Eurazeo (0HZC.L)
Eurazeo SE is a private equity and venture capital firm specializing in growth capital, acquisitions, leveraged buyouts, and buyins of a private company, and investments in mid-market and listed public companies. . The company invest in equity in the small-mid and Mid-large buyout segments. The firm seeks to invest in medium-sized or large companies, SMEs, high growth companies, and real estate management and investment activities. It does not have any restrictions regarding the sectors in which it invests but prefers to invest in smart cities, services, leisure and mobility, real estate, fintech, investment activities, distribution, industry, luxury, consumer goods, business services, consumer and retail brands, and health sectors. The firm seeks to invest in consumer brands with a focus on beauty, personal care, household care, juvenile products, apparel, wellness, accessories, home, jewelry, leisure, health, fitness, beverage, and food companies based in United States and Europe. It typically invests in companies with a differentiated concept and global growth potential. The firm identifies companies upstream, carefully selecting them primarily from sectors driven by digital transformation and focusing on changes in lifestyle and consumption (mobility, online buying, collaboration models, etc.). The firm invests in large properties in need of restructuring; residential, commercial, and office development projects; and companies with real estate assets in Western Europe. It primarily invests in United States, France, Italy, North America and other European countries. The firm typically invests between $10 million and "800 million ($892.55 million) in companies with enterprise values of more than "150/200 million ($163.74 million/$218.30 million) and "5000 million ($7108.9 million). It limits each investment to less than 10 percent to 15 percent of its net asset value. The firm can also invest where its equity or quasi-equity stake is between "175 million ($195.25 million) and "800 million ($892.55 million). The
Company Info
Highlights
€5.46B
€64.05 - €84.86
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Eurazeo, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Eurazeo had a return of 0.89% year-to-date (YTD) and 2.28% in the last 12 months. Over the past 10 years, Eurazeo had an annualized return of 6.88%, while the S&P 500 had an annualized return of 11.47%, indicating that Eurazeo did not perform as well as the benchmark.
0HZC.L
0.89%
3.91%
-7.09%
2.28%
5.04%
6.88%
^GSPC (Benchmark)
27.68%
2.72%
13.90%
32.81%
14.15%
11.47%
Monthly Returns
The table below presents the monthly returns of 0HZC.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 10.05% | -1.74% | 4.31% | 4.53% | -5.60% | -3.89% | -1.87% | -2.52% | 3.70% | -6.10% | 0.11% | 0.89% | |
| 2023 | 8.79% | -0.66% | 3.30% | 1.57% | -0.85% | 1.13% | -13.63% | -2.10% | 3.43% | -6.05% | 29.57% | 4.35% | 26.30% |
| 2022 | -8.46% | -1.61% | 10.95% | -1.60% | -1.77% | -18.36% | 18.80% | -13.86% | -10.78% | 7.44% | 3.68% | -1.67% | -21.14% |
| 2021 | 3.59% | 6.32% | 6.11% | 9.32% | 4.09% | 1.24% | 11.50% | 6.38% | -6.48% | -0.71% | -9.89% | 4.94% | 40.20% |
| 2020 | 6.39% | -6.74% | -32.04% | 6.10% | -0.02% | 4.51% | -2.74% | 1.04% | 3.21% | -15.63% | 32.30% | 7.99% | -8.60% |
| 2019 | 5.06% | 2.01% | 1.17% | 4.15% | -3.98% | -2.08% | -1.06% | -0.70% | 13.29% | -8.21% | -1.28% | -1.25% | 5.75% |
| 2018 | 9.54% | -7.14% | -4.21% | -0.84% | -3.82% | -2.61% | 1.84% | -1.24% | 3.24% | -4.94% | 3.03% | -7.04% | -14.47% |
| 2017 | 2.41% | 2.24% | 5.82% | 1.00% | 9.39% | 3.31% | 4.32% | 1.45% | 8.31% | 5.81% | -7.62% | 4.49% | 48.03% |
| 2016 | -11.27% | -3.61% | 9.89% | 4.01% | 1.16% | -7.98% | 6.38% | -4.27% | -5.65% | 1.68% | -2.49% | 8.89% | -5.60% |
| 2015 | 8.23% | 5.66% | -2.08% | -0.95% | 2.32% | -2.70% | -0.30% | -2.18% | 2.80% | 7.35% | -1.19% | 0.06% | 17.50% |
| 2014 | -5.97% | 5.60% | 14.82% | -4.52% | 9.65% | -4.53% | -7.33% | 2.23% | -0.64% | -6.60% | 4.92% | 2.98% | 8.27% |
| 2013 | 7.27% | 7.47% | 2.43% | -8.41% | 17.19% | -5.40% | 20.26% | -2.83% | 1.50% | 16.71% | -2.84% | 5.44% | 70.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 0HZC.L is 43, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Eurazeo (0HZC.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Eurazeo provided a 3.43% dividend yield over the last twelve months, with an annual payout of €2.42 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €2.42 | €2.20 | €1.75 | €1.50 | €0.00 | €1.19 | €1.13 | €1.04 | €0.99 | €0.99 | €0.90 | €0.85 |
Dividend yield | 3.43% | 3.06% | 2.97% | 1.96% | 0.00% | 1.95% | 1.93% | 1.48% | 2.05% | 1.90% | 1.98% | 2.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Eurazeo. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €2.42 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.42 |
| 2023 | €0.00 | €0.00 | €0.00 | €2.20 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.20 |
| 2022 | €0.00 | €0.00 | €0.00 | €1.75 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.75 |
| 2021 | €0.00 | €0.00 | €0.00 | €1.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.50 |
| 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 | €1.19 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.19 |
| 2018 | €0.00 | €0.00 | €0.00 | €1.13 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.13 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €1.04 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.04 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.99 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.99 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.99 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.99 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.90 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.90 |
| 2013 | €0.85 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.85 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Eurazeo. 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 Eurazeo was 83.32%, occurring on Mar 9, 2009. Recovery took 486 trading sessions.
The current Eurazeo drawdown is 15.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.32% | Nov 7, 2007 | 152 | Mar 9, 2009 | 486 | Jun 5, 2014 | 638 |
| -52.59% | Jan 25, 2018 | 556 | Apr 3, 2020 | 300 | Jun 15, 2021 | 856 |
| -39.82% | Aug 16, 2021 | 292 | Oct 12, 2022 | 385 | Apr 23, 2024 | 677 |
| -27.36% | Jun 9, 2014 | 79 | Oct 16, 2014 | 79 | Feb 19, 2015 | 158 |
| -25.24% | Nov 13, 2015 | 58 | Feb 11, 2016 | 285 | Mar 20, 2017 | 343 |
Volatility
Volatility Chart
The current Eurazeo volatility is 6.10%, 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.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Eurazeo.
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Income Statement
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