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Alcon AG (ALC.SW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCH0432492467
SectorHealthcare
IndustryMedical Instruments & Supplies

Highlights

Market CapCHF 39.56B
EPS (TTM)CHF 1.94
PE Ratio41.34
PEG Ratio3.42
Total Revenue (TTM)CHF 7.31B
Gross Profit (TTM)CHF 4.05B
EBITDA (TTM)CHF 1.53B
Year RangeCHF 61.28 - CHF 85.34
Target PriceCHF 85.40

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.


Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
11.14%
7.32%
ALC.SW (Alcon AG)
Benchmark (^GSPC)

Returns By Period

Alcon AG had a return of 22.18% year-to-date (YTD) and 21.70% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date22.18%20.10%
1 month-5.00%0.34%
6 months11.14%11.72%
1 year21.70%32.68%
5 years (annualized)6.56%13.33%
10 years (annualized)N/A11.05%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.30%14.88%-0.59%-4.87%13.00%-0.15%3.94%-1.30%2.45%-5.62%22.18%
20238.67%-6.55%0.84%0.19%9.01%4.87%-0.08%-0.16%-4.03%-8.63%1.70%-0.42%3.89%
2022-12.26%0.34%3.69%-4.61%2.13%-7.13%11.64%-13.27%-9.94%4.82%5.12%-1.37%-21.75%
20218.77%-2.28%5.82%3.51%-8.67%3.55%1.88%14.30%0.80%-0.50%-3.89%11.03%37.22%
20203.91%3.55%-16.33%3.26%21.48%-12.15%1.18%-6.62%1.83%-0.38%11.29%1.48%7.37%
20196.69%-0.77%3.52%-3.78%3.97%-3.48%0.10%-5.24%-0.74%-0.36%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALC.SW is 71, 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 ALC.SW is 7171
Combined Rank
The Sharpe Ratio Rank of ALC.SW is 7070Sharpe Ratio Rank
The Sortino Ratio Rank of ALC.SW is 6666Sortino Ratio Rank
The Omega Ratio Rank of ALC.SW is 6565Omega Ratio Rank
The Calmar Ratio Rank of ALC.SW is 7373Calmar Ratio Rank
The Martin Ratio Rank of ALC.SW is 8080Martin 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 Alcon AG (ALC.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALC.SW
Sharpe ratio
The chart of Sharpe ratio for ALC.SW, currently valued at 1.07, compared to the broader market-4.00-2.000.002.004.001.07
Sortino ratio
The chart of Sortino ratio for ALC.SW, currently valued at 1.65, compared to the broader market-4.00-2.000.002.004.001.65
Omega ratio
The chart of Omega ratio for ALC.SW, currently valued at 1.22, compared to the broader market0.501.001.502.001.22
Calmar ratio
The chart of Calmar ratio for ALC.SW, currently valued at 0.97, compared to the broader market0.002.004.006.000.97
Martin ratio
The chart of Martin ratio for ALC.SW, currently valued at 6.79, compared to the broader market0.0010.0020.0030.006.79
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.88, compared to the broader market-4.00-2.000.002.004.002.88
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.82, compared to the broader market-4.00-2.000.002.004.003.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.002.004.006.003.52
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.62, compared to the broader market0.0010.0020.0030.0018.62

Sharpe Ratio

The current Alcon AG Sharpe ratio is 1.07. 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 Alcon AG 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 Ratio0.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
1.07
2.09
ALC.SW (Alcon AG)
Benchmark (^GSPC)

Dividends

Dividend History

Alcon AG provided a 0.30% dividend yield over the last twelve months, with an annual payout of CHF 0.24 per share. The company has been increasing its dividends for 2 consecutive years.


0.10%0.15%0.20%0.25%0.30%CHF 0.00CHF 0.05CHF 0.10CHF 0.15CHF 0.202020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020
DividendCHF 0.24CHF 0.21CHF 0.20CHF 0.10CHF 0.19

Dividend yield

0.30%0.32%0.32%0.12%0.32%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.24CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.24
2023CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.21CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.21
2022CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.20CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.20
2021CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.10CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.10
2020CHF 0.19CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.19

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.3%
Alcon AG has a dividend yield of 0.30%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%10.9%
Alcon AG has a payout ratio of 10.86%, which is below the market average. This means Alcon AG 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-5.29%
-1.77%
ALC.SW (Alcon AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Alcon 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 Alcon AG was 38.19%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current Alcon AG drawdown is 5.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.19%May 13, 2019217Mar 23, 2020206Jan 18, 2021423
-31.39%Dec 29, 2021191Sep 29, 2022409May 16, 2024600
-12.35%Apr 27, 202112May 12, 202168Aug 18, 202180
-9.95%Sep 16, 202115Oct 6, 202157Dec 27, 202172
-8.67%Feb 5, 202116Feb 26, 202136Apr 21, 202152

Volatility

Volatility Chart

The current Alcon AG volatility is 3.76%, 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%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
3.76%
4.39%
ALC.SW (Alcon AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Alcon AG 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 assessment of the market value of Alcon AG compared to its peers in the Medical Instruments & Supplies industry.


PE Ratio
100.0200.0300.041.3
The chart displays the price to earnings (P/E) ratio for ALC.SW in comparison to other companies of the Medical Instruments & Supplies industry. Currently, ALC.SW has a PE value of 41.3. This PE ratio falls in the average range for the industry.
PEG Ratio
0.05.010.015.020.03.4
The chart displays the price to earnings to growth (PEG) ratio for ALC.SW in comparison to other companies of the Medical Instruments & Supplies industry. Currently, ALC.SW has a PEG value of 3.4. 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 Alcon AG.


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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