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Aboitiz Equity Ventures Inc ADR (ABTZY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0037253061

Sector

Utilities

Highlights

Market Cap

$3.48B

EPS (TTM)

$0.74

PE Ratio

8.46

Total Revenue (TTM)

$298.98B

Gross Profit (TTM)

$73.90B

EBITDA (TTM)

$75.92B

Year Range

$5.92 - $9.03

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.


Performance

Performance Chart

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


-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
-27.78%
22.75%
ABTZY (Aboitiz Equity Ventures Inc ADR)
Benchmark (^GSPC)

Returns By Period


ABTZY

YTD

N/A

1M

0.00%

6M

-23.38%

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.63%0.00%3.16%0.00%0.00%0.00%-23.13%0.00%0.00%0.00%-0.32%-27.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ABTZY is 18, meaning it’s performing worse than 82% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ABTZY is 1818
Overall Rank
The Sharpe Ratio Rank of ABTZY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of ABTZY is 2121
Sortino Ratio Rank
The Omega Ratio Rank of ABTZY is 1616
Omega Ratio Rank
The Calmar Ratio Rank of ABTZY is 1212
Calmar Ratio Rank
The Martin Ratio Rank of ABTZY is 2020
Martin 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 Aboitiz Equity Ventures Inc ADR (ABTZY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
ABTZY
^GSPC

There is not enough data available to calculate the Sharpe ratio for Aboitiz Equity Ventures Inc ADR. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend History

Aboitiz Equity Ventures Inc ADR provided a 3.97% dividend yield over the last twelve months, with an annual payout of $0.25 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.10$0.20$0.30$0.402014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.25$0.27$0.31$0.19$0.26$0.25$0.25$0.27$0.23$0.25$0.41

Dividend yield

3.97%3.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Aboitiz Equity Ventures Inc ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25
2023$0.27$0.00$0.27
2022$0.31$0.31
2021$0.19$0.19
2020$0.26$0.26
2019$0.25$0.25
2018$0.25$0.25
2017$0.27$0.27
2016$0.23$0.23
2015$0.25$0.25
2014$0.41$0.41

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.0%
Aboitiz Equity Ventures Inc ADR has a dividend yield of 3.97%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%32.5%
Aboitiz Equity Ventures Inc ADR has a payout ratio of 32.48%, which is quite average when compared to the overall market. This suggests that Aboitiz Equity Ventures Inc ADR 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-30.71%
-3.58%
ABTZY (Aboitiz Equity Ventures Inc ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aboitiz Equity Ventures Inc ADR. 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 Aboitiz Equity Ventures Inc ADR was 34.47%, occurring on Nov 13, 2024. The portfolio has not yet recovered.

The current Aboitiz Equity Ventures Inc ADR drawdown is 30.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.47%Jan 18, 2024209Nov 13, 2024

Volatility

Volatility Chart

The current Aboitiz Equity Ventures Inc ADR volatility is 0.00%, 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%JulyAugustSeptemberOctoberNovemberDecember0
3.64%
ABTZY (Aboitiz Equity Ventures Inc ADR)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

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


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Income Statement



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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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