PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios

Caverion Ord (0QFC.L)

Equity · Currency in EUR · Last updated Sep 26, 2023

Caverion Oyj, together with its subsidiaries, operates as a service company in building systems, construction services, and services for industry in Northern and Central Europe. It designs, builds, operates, and maintains technical solutions for buildings and industries. The company provides a range of services, including technical and industrial maintenance, smart technologies, and advisory services; property management; delivers building technology and infrastructure projects, such as smart and energy efficient solutions; and industrial engineering and automation, ventilation and air conditioning, cooling and heating, and security and safety services. Its services are used in offices and retail properties, housing, public premises, industrial plants and infrastructure, and other places. The company serves the public sector, real estate users, real estate investors and developers, and general contractors, as well as various industries. Caverion Oyj was founded in 1912 and is headquartered in Vantaa, Finland.

SummaryFinancials

Company Info

ISINFI4000062781
SectorServices
IndustryBusiness Services

Highlights

Market Cap€860.61M
Revenue (TTM)€2.49B
Gross Profit (TTM)€1.74B
EBITDA (TTM)€89.20M
Year Range€4.00 - €8.86

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of €10,000 in Caverion Ord, 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
-0.41%
8.42%
0QFC.L (Caverion Ord)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 0QFC.L

Caverion Ord

Return

Caverion Ord had a return of 26.58% year-to-date (YTD) and 99.93% in the last 12 months. Over the past 10 years, Caverion Ord had an annualized return of 6.47%, while the S&P 500 had an annualized return of 10.56%, indicating that Caverion Ord did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month0.12%-0.07%
6 months0.51%9.31%
Year-To-Date26.58%12.26%
1 year99.93%6.34%
5 years (annualized)6.37%7.87%
10 years (annualized)6.47%10.56%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.67%-2.80%-0.35%-2.40%2.34%0.47%1.22%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Caverion Ord (0QFC.L) and S&P 500 (^GSPC). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0QFC.L
Caverion Ord
1.89
^GSPC
S&P 500
0.89

Sharpe Ratio

The current Caverion Ord Sharpe ratio is 1.89. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00AprilMayJuneJulyAugustSeptember
1.89
0.41
0QFC.L (Caverion Ord)
Benchmark (^GSPC)

Dividend History

Caverion Ord granted a 2.33% dividend yield in the last twelve months. The annual payout for that period amounted to €0.20 per share.


PeriodTTM202220212020201920182017201620152014
Dividend€0.20€0.17€0.10€0.00€0.05€0.00€0.00€0.28€0.22€0.22

Dividend yield

2.33%2.51%1.65%0.00%0.74%0.00%0.00%3.82%2.73%3.88%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023€0.00€0.00€0.20€0.00€0.00€0.00€0.00€0.00
2022€0.00€0.00€0.17€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.10€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
2019€0.00€0.00€0.05€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
2017€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2016€0.00€0.00€0.28€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2015€0.00€0.00€0.22€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2014€0.22€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
0QFC.L
2.33%
Market bottom
1.03%
Market top
5.13%
Caverion Ord has a dividend yield of 2.33%, which is quite average when compared to the overall market.
Payout Ratio
0QFC.L
64.52%
Market bottom
16.53%
Market top
57.07%
Caverion Ord has a payout ratio of 64.52%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%AprilMayJuneJulyAugustSeptember
-3.23%
-5.91%
0QFC.L (Caverion Ord)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Caverion Ord. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Caverion Ord is 55.97%, recorded on Mar 23, 2020. It took 737 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.97%Jul 22, 20151106Mar 23, 2020737Feb 24, 20231843
-33.82%Apr 22, 201443Oct 10, 201419Feb 16, 201562
-15.27%Dec 20, 20133Jan 27, 201419Apr 3, 201422
-9.21%Apr 15, 201528Jun 18, 201510Jul 17, 201538
-7.01%Feb 27, 202353May 16, 2023

Volatility Chart

The current Caverion Ord volatility is 2.10%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%AprilMayJuneJulyAugustSeptember
2.10%
3.60%
0QFC.L (Caverion Ord)
Benchmark (^GSPC)