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Alfa Laval AB ADR (ALFVY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0153931011
SectorIndustrials
IndustrySpecialty Industrial Machinery

Highlights

Market Cap$18.21B
EPS (TTM)$1.56
PE Ratio27.97
PEG Ratio2.22
Total Revenue (TTM)$50.28B
Gross Profit (TTM)$16.71B
EBITDA (TTM)$9.94B
Year Range$32.76 - $48.46

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 $10,000 in Alfa Laval AB ADR, 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%JuneJulyAugustSeptemberOctoberNovember
0.14%
10.58%
ALFVY (Alfa Laval AB ADR)
Benchmark (^GSPC)

Returns By Period

Alfa Laval AB ADR had a return of 10.83% year-to-date (YTD) and 32.54% in the last 12 months. Over the past 10 years, Alfa Laval AB ADR had an annualized return of 10.76%, which was very close to the S&P 500 benchmark's annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date10.83%20.10%
1 month-7.27%-0.39%
6 months0.28%11.72%
1 year32.54%31.44%
5 years (annualized)15.26%13.30%
10 years (annualized)10.76%10.96%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.13%1.31%4.49%9.24%9.44%-5.60%1.40%1.13%6.90%-7.87%10.83%
20238.08%5.92%7.77%4.32%-2.17%1.59%3.03%-6.16%-1.67%-6.70%15.73%7.17%40.73%
2022-17.08%-1.58%6.27%-17.06%-4.71%-10.68%23.09%-9.36%-6.57%-1.85%13.38%3.51%-26.48%
2021-4.33%18.00%-2.63%13.87%9.99%-5.11%18.17%-3.00%-7.29%13.98%-9.89%4.32%48.73%
2020-0.78%-10.85%-22.00%11.73%7.32%8.81%7.96%3.48%-9.38%-8.71%24.76%8.92%13.06%
20195.82%-3.33%5.13%3.07%-11.64%6.60%-13.55%-2.39%7.25%17.18%6.29%2.39%20.51%
201811.18%-8.14%-2.62%7.90%0.13%-4.68%15.75%-2.48%1.01%-5.64%-15.86%-0.57%-7.81%
201712.46%-2.82%4.39%10.92%-1.69%1.32%9.11%1.43%7.72%3.97%-6.32%-0.27%45.99%
2016-6.76%-8.31%4.30%-0.75%-4.34%3.20%1.48%-1.90%1.23%-8.35%4.19%10.73%-6.91%
2015-4.78%7.95%2.21%-2.85%-0.09%-4.83%3.25%-9.06%-3.01%8.44%4.49%-0.59%-0.44%
2014-5.46%9.37%3.72%-1.39%-1.75%-3.45%-8.01%-1.26%-10.12%0.22%-3.30%-5.00%-24.60%
20133.37%7.32%0.79%-5.04%2.06%-0.67%-0.32%3.25%8.19%6.46%27.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ALFVY is 81, placing it in the top 19% 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 ALFVY is 8181
Combined Rank
The Sharpe Ratio Rank of ALFVY is 8484Sharpe Ratio Rank
The Sortino Ratio Rank of ALFVY is 8181Sortino Ratio Rank
The Omega Ratio Rank of ALFVY is 7777Omega Ratio Rank
The Calmar Ratio Rank of ALFVY is 8585Calmar Ratio Rank
The Martin Ratio Rank of ALFVY is 7979Martin 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 Alfa Laval AB ADR (ALFVY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALFVY
Sharpe ratio
The chart of Sharpe ratio for ALFVY, currently valued at 1.74, compared to the broader market-4.00-2.000.002.004.001.74
Sortino ratio
The chart of Sortino ratio for ALFVY, currently valued at 2.49, compared to the broader market-4.00-2.000.002.004.002.49
Omega ratio
The chart of Omega ratio for ALFVY, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for ALFVY, currently valued at 1.69, compared to the broader market0.002.004.006.001.69
Martin ratio
The chart of Martin ratio for ALFVY, currently valued at 6.57, compared to the broader market0.0010.0020.0030.006.57
^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 Alfa Laval AB ADR Sharpe ratio is 1.74. 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 Alfa Laval AB ADR 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 Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.74
2.88
ALFVY (Alfa Laval AB ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Alfa Laval AB ADR provided a 1.63% dividend yield over the last twelve months, with an annual payout of $0.71 per share.


1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.71$0.58$0.66$0.64$0.56$0.54$0.52$0.48$0.50$0.48$0.59$0.54

Dividend yield

1.63%1.46%2.27%1.60%2.03%2.13%2.41%2.03%3.03%2.60%3.09%2.09%

Monthly Dividends

The table displays the monthly dividend distributions for Alfa Laval AB ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71
2023$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58
2022$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66
2021$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2020$0.00$0.00$0.00$0.56$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.56
2019$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54
2018$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52
2017$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48
2016$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50
2015$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48
2014$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.59
2013$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.54

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.6%
Alfa Laval AB ADR has a dividend yield of 1.63%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%44.7%
Alfa Laval AB ADR has a payout ratio of 44.70%, which is quite average when compared to the overall market. This suggests that Alfa Laval AB ADR 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-9.87%
-2.32%
ALFVY (Alfa Laval AB ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Alfa Laval AB ADR. 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 Alfa Laval AB ADR was 47.46%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.

The current Alfa Laval AB ADR drawdown is 9.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.46%Sep 24, 2018376Mar 23, 2020186Dec 15, 2020562
-46.55%Nov 9, 2021221Sep 26, 2022397Apr 25, 2024618
-45.78%Apr 14, 2014402Oct 27, 2016246Oct 23, 2017648
-15.46%Feb 2, 201820Mar 2, 201849May 11, 201869
-15.3%Aug 5, 202144Oct 6, 202116Oct 28, 202160

Volatility

Volatility Chart

The current Alfa Laval AB ADR volatility is 5.51%, 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%JuneJulyAugustSeptemberOctoberNovember
5.51%
3.23%
ALFVY (Alfa Laval AB ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Alfa Laval AB ADR 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 Alfa Laval AB ADR compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.028.0
The chart displays the price to earnings (P/E) ratio for ALFVY in comparison to other companies of the Specialty Industrial Machinery industry. Currently, ALFVY has a PE value of 28.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.02.2
The chart displays the price to earnings to growth (PEG) ratio for ALFVY in comparison to other companies of the Specialty Industrial Machinery industry. Currently, ALFVY has a PEG value of 2.2. 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 Alfa Laval AB ADR.


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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