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AmerisourceBergen Corporation (ABC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS03073E1055
CUSIP03073E105
SectorHealthcare
IndustryMedical Distribution

Highlights

Market Cap$36.15B
EPS$8.21
PE Ratio21.92
PEG Ratio1.58
Revenue (TTM)$254.43B
Gross Profit (TTM)$8.33B
EBITDA (TTM)$3.42B
Year Range$149.43 - $194.28
Target Price$209.57
Short %4.37%
Short Ratio3.04

Share Price Chart


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AmerisourceBergen Corporation

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Performance

Performance Chart

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


ABC (AmerisourceBergen Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period


PeriodReturnBenchmark
Year-To-DateN/A7.28%
1 monthN/A2.23%
6 monthsN/A14.98%
1 yearN/A30.65%
5 years (annualized)N/A12.59%
10 years (annualized)N/A10.61%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-5.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for AmerisourceBergen Corporation (ABC) 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
ABC
AmerisourceBergen Corporation
^GSPC
S&P 500
2.64

Sharpe Ratio


Rolling 12-month Sharpe Ratio
ABC (AmerisourceBergen Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

AmerisourceBergen Corporation granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $0.97 per share.


PeriodTTM2022202120202019201820172016201520142013
Dividend$0.97$1.87$1.78$1.70$1.60$1.54$1.48$1.39$1.21$1.00$0.87

Dividend yield

0.55%1.13%1.34%1.74%1.88%2.07%1.61%1.77%1.17%1.10%1.23%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49
2022$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.49$0.00
2021$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.46$0.00
2020$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.44$0.00
2019$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00
2018$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.40$0.00
2017$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.38$0.00
2016$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.37$0.00
2015$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.34$0.00
2014$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.29$0.00
2013$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.24$0.00

Drawdowns

Drawdowns Chart

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


ABC (AmerisourceBergen Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the AmerisourceBergen Corporation. 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 AmerisourceBergen Corporation was 71.01%, occurring on Dec 3, 1999. Recovery took 203 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.01%Jan 22, 1999220Dec 3, 1999203Sep 22, 2000423
-49.12%Apr 25, 2007400Nov 20, 2008287Jan 13, 2010687
-43.09%Jun 20, 2002185Mar 14, 2003697Dec 16, 2005882
-40.8%Jul 28, 199828Sep 3, 199889Jan 12, 1999117
-38.95%Apr 27, 2015390Nov 8, 20161005Nov 5, 20201395

Volatility

Volatility Chart

The current AmerisourceBergen Corporation volatility is 4.86%, 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.


ABC (AmerisourceBergen Corporation)
Benchmark (^GSPC)

Financials

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM2022202120202019
Revenue

Total Revenue

130.40B238.59B213.99B189.89B179.59B

Cost Of Revenue

125.84B230.29B207.05B184.70B174.45B

Gross Profit

4.56B8.30B6.94B5.19B5.14B
Operating Expenses

Selling, General & Admin Expenses

2.63B4.85B3.59B2.77B2.66B

R&D Expenses

0.000.000.000.000.00

Total Operating Expenses

3.14B5.54B4.10B3.16B3.13B
Income

Income Before Tax

1.12B2.18B2.22B-5.29B967.11M

Operating Income

1.42B2.37B2.35B2.04B2.03B

EBIT

1.43B2.37B2.35B2.04B2.03B

Earnings From Continuing Operations

907.43M1.67B1.54B-3.40B854.14M

Net Income

914.98M1.70B1.54B-3.40B855.37M

Income Tax Expense

213.53M516.52M677.25M-1.89B112.97M

Interest Expense

121.97M210.67M182.54M137.88M157.77M

Other Non-Operating Income (Expenses)

-256.02M-183.32M-132.34M-7.33B-1.06B

Extraordinary Items

0.000.000.000.0037.00M

Discontinued Operations

0.000.000.000.000.00

Effect Of Accounting Charges

0.000.000.000.000.00

Non Recurring

-51.29M204.07M489.61M7.17B0.00

Minority Interest

-7.56M32.28M-4.68M9.16M114.29M

Other Items

0.000.000.000.000.00
Values in USD except per share items