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Alico, Inc. (ALCO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0162301040
CUSIP016230104
SectorConsumer Defensive
IndustryFarm Products

Highlights

Market Cap$207.99M
EPS$5.24
PE Ratio5.21
Revenue (TTM)$40.06M
Gross Profit (TTM)$6.81M
EBITDA (TTM)-$5.28M
Year Range$22.95 - $30.89
Target Price$35.00
Short %3.27%
Short Ratio14.70

Share Price Chart


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Alico, Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Alico, Inc., 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%1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%December2024FebruaryMarchAprilMay
528.38%
5,103.80%
ALCO (Alico, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Alico, Inc. had a return of -5.65% year-to-date (YTD) and 12.72% in the last 12 months. Over the past 10 years, Alico, Inc. had an annualized return of -1.38%, while the S&P 500 had an annualized return of 10.87%, indicating that Alico, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-5.65%11.56%
1 month-2.18%7.13%
6 months1.68%17.26%
1 year12.72%26.92%
5 years (annualized)3.82%13.56%
10 years (annualized)-1.38%10.87%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.24%-5.88%5.85%-4.68%-5.65%
202311.02%-2.87%-5.79%-2.64%-1.74%10.19%1.73%-9.15%6.29%-2.08%14.40%4.18%22.77%
2022-2.86%-9.01%16.36%5.62%6.30%-14.39%2.27%-6.83%-15.47%8.43%1.01%-22.66%-32.56%
2021-4.26%-0.20%1.37%0.37%6.77%12.88%6.21%-1.27%-6.98%3.97%-2.19%7.80%25.30%
20200.45%-9.50%-4.42%-5.57%9.49%-2.60%-3.15%7.09%-11.16%0.91%7.31%0.68%-12.12%
20190.34%2.23%-9.88%2.09%-7.24%17.97%5.14%-6.43%14.17%-3.44%3.07%6.09%22.51%
2018-8.81%-1.12%2.48%18.75%-2.79%1.14%0.95%0.94%4.83%-2.07%-0.15%-10.56%0.79%
2017-0.74%-5.01%3.36%13.45%0.00%4.71%-3.51%5.96%6.91%-3.66%-2.58%-7.77%9.52%
2016-21.50%-21.17%15.58%4.71%5.33%-0.44%-2.22%-5.07%-4.13%-2.64%4.40%-0.34%-29.22%
2015-4.98%-3.93%12.37%-8.76%5.49%-7.95%-1.19%-6.14%-3.38%5.17%-0.02%-9.20%-22.24%
2014-6.05%3.94%-0.37%-7.37%7.36%0.16%-1.55%5.77%-2.25%-3.15%-3.12%40.11%29.68%
201318.95%-1.65%8.12%-9.60%10.38%-12.92%14.24%-12.13%2.45%-2.94%-2.45%0.02%7.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALCO is 63, 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 ALCO is 6363
ALCO (Alico, Inc.)
The Sharpe Ratio Rank of ALCO is 6565Sharpe Ratio Rank
The Sortino Ratio Rank of ALCO is 5959Sortino Ratio Rank
The Omega Ratio Rank of ALCO is 5959Omega Ratio Rank
The Calmar Ratio Rank of ALCO is 6161Calmar Ratio Rank
The Martin Ratio Rank of ALCO is 7070Martin 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 Alico, Inc. (ALCO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALCO
Sharpe ratio
The chart of Sharpe ratio for ALCO, currently valued at 0.64, compared to the broader market-2.00-1.000.001.002.003.004.000.64
Sortino ratio
The chart of Sortino ratio for ALCO, currently valued at 1.04, compared to the broader market-4.00-2.000.002.004.006.001.04
Omega ratio
The chart of Omega ratio for ALCO, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for ALCO, currently valued at 0.34, compared to the broader market0.002.004.006.000.34
Martin ratio
The chart of Martin ratio for ALCO, currently valued at 2.74, compared to the broader market-10.000.0010.0020.0030.002.74
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Alico, Inc. Sharpe ratio is 0.64. 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 Alico, Inc. 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 Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.64
2.34
ALCO (Alico, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Alico, Inc. granted a 0.73% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.20$0.20$1.55$1.68$0.45$0.27$0.24$0.24$0.24$0.24$0.30$0.36

Dividend yield

0.73%0.69%6.49%4.54%1.45%0.75%0.81%0.81%0.88%0.62%0.60%0.93%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.05$0.00$0.00$0.05
2023$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20
2022$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.05$1.55
2021$0.00$0.00$0.18$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$1.68
2020$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.18$0.45
2019$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.09$0.27
2018$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.24
2017$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.24
2016$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.24
2015$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.24
2014$0.00$0.00$0.12$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.30
2013$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.12$0.36

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.7%
Alico, Inc. has a dividend yield of 0.73%, 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
20.0%40.0%60.0%80.0%100.0%120.0%3.8%
Alico, Inc. has a payout ratio of 3.82%, which is below the market average. This means Alico, Inc. 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-45.92%
0
ALCO (Alico, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Alico, 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 Alico, Inc. was 70.57%, occurring on Dec 8, 2011. The portfolio has not yet recovered.

The current Alico, Inc. drawdown is 45.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.57%Jul 9, 20071117Dec 8, 2011
-58.98%May 3, 19891261Mar 23, 19951482Jun 22, 20012743
-41.58%Aug 24, 1981205Aug 10, 1982271Nov 9, 1983476
-41.51%May 1, 1987128Dec 10, 1987241Jan 17, 1989369
-32.05%Jan 4, 2002291Mar 3, 2003167Oct 28, 2003458

Volatility

Volatility Chart

The current Alico, Inc. volatility is 12.48%, 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%10.00%12.00%14.00%December2024FebruaryMarchAprilMay
12.48%
3.10%
ALCO (Alico, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Alico, Inc. 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

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items