BAESY:OTO-BAE Systems Plc ADR (Sponsored) (USD)

COMMON STOCK | Aerospace & Defense | OTC Pink

Last Closing

USD 67.3

Change

-1.69 (-2.45)%

Market Cap

USD 25.29B

Volume

0.55M

Analyst Target

USD 32.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

BAE Systems PLC provides defense, aerospace and security solutions. The Company's operating business segments are Electronic Systems, Cyber & Intelligence, Platforms & Services (U.S.), Platforms & Services (UK) and Platforms & Services (International).

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-25 )

Largest Industry Peers for Aerospace & Defense

Symbol Name Price(Change) Market Cap
EADSF Airbus Group SE

+2.21 (+1.32%)

USD 137.55B
EADSY Airbus Group NV

+0.70 (+1.68%)

USD 137.55B
RLLCF Rolls-Royce Holdings plc

N/A

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SAFRF Safran SA

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SAFRY Safran SA

-0.05 (-0.09%)

USD 91.16B
BAESF BAE Systems PLC

+0.01 (+0.04%)

USD 50.58B
RYCEF Rolls-Royce Holdings PLC

+0.06 (+1.11%)

USD 44.42B
RYCEY Rolls Royce Holdings plc

+0.05 (+0.96%)

USD 44.10B
THLLY Thales SA ADR

+0.54 (+1.56%)

USD 34.93B
THLEF Thales S.A

+12.10 (+7.33%)

USD 34.44B

ETFs Containing BAESY

DIVD Altrius Global Dividend E.. 2.48 % 0.00 %

+0.19 (+0.58%)

USD 7.04M
AADR AdvisorShares Dorsey Wrig.. 0.00 % 0.00 %

+0.75 (+0.58%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Aerospace & Defense) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.40% 55% F 75% C
Dividend Return 1.61% 69% C- 46% F
Total Return 18.01% 56% F 76% C+
Trailing 12 Months  
Capital Gain 30.27% 67% D+ 83% B
Dividend Return 2.93% 77% C+ 40% F
Total Return 33.21% 67% D+ 83% B
Trailing 5 Years  
Capital Gain 161.41% 87% B+ 92% A
Dividend Return 28.49% 96% N/A 81% B-
Total Return 189.90% 87% B+ 92% A
Average Annual (5 Year Horizon)  
Capital Gain 19.99% 70% C- 66% D+
Dividend Return 24.82% 70% C- 66% D+
Total Return 4.83% 93% A 65% D
Risk Return Profile  
Volatility (Standard Deviation) 17.74% 94% A 89% A-
Risk Adjusted Return 139.89% 99% N/A 100% F
Market Capitalization 25.29B 94% A 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.