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NIO Inc (9866.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINKYG6525F1028
SectorConsumer Cyclical
IndustryAuto Manufacturers

Highlights

Market CapHK$79.00B
EPS (TTM)-HK$10.76
Total Revenue (TTM)HK$46.08B
Gross Profit (TTM)HK$3.29B
Year RangeHK$29.25 - HK$123.80
Target PriceHK$57.33

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.


NIO Inc

Popular comparisons: 9866.HK vs. 2238.HK

Performance

Performance Chart

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


-80.00%-60.00%-40.00%-20.00%0.00%20.00%40.00%FebruaryMarchAprilMayJuneJuly
-76.18%
30.92%
9866.HK (NIO Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

NIO Inc had a return of -48.57% year-to-date (YTD) and -54.15% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-48.57%17.16%
1 month11.16%2.10%
6 months-22.68%17.92%
1 year-54.15%22.68%
5 years (annualized)N/A13.47%
10 years (annualized)N/A10.97%

Monthly Returns

The table below presents the monthly returns of 9866.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-40.08%-0.68%-14.50%-4.54%14.55%-16.85%-48.57%
202316.82%-21.70%10.79%-21.94%-5.31%29.00%53.20%-27.93%-14.69%-18.96%-1.47%29.01%-6.24%
202210.26%-17.81%-5.56%26.47%-12.97%6.08%-23.55%-38.39%16.44%-9.87%-50.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 9866.HK is 16, indicating that it is in the bottom 16% 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 9866.HK is 1616
9866.HK (NIO Inc)
The Sharpe Ratio Rank of 9866.HK is 1111Sharpe Ratio Rank
The Sortino Ratio Rank of 9866.HK is 1212Sortino Ratio Rank
The Omega Ratio Rank of 9866.HK is 1515Omega Ratio Rank
The Calmar Ratio Rank of 9866.HK is 1414Calmar Ratio Rank
The Martin Ratio Rank of 9866.HK is 2626Martin 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 NIO Inc (9866.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


9866.HK
Sharpe ratio
The chart of Sharpe ratio for 9866.HK, currently valued at -0.75, compared to the broader market-2.00-1.000.001.002.003.00-0.75
Sortino ratio
The chart of Sortino ratio for 9866.HK, currently valued at -1.04, compared to the broader market-4.00-2.000.002.004.00-1.04
Omega ratio
The chart of Omega ratio for 9866.HK, currently valued at 0.89, compared to the broader market0.501.001.502.000.89
Calmar ratio
The chart of Calmar ratio for 9866.HK, currently valued at -0.58, compared to the broader market0.002.004.006.00-0.59
Martin ratio
The chart of Martin ratio for 9866.HK, currently valued at -0.89, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.89
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-2.00-1.000.001.002.003.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.94, compared to the broader market-4.00-2.000.002.004.002.94
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.37, compared to the broader market0.501.001.502.001.37
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.66, compared to the broader market0.002.004.006.001.66
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.83, compared to the broader market-5.000.005.0010.0015.0020.0025.007.83

Sharpe Ratio

The current NIO Inc Sharpe ratio is -0.75. 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 NIO Inc 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-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
-0.75
2.10
9866.HK (NIO Inc)
Benchmark (^GSPC)

Dividends

Dividend History


NIO Inc doesn't pay dividends

Drawdowns

Drawdowns Chart

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


-80.00%-60.00%-40.00%-20.00%0.00%FebruaryMarchAprilMayJuneJuly
-80.44%
-1.41%
9866.HK (NIO Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the NIO Inc. 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 NIO Inc was 84.68%, occurring on Apr 22, 2024. The portfolio has not yet recovered.

The current NIO Inc drawdown is 80.44%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.68%Jun 28, 2022448Apr 22, 2024
-44.86%Apr 6, 202223May 12, 202229Jun 23, 202252
-31.03%Mar 11, 20223Mar 15, 20224Mar 21, 20227
-10.67%Mar 25, 20222Mar 28, 20222Mar 30, 20224
-3.36%Mar 31, 20222Apr 1, 20221Apr 4, 20223

Volatility

Volatility Chart

The current NIO Inc volatility is 12.15%, 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%25.00%FebruaryMarchAprilMayJuneJuly
12.15%
2.62%
9866.HK (NIO Inc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

P/E Ratio

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


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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