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Ampol Limited (ALD.AX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINAU0000088338
SectorEnergy
IndustryOil & Gas Refining & Marketing

Highlights

Market CapA$6.89B
EPS (TTM)A$2.94
PE Ratio9.84
Total Revenue (TTM)A$37.23B
Gross Profit (TTM)A$2.88B
EBITDA (TTM)A$1.44B
Year RangeA$28.89 - A$41.50
Target PriceA$37.17

Share Price Chart


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Compare to other instruments

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Ampol Limited

Performance

Performance Chart

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


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%AprilMayJuneJulyAugust
5,680.22%
2,534.65%
ALD.AX (Ampol Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

Ampol Limited had a return of -14.43% year-to-date (YTD) and -9.94% in the last 12 months. Over the past 10 years, Ampol Limited had an annualized return of 4.31%, while the S&P 500 had an annualized return of 10.95%, indicating that Ampol Limited did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-14.43%18.42%
1 month-11.80%2.28%
6 months-21.07%9.95%
1 year-9.94%25.31%
5 years (annualized)9.32%14.08%
10 years (annualized)4.31%10.95%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.61%8.33%5.82%-7.49%-5.68%-6.85%3.49%-14.43%
20237.81%8.10%-2.93%-1.84%4.95%-4.68%9.72%7.46%-1.60%-5.74%7.44%5.61%37.85%
20220.24%-0.87%5.38%10.48%-1.45%2.61%-2.13%3.22%-13.79%-5.29%4.99%-1.08%0.21%
2021-7.92%-6.08%0.84%4.24%11.57%-1.19%0.14%-2.44%3.31%9.30%-6.15%3.45%7.34%
20201.27%-4.89%-30.64%11.65%8.71%8.23%-10.37%-0.99%-7.03%8.31%18.16%-7.28%-14.08%
20195.34%6.56%-6.36%3.82%-3.01%-6.21%8.93%-11.13%11.29%3.61%26.73%-1.77%37.93%
20182.11%1.15%-9.06%-1.21%-5.16%10.60%0.06%-7.22%0.91%-5.48%-2.58%-7.45%-22.29%
2017-6.11%-1.61%6.71%1.29%10.68%-4.39%-1.49%7.23%-2.04%6.73%-0.58%-0.03%15.99%
2016-1.46%-1.64%-4.84%-4.47%0.68%-2.51%3.95%2.38%2.39%-10.28%-2.21%1.36%-16.19%
2015-2.31%10.23%-3.89%1.37%-4.88%-5.49%8.48%-7.73%-0.36%1.02%8.61%9.85%13.38%
2014-3.64%8.59%6.13%0.82%0.36%-3.49%14.56%15.30%-1.07%10.90%-2.55%13.09%73.18%
20131.09%2.73%8.21%0.89%4.36%-19.71%3.66%1.07%-1.38%0.22%2.81%5.25%6.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALD.AX is 22, indicating that it is in the bottom 22% 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 ALD.AX is 2222
ALD.AX (Ampol Limited)
The Sharpe Ratio Rank of ALD.AX is 1818Sharpe Ratio Rank
The Sortino Ratio Rank of ALD.AX is 1818Sortino Ratio Rank
The Omega Ratio Rank of ALD.AX is 1919Omega Ratio Rank
The Calmar Ratio Rank of ALD.AX is 2626Calmar Ratio Rank
The Martin Ratio Rank of ALD.AX is 2929Martin 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 Ampol Limited (ALD.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALD.AX
Sharpe ratio
The chart of Sharpe ratio for ALD.AX, currently valued at -0.58, compared to the broader market-4.00-2.000.002.00-0.58
Sortino ratio
The chart of Sortino ratio for ALD.AX, currently valued at -0.68, compared to the broader market-6.00-4.00-2.000.002.004.00-0.68
Omega ratio
The chart of Omega ratio for ALD.AX, currently valued at 0.92, compared to the broader market0.501.001.502.000.92
Calmar ratio
The chart of Calmar ratio for ALD.AX, currently valued at -0.37, compared to the broader market0.001.002.003.004.005.00-0.37
Martin ratio
The chart of Martin ratio for ALD.AX, currently valued at -0.90, compared to the broader market-5.000.005.0010.0015.0020.00-0.90
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.02, compared to the broader market-4.00-2.000.002.002.02
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-6.00-4.00-2.000.002.004.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.001.002.003.004.005.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.33, compared to the broader market-5.000.005.0010.0015.0020.009.33

