Carl Zeiss Meditec AG (AFX.DE)
Company Info
| ISIN | DE0005313704 |
|---|---|
| Sector | Healthcare |
| Industry | Medical Instruments & Supplies |
Highlights
| Market Cap | €5.99B |
|---|---|
| EPS (TTM) | €2.28 |
| PE Ratio | 29.36 |
| PEG Ratio | 2.92 |
| Total Revenue (TTM) | €1.96B |
| Gross Profit (TTM) | €1.27B |
| EBITDA (TTM) | €191.38M |
| Year Range | €54.60 - €122.59 |
| Target Price | €154.33 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: AFX.DE vs. ASML
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Carl Zeiss Meditec AG, 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
Carl Zeiss Meditec AG had a return of -29.48% year-to-date (YTD) and -12.32% in the last 12 months. Over the past 10 years, Carl Zeiss Meditec AG had an annualized return of 13.33%, outperforming the S&P 500 benchmark which had an annualized return of 11.53%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -29.48% | 20.57% |
| 1 month | 13.76% | 4.18% |
| 6 months | -35.10% | 10.51% |
| 1 year | -12.32% | 35.06% |
| 5 years (annualized) | -7.72% | 14.29% |
| 10 years (annualized) | 13.33% | 11.53% |
Monthly Returns
The table below presents the monthly returns of AFX.DE, 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 | -0.28% | 15.41% | 2.77% | -14.42% | -14.58% | -22.45% | -3.50% | 4.74% | 7.23% | -29.48% | |||
| 2023 | 11.92% | -4.28% | 2.19% | -4.84% | -13.92% | -5.54% | 6.37% | -12.94% | -9.70% | -1.30% | 0.71% | 20.07% | -15.46% |
| 2022 | -23.42% | -0.49% | 4.96% | -18.07% | 3.20% | -8.33% | 24.76% | -12.60% | -13.49% | 14.05% | 5.39% | -8.71% | -35.83% |
| 2021 | 18.46% | -3.64% | 3.38% | 14.05% | 3.86% | 7.42% | 15.25% | -0.37% | -11.25% | 4.76% | 1.72% | 4.46% | 70.32% |
| 2020 | -2.81% | -14.25% | -5.99% | 1.81% | 2.39% | -5.75% | 2.13% | 7.25% | 14.41% | 2.69% | 0.81% | -2.59% | -2.74% |
| 2019 | 15.89% | -5.24% | -0.04% | 17.60% | -3.77% | 2.97% | 14.64% | 5.48% | -0.29% | -6.55% | 13.55% | 2.43% | 67.64% |
| 2018 | 1.91% | -3.70% | 2.07% | 9.74% | 5.06% | -1.18% | 13.69% | 14.82% | -4.98% | -0.07% | -15.80% | 11.97% | 33.36% |
| 2017 | -1.27% | 18.19% | -2.11% | 4.35% | 11.39% | -1.31% | -0.31% | -7.51% | 5.41% | 3.61% | 8.61% | 4.14% | 49.25% |
| 2016 | -4.64% | 6.34% | -6.25% | 6.36% | 21.99% | 4.85% | -8.33% | -2.35% | 4.34% | -3.75% | -1.39% | 8.36% | 24.23% |
| 2015 | 10.69% | 5.18% | 0.73% | -6.82% | -2.12% | 2.99% | 12.05% | -7.41% | 5.35% | 6.62% | 1.03% | 6.04% | 37.53% |
| 2014 | -10.24% | 1.98% | -6.08% | 7.58% | -0.05% | 2.21% | -0.89% | 4.50% | -0.86% | -6.63% | 2.96% | -4.57% | -10.99% |
| 2013 | 10.62% | -0.25% | 4.49% | -5.72% | 5.98% | 3.47% | -0.02% | -9.57% | -4.27% | 5.53% | 2.38% | 1.55% | 13.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AFX.DE is 26, 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 Carl Zeiss Meditec AG (AFX.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Carl Zeiss Meditec AG granted a 1.59% dividend yield in the last twelve months. The annual payout for that period amounted to €1.10 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.10 | €1.10 | €0.90 | €0.50 | €1.30 | €0.55 | €0.55 | €0.42 | €0.38 | €0.40 | €0.45 | €0.40 |
Dividend yield | 1.59% | 1.11% | 0.76% | 0.27% | 1.19% | 0.48% | 0.81% | 0.81% | 1.09% | 1.40% | 2.13% | 1.65% |
Monthly Dividends
The table displays the monthly dividend distributions for Carl Zeiss Meditec AG. 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 | €1.10 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.10 | ||
| 2023 | €0.00 | €0.00 | €1.10 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.10 |
| 2022 | €0.00 | €0.00 | €0.90 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.90 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.50 |
| 2020 | €0.00 | €0.00 | €0.65 | €0.00 | €0.00 | €0.00 | €0.00 | €0.65 | €0.00 | €0.00 | €0.00 | €0.00 | €1.30 |
| 2019 | €0.00 | €0.00 | €0.55 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.55 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.55 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.55 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €0.42 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.42 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.38 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.38 |
| 2015 | €0.00 | €0.00 | €0.40 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.40 |
| 2014 | €0.00 | €0.00 | €0.45 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.45 |
| 2013 | €0.40 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.40 |
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 Carl Zeiss Meditec AG. 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 Carl Zeiss Meditec AG was 91.83%, occurring on Sep 6, 2001. Recovery took 3725 trading sessions.
The current Carl Zeiss Meditec AG drawdown is 64.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.83% | Mar 27, 2000 | 366 | Sep 6, 2001 | 3725 | May 9, 2016 | 4091 |
| -71.32% | Sep 22, 2021 | 763 | Sep 12, 2024 | — | — | — |
| -42.59% | Jan 21, 2020 | 42 | Mar 18, 2020 | 144 | Oct 12, 2020 | 186 |
| -20.37% | Aug 30, 2018 | 66 | Nov 30, 2018 | 31 | Jan 21, 2019 | 97 |
| -16.98% | Jul 14, 2016 | 94 | Nov 23, 2016 | 57 | Feb 13, 2017 | 151 |
Volatility
Volatility Chart
The current Carl Zeiss Meditec AG volatility is 15.78%, 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 Carl Zeiss Meditec AG compared to its peers in the Medical Instruments & Supplies industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AFX.DE in comparison to other companies of the Medical Instruments & Supplies industry. Currently, AFX.DE has a PE value of 29.4. 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 AFX.DE in comparison to other companies of the Medical Instruments & Supplies industry. Currently, AFX.DE has a PEG value of 2.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Carl Zeiss Meditec AG.
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Income Statement
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