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Groupe Berkem Société anonyme (ALKEM.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR00140069V2
SectorBasic Materials
IndustrySpecialty Chemicals

Highlights

Market Cap€53.69M
EPS (TTM)€0.02
PE Ratio152.50
Total Revenue (TTM)€37.00M
Gross Profit (TTM)€6.95M
EBITDA (TTM)€2.16M
Year Range€1.18 - €5.00
Target Price€4.20

Share Price Chart


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Groupe Berkem Société anonyme

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Groupe Berkem Société anonyme, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-40.00%-20.00%0.00%20.00%40.00%AprilMayJuneJulyAugustSeptember
38.01%
6.35%
ALKEM.PA (Groupe Berkem Société anonyme)
Benchmark (^GSPC)

S&P 500

Returns By Period

Groupe Berkem Société anonyme had a return of -0.33% year-to-date (YTD) and -23.75% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-0.33%15.73%
1 month1.33%6.43%
6 months38.01%8.14%
1 year-23.75%22.75%
5 years (annualized)N/A13.18%
10 years (annualized)N/A10.67%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.65%-26.30%-15.42%-9.37%32.18%-23.48%72.73%0.00%-0.33%
202315.82%24.46%-12.20%-16.34%-8.98%-4.51%-2.47%-4.84%-37.29%-36.49%-17.93%126.67%-36.71%
2022-7.84%-2.34%5.66%-1.55%-6.81%-3.48%-6.21%6.25%-15.06%-27.42%0.76%-8.43%-52.26%
20218.51%8.51%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALKEM.PA is 44, 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 ALKEM.PA is 4444
ALKEM.PA (Groupe Berkem Société anonyme)
The Sharpe Ratio Rank of ALKEM.PA is 3939Sharpe Ratio Rank
The Sortino Ratio Rank of ALKEM.PA is 5555Sortino Ratio Rank
The Omega Ratio Rank of ALKEM.PA is 5353Omega Ratio Rank
The Calmar Ratio Rank of ALKEM.PA is 3333Calmar Ratio Rank
The Martin Ratio Rank of ALKEM.PA is 3939Martin 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 Groupe Berkem Société anonyme (ALKEM.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALKEM.PA
Sharpe ratio
The chart of Sharpe ratio for ALKEM.PA, currently valued at -0.18, compared to the broader market-4.00-2.000.002.00-0.18
Sortino ratio
The chart of Sortino ratio for ALKEM.PA, currently valued at 0.77, compared to the broader market-6.00-4.00-2.000.002.004.000.77
Omega ratio
The chart of Omega ratio for ALKEM.PA, currently valued at 1.10, compared to the broader market0.501.001.501.10
Calmar ratio
The chart of Calmar ratio for ALKEM.PA, currently valued at -0.26, compared to the broader market0.001.002.003.004.005.00-0.26
Martin ratio
The chart of Martin ratio for ALKEM.PA, currently valued at -0.53, compared to the broader market-5.000.005.0010.0015.0020.00-0.53
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.77, compared to the broader market-4.00-2.000.002.001.77
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.42, compared to the broader market-6.00-4.00-2.000.002.004.002.42
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.57, compared to the broader market0.001.002.003.004.005.001.57
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.44, compared to the broader market-5.000.005.0010.0015.0020.008.44

Sharpe Ratio

The current Groupe Berkem Société anonyme Sharpe ratio is -0.18. 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 Groupe Berkem Société anonyme 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-1.000.001.002.003.00AprilMayJuneJulyAugustSeptember
-0.18
1.52
ALKEM.PA (Groupe Berkem Société anonyme)
Benchmark (^GSPC)

Dividends

Dividend History

Groupe Berkem Société anonyme granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to €0.00 per share.


PeriodTTM20232022
Dividend€0.00€0.00€0.06

Dividend yield

0.00%0.00%1.24%

Monthly Dividends

The table displays the monthly dividend distributions for Groupe Berkem Société anonyme. 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€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2023€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
2022€0.06€0.00€0.00€0.00€0.00€0.00€0.06

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.


-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-70.75%
-4.25%
ALKEM.PA (Groupe Berkem Société anonyme)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Groupe Berkem Société anonyme. 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 Groupe Berkem Société anonyme was 88.68%, occurring on Dec 14, 2023. The portfolio has not yet recovered.

The current Groupe Berkem Société anonyme drawdown is 70.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.68%Jan 14, 2022494Dec 14, 2023
-7.31%Dec 31, 20215Jan 6, 20225Jan 13, 202210
-1.06%Dec 9, 20211Dec 9, 20211Dec 10, 20212
-1.06%Dec 13, 20211Dec 13, 20214Dec 17, 20215
-1.06%Dec 20, 20211Dec 20, 20211Dec 21, 20212

Volatility

Volatility Chart

The current Groupe Berkem Société anonyme volatility is 2.07%, 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.


0.00%10.00%20.00%30.00%40.00%50.00%AprilMayJuneJulyAugustSeptember
2.07%
4.48%
ALKEM.PA (Groupe Berkem Société anonyme)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Groupe Berkem Société anonyme 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 Groupe Berkem Société anonyme.


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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