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TGI vs. B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TGI and B is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

TGI vs. B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Triumph Group, Inc. (TGI) and Barnes Group Inc. (B). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
11.79%
11.23%
TGI
B

Key characteristics

Sharpe Ratio

TGI:

0.50

B:

1.89

Sortino Ratio

TGI:

1.07

B:

2.92

Omega Ratio

TGI:

1.15

B:

1.39

Calmar Ratio

TGI:

0.31

B:

1.09

Martin Ratio

TGI:

1.82

B:

8.30

Ulcer Index

TGI:

14.72%

B:

7.03%

Daily Std Dev

TGI:

53.88%

B:

30.87%

Max Drawdown

TGI:

-95.83%

B:

-76.97%

Current Drawdown

TGI:

-76.82%

B:

-28.02%

Fundamentals

Market Cap

TGI:

$1.47B

B:

$2.41B

EPS

TGI:

-$0.16

B:

-$0.78

PEG Ratio

TGI:

0.20

B:

1.76

Total Revenue (TTM)

TGI:

$927.10M

B:

$1.20B

Gross Profit (TTM)

TGI:

$269.11M

B:

$384.07M

EBITDA (TTM)

TGI:

$107.44M

B:

$176.31M

Returns By Period

In the year-to-date period, TGI achieves a 2.09% return, which is significantly higher than B's 0.11% return. Over the past 10 years, TGI has underperformed B with an annualized return of -10.76%, while B has yielded a comparatively higher 4.46% annualized return.


TGI

YTD

2.09%

1M

10.12%

6M

15.31%

1Y

24.75%

5Y*

-3.38%

10Y*

-10.76%

B

YTD

0.11%

1M

0.38%

6M

12.92%

1Y

55.46%

5Y*

-5.26%

10Y*

4.46%

*Annualized

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Risk-Adjusted Performance

TGI vs. B — Risk-Adjusted Performance Rank

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

TGI
The Risk-Adjusted Performance Rank of TGI is 6363
Overall Rank
The Sharpe Ratio Rank of TGI is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of TGI is 6161
Sortino Ratio Rank
The Omega Ratio Rank of TGI is 6363
Omega Ratio Rank
The Calmar Ratio Rank of TGI is 6161
Calmar Ratio Rank
The Martin Ratio Rank of TGI is 6565
Martin Ratio Rank

B
The Risk-Adjusted Performance Rank of B is 8888
Overall Rank
The Sharpe Ratio Rank of B is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of B is 9191
Sortino Ratio Rank
The Omega Ratio Rank of B is 9090
Omega Ratio Rank
The Calmar Ratio Rank of B is 8080
Calmar Ratio Rank
The Martin Ratio Rank of B is 8989
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.

TGI vs. B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Triumph Group, Inc. (TGI) and Barnes Group Inc. (B). 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 TGI, currently valued at 0.50, compared to the broader market-2.000.002.004.000.501.89
The chart of Sortino ratio for TGI, currently valued at 1.07, compared to the broader market-4.00-2.000.002.004.001.072.92
The chart of Omega ratio for TGI, currently valued at 1.15, compared to the broader market0.501.001.502.001.151.39
The chart of Calmar ratio for TGI, currently valued at 0.31, compared to the broader market0.002.004.006.000.311.09
The chart of Martin ratio for TGI, currently valued at 1.82, compared to the broader market-10.000.0010.0020.001.828.30
TGI
B

The current TGI Sharpe Ratio is 0.50, which is lower than the B Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of TGI and B, 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 Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
0.50
1.89
TGI
B

Dividends

TGI vs. B - Dividend Comparison

TGI has not paid dividends to shareholders, while B's dividend yield for the trailing twelve months is around 1.01%.


TTM20242023202220212020201920182017201620152014
TGI
Triumph Group, Inc.
0.00%0.00%0.00%0.00%0.00%0.32%0.63%1.39%0.59%0.60%0.40%0.24%
B
Barnes Group Inc.
1.01%1.02%1.96%1.57%1.37%1.26%1.03%1.16%0.87%1.08%1.36%1.22%

Drawdowns

TGI vs. B - Drawdown Comparison

The maximum TGI drawdown since its inception was -95.83%, which is greater than B's maximum drawdown of -76.97%. Use the drawdown chart below to compare losses from any high point for TGI and B. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%AugustSeptemberOctoberNovemberDecember2025
-76.82%
-28.02%
TGI
B

Volatility

TGI vs. B - Volatility Comparison

Triumph Group, Inc. (TGI) has a higher volatility of 9.33% compared to Barnes Group Inc. (B) at 0.34%. This indicates that TGI's price experiences larger fluctuations and is considered to be riskier than B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
9.33%
0.34%
TGI
B

Financials

TGI vs. B - Financials Comparison

This section allows you to compare key financial metrics between Triumph Group, Inc. and Barnes Group Inc.. 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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