PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Andritz AG ADR (ADRZY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0345221024
SectorIndustrials
IndustryIndustrial Distribution

Highlights

Market Cap$7.10B
EPS (TTM)$1.14
PE Ratio12.46
Total Revenue (TTM)$6.43B
Gross Profit (TTM)$1.82B
EBITDA (TTM)$719.00M
Year Range$8.52 - $14.32

Share Price Chart


Loading data...

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 Andritz AG ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


50.00%60.00%70.00%80.00%90.00%100.00%110.00%MayJuneJulyAugustSeptemberOctober
81.42%
109.60%
ADRZY (Andritz AG ADR)
Benchmark (^GSPC)

Returns By Period

Andritz AG ADR had a return of 14.40% year-to-date (YTD) and 46.63% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date14.40%20.57%
1 month5.57%4.18%
6 months12.25%10.51%
1 year46.63%35.06%
5 years (annualized)19.66%14.29%
10 years (annualized)N/A11.53%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.36%1.28%2.53%-9.88%3.95%5.12%-2.21%8.76%9.83%14.40%
20234.14%4.15%12.68%-4.01%-17.71%4.17%-4.86%0.53%-4.96%-9.39%18.35%14.75%12.50%
20222.18%-14.79%3.96%-3.96%7.42%-9.44%11.01%-0.43%-7.54%8.80%15.94%5.98%15.53%
20213.85%1.23%-3.99%20.75%7.46%-3.90%1.48%0.74%-4.60%3.44%-16.59%9.16%15.59%
2020-1.52%0.66%-30.89%22.58%14.21%2.26%0.00%-11.15%-10.15%11.82%18.20%15.17%19.18%
20197.95%-1.53%-3.58%7.27%-16.24%-9.60%2.11%-0.46%13.15%2.25%-0.27%-4.94%-7.18%
20182.33%-6.75%-4.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ADRZY is 81, placing it in the top 19% 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 ADRZY is 8181
ADRZY (Andritz AG ADR)
The Sharpe Ratio Rank of ADRZY is 8080Sharpe Ratio Rank
The Sortino Ratio Rank of ADRZY is 7979Sortino Ratio Rank
The Omega Ratio Rank of ADRZY is 7979Omega Ratio Rank
The Calmar Ratio Rank of ADRZY is 8080Calmar Ratio Rank
The Martin Ratio Rank of ADRZY is 8585Martin 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 Andritz AG ADR (ADRZY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ADRZY
Sharpe ratio
The chart of Sharpe ratio for ADRZY, currently valued at 1.44, compared to the broader market-4.00-2.000.002.001.44
Sortino ratio
The chart of Sortino ratio for ADRZY, currently valued at 2.24, compared to the broader market-4.00-2.000.002.004.002.24
Omega ratio
The chart of Omega ratio for ADRZY, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ADRZY, currently valued at 1.18, compared to the broader market0.002.004.006.001.18
Martin ratio
The chart of Martin ratio for ADRZY, currently valued at 8.27, compared to the broader market-10.000.0010.0020.0030.008.27
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.79, compared to the broader market-4.00-2.000.002.002.80
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.73, compared to the broader market-4.00-2.000.002.004.003.73
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.51, compared to the broader market0.501.001.501.51
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.46, compared to the broader market0.002.004.006.002.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.01, compared to the broader market-10.000.0010.0020.0030.0017.01

Sharpe Ratio

The current Andritz AG ADR Sharpe ratio is 1.44. 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 Andritz AG ADR 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-1.000.001.002.003.00MayJuneJulyAugustSeptemberOctober
1.44
2.80
ADRZY (Andritz AG ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Andritz AG ADR granted a 3.95% dividend yield in the last twelve months. The annual payout for that period amounted to $0.54 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.54$0.45$0.36$0.23$0.27$0.35$0.38$0.32$0.31$0.22$0.14$0.31

Dividend yield

3.95%3.57%3.12%2.27%2.94%4.32%4.24%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Andritz AG 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$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54
2023$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45
2022$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36
2021$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23
2020$0.00$0.00$0.16$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.27
2019$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2018$0.38$0.00$0.00$0.38
2017$0.32$0.32
2016$0.31$0.31
2015$0.22$0.22
2014$0.14$0.14
2013$0.31$0.31

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.0%
Andritz AG ADR has a dividend yield of 3.95%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%49.3%
Andritz AG ADR has a payout ratio of 49.29%, which is quite average when compared to the overall market. This suggests that Andritz AG 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.


-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-3.89%
-0.20%
ADRZY (Andritz AG ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Andritz AG 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 Andritz AG ADR was 43.16%, occurring on Mar 23, 2020. Recovery took 59 trading sessions.

The current Andritz AG ADR drawdown is 3.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.16%Feb 8, 201934Mar 23, 202059Jan 6, 202193
-36.2%Mar 31, 2023135Nov 1, 2023212Sep 16, 2024347
-33.14%Sep 7, 2021118Mar 4, 2022187Dec 9, 2022305
-11.59%Jan 25, 202142Mar 25, 20219Apr 9, 202151
-8.89%Dec 7, 20182Dec 19, 20182Feb 6, 20194

Volatility

Volatility Chart

The current Andritz AG ADR volatility is 11.88%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%MayJuneJulyAugustSeptemberOctober
11.88%
3.37%
ADRZY (Andritz AG ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Andritz AG 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 Andritz AG ADR.


Loading data...

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