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Aedifica SA (AED.BR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINBE0003851681
SectorReal Estate
IndustryREIT—Healthcare Facilities

Highlights

Market Cap€2.60B
EPS€0.56
PE Ratio97.77
Revenue (TTM)€321.11M
Gross Profit (TTM)€264.80M
EBITDA (TTM)€266.92M
Year Range€47.50 - €70.37
Target Price€65.50

Share Price Chart


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Aedifica SA

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.


220.00%240.00%260.00%280.00%300.00%320.00%340.00%OctoberNovemberDecember2024FebruaryMarch
262.79%
341.96%
AED.BR (Aedifica SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aedifica SA had a return of -11.70% year-to-date (YTD) and -13.83% in the last 12 months. Over the past 10 years, Aedifica SA had an annualized return of 7.74%, while the S&P 500 had an annualized return of 10.96%, indicating that Aedifica SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-11.70%10.04%
1 month3.12%3.53%
6 months7.35%22.79%
1 year-13.83%32.16%
5 years (annualized)-1.31%13.15%
10 years (annualized)7.74%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.79%-13.12%
2023-1.12%-12.86%-4.46%11.86%10.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Aedifica SA (AED.BR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AED.BR
Aedifica SA
-0.62
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Aedifica SA Sharpe ratio is -0.62. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.62
2.75
AED.BR (Aedifica SA)
Benchmark (^GSPC)

Dividends

Dividend History

Aedifica SA granted a 6.76% dividend yield in the last twelve months. The annual payout for that period amounted to €3.80 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€3.80€3.80€3.59€2.06€3.86€7.40€4.78€2.05€1.87€3.63€1.54€0.85

Dividend yield

6.76%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00
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
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
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
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
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
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
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
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
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
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
2013€0.85€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.8%
Aedifica SA has a dividend yield of 6.76%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%122.4%
Aedifica SA has a payout ratio of 122.36%, 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-49.69%
0
AED.BR (Aedifica SA)
Benchmark (^GSPC)

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 49.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.96%Sep 2, 2021554Oct 25, 2023
-51.03%Feb 19, 202020Mar 17, 2020374Sep 1, 2021394
-33.74%Feb 8, 2007428Oct 10, 2008395May 3, 2010823
-18.5%Apr 16, 201559Jul 8, 201577Oct 23, 2015136
-14.55%Oct 17, 201784Feb 14, 2018215Dec 17, 2018299

Volatility

Volatility Chart

The current Aedifica SA volatility is 6.40%, 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%14.00%OctoberNovemberDecember2024FebruaryMarch
6.40%
2.79%
AED.BR (Aedifica SA)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


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Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items