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Adams Resources & Energy, Inc. (AE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0063513081

CUSIP

006351308

Sector

Energy

IPO Date

Sep 7, 1984

Highlights

Market Cap

$96.15M

EPS (TTM)

-$3.18

Total Revenue (TTM)

$2.78B

Gross Profit (TTM)

$9.00M

EBITDA (TTM)

$17.20M

Year Range

$21.90 - $37.66

Target Price

$38.00

Short %

0.35%

Short Ratio

0.32

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.


Popular comparisons:
AE vs. BGR
Popular comparisons:
AE vs. BGR

Performance

Performance Chart

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


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
1,427.54%
3,441.84%
AE (Adams Resources & Energy, Inc.)
Benchmark (^GSPC)

Returns By Period

Adams Resources & Energy, Inc. had a return of 47.66% year-to-date (YTD) and 53.65% in the last 12 months. Over the past 10 years, Adams Resources & Energy, Inc. had an annualized return of 0.19%, while the S&P 500 had an annualized return of 11.14%, indicating that Adams Resources & Energy, Inc. did not perform as well as the benchmark.


AE

YTD

47.66%

1M

0.95%

6M

35.58%

1Y

53.65%

5Y*

3.68%

10Y*

0.19%

^GSPC (Benchmark)

YTD

25.18%

1M

-0.47%

6M

9.35%

1Y

24.83%

5Y*

13.03%

10Y*

11.14%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.86%18.75%-2.10%1.72%-10.30%6.79%-4.32%-10.41%13.61%3.04%33.79%47.66%
202323.33%21.23%-33.69%-0.83%-8.90%1.95%-1.48%5.40%-7.09%-5.49%-11.27%-6.53%-30.95%
20227.84%6.40%21.49%0.99%-5.61%-11.69%5.62%-12.15%0.61%7.89%20.06%1.46%43.97%
20210.46%20.20%-2.97%-5.39%2.34%2.99%-3.50%13.06%1.33%-3.36%-7.16%2.97%19.33%
2020-7.12%-14.18%-21.94%18.87%-6.09%2.96%-20.92%0.47%-5.39%-4.12%38.89%-8.27%-34.33%
20192.38%0.28%-1.16%-7.45%-5.81%1.40%-4.81%-5.95%1.82%-3.23%7.13%19.36%1.16%
20182.30%-11.24%10.71%5.29%-3.09%-2.65%-6.98%14.75%-7.05%-4.50%-0.12%-3.88%-9.16%
2017-2.27%4.52%-7.22%8.75%-1.31%3.03%-7.52%-8.74%20.46%3.47%10.41%-7.84%12.19%
2016-12.32%-2.82%22.96%0.68%-3.63%-0.18%-21.38%22.56%6.62%-7.07%8.21%0.84%5.71%
201516.20%15.23%0.83%-30.67%-7.94%4.50%7.11%-4.52%-9.67%8.44%-2.97%-10.53%-21.70%
2014-2.89%10.64%-21.06%24.41%-11.95%23.56%-16.37%0.71%-32.47%-5.06%5.84%12.78%-26.00%
20131.77%11.54%28.11%-2.57%26.50%9.98%-2.93%-8.75%-8.72%-6.74%10.96%19.71%97.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 81, AE is among the top 19% 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 AE is 8181
Overall Rank
The Sharpe Ratio Rank of AE is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AE is 8787
Sortino Ratio Rank
The Omega Ratio Rank of AE is 8383
Omega Ratio Rank
The Calmar Ratio Rank of AE is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AE is 8181
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 Adams Resources & Energy, Inc. (AE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AE, currently valued at 1.02, compared to the broader market-4.00-2.000.002.001.021.98
The chart of Sortino ratio for AE, currently valued at 2.41, compared to the broader market-4.00-2.000.002.004.002.412.65
The chart of Omega ratio for AE, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.37
The chart of Calmar ratio for AE, currently valued at 0.77, compared to the broader market0.002.004.006.000.772.93
The chart of Martin ratio for AE, currently valued at 4.74, compared to the broader market0.005.0010.0015.0020.0025.004.7412.73
AE
^GSPC

The current Adams Resources & Energy, Inc. Sharpe ratio is 1.02. 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 Adams Resources & Energy, 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.02
1.98
AE (Adams Resources & Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Adams Resources & Energy, Inc. provided a 2.57% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The company has been increasing its dividends for 15 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.96$0.96$0.96$0.96$0.96$0.94$0.88$0.88$0.88$0.88$0.88$0.66

Dividend yield

2.57%3.67%2.47%3.45%3.98%2.47%2.27%2.02%2.22%2.29%1.76%0.96%

Monthly Dividends

The table displays the monthly dividend distributions for Adams Resources & Energy, 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$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2023$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.24$0.00$0.96
2022$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2021$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2020$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2019$0.00$0.00$0.22$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.94
2018$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.00$0.22$0.00$0.00$0.22$0.88
2017$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.00$0.22$0.00$0.00$0.22$0.88
2016$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.88
2015$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.22$0.00$0.88
2014$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.88
2013$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.66

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.6%
Adams Resources & Energy, Inc. has a dividend yield of 2.57%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%141.2%
Adams Resources & Energy, Inc. has a payout ratio of 141.18%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-43.95%
-1.96%
AE (Adams Resources & Energy, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Adams Resources & Energy, 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 Adams Resources & Energy, Inc. was 81.58%, occurring on Oct 17, 1990. Recovery took 1001 trading sessions.

The current Adams Resources & Energy, Inc. drawdown is 43.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.58%Aug 6, 19851231Oct 17, 19901001Dec 1, 19942232
-80.59%May 31, 2000513Jul 29, 2002559Nov 29, 20041072
-79.05%Mar 6, 20141519Mar 18, 2020
-68.64%May 3, 2006718Mar 11, 2009715Jan 25, 20121433
-68.28%Jan 14, 1997463Dec 30, 1998310May 26, 2000773

Volatility

Volatility Chart

The current Adams Resources & Energy, Inc. volatility is 0.68%, 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%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember
0.68%
4.07%
AE (Adams Resources & Energy, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Adams Resources & Energy, 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 Adams Resources & Energy, Inc..


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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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