PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Affluent Medical SA (AFME.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR0013333077
SectorHealthcare
IndustryMedical Devices

Highlights

Market Cap€74.89M
EPS (TTM)-€0.54
Total Revenue (TTM)€634.00K
Gross Profit (TTM)-€1.05M
EBITDA (TTM)-€10.77M
Year Range€0.93 - €2.30
Target Price€4.00

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.


Affluent Medical SA

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Affluent Medical SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-80.00%-60.00%-40.00%-20.00%0.00%20.00%40.00%AprilMayJuneJulyAugustSeptember
-76.50%
38.93%
AFME.PA (Affluent Medical SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Affluent Medical SA had a return of 1.90% year-to-date (YTD) and 74.88% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date1.90%13.39%
1 month-0.53%4.02%
6 months13.94%5.56%
1 year74.88%21.51%
5 years (annualized)N/A12.69%
10 years (annualized)N/A10.55%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.40%-20.71%30.22%-2.01%5.26%-13.06%22.68%-1.04%1.90%
2023-2.98%-9.20%-14.19%-5.12%11.20%-7.84%-6.48%-6.49%-7.41%20.00%5.00%46.43%9.82%
2022-6.15%-20.41%-4.00%4.53%-0.23%-15.86%-13.13%-5.47%-25.17%-20.00%1.14%-5.62%-70.47%
2021-15.50%1.78%-17.15%13.86%-2.77%-6.66%-3.40%-28.87%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AFME.PA is 80, placing it in the top 20% 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 AFME.PA is 8080
AFME.PA (Affluent Medical SA)
The Sharpe Ratio Rank of AFME.PA is 7373Sharpe Ratio Rank
The Sortino Ratio Rank of AFME.PA is 8686Sortino Ratio Rank
The Omega Ratio Rank of AFME.PA is 8989Omega Ratio Rank
The Calmar Ratio Rank of AFME.PA is 8080Calmar Ratio Rank
The Martin Ratio Rank of AFME.PA is 7171Martin 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 Affluent Medical SA (AFME.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AFME.PA
Sharpe ratio
The chart of Sharpe ratio for AFME.PA, currently valued at 0.83, compared to the broader market-4.00-2.000.002.000.83
Sortino ratio
The chart of Sortino ratio for AFME.PA, currently valued at 2.36, compared to the broader market-6.00-4.00-2.000.002.004.002.36
Omega ratio
The chart of Omega ratio for AFME.PA, currently valued at 1.35, compared to the broader market0.501.001.501.35
Calmar ratio
The chart of Calmar ratio for AFME.PA, currently valued at 0.90, compared to the broader market0.001.002.003.004.005.000.90
Martin ratio
The chart of Martin ratio for AFME.PA, currently valued at 2.90, compared to the broader market-5.000.005.0010.0015.0020.002.90
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-4.00-2.000.002.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market-6.00-4.00-2.000.002.004.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.501.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.001.002.003.004.005.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market-5.000.005.0010.0015.0020.007.96

Sharpe Ratio

The current Affluent Medical SA Sharpe ratio is 0.83. 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 Affluent Medical 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 Ratio0.000.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
0.83
1.38
AFME.PA (Affluent Medical SA)
Benchmark (^GSPC)

Dividends

Dividend History


Affluent Medical SA doesn't pay dividends

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.


-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-77.35%
-6.23%
AFME.PA (Affluent Medical SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Affluent Medical 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 Affluent Medical SA was 87.95%, occurring on Sep 29, 2023. The portfolio has not yet recovered.

The current Affluent Medical SA drawdown is 77.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.95%Jun 16, 2021592Sep 29, 2023

Volatility

Volatility Chart

The current Affluent Medical SA volatility is 10.01%, 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%AprilMayJuneJulyAugustSeptember
10.01%
4.67%
AFME.PA (Affluent Medical SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Affluent Medical SA 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 Affluent Medical SA.


Loading data...

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