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Iberdrola (0HIT.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINES0144580Y14
SectorUtilities
IndustryUtilities - Diversified

Highlights

Market Cap€61.14B
Year Range€8.00 - €12.50
Target Price€10.70

Share Price Chart


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Compare to other instruments

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


Iberdrola

Popular comparisons: 0HIT.L vs. VUSA.L

Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%2024FebruaryMarchAprilMayJune
3.02%
18.61%
0HIT.L (Iberdrola)
Benchmark (^GSPC)

S&P 500

Returns By Period

Iberdrola had a return of 1.96% year-to-date (YTD) and 4.89% in the last 12 months. Over the past 10 years, Iberdrola had an annualized return of 11.22%, while the S&P 500 benchmark had an annualized return of 10.82%, indicating that Iberdrola performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date1.96%14.75%
1 month-2.01%2.85%
6 months3.02%15.30%
1 year4.89%25.37%
5 years (annualized)9.58%13.19%
10 years (annualized)11.22%10.82%

Monthly Returns

The table below presents the monthly returns of 0HIT.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.81%-6.40%5.82%3.79%2.03%1.96%
2023-0.38%1.13%5.66%2.53%-3.12%4.86%-2.31%-3.43%-3.20%-1.75%7.68%5.31%12.81%
2022-1.26%0.39%-2.55%10.97%0.26%-10.29%7.90%-0.60%-7.76%6.74%4.57%2.22%8.81%
2021-3.51%-6.79%5.37%2.28%0.59%-9.48%1.28%3.23%-17.19%17.59%-3.67%5.81%-8.42%
20209.05%4.56%-12.95%1.74%5.99%6.99%7.21%-2.02%-1.78%-1.17%10.73%1.91%31.77%
20194.09%2.44%6.53%3.48%2.67%5.44%-0.44%9.12%1.97%-3.44%-3.04%2.93%35.84%
20183.07%-6.66%-2.14%7.21%-5.45%9.34%2.44%-3.69%-1.10%-1.29%5.34%6.37%12.61%
2017-4.19%7.51%6.68%-1.42%7.37%-1.20%2.14%-4.09%-4.81%6.14%-3.11%-3.17%6.70%
20160.90%-9.36%-0.42%5.69%-1.74%-0.17%1.37%-3.99%1.14%3.92%-8.41%9.18%-3.42%
20159.75%-0.34%-1.72%-0.42%5.34%-4.03%6.74%-5.65%-1.88%9.25%2.03%-1.20%17.77%
20140.87%5.05%5.64%-1.03%5.14%4.93%0.91%0.34%1.52%-0.51%5.41%-4.49%25.85%
2013-0.44%-4.44%-4.60%13.61%2.02%-2.80%1.68%-0.58%4.13%7.54%2.74%-1.25%17.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0HIT.L is 57, 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 0HIT.L is 5757
0HIT.L (Iberdrola)
The Sharpe Ratio Rank of 0HIT.L is 6060Sharpe Ratio Rank
The Sortino Ratio Rank of 0HIT.L is 5252Sortino Ratio Rank
The Omega Ratio Rank of 0HIT.L is 5151Omega Ratio Rank
The Calmar Ratio Rank of 0HIT.L is 6666Calmar Ratio Rank
The Martin Ratio Rank of 0HIT.L is 5858Martin 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 Iberdrola (0HIT.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0HIT.L
Sharpe ratio
The chart of Sharpe ratio for 0HIT.L, currently valued at 0.29, compared to the broader market-2.00-1.000.001.002.003.000.29
Sortino ratio
The chart of Sortino ratio for 0HIT.L, currently valued at 0.55, compared to the broader market-4.00-2.000.002.004.006.000.55
Omega ratio
The chart of Omega ratio for 0HIT.L, currently valued at 1.07, compared to the broader market0.501.001.502.001.07
Calmar ratio
The chart of Calmar ratio for 0HIT.L, currently valued at 0.37, compared to the broader market0.002.004.006.000.37
Martin ratio
The chart of Martin ratio for 0HIT.L, currently valued at 0.79, compared to the broader market0.0010.0020.000.79
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.10, compared to the broader market-4.00-2.000.002.004.006.003.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.75, compared to the broader market0.002.004.006.001.75
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.21, compared to the broader market0.0010.0020.008.21

Sharpe Ratio

The current Iberdrola Sharpe ratio is 0.29. 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 Iberdrola 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 Ratio-0.500.000.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.29
2.54
0HIT.L (Iberdrola)
Benchmark (^GSPC)

Dividends

Dividend History

Iberdrola granted a 3.51% dividend yield in the last twelve months. The annual payout for that period amounted to €0.42 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€0.42€0.41€0.36€0.34€0.32€0.28€0.26€0.13€0.13€0.02€0.22€0.14

Dividend yield

3.51%3.41%3.34%3.28%2.76%3.09%3.77%2.06%2.05%0.37%4.00%2.95%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.16€0.00€0.00€0.00€0.00€0.00€0.16
2023€0.15€0.00€0.00€0.00€0.00€0.00€0.26€0.00€0.00€0.00€0.00€0.00€0.41
2022€0.14€0.00€0.00€0.00€0.00€0.01€0.22€0.00€0.00€0.00€0.00€0.00€0.36
2021€0.14€0.00€0.00€0.00€0.00€0.00€0.21€0.00€0.00€0.00€0.00€0.00€0.34
2020€0.14€0.00€0.00€0.00€0.00€0.00€0.19€0.00€0.00€0.00€0.00€0.00€0.32
2019€0.12€0.00€0.00€0.00€0.00€0.00€0.16€0.00€0.00€0.00€0.00€0.00€0.28
2018€0.11€0.00€0.00€0.00€0.00€0.00€0.15€0.00€0.00€0.00€0.00€0.00€0.26
2017€0.11€0.00€0.00€0.00€0.00€0.00€0.02€0.00€0.00€0.00€0.00€0.00€0.13
2016€0.10€0.00€0.00€0.00€0.00€0.00€0.02€0.00€0.00€0.00€0.00€0.00€0.13
2015€0.00€0.00€0.00€0.00€0.00€0.00€0.02€0.00€0.00€0.00€0.00€0.00€0.02
2014€0.10€0.00€0.00€0.00€0.00€0.00€0.02€0.00€0.00€0.00€0.00€0.10€0.22
2013€0.11€0.00€0.00€0.00€0.00€0.00€0.02€0.00€0.00€0.00€0.00€0.00€0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.5%
Iberdrola has a dividend yield of 3.51%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%43.4%
Iberdrola has a payout ratio of 43.39%, which is quite average when compared to the overall market. This suggests that Iberdrola 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-3.35%
0
0HIT.L (Iberdrola)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Iberdrola. 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 Iberdrola was 72.63%, occurring on Jul 24, 2012. Recovery took 1685 trading sessions.

The current Iberdrola drawdown is 3.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.63%Nov 12, 20071154Jul 24, 20121685Apr 25, 20192839
-28.38%Jan 11, 2021186Oct 4, 2021377Apr 5, 2023563
-27.34%Feb 20, 202016Mar 12, 202085Jul 16, 2020101
-21.66%Feb 7, 20201Feb 7, 20201Feb 10, 20202
-16.69%Feb 12, 20202Feb 13, 20201Feb 14, 20203

Volatility

Volatility Chart

The current Iberdrola volatility is 6.69%, 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%2024FebruaryMarchAprilMayJune
6.69%
2.38%
0HIT.L (Iberdrola)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

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