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Alexander & Baldwin, Inc. (ALEX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0144911049
CUSIP014491104
SectorReal Estate
IndustryREIT—Diversified

Highlights

Market Cap$1.23B
EPS$0.71
PE Ratio23.94
PEG Ratio4.48
Revenue (TTM)$221.92M
Gross Profit (TTM)$99.20M
EBITDA (TTM)$117.37M
Year Range$15.17 - $19.24
Target Price$19.33
Short %0.98%
Short Ratio1.67

Share Price Chart


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Compare to other instruments

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Alexander & Baldwin, Inc.

Popular comparisons: ALEX vs. SPY, ALEX vs. SCHX, ALEX vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Alexander & Baldwin, 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%50.00%100.00%150.00%200.00%250.00%300.00%350.00%December2024FebruaryMarchAprilMay
24.37%
300.38%
ALEX (Alexander & Baldwin, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Alexander & Baldwin, Inc. had a return of -10.46% year-to-date (YTD) and -4.98% in the last 12 months. Over the past 10 years, Alexander & Baldwin, Inc. had an annualized return of -1.85%, while the S&P 500 had an annualized return of 10.87%, indicating that Alexander & Baldwin, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.46%11.56%
1 month4.41%7.13%
6 months4.58%17.26%
1 year-4.98%26.92%
5 years (annualized)-3.35%13.56%
10 years (annualized)-1.85%10.87%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.94%-6.12%2.68%-0.00%-10.46%
20236.89%-6.74%2.53%1.69%-4.73%2.63%3.34%-6.20%-5.90%-5.56%6.01%14.91%6.63%
2022-8.53%-2.27%4.21%-8.58%-3.77%-11.05%10.92%-5.93%-10.36%17.49%1.39%-4.06%-22.07%
2021-11.99%15.54%-3.08%9.17%4.80%-3.82%9.28%4.30%13.15%4.65%-10.19%14.75%50.84%
20204.29%-14.00%-39.66%17.11%-13.17%6.84%-3.04%2.45%-7.43%14.63%21.79%10.77%-16.38%
201925.35%-0.48%11.67%-7.15%-1.66%0.13%1.77%-1.84%7.08%-4.08%-7.01%-3.32%17.49%
2018-4.40%-17.08%5.18%-0.99%-6.94%10.28%1.91%-2.00%-3.32%-13.88%6.09%-11.34%-33.74%
2017-0.78%0.86%-0.69%3.35%-12.88%3.40%1.33%3.68%6.75%-2.35%-0.62%-4.54%-3.90%
2016-14.19%10.85%9.43%4.25%-1.36%-4.04%9.02%2.00%-4.26%8.77%5.64%1.82%27.95%
2015-2.55%5.81%6.80%-6.25%1.59%-4.07%-4.19%-10.26%1.48%9.93%0.61%-6.86%-9.57%
2014-6.28%6.53%2.26%-12.34%1.71%9.34%-7.91%7.26%-12.05%11.29%-4.75%3.10%-5.51%
201314.40%5.31%1.48%-4.73%4.08%12.64%11.83%-18.79%0.14%2.72%2.24%10.43%44.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALEX is 32, 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 ALEX is 3232
ALEX (Alexander & Baldwin, Inc.)
The Sharpe Ratio Rank of ALEX is 3434Sharpe Ratio Rank
The Sortino Ratio Rank of ALEX is 2828Sortino Ratio Rank
The Omega Ratio Rank of ALEX is 2929Omega Ratio Rank
The Calmar Ratio Rank of ALEX is 3636Calmar Ratio Rank
The Martin Ratio Rank of ALEX is 3535Martin 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 Alexander & Baldwin, Inc. (ALEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALEX
Sharpe ratio
The chart of Sharpe ratio for ALEX, currently valued at -0.20, compared to the broader market-2.00-1.000.001.002.003.004.00-0.20
Sortino ratio
The chart of Sortino ratio for ALEX, currently valued at -0.13, compared to the broader market-4.00-2.000.002.004.006.00-0.13
Omega ratio
The chart of Omega ratio for ALEX, currently valued at 0.99, compared to the broader market0.501.001.502.000.99
Calmar ratio
The chart of Calmar ratio for ALEX, currently valued at -0.11, compared to the broader market0.002.004.006.00-0.11
Martin ratio
The chart of Martin ratio for ALEX, currently valued at -0.41, compared to the broader market-10.000.0010.0020.0030.00-0.41
^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 Alexander & Baldwin, Inc. Sharpe ratio is -0.20. 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 Alexander & Baldwin, 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
-0.20
2.34
ALEX (Alexander & Baldwin, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Alexander & Baldwin, Inc. granted a 5.27% dividend yield in the last twelve months. The annual payout for that period amounted to $0.89 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.89$0.88$0.83$0.67$0.34$0.69$0.00$16.13$0.25$0.21$0.17$0.50

Dividend yield

5.27%4.64%4.43%2.67%1.98%3.29%0.00%58.15%0.56%0.59%0.43%1.20%

Monthly Dividends

The table displays the monthly dividend distributions for Alexander & Baldwin, 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$0.22$0.00$0.00$0.22
2023$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.88
2022$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.83
2021$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.18$0.67
2020$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.34
2019$0.00$0.00$0.15$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.69
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$15.92$0.00$16.13
2016$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.25
2015$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.21
2014$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.17
2013$0.15$0.00$0.00$0.15$0.00$0.16$0.00$0.00$0.00$0.04$0.00$0.50

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.3%
Alexander & Baldwin, Inc. has a dividend yield of 5.27%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%1.6%
Alexander & Baldwin, Inc. has a payout ratio of 1.56%, which is below the market average. This means Alexander & Baldwin, 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.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-33.11%
0
ALEX (Alexander & Baldwin, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Alexander & Baldwin, 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 Alexander & Baldwin, Inc. was 69.78%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Alexander & Baldwin, Inc. drawdown is 33.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.78%Oct 4, 2017620Mar 23, 2020
-35.26%Jul 19, 2013640Feb 2, 2016216Dec 8, 2016856
-22.59%Jul 16, 201271Oct 23, 201269Feb 5, 2013140
-13.95%Apr 27, 201724May 31, 201786Oct 2, 2017110
-9.94%Mar 8, 201339May 2, 201324Jun 6, 201363

Volatility

Volatility Chart

The current Alexander & Baldwin, Inc. volatility is 5.31%, 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%December2024FebruaryMarchAprilMay
5.31%
3.10%
ALEX (Alexander & Baldwin, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Operating Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items