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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$81.14B
EPS-HK$10.88
Revenue (TTM)HK$55.62B
Gross Profit (TTM)HK$5.14B
EBITDA (TTM)-HK$19.80B
Year RangeHK$38.85 - HK$123.80
Target PriceHK$64.91

Share Price Chart


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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%OctoberNovemberDecember2024FebruaryMarch
-76.90%
23.23%
9866.HK (NIO Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

NIO Inc had a return of -50.14% year-to-date (YTD) and -48.31% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-50.14%10.04%
1 month-16.11%3.53%
6 months-44.01%22.79%
1 year-48.31%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-40.08%-0.68%
2023-27.93%-14.69%-18.96%-1.47%29.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for NIO Inc (9866.HK) and compares them with a selected benchmark (^GSPC). These performance indicators 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
9866.HK
NIO Inc
-0.65
^GSPC
S&P 500
2.76

Sharpe Ratio

The current NIO Inc Sharpe ratio is -0.65. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.65
2.74
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%OctoberNovemberDecember2024FebruaryMarch
-81.03%
0
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 81.03%, occurring on Mar 27, 2024. The portfolio has not yet recovered.

The current NIO Inc drawdown is 81.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.03%Jun 28, 2022433Mar 27, 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 18.26%, 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.


5.00%10.00%15.00%20.00%25.00%OctoberNovemberDecember2024FebruaryMarch
18.26%
2.82%
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

Income Statement


Income Statement
Balance Sheet
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TTM
Revenue

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Cost Of Revenue

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Operating Expenses

Selling, General & Admin Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items