PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Nordea Bank Abp (04Q.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFI4000297767
SectorFinancial Services
IndustryBanks - Regional

Highlights

Market Cap€37.39B
EPS (TTM)€1.44
PE Ratio7.42
PEG Ratio3.47
Total Revenue (TTM)€11.97B
Year Range€8.95 - €11.83

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Nordea Bank Abp

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Nordea Bank Abp, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
0.34%
4.15%
04Q.DE (Nordea Bank Abp)
Benchmark (^GSPC)

S&P 500

Returns By Period

Nordea Bank Abp had a return of 2.47% year-to-date (YTD) and 14.37% in the last 12 months. Over the past 10 years, Nordea Bank Abp had an annualized return of 6.85%, while the S&P 500 had an annualized return of 10.55%, indicating that Nordea Bank Abp did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date2.47%13.39%
1 month4.64%4.02%
6 months0.35%5.56%
1 year14.37%21.51%
5 years (annualized)9.06%12.69%
10 years (annualized)6.85%10.55%

Monthly Returns

The table below presents the monthly returns of 04Q.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.62%-1.45%1.05%4.99%3.55%-2.28%-3.87%-0.05%2.47%
20236.46%10.87%-10.90%2.24%-7.99%7.65%3.27%-1.61%2.73%-3.63%2.83%9.26%20.34%
2022-1.96%-7.11%5.68%-6.51%4.96%-3.94%4.37%-4.45%-2.18%11.14%4.09%-1.90%0.43%
20210.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%20.51%3.88%25.18%
20200.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20190.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20180.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20170.00%0.00%8.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%8.12%
20160.00%0.00%7.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%7.99%
20150.00%0.00%7.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%7.72%
20140.00%0.00%5.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.23%
20130.00%0.00%4.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 04Q.DE is 69, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 04Q.DE is 6969
04Q.DE (Nordea Bank Abp)
The Sharpe Ratio Rank of 04Q.DE is 6969Sharpe Ratio Rank
The Sortino Ratio Rank of 04Q.DE is 6262Sortino Ratio Rank
The Omega Ratio Rank of 04Q.DE is 6161Omega Ratio Rank
The Calmar Ratio Rank of 04Q.DE is 8181Calmar Ratio Rank
The Martin Ratio Rank of 04Q.DE is 6969Martin 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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Nordea Bank Abp (04Q.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


04Q.DE
Sharpe ratio
The chart of Sharpe ratio for 04Q.DE, currently valued at 0.66, compared to the broader market-4.00-2.000.002.000.66
Sortino ratio
The chart of Sortino ratio for 04Q.DE, currently valued at 1.04, compared to the broader market-6.00-4.00-2.000.002.004.001.04
Omega ratio
The chart of Omega ratio for 04Q.DE, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for 04Q.DE, currently valued at 1.00, compared to the broader market0.001.002.003.004.005.001.00
Martin ratio
The chart of Martin ratio for 04Q.DE, currently valued at 2.47, compared to the broader market-5.000.005.0010.0015.0020.002.47
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-4.00-2.000.002.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market-6.00-4.00-2.000.002.004.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.001.002.003.004.005.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market-5.000.005.0010.0015.0020.007.96

Sharpe Ratio

The current Nordea Bank Abp Sharpe ratio is 0.66. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Nordea Bank Abp with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
0.66
1.38
04Q.DE (Nordea Bank Abp)
Benchmark (^GSPC)

Dividends

Dividend History

Nordea Bank Abp granted a 8.68% dividend yield in the last twelve months. The annual payout for that period amounted to €0.92 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€0.92€0.80€0.69€0.00€0.00€0.00€0.00€0.65€0.64€0.62€0.43€0.34

Dividend yield

8.68%7.10%6.81%0.00%0.00%0.00%0.00%7.51%7.40%7.17%4.97%3.93%

Monthly Dividends

The table displays the monthly dividend distributions for Nordea Bank Abp. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.92€0.00€0.00€0.00€0.00€0.00€0.00€0.92
2023€0.00€0.00€0.80€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.80
2022€0.00€0.00€0.69€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.69
2021€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2019€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2018€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2017€0.00€0.00€0.65€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.65
2016€0.00€0.00€0.64€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.64
2015€0.00€0.00€0.62€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.62
2014€0.00€0.00€0.43€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.43
2013€0.34€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.34

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%8.7%
Nordea Bank Abp has a dividend yield of 8.68%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%63.7%
Nordea Bank Abp has a payout ratio of 63.66%, which is quite average when compared to the overall market. This suggests that Nordea Bank Abp strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-9.98%
-6.23%
04Q.DE (Nordea Bank Abp)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nordea Bank Abp. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nordea Bank Abp was 62.78%, occurring on Oct 10, 2002. Recovery took 806 trading sessions.

The current Nordea Bank Abp drawdown is 9.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.78%Nov 7, 2000503Oct 10, 2002806Dec 2, 20051309
-58.84%Apr 25, 2007423Dec 19, 20082094Mar 17, 20172517
-26.3%Jan 14, 202238Mar 8, 2022216Jan 9, 2023254
-20.44%Mar 30, 200652Jun 14, 200682Oct 6, 2006134
-17.24%Feb 28, 202363May 30, 2023143Dec 15, 2023206

Volatility

Volatility Chart

The current Nordea Bank Abp volatility is 4.32%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%AprilMayJuneJulyAugustSeptember
4.32%
4.67%
04Q.DE (Nordea Bank Abp)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Nordea Bank Abp over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Nordea Bank Abp compared to its peers in the Banks - Regional industry.


PE Ratio
20.040.060.080.0100.07.4
The chart displays the price to earnings (P/E) ratio for 04Q.DE in comparison to other companies of the Banks - Regional industry. Currently, 04Q.DE has a PE value of 7.4. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-5.00.05.010.015.03.5
The chart displays the price to earnings to growth (PEG) ratio for 04Q.DE in comparison to other companies of the Banks - Regional industry. Currently, 04Q.DE has a PEG value of 3.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Nordea Bank Abp.


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items