Aedifica SA (AED.BR)
Company Info
| ISIN | BE0003851681 |
|---|---|
| Sector | Real Estate |
| Industry | REIT - Healthcare Facilities |
Highlights
| Market Cap | €3.01B |
|---|---|
| EPS (TTM) | €2.13 |
| PE Ratio | 29.77 |
| Total Revenue (TTM) | €251.92M |
| Gross Profit (TTM) | €237.78M |
| EBITDA (TTM) | €135.53M |
| Year Range | €44.56 - €65.75 |
| Target Price | €66.80 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: AED.BR vs. SHELL.AS
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Aedifica SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Aedifica SA had a return of 5.52% year-to-date (YTD) and 39.11% in the last 12 months. Over the past 10 years, Aedifica SA had an annualized return of 9.02%, while the S&P 500 had an annualized return of 11.71%, indicating that Aedifica SA did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.52% | 22.95% |
| 1 month | -0.63% | 4.39% |
| 6 months | 14.81% | 18.07% |
| 1 year | 39.11% | 37.09% |
| 5 years (annualized) | -3.87% | 14.48% |
| 10 years (annualized) | 9.02% | 11.71% |
Monthly Returns
The table below presents the monthly returns of AED.BR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.79% | -13.12% | 8.17% | 5.62% | 2.45% | -5.19% | 7.29% | 3.74% | 3.11% | 5.52% | |||
| 2023 | 6.27% | -0.56% | -7.49% | 2.23% | -14.85% | -1.08% | 6.47% | -1.12% | -12.86% | -4.46% | 11.86% | 10.60% | -8.72% |
| 2022 | -7.14% | -5.15% | 12.65% | -0.79% | -2.85% | -13.58% | 10.82% | -6.95% | -16.43% | -2.09% | -2.91% | 1.13% | -31.54% |
| 2021 | 1.42% | 3.31% | -5.05% | 3.89% | 5.02% | 6.44% | 8.54% | 3.15% | -13.48% | 6.96% | 2.52% | -2.79% | 19.27% |
| 2020 | 7.77% | -3.77% | -19.51% | -3.98% | 8.83% | 1.25% | 0.72% | 0.71% | 5.57% | -13.75% | 12.04% | 1.55% | -7.17% |
| 2019 | 6.61% | -3.81% | 5.45% | 4.69% | 3.00% | 1.82% | 13.11% | 8.32% | 3.31% | 4.89% | 2.97% | 1.98% | 65.52% |
| 2018 | -1.55% | -3.23% | -0.27% | 0.53% | 7.85% | -3.70% | 4.48% | 0.37% | -5.13% | -1.58% | 3.31% | 7.07% | 7.46% |
| 2017 | -0.98% | 2.42% | 3.23% | 2.20% | 3.35% | 2.40% | 1.30% | 5.55% | -2.24% | 2.48% | -1.48% | -1.60% | 17.56% |
| 2016 | -4.56% | 3.65% | 3.32% | -0.42% | 8.70% | 4.00% | 1.75% | 0.56% | 8.34% | -2.14% | -5.29% | 2.19% | 20.81% |
| 2015 | 6.52% | 2.16% | 3.39% | 1.28% | -3.32% | -12.77% | 5.33% | -0.15% | 0.53% | 19.12% | 3.28% | -3.86% | 20.17% |
| 2014 | -0.74% | 3.32% | -5.47% | 0.58% | 1.09% | -1.58% | 0.40% | 4.36% | -0.69% | 6.42% | 1.63% | 2.15% | 11.55% |
| 2013 | -0.91% | 5.32% | 8.19% | 2.66% | 1.49% | -8.23% | 2.13% | -0.54% | 5.70% | 0.39% | 2.31% | 0.31% | 19.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AED.BR is 72, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Aedifica SA (AED.BR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Aedifica SA granted a 5.98% dividend yield in the last twelve months. The annual payout for that period amounted to €3.77 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €3.77 | €3.80 | €3.59 | €2.06 | €3.86 | €7.40 | €4.78 | €2.05 | €1.87 | €3.63 | €1.54 | €0.85 |
Dividend yield | 5.98% | 5.97% | 4.85% | 1.83% | 4.02% | 6.85% | 6.70% | 2.88% | 2.98% | 6.79% | 3.23% | 1.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Aedifica SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €1.88 | €0.00 | €1.88 | €0.00 | €0.00 | €0.00 | €3.77 | ||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €1.89 | €1.92 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €3.80 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €1.82 | €1.77 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €3.59 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.56 | €1.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.06 |
| 2020 | €0.00 | €0.00 | €0.00 | €2.36 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.50 | €0.00 | €0.00 | €3.86 |
| 2019 | €0.00 | €0.00 | €0.00 | €4.20 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €3.20 | €0.00 | €0.00 | €7.40 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.28 | €2.50 | €0.00 | €4.78 |
| 2017 | €0.00 | €0.00 | €1.52 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.54 | €0.00 | €2.05 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.87 | €0.00 | €1.87 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.63 | €0.00 | €0.00 | €0.00 | €2.00 | €0.00 | €0.00 | €3.63 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.54 | €0.00 | €0.00 | €1.54 |
| 2013 | €0.85 | €0.00 | €0.00 | €0.85 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Aedifica SA. 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 Aedifica SA was 56.96%, occurring on Oct 25, 2023. The portfolio has not yet recovered.
The current Aedifica SA drawdown is 39.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.96% | Sep 2, 2021 | 554 | Oct 25, 2023 | — | — | — |
| -51.03% | Feb 19, 2020 | 20 | Mar 17, 2020 | 374 | Sep 1, 2021 | 394 |
| -33.74% | Feb 8, 2007 | 428 | Oct 10, 2008 | 395 | May 3, 2010 | 823 |
| -18.5% | Apr 16, 2015 | 59 | Jul 8, 2015 | 77 | Oct 23, 2015 | 136 |
| -14.55% | Oct 17, 2017 | 84 | Feb 14, 2018 | 215 | Dec 17, 2018 | 299 |
Volatility
Volatility Chart
The current Aedifica SA volatility is 5.16%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Aedifica SA compared to its peers in the REIT - Healthcare Facilities industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AED.BR in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, AED.BR has a PE value of 29.8. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for AED.BR in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, AED.BR has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Aedifica SA.
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Income Statement
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