PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Aena SA (AENA.MC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINES0105046009
SectorIndustrials
IndustryAirports & Air Services

Highlights

Market Cap€27.28B
EPS (TTM)€11.72
PE Ratio15.52
PEG Ratio0.14
Total Revenue (TTM)€5.25B
Gross Profit (TTM)€3.72B
EBITDA (TTM)€3.28B
Year Range€126.98 - €185.70
Target Price€137.45

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.


Aena SA

Popular comparisons: AENA.MC vs. ^IBEX

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Aena SA, 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%5.00%10.00%15.00%20.00%2024FebruaryMarchAprilMayJune
15.91%
15.62%
AENA.MC (Aena SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aena SA had a return of 14.35% year-to-date (YTD) and 30.81% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date14.35%12.69%
1 month3.01%2.92%
6 months16.44%15.76%
1 year30.81%23.89%
5 years (annualized)3.08%13.23%
10 years (annualized)N/A10.77%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.09%6.64%4.17%-6.73%9.30%14.35%
202317.22%6.47%1.71%2.69%-1.81%1.23%-1.76%-0.28%-1.66%-4.10%15.50%3.89%43.67%
20223.13%2.20%3.25%-9.76%4.29%-14.70%1.44%-0.53%-12.63%11.46%3.48%-4.87%-15.49%
2021-10.48%10.68%-1.85%4.63%-0.83%-3.62%-2.96%0.75%10.43%-5.12%-8.58%7.18%-2.39%
2020-1.96%-13.25%-31.37%22.61%11.00%-7.41%-7.08%13.42%-4.64%-3.10%18.17%4.10%-11.89%
201911.09%4.05%2.29%6.67%-0.27%5.70%-5.85%-0.06%2.44%-2.08%1.34%2.28%30.05%
20183.82%-4.45%-2.39%7.82%-3.97%-5.36%-0.06%-1.87%-1.97%-5.59%-0.67%-3.17%-17.17%
20173.63%0.48%9.85%9.24%13.10%-4.92%-3.28%-0.73%-6.89%3.11%6.13%1.11%32.90%
2016-2.99%2.40%8.36%9.78%-2.57%-0.72%9.09%-1.74%3.59%1.87%-6.47%3.64%25.32%
201518.66%12.58%-10.27%13.69%-1.74%7.10%2.09%-3.66%2.78%5.76%-1.82%50.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AENA.MC is 84, placing it in the top 16% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AENA.MC is 8484
AENA.MC (Aena SA)
The Sharpe Ratio Rank of AENA.MC is 8585Sharpe Ratio Rank
The Sortino Ratio Rank of AENA.MC is 8181Sortino Ratio Rank
The Omega Ratio Rank of AENA.MC is 7979Omega Ratio Rank
The Calmar Ratio Rank of AENA.MC is 8787Calmar Ratio Rank
The Martin Ratio Rank of AENA.MC is 8888Martin 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 Aena SA (AENA.MC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AENA.MC
Sharpe ratio
The chart of Sharpe ratio for AENA.MC, currently valued at 1.39, compared to the broader market-2.00-1.000.001.002.003.001.39
Sortino ratio
The chart of Sortino ratio for AENA.MC, currently valued at 2.00, compared to the broader market-4.00-2.000.002.004.006.002.00
Omega ratio
The chart of Omega ratio for AENA.MC, currently valued at 1.26, compared to the broader market0.501.001.502.001.26
Calmar ratio
The chart of Calmar ratio for AENA.MC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for AENA.MC, currently valued at 7.14, compared to the broader market0.0010.0020.0030.007.14
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.21, compared to the broader market-2.00-1.000.001.002.003.002.21
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.30, compared to the broader market0.0010.0020.0030.008.30

Sharpe Ratio

The current Aena SA Sharpe ratio is 1.39. 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 Aena 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 Ratio1.001.502.002.503.002024FebruaryMarchAprilMayJune
1.39
2.35
AENA.MC (Aena SA)
Benchmark (^GSPC)

Dividends

Dividend History

Aena SA granted a 3.42% dividend yield in the last twelve months. The annual payout for that period amounted to €6.20 per share.


PeriodTTM20232022202120202019201820172016
Dividend€6.20€3.85€0.00€0.00€6.14€5.61€5.27€3.10€2.20

Dividend yield

3.42%2.34%0.00%0.00%4.32%3.29%3.88%1.84%1.69%

Monthly Dividends

The table displays the monthly dividend distributions for Aena 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€6.20€0.00€6.20
2023€0.00€0.00€0.00€0.00€3.85€0.00€0.00€0.00€0.00€0.00€0.00€0.00€3.85
2022€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€6.14€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€6.14
2019€0.00€0.00€0.00€5.61€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€5.61
2018€0.00€0.00€0.00€5.27€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€5.27
2017€0.00€0.00€0.00€0.00€3.10€0.00€0.00€0.00€0.00€0.00€0.00€0.00€3.10
2016€2.20€0.00€0.00€0.00€0.00€0.00€0.00€2.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.4%
Aena SA has a dividend yield of 3.42%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%52.9%
Aena SA has a payout ratio of 52.94%, which is quite average when compared to the overall market. This suggests that Aena SA strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%2024FebruaryMarchAprilMayJune
-1.89%
0
AENA.MC (Aena SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aena 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 Aena SA was 48.39%, occurring on Mar 16, 2020. Recovery took 963 trading sessions.

The current Aena SA drawdown is 1.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.39%Jun 20, 2019190Mar 16, 2020963Dec 14, 20231153
-25.93%May 16, 2018135Nov 20, 2018139Jun 11, 2019274
-19.57%Jun 12, 201783Oct 4, 2017152May 14, 2018235
-17.12%Apr 7, 201517Apr 29, 201554Jul 15, 201571
-14.56%Dec 18, 201538Feb 11, 201625Mar 17, 201663

Volatility

Volatility Chart

The current Aena SA volatility is 4.55%, 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%2024FebruaryMarchAprilMayJune
4.55%
2.32%
AENA.MC (Aena SA)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

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