PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Avangrid, Inc. (AGR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US05351W1036

CUSIP

05351W103

Sector

Utilities

IPO Date

Dec 17, 2015

Highlights

Market Cap

$13.94B

EPS (TTM)

$2.90

PE Ratio

12.42

PEG Ratio

1.55

Total Revenue (TTM)

$4.00B

Gross Profit (TTM)

$1.12B

EBITDA (TTM)

$1.17B

Year Range

$34.11 - $36.34

Target Price

$37.45

Short %

1.99%

Short Ratio

2.68

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.


Popular comparisons:
AGR vs. 0002.HK AGR vs. SPY AGR vs. AWK AGR vs. NJR AGR vs. BKGI
Popular comparisons:
AGR vs. 0002.HK AGR vs. SPY AGR vs. AWK AGR vs. NJR AGR vs. BKGI

Performance

Performance Chart

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


50.00%100.00%150.00%200.00%Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22
43.09%
192.42%
AGR (Avangrid, Inc.)
Benchmark (^GSPC)

Returns By Period


AGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.26%3.92%17.06%0.25%-1.42%-0.11%0.39%1.29%0.28%-0.22%1.09%1.01%16.95%
2023-1.88%-6.42%2.18%0.95%-5.67%0.40%-1.59%-5.78%-12.55%-0.99%4.82%4.99%-20.75%
2022-6.34%-3.01%4.17%-5.11%7.31%-2.19%5.66%1.38%-14.83%-2.45%6.25%0.49%-10.44%
20211.80%-1.10%9.90%2.19%3.50%-1.56%1.38%4.81%-10.36%8.44%-3.95%-0.57%13.64%
20204.10%-6.70%-11.17%-1.78%3.44%-4.68%18.60%-2.63%5.04%-2.22%-5.67%-1.40%-7.83%
2019-0.44%-3.05%5.09%1.71%-2.25%1.75%0.10%-0.02%4.27%-4.21%-3.02%6.35%5.80%
2018-3.68%-0.41%6.31%3.11%0.72%0.56%-5.42%-1.44%-2.00%-1.92%7.17%0.27%2.54%
20172.43%12.68%-1.25%1.78%4.44%-1.89%2.88%7.49%-1.98%9.09%2.59%-3.89%38.56%
20160.13%0.88%4.56%-0.03%4.79%10.70%-2.00%-7.84%1.46%-5.67%-8.22%5.98%2.98%
20156.31%6.31%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, AGR is among the top 25% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AGR is 7575
Overall Rank
The Sharpe Ratio Rank of AGR is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AGR is 7676
Sortino Ratio Rank
The Omega Ratio Rank of AGR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AGR is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AGR is 7878
Martin 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 Avangrid, Inc. (AGR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data

There is not enough data available to calculate the Sharpe ratio for Avangrid, Inc.. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22
0.90
1.98
AGR (Avangrid, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Avangrid, Inc. provided a 3.66% dividend yield over the last twelve months, with an annual payout of $1.32 per share.


3.50%4.00%4.50%5.00%5.50%$0.00$0.50$1.00$1.5020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend$1.32$1.76$1.76$1.76$1.76$1.76$1.74$1.73$1.73

Dividend yield

3.66%5.43%4.09%3.53%3.87%3.44%3.48%3.42%4.56%

Monthly Dividends

The table displays the monthly dividend distributions for Avangrid, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.44$0.00$0.00$0.00$0.44$0.00$0.44$0.00$0.00$0.00$0.44$1.76
2023$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$1.76
2022$0.00$0.44$0.00$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.44$0.00$1.76
2021$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$1.76
2020$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.44$0.00$0.00$0.00$0.44$1.76
2019$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$1.76
2018$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.44$0.00$0.00$0.44$1.74
2017$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.73
2016$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.73

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22
-24.46%
-1.96%
AGR (Avangrid, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Avangrid, Inc.. 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 Avangrid, Inc. was 44.27%, occurring on Oct 2, 2023. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.27%Sep 3, 2021522Oct 2, 2023
-35.59%Feb 25, 202020Mar 23, 2020139Oct 8, 2020159
-22.59%Jul 5, 2016106Dec 1, 2016119May 24, 2017225
-19.42%Oct 13, 202050Dec 22, 2020115Jun 9, 2021165
-13.97%Jul 9, 201868Oct 11, 2018238Sep 24, 2019306

Volatility

Volatility Chart

The current Avangrid, Inc. volatility is 1.37%, 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.


1.00%2.00%3.00%4.00%Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22
1.37%
4.07%
AGR (Avangrid, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Avangrid, Inc. is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0
AGR: 12.4
The chart displays the Price-to-Earnings (P/E) ratio for AGR, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, AGR has a P/E ratio of 12.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
AGR: 1.6
The chart shows the Price/Earnings to Growth (PEG) ratio for AGR compared to other companies in the Utilities - Regulated Electric industry. AGR currently has a PEG ratio of 1.6. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
AGR: 1.6
This chart shows the Price-to-Sales (P/S) ratio for AGR relative to other companies in the Utilities - Regulated Electric industry. Currently, AGR has a P/S ratio of 1.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
AGR: 0.7
The chart illustrates the Price-to-Book (P/B) ratio for AGR in comparison with other companies in the Utilities - Regulated Electric industry. Currently, AGR has a P/B value of 0.7. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Historical P/E Ratio Chart

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


Loading data...

Income Statement



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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab