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SGU vs. BTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SGU and BTI is 0.08, 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.


-0.50.00.51.00.1

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.

0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
14.55%
20.69%
SGU
BTI

Key characteristics

Sharpe Ratio

SGU:

0.44

BTI:

2.81

Sortino Ratio

SGU:

0.93

BTI:

3.98

Omega Ratio

SGU:

1.11

BTI:

1.53

Calmar Ratio

SGU:

0.48

BTI:

1.36

Martin Ratio

SGU:

2.17

BTI:

11.52

Ulcer Index

SGU:

6.84%

BTI:

4.30%

Daily Std Dev

SGU:

33.22%

BTI:

17.60%

Max Drawdown

SGU:

-95.68%

BTI:

-63.57%

Current Drawdown

SGU:

-9.12%

BTI:

-2.05%

Fundamentals

Market Cap

SGU:

$426.68M

BTI:

$78.26B

EPS

SGU:

$1.24

BTI:

-$7.93

PEG Ratio

SGU:

0.00

BTI:

3.15

Total Revenue (TTM)

SGU:

$1.24B

BTI:

$12.34B

Gross Profit (TTM)

SGU:

$342.40M

BTI:

$10.18B

EBITDA (TTM)

SGU:

$62.40M

BTI:

$5.88B

Returns By Period

In the year-to-date period, SGU achieves a 9.05% return, which is significantly lower than BTI's 13.16% return. Over the past 10 years, SGU has outperformed BTI with an annualized return of 12.28%, while BTI has yielded a comparatively lower 3.67% annualized return.


SGU

YTD

9.05%

1M

10.10%

6M

14.55%

1Y

22.18%

5Y*

12.59%

10Y*

12.28%

BTI

YTD

13.16%

1M

11.17%

6M

20.69%

1Y

50.84%

5Y*

6.75%

10Y*

3.67%

*Annualized

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Risk-Adjusted Performance

SGU vs. BTI — Risk-Adjusted Performance Rank

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

SGU
The Risk-Adjusted Performance Rank of SGU is 6161
Overall Rank
The Sharpe Ratio Rank of SGU is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of SGU is 5757
Sortino Ratio Rank
The Omega Ratio Rank of SGU is 5454
Omega Ratio Rank
The Calmar Ratio Rank of SGU is 6767
Calmar Ratio Rank
The Martin Ratio Rank of SGU is 6767
Martin Ratio Rank

BTI
The Risk-Adjusted Performance Rank of BTI is 9393
Overall Rank
The Sharpe Ratio Rank of BTI is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of BTI is 9696
Sortino Ratio Rank
The Omega Ratio Rank of BTI is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BTI is 8585
Calmar Ratio Rank
The Martin Ratio Rank of BTI is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SGU vs. BTI - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for SGU, currently valued at 0.44, compared to the broader market-2.000.002.004.000.442.81
The chart of Sortino ratio for SGU, currently valued at 0.93, compared to the broader market-4.00-2.000.002.004.006.000.933.98
The chart of Omega ratio for SGU, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.53
The chart of Calmar ratio for SGU, currently valued at 0.48, compared to the broader market0.002.004.006.000.481.36
The chart of Martin ratio for SGU, currently valued at 2.17, compared to the broader market0.005.0010.0015.0020.0025.0030.002.1711.52
SGU
BTI

The current SGU Sharpe Ratio is 0.44, which is lower than the BTI Sharpe Ratio of 2.81. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.44
2.81
SGU
BTI

Dividends

SGU vs. BTI - Dividend Comparison

SGU's dividend yield for the trailing twelve months is around 5.58%, less than BTI's 7.23% yield.


TTM20242023202220212020201920182017201620152014
SGU
Star Group, L.P.
5.58%5.91%5.57%5.00%5.22%5.57%5.21%4.97%4.03%3.75%5.00%5.69%
BTI
British American Tobacco p.l.c.
7.23%8.18%9.57%7.40%7.98%7.22%6.35%8.52%4.18%3.79%4.21%4.55%

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 -63.57%. Use the drawdown chart below to compare losses from any high point for SGU and BTI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%SeptemberOctoberNovemberDecember2025February
-9.12%
-2.05%
SGU
BTI

Volatility

SGU vs. BTI - Volatility Comparison

Star Group, L.P. (SGU) has a higher volatility of 9.69% compared to British American Tobacco p.l.c. (BTI) at 6.61%. This indicates that SGU's price experiences larger fluctuations and is considered to be riskier than BTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
9.69%
6.61%
SGU
BTI

Financials

SGU vs. BTI - Financials Comparison

This section allows you to compare key financial metrics between Star Group, L.P. and British American Tobacco p.l.c.. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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