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

Company Info

ISINUS00738A1060
CUSIP00738A106
SectorTechnology
IndustryCommunication Equipment
IPO DateAug 9, 1994

Highlights

Market Cap$489.65M
EPS (TTM)-$7.15
PEG Ratio11.04
Total Revenue (TTM)$677.64M
Gross Profit (TTM)$247.66M
EBITDA (TTM)-$6.43M
Year Range$4.34 - $7.66
Target Price$7.00
Short %3.99%
Short Ratio4.74

Share Price Chart


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Compare to other instruments

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Popular comparisons: ADTN vs. VOO

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%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
30.39%
11.72%
ADTN (ADTRAN, Inc.)
Benchmark (^GSPC)

Returns By Period

ADTRAN, Inc. had a return of -15.80% year-to-date (YTD) and -11.84% in the last 12 months. Over the past 10 years, ADTRAN, Inc. had an annualized return of -9.87%, while the S&P 500 had an annualized return of 11.05%, indicating that ADTRAN, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-15.80%20.10%
1 month3.87%0.34%
6 months30.38%11.72%
1 year-11.84%32.68%
5 years (annualized)-5.66%13.33%
10 years (annualized)-9.87%11.05%

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
2024-14.65%-9.18%-4.39%-19.49%26.71%-5.23%28.71%-17.58%6.27%2.45%-15.80%
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%
20133.38%11.15%-12.08%7.34%10.10%6.49%7.71%-8.74%10.45%-11.55%9.37%5.18%40.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ADTN is 32, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of ADTN is 3232
Combined Rank
The Sharpe Ratio Rank of ADTN is 3232Sharpe Ratio Rank
The Sortino Ratio Rank of ADTN is 3131Sortino Ratio Rank
The Omega Ratio Rank of ADTN is 3232Omega Ratio Rank
The Calmar Ratio Rank of ADTN is 3434Calmar Ratio Rank
The Martin Ratio Rank of ADTN is 3333Martin 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.


ADTN
Sharpe ratio
The chart of Sharpe ratio for ADTN, currently valued at -0.13, compared to the broader market-4.00-2.000.002.004.00-0.13
Sortino ratio
The chart of Sortino ratio for ADTN, currently valued at 0.23, compared to the broader market-4.00-2.000.002.004.000.23
Omega ratio
The chart of Omega ratio for ADTN, currently valued at 1.03, compared to the broader market0.501.001.502.001.03
Calmar ratio
The chart of Calmar ratio for ADTN, currently valued at -0.09, compared to the broader market0.002.004.006.00-0.09
Martin ratio
The chart of Martin ratio for ADTN, currently valued at -0.33, compared to the broader market0.0010.0020.0030.00-0.33
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.88, compared to the broader market-4.00-2.000.002.004.002.88
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.82, compared to the broader market-4.00-2.000.002.004.003.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.002.004.006.003.52
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.62, compared to the broader market0.0010.0020.0030.0018.62

Sharpe Ratio

The current ADTRAN, Inc. Sharpe ratio is -0.13. 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 Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.13
2.88
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.


1.50%2.00%2.50%3.00%3.50%$0.00$0.10$0.20$0.30$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.27$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36

Dividend yield

0.00%3.68%1.92%1.58%2.44%3.64%3.35%1.86%1.61%2.09%1.65%1.33%

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
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
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$0.00$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.36
2013$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%JuneJulyAugustSeptemberOctoberNovember
-83.01%
-2.32%
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 83.01%.


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 8.71%, 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%JuneJulyAugustSeptemberOctoberNovember
8.71%
3.23%
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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for ADTRAN, Inc..


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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