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Heidelberg Materials AG (1HEI.MI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

SectorBasic Materials
IndustryBuilding Materials

Highlights

Market Cap€17.01B
EPS (TTM)€10.11
PE Ratio9.28
PEG Ratio2.09
Year Range€63.13 - €103.15

Share Price Chart


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Heidelberg Materials AG

Performance

Performance Chart

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


0.00%5.00%10.00%15.00%AprilMayJuneJulyAugust
9.57%
7.87%
1HEI.MI (Heidelberg Materials AG)
Benchmark (^GSPC)

S&P 500

Returns By Period

Heidelberg Materials AG had a return of 21.81% year-to-date (YTD) and 31.56% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date21.81%18.42%
1 month-1.37%2.28%
6 months9.57%9.95%
1 year31.56%25.31%
5 years (annualized)13.85%14.08%
10 years (annualized)N/A10.95%

Monthly Returns

The table below presents the monthly returns of 1HEI.MI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20246.69%3.16%14.73%-7.34%4.37%-0.25%1.38%21.81%
202315.99%5.14%1.59%0.78%3.75%13.30%-3.43%2.08%-0.86%-7.40%8.72%8.21%56.26%
2022-0.85%-4.68%-10.40%6.90%1.06%-15.05%9.26%-7.45%-14.36%19.11%10.92%3.19%-8.24%
2021-1.13%7.74%18.03%-1.93%1.03%-3.25%3.36%-1.57%-12.33%-0.59%-7.90%3.37%1.76%
2020-5.54%-13.07%-27.47%13.13%9.10%6.90%3.85%6.82%-1.89%-5.85%23.47%2.58%1.99%
201914.79%7.71%-1.24%12.71%-4.59%6.92%-5.83%-6.13%5.60%-0.24%1.75%-3.50%28.39%
2018-4.14%-5.24%-3.67%1.63%-4.12%-4.84%0.41%-5.32%-2.12%-11.03%-2.91%-10.25%-41.46%
20171.92%-7.59%4.26%-2.01%0.17%1.13%-1.06%-3.40%7.29%0.00%3.34%1.62%4.96%
201611.60%8.95%0.84%2.68%-12.28%16.91%29.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 1HEI.MI is 85, placing it in the top 15% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 1HEI.MI is 8585
1HEI.MI (Heidelberg Materials AG)
The Sharpe Ratio Rank of 1HEI.MI is 8383Sharpe Ratio Rank
The Sortino Ratio Rank of 1HEI.MI is 7979Sortino Ratio Rank
The Omega Ratio Rank of 1HEI.MI is 8080Omega Ratio Rank
The Calmar Ratio Rank of 1HEI.MI is 9595Calmar Ratio Rank
The Martin Ratio Rank of 1HEI.MI is 8989Martin 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 Heidelberg Materials AG (1HEI.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


1HEI.MI
Sharpe ratio
The chart of Sharpe ratio for 1HEI.MI, currently valued at 1.27, compared to the broader market-4.00-2.000.002.001.27
Sortino ratio
The chart of Sortino ratio for 1HEI.MI, currently valued at 1.93, compared to the broader market-6.00-4.00-2.000.002.004.001.93
Omega ratio
The chart of Omega ratio for 1HEI.MI, currently valued at 1.26, compared to the broader market0.501.001.501.26
Calmar ratio
The chart of Calmar ratio for 1HEI.MI, currently valued at 2.78, compared to the broader market0.001.002.003.004.005.002.78
Martin ratio
The chart of Martin ratio for 1HEI.MI, currently valued at 7.96, compared to the broader market-5.000.005.0010.0015.0020.007.96
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.02, compared to the broader market-4.00-2.000.002.002.02
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-6.00-4.00-2.000.002.004.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.001.002.003.004.005.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.33, compared to the broader market-5.000.005.0010.0015.0020.009.33

Sharpe Ratio

The current Heidelberg Materials AG Sharpe ratio is 1.27. 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 Heidelberg Materials AG 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 Ratio1.001.502.002.503.00AprilMayJuneJulyAugust
1.27
1.94
1HEI.MI (Heidelberg Materials AG)
Benchmark (^GSPC)

Dividends

Dividend History

Heidelberg Materials AG granted a 3.15% dividend yield in the last twelve months. The annual payout for that period amounted to €3.00 per share.


PeriodTTM2023202220212020201920182017
Dividend€3.00€2.60€2.40€2.20€2.80€2.10€1.90€1.60

Dividend yield

3.15%3.22%4.47%3.59%4.52%3.23%3.64%1.75%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€3.00€0.00€0.00€0.00€3.00
2023€0.00€0.00€0.00€0.00€2.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.60
2022€0.00€0.00€0.00€0.00€2.40€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.40
2021€0.00€0.00€0.00€0.00€2.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.20
2020€0.00€0.00€0.00€0.00€2.20€0.60€0.00€0.00€0.00€0.00€0.00€0.00€2.80
2019€0.00€0.00€0.00€0.00€2.10€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.10
2018€0.00€0.00€0.00€0.00€1.90€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.90
2017€1.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.60

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.2%
Heidelberg Materials AG has a dividend yield of 3.15%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%29.7%
Heidelberg Materials AG has a payout ratio of 29.67%, which is quite average when compared to the overall market. This suggests that Heidelberg Materials AG 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%AprilMayJuneJulyAugust
-7.15%
-1.73%
1HEI.MI (Heidelberg Materials AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Heidelberg Materials AG. 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 Heidelberg Materials AG was 67.39%, occurring on Mar 19, 2020. Recovery took 825 trading sessions.

The current Heidelberg Materials AG drawdown is 7.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.39%Jan 12, 2018552Mar 19, 2020825Jun 30, 20231377
-18.69%Nov 11, 201614Nov 30, 2016244Nov 16, 2017258
-16.39%Aug 17, 202319Sep 26, 202336Dec 8, 202355
-15.46%Jul 24, 202410Aug 6, 2024
-11.33%Jan 31, 202415Feb 20, 20241Feb 21, 202416

Volatility

Volatility Chart

The current Heidelberg Materials AG volatility is 8.09%, 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.


0.00%5.00%10.00%15.00%20.00%AprilMayJuneJulyAugust
8.09%
6.16%
1HEI.MI (Heidelberg Materials AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Heidelberg Materials AG 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 Heidelberg Materials AG compared to its peers in the Building Materials industry.


PE Ratio
10.020.030.040.050.060.070.09.3
The chart displays the price to earnings (P/E) ratio for 1HEI.MI in comparison to other companies of the Building Materials industry. Currently, 1HEI.MI has a PE value of 9.3. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
1.02.03.04.05.02.1
The chart displays the price to earnings to growth (PEG) ratio for 1HEI.MI in comparison to other companies of the Building Materials industry. Currently, 1HEI.MI has a PEG value of 2.1. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Heidelberg Materials AG.


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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