%	9.00%	6.25%	0.66%	18.88%	20.48%	5.48%	6.71%	-8.96%	4.15%
BTI British American Tobacco p.l.c.	3.73%	65.81%	35.44%	-19.97%	14.91%	7.95%	-4.73%	42.97%	-49.35%	24.40%

Fundamentals

Market Cap SGU : $411.90M BTI : $126.95B
EPS SGU : $2.01 BTI : $4.93
PE Ratio SGU : 6.19 BTI : 11.75
PEG Ratio SGU : 0.45 BTI : 0.44
PS Ratio SGU : 0.23 BTI : 2.47
PB Ratio SGU : 1.22 BTI : 2.65
Total Revenue (TTM) SGU : $1.84B BTI : $51.48B
Gross Profit (TTM) SGU : $381.69M BTI : $42.82B
EBITDA (TTM) SGU : $151.62M BTI : $20.34B

Returns By Period

In the year-to-date period, SGU achieves a 6.69% return, which is significantly higher than BTI's 3.73% return. Over the past 10 years, SGU has outperformed BTI with an annualized return of 9.84%, while BTI has yielded a comparatively lower 6.86% annualized return.

SGU

• 1D: 1.38%
• 1M: -4.23%
• YTD: 6.69%
• 6M: 9.55%
• 1Y: -0.34%
• 3Y*: 4.52%
• 5Y*: 8.84%
• 10Y*: 9.84%

BTI

• 1D: -0.99%
• 1M: -5.45%
• YTD: 3.73%
• 6M: 15.49%
• 1Y: 49.23%
• 3Y*: 27.67%
• 5Y*: 17.28%
• 10Y*: 6.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SGU vs. BTI — Risk / Return Rank

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

SGU

SGU Risk / Return Rank: 36
SGU Sharpe Ratio Rank: 39
SGU Sortino Ratio Rank: 31
SGU Omega Ratio Rank: 31
SGU Calmar Ratio Rank: 41
SGU Martin Ratio Rank: 41

BTI

BTI Risk / Return Rank: 89
BTI Sharpe Ratio Rank: 92
BTI Sortino Ratio Rank: 90
BTI Omega Ratio Rank: 88
BTI Calmar Ratio Rank: 88
BTI Martin Ratio Rank: 86

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.

SGU vs. BTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Star Group, L.P. (SGU) and British American Tobacco p.l.c. (BTI). 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.

	SGU	BTI	Difference
Sharpe ratio Return per unit of total volatility	-0.02	2.24	-2.26
Sortino ratio Return per unit of downside risk	0.09	2.88	-2.79
Omega ratio Gain probability vs. loss probability	1.01	1.37	-0.36
Calmar ratio Return relative to maximum drawdown	0.02	3.51	-3.49
Martin ratio Return relative to average drawdown	0.04	8.85	-8.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SGU vs. BTI - Sharpe Ratio Comparison

The current SGU Sharpe Ratio is -0.02, which is lower than the BTI Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of SGU and BTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SGU	BTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.02	2.24	-2.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.29	0.84	-0.55
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.36	0.29	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	0.58	-0.46

Correlation

The correlation between SGU and BTI is 0.07, 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

SGU vs. BTI - Dividend Comparison

SGU's dividend yield for the trailing twelve months is around 5.94%, more than BTI's 5.32% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SGU Star Group, L.P.	5.94%	6.14%	5.89%	5.55%	4.98%	5.20%	5.55%	5.21%	4.95%	4.02%	3.74%	5.01%
BTI British American Tobacco p.l.c.	5.32%	5.29%	8.18%	9.72%	7.23%	7.98%	7.22%	6.35%	8.53%	4.27%	3.85%	4.11%

Drawdowns

SGU vs. BTI - Drawdown Comparison

The maximum SGU drawdown since its inception was -95.68%, which is greater than BTI's maximum drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for SGU and BTI.

Drawdown Indicators

	SGU	BTI	Difference
Max Drawdown Largest peak-to-trough decline	-95.68%	-64.11%	-31.57%
Max Drawdown (1Y) Largest decline over 1 year	-13.82%	-13.75%	-0.07%
Max Drawdown (5Y) Largest decline over 5 years	-30.87%	-29.94%	-0.93%
Max Drawdown (10Y) Largest decline over 10 years	-35.57%	-56.00%	+20.43%
Current Drawdown Current decline from peak	-6.81%	-6.82%	+0.01%
Average Drawdown Average peak-to-trough decline	-38.24%	-12.96%	-25.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.00%	5.45%	+2.55%

Volatility

SGU vs. BTI - Volatility Comparison

The current volatility for Star Group, L.P. (SGU) is 5.85%, while British American Tobacco p.l.c. (BTI) has a volatility of 7.66%. This indicates that SGU experiences smaller price fluctuations and is considered to be less risky than BTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SGU	BTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.85%	7.66%	-1.81%
Volatility (6M) Calculated over the trailing 6-month period	12.58%	15.47%	-2.89%
Volatility (1Y) Calculated over the trailing 1-year period	17.60%	22.08%	-4.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.30%	20.70%	+9.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.67%	23.95%	+3.72%

Financials

SGU vs. BTI - Profitability Comparison

The chart below illustrates the profitability comparison between Star Group, L.P. and British American Tobacco p.l.c. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SGU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Star Group, L.P. reported a gross profit of 0.00 and revenue of 539.26M. Therefore, the gross margin over that period was 0.0%.

BTI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, British American Tobacco p.l.c. reported a gross profit of 11.30B and revenue of 13.54B. Therefore, the gross margin over that period was 83.4%.

SGU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Star Group, L.P. reported an operating income of 54.24M and revenue of 539.26M, resulting in an operating margin of 10.1%.

BTI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, British American Tobacco p.l.c. reported an operating income of 4.93B and revenue of 13.54B, resulting in an operating margin of 36.4%.

SGU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Star Group, L.P. reported a net income of 35.79M and revenue of 539.26M, resulting in a net margin of 6.6%.

BTI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, British American Tobacco p.l.c. reported a net income of 3.25B and revenue of 13.54B, resulting in a net margin of 24.0%.