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ADTRAN, Inc. (ADTN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US00738A1060

CUSIP

00738A106

IPO Date

Aug 9, 1994

Highlights

Market Cap

$631.70M

EPS (TTM)

-$5.67

PEG Ratio

11.04

Total Revenue (TTM)

$696.55M

Gross Profit (TTM)

$260.85M

EBITDA (TTM)

-$6.03M

Year Range

$4.62 - $12.44

Target Price

$12.40

Short %

2.39%

Short Ratio

1.81

Share Price Chart


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Performance

Performance Chart

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


0.00%200.00%400.00%600.00%800.00%1,000.00%1,200.00%December2025FebruaryMarchAprilMay
111.69%
1,123.39%
ADTN (ADTRAN, Inc.)
Benchmark (^GSPC)

Returns By Period

ADTRAN, Inc. (ADTN) returned -4.56% year-to-date (YTD) and 47.50% over the past 12 months. Over the past 10 years, ADTN returned -5.28% annually, underperforming the S&P 500 benchmark at 10.31%.


ADTN

YTD

-4.56%

1M

6.71%

6M

25.59%

1Y

47.50%

5Y*

-5.36%

10Y*

-5.28%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202524.49%1.93%-17.50%-12.16%3.79%-4.56%
2024-14.65%-9.18%-4.39%-19.49%26.71%-5.23%28.71%-17.58%6.27%2.45%39.92%-2.00%13.49%
20230.43%-7.53%-8.62%-42.50%-1.29%18.18%-7.60%-11.15%-3.74%-20.17%-20.40%40.34%-59.88%
2022-15.86%7.64%-10.39%-5.75%7.08%-5.40%37.42%-3.18%-15.75%14.71%-9.36%-7.30%-16.28%
202116.45%-1.55%-0.95%2.46%16.45%4.24%8.52%-7.45%-9.20%-1.49%10.75%12.02%57.43%
2020-8.49%-10.16%-4.54%33.85%11.81%-4.12%13.63%-10.04%-7.53%4.24%19.04%16.90%54.40%
201935.75%3.67%-8.79%25.11%-8.04%-2.74%-26.57%-7.56%10.47%-22.34%5.29%7.62%-5.22%
2018-16.85%-2.19%-0.64%-5.79%-4.19%6.45%10.04%5.85%2.62%-23.33%-7.37%-13.74%-43.14%
2017-1.61%-3.42%-1.89%-3.61%-3.32%7.27%13.56%-5.39%8.60%-11.71%9.48%-16.23%-11.96%
20165.46%3.54%8.07%-4.01%0.67%-4.11%-1.92%0.99%4.13%-5.17%12.68%9.83%32.36%
20151.42%-2.22%-13.28%-11.03%4.24%-5.63%2.11%-2.91%-8.86%7.02%5.02%5.58%-19.30%
2014-6.00%3.57%-6.83%-7.75%0.04%0.53%-1.02%3.78%-11.05%3.77%-1.51%4.36%-17.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, ADTN is among the top 17% of 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 ADTN is 8383
Overall Rank
The Sharpe Ratio Rank of ADTN is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of ADTN is 8383
Sortino Ratio Rank
The Omega Ratio Rank of ADTN is 8282
Omega Ratio Rank
The Calmar Ratio Rank of ADTN is 8080
Calmar Ratio Rank
The Martin Ratio Rank of ADTN is 8484
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 ADTRAN, Inc. (ADTN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current ADTRAN, Inc. Sharpe ratio is 1.15. 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 ADTRAN, 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.83
0.44
ADTN (ADTRAN, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

ADTRAN, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.27$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36

Dividend yield

0.00%0.00%3.68%1.92%1.58%2.44%3.64%3.35%1.86%1.61%2.09%1.65%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.27
2022$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.36
2021$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.36
2020$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.36
2019$0.00$0.09$0.00$0.00$0.09$0.00$0.09$0.00$0.00$0.00$0.09$0.00$0.36
2018$0.09$0.00$0.00$0.00$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.36
2017$0.09$0.00$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.09$0.00$0.00$0.36
2016$0.00$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.09$0.00$0.36
2015$0.00$0.09$0.00$0.00$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.36
2014$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.36

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.


-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-78.15%
-8.35%
ADTN (ADTRAN, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ADTRAN, 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 ADTRAN, Inc. was 87.96%, occurring on Apr 30, 2024. The portfolio has not yet recovered.

The current ADTRAN, Inc. drawdown is 78.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.96%Mar 4, 20113311Apr 30, 2024
-81.16%Mar 10, 2000643Oct 2, 20022005Sep 20, 20102648
-77.89%Jul 2, 1996687Mar 23, 1999235Feb 25, 2000922
-49.37%Jan 2, 199622Jan 31, 199645Apr 4, 199667
-19.46%Jun 26, 199546Aug 29, 199534Oct 17, 199580

Volatility

Volatility Chart

The current ADTRAN, Inc. volatility is 17.88%, 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.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
17.88%
11.43%
ADTN (ADTRAN, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of ADTRAN, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -1,835.0%.


-1.00-0.80-0.60-0.40-0.200.000.20AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
-0.58
-0.03
Actual
Estimate

Valuation

The Valuation section provides an overview of how ADTRAN, Inc. is priced in the market compared to other companies in the Communication Equipment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ADTN compared to other companies in the Communication Equipment industry. ADTN currently has a PEG ratio of 11.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ADTN relative to other companies in the Communication Equipment industry. Currently, ADTN has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ADTN in comparison with other companies in the Communication Equipment industry. Currently, ADTN has a P/B value of 4.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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