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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€2.89B
EPS (TTM)€1.75
PE Ratio34.71
Total Revenue (TTM)€246.83M
Gross Profit (TTM)€230.82M
EBITDA (TTM)€114.72M
Year Range€44.56 - €62.20
Target Price€66.80

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


250.00%300.00%350.00%FebruaryMarchAprilMayJuneJuly
318.07%
361.26%
AED.BR (Aedifica SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aedifica SA had a return of 1.75% year-to-date (YTD) and 3.95% in the last 12 months. Over the past 10 years, Aedifica SA had an annualized return of 9.04%, while the S&P 500 had an annualized return of 10.77%, indicating that Aedifica SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.75%15.41%
1 month12.13%0.33%
6 months11.18%13.74%
1 year3.95%21.39%
5 years (annualized)-2.63%13.11%
10 years (annualized)9.04%10.77%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.79%-13.12%8.17%5.62%2.45%-5.19%1.75%
20236.27%-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%
20211.42%3.31%-5.05%3.89%5.02%6.44%8.54%3.15%-13.48%6.96%2.52%-2.79%19.27%
20207.77%-3.77%-19.51%-3.98%8.83%1.25%0.72%0.71%5.57%-13.75%12.04%1.55%-7.17%
20196.61%-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%
20156.52%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 49, 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 AED.BR is 4949
AED.BR (Aedifica SA)
The Sharpe Ratio Rank of AED.BR is 5353Sharpe Ratio Rank
The Sortino Ratio Rank of AED.BR is 4747Sortino Ratio Rank
The Omega Ratio Rank of AED.BR is 4444Omega Ratio Rank
The Calmar Ratio Rank of AED.BR is 5050Calmar Ratio Rank
The Martin Ratio Rank of AED.BR is 5252Martin 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 Aedifica SA (AED.BR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AED.BR
Sharpe ratio
The chart of Sharpe ratio for AED.BR, currently valued at 0.19, compared to the broader market-2.00-1.000.001.002.003.000.19
Sortino ratio
The chart of Sortino ratio for AED.BR, currently valued at 0.48, compared to the broader market-4.00-2.000.002.004.000.48
Omega ratio
The chart of Omega ratio for AED.BR, currently valued at 1.05, compared to the broader market0.501.001.502.001.05
Calmar ratio
The chart of Calmar ratio for AED.BR, currently valued at 0.09, compared to the broader market0.001.002.003.004.005.006.000.09
Martin ratio
The chart of Martin ratio for AED.BR, currently valued at 0.46, compared to the broader market-30.00-20.00-10.000.0010.0020.000.46
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.001.002.003.004.005.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current Aedifica SA Sharpe ratio is 0.19. 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 Aedifica SA 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-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
0.19
2.24
AED.BR (Aedifica SA)
Benchmark (^GSPC)

Dividends

Dividend History

Aedifica SA granted a 6.20% dividend yield in the last twelve months. The annual payout for that period amounted to €3.77 per share.


PeriodTTM20232022202120202019201820172016201520142013
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

6.20%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€1.88€0.00€1.88€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
5.0%10.0%15.0%6.2%
Aedifica SA has a dividend yield of 6.20%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%2.0%
Aedifica SA has a payout ratio of 1.95%, which is below the market average. This means Aedifica SA returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%FebruaryMarchAprilMayJuneJuly
-42.02%
-2.75%
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 42.02%.


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 5.79%, 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%3.00%4.00%5.00%6.00%7.00%8.00%FebruaryMarchAprilMayJuneJuly
5.79%
2.92%
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

0.0

P/E Ratio

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


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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