Sharpe Ratio

The current Ampol Limited Sharpe ratio is -0.58. 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 Ampol Limited 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-1.000.001.002.003.00AprilMayJuneJulyAugust
-0.58
1.80
ALD.AX (Ampol Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Ampol Limited granted a 8.30% dividend yield in the last twelve months. The annual payout for that period amounted to A$2.40 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendA$2.40A$2.50A$1.61A$0.75A$0.76A$0.93A$1.18A$1.12A$1.20A$0.97A$0.37A$0.40

Dividend yield

8.30%6.92%5.69%2.53%2.67%2.74%4.63%3.29%3.94%2.57%1.08%2.00%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024A$0.00A$0.00A$1.80A$0.00A$0.00A$0.00A$0.00A$0.60A$2.40
2023A$0.00A$0.00A$1.55A$0.00A$0.00A$0.00A$0.00A$0.00A$0.95A$0.00A$0.00A$0.00A$2.50
2022A$0.00A$0.00A$0.41A$0.00A$0.00A$0.00A$0.00A$0.00A$1.20A$0.00A$0.00A$0.00A$1.61
2021A$0.00A$0.00A$0.23A$0.00A$0.00A$0.00A$0.00A$0.00A$0.52A$0.00A$0.00A$0.00A$0.75
2020A$0.00A$0.00A$0.51A$0.00A$0.00A$0.00A$0.00A$0.00A$0.25A$0.00A$0.00A$0.00A$0.76
2019A$0.00A$0.00A$0.61A$0.00A$0.00A$0.00A$0.00A$0.00A$0.32A$0.00A$0.00A$0.00A$0.93
2018A$0.00A$0.00A$0.61A$0.00A$0.00A$0.00A$0.00A$0.00A$0.57A$0.00A$0.00A$0.00A$1.18
2017A$0.00A$0.00A$0.52A$0.00A$0.00A$0.00A$0.00A$0.00A$0.60A$0.00A$0.00A$0.00A$1.12
2016A$0.00A$0.00A$0.70A$0.00A$0.00A$0.00A$0.00A$0.00A$0.50A$0.00A$0.00A$0.00A$1.20
2015A$0.00A$0.00A$0.50A$0.00A$0.00A$0.00A$0.00A$0.00A$0.47A$0.00A$0.00A$0.00A$0.97
2014A$0.00A$0.00A$0.17A$0.00A$0.00A$0.00A$0.00A$0.00A$0.20A$0.00A$0.00A$0.00A$0.37
2013A$0.23A$0.00A$0.00A$0.00A$0.00A$0.00A$0.17A$0.00A$0.00A$0.00A$0.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%11.6%
Ampol Limited has a dividend yield of 11.58%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%72.4%
Ampol Limited has a payout ratio of 72.42%, which is quite average when compared to the overall market. This suggests that Ampol Limited strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugust
-28.48%
-1.11%
ALD.AX (Ampol Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ampol Limited. 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 Ampol Limited was 76.76%, occurring on Sep 21, 2001. Recovery took 520 trading sessions.

The current Ampol Limited drawdown is 28.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.76%May 31, 19961387Sep 21, 2001520Sep 19, 20031907
-76.3%Jun 22, 2007373Dec 5, 20081121May 16, 20131494
-45.92%Jan 13, 202050Mar 23, 2020531Apr 28, 2022581
-31.82%Feb 28, 2018330Jun 20, 2019114Nov 27, 2019444
-31.03%Feb 28, 1992197Nov 30, 1992305Jan 31, 1994502

Volatility

Volatility Chart

The current Ampol Limited volatility is 6.87%, 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%3.00%4.00%5.00%6.00%7.00%8.00%AprilMayJuneJulyAugust
6.87%
4.83%
ALD.AX (Ampol Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Ampol Limited 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 Ampol Limited.


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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