Alfa Laval AB ADR (ALFVY)

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Alfa Laval AB ADR (ALFVY) is up 13.5% since the beginning of the year. At $56 per share, ALFVY is trading 10.9% below its 52-week high of $63. Investors who bought $1,000 worth of ALFVY shares 5 years ago would now be looking at an investment worth $1,659.

Alfa Laval AB ADR (ALFVY) has returned 13.49% so far this year and 34.81% over the past 12 months. Looking at the last ten years, ALFVY has achieved an annualized return of 16.60%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Sep 14, 2009, ALFVY's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2020 with a return of +24.6%, while the worst month was Mar 2020 at -23.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ALFVY closed higher 35% of trading days. The best single day was Oct 21, 2010 with a return of +14.9%, while the worst single day was Aug 11, 2011 at -15.2%.

Alfa Laval AB ADR has an annualized alpha of 5.35%, beta of 0.73, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since September 15, 2009.

• This stock participated in 123.98% of S&P 500 Index downside but only 116.33% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ALFVY ranks 80 for risk / return — better than 80% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Alfa Laval AB ADR (ALFVY) and compare them to S&P 500 Index.

Alfa Laval AB ADR provided a 1.74% dividend yield over the last twelve months, with an annual payout of $0.98 per share. The company has been increasing its dividends for 2 consecutive years.

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.

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.

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 47.50%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.

The current Alfa Laval AB ADR drawdown is 8.70%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Alfa Laval AB ADR is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.