UNP vs. BTI
UNP (Union Pacific Corporation) and BTI (British American Tobacco p.l.c.) are both stocks. UNP operates in Railroads (Industrials), while BTI operates in Tobacco (Consumer Defensive). Over the past 10 years, UNP returned 14.48%/yr vs 7.69%/yr for BTI. At a 0.19 correlation, their price movements are largely independent.
Performance
UNP vs. BTI - Performance Comparison
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Returns By Period
In the year-to-date period, UNP achieves a 19.12% return, which is significantly higher than BTI's 11.67% return. Over the past 10 years, UNP has outperformed BTI with an annualized return of 14.48%, while BTI has yielded a comparatively lower 7.69% annualized return.
UNP
- 1D
- 1.65%
- 1M
- 3.58%
- YTD
- 19.12%
- 6M
- 14.84%
- 1Y
- 23.68%
- 3Y*
- 13.61%
- 5Y*
- 6.64%
- 10Y*
- 14.48%
BTI
- 1D
- 1.51%
- 1M
- -4.64%
- YTD
- 11.67%
- 6M
- 12.20%
- 1Y
- 35.86%
- 3Y*
- 34.54%
- 5Y*
- 17.96%
- 10Y*
- 7.69%
UNP vs. BTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNP Union Pacific Corporation | 19.12% | 3.86% | -5.10% | 21.61% | -15.93% | 23.31% | 17.64% | 33.70% | 5.26% | 32.30% |
BTI British American Tobacco p.l.c. | 11.67% | 65.81% | 35.44% | -19.97% | 14.91% | 7.95% | -4.73% | 42.97% | -49.35% | 24.40% |
Correlation
The correlation between UNP and BTI is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Apr 14, 1980 | 0.19 |
The correlation between UNP and BTI shifts across timeframes, from 0.08 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UNP:
$161.87B
BTI:
$136.67B
UNP:
$9.29
BTI:
£4.93
UNP:
29.37
BTI:
9.44
UNP:
5.88
BTI:
0.35
UNP:
8.76
BTI:
1.99
UNP:
8.34K
BTI:
2.13
UNP:
$18.49B
BTI:
£51.48B
UNP:
$8.47B
BTI:
£42.82B
UNP:
$9.89B
BTI:
£20.34B
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Return for Risk
UNP vs. BTI — Risk / Return Rank
UNP
BTI
UNP vs. BTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Pacific Corporation (UNP) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UNP | BTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.62 | -0.68 |
| Martin ratioReturn relative to average drawdown | 4.69 | 5.89 | -1.20 |
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Drawdowns
UNP vs. BTI - Drawdown Comparison
The maximum UNP drawdown since its inception was -67.49%, which is greater than BTI's maximum drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for UNP and BTI.
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Drawdown Indicators
| UNP | BTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.49% | -64.11% | -3.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -13.75% | +1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -17.75% | -13.75% | -4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.83% | -29.94% | -1.89% |
Max Drawdown (10Y)Largest decline over 10 years | -38.72% | -56.00% | +17.28% |
Current DrawdownCurrent decline from peak | -1.89% | -6.57% | +4.68% |
Average DrawdownAverage peak-to-trough decline | -17.07% | -12.93% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 6.10% | -1.04% |
Volatility
UNP vs. BTI - Volatility Comparison
Union Pacific Corporation (UNP) has a higher volatility of 8.34% compared to British American Tobacco p.l.c. (BTI) at 7.53%. This indicates that UNP'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.
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Volatility by Period
| UNP | BTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.34% | 7.53% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 17.35% | 18.39% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 22.78% | -1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.81% | 21.16% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.32% | 24.20% | +1.12% |
Dividends
UNP vs. BTI - Dividend Comparison
UNP's dividend yield for the trailing twelve months is around 2.02%, less than BTI's 4.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 4.95% | 5.29% | 8.18% | 9.72% | 7.23% | 7.98% | 7.22% | 6.35% | 8.53% | 4.27% | 3.85% | 4.11% |
UNP Union Pacific Corporation | 2.02% | 2.35% | 2.32% | 2.12% | 2.45% | 1.70% | 1.86% | 2.05% | 2.21% | 1.85% | 2.17% | 2.81% |
Financials
UNP vs. BTI - Financials Comparison
This section allows you to compare key financial metrics between Union Pacific Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities
UNP vs. BTI - Profitability Comparison
UNP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Union Pacific Corporation reported a gross profit of 4.35M and revenue of 6.22M. Therefore, the gross margin over that period was 69.9%.
BTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
UNP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Union Pacific Corporation reported an operating income of 2.46M and revenue of 6.22M, resulting in an operating margin of 39.5%.
BTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
UNP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Union Pacific Corporation reported a net income of 1.70M and revenue of 6.22M, resulting in a net margin of 27.4%.
BTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
Frequently Asked Questions
UNP and BTI have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNP has higher volatility (8.34%) compared to BTI (7.53%). In terms of maximum drawdown, UNP dropped -67.49% vs BTI's -64.11%.
BTI currently has the higher Sharpe Ratio (1.58 vs 1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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