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Altheora SA (ALORA.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR0000061244
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap€5.92M
EPS (TTM)-€0.15
Total Revenue (TTM)€27.86M
Gross Profit (TTM)€9.21M
EBITDA (TTM)€673.50K
Year Range€0.35 - €0.88
Target Price€1.90

Share Price Chart


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Altheora SA

Performance

Performance Chart

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


-15.00%-10.00%-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
-9.80%
4.15%
ALORA.PA (Altheora SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Altheora SA had a return of -20.58% year-to-date (YTD) and -27.87% in the last 12 months. Over the past 10 years, Altheora SA had an annualized return of -14.58%, while the S&P 500 had an annualized return of 10.55%, indicating that Altheora SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-20.58%13.39%
1 month1.85%4.02%
6 months-9.84%5.56%
1 year-27.87%21.51%
5 years (annualized)-26.97%12.69%
10 years (annualized)-14.58%10.55%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-18.77%12.89%-10.24%-3.51%11.59%-14.46%2.86%8.10%-20.58%
202314.55%-14.75%-9.62%-26.60%-2.61%-7.74%-3.23%13.33%-29.41%-13.33%-0.24%33.49%-47.98%
202212.57%-10.66%2.27%-6.67%10.71%-15.59%5.10%-0.30%-6.99%-6.86%-5.61%-20.82%-39.14%
2021-0.78%-2.08%0.27%-1.06%-7.77%-13.37%20.81%10.00%-1.52%-4.10%-6.42%0.00%-9.56%
20205.83%-5.50%-7.28%-5.76%2.78%-1.62%1.10%-4.62%-7.41%-1.54%15.00%5.16%-6.07%
201938.02%-4.19%10.62%23.16%-12.84%7.37%-0.00%-0.00%11.76%-1.75%-2.68%-5.50%70.25%
201819.21%-5.21%11.00%-7.66%-2.93%-8.04%-4.37%0.00%-0.29%-4.01%-5.67%-23.42%-31.64%
2017-10.80%-8.92%5.59%-4.64%59.72%-15.22%-2.56%-4.21%8.24%0.51%-3.03%-7.81%0.57%
2016-6.38%-6.36%-0.49%6.34%-8.26%9.00%-1.38%1.40%-1.83%-2.80%-20.67%6.67%-25.11%
20158.52%2.48%-4.03%-1.26%3.83%-2.87%9.70%1.92%-0.38%2.65%-11.81%-1.67%5.38%
20141.64%37.86%-15.96%3.35%-22.16%-3.12%-12.54%-21.31%29.17%-7.66%-1.75%-0.89%-26.64%
2013-2.55%-2.24%13.74%-9.40%-1.11%-4.87%-7.48%6.38%1.20%5.93%2.99%10.14%10.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALORA.PA is 38, 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 ALORA.PA is 3838
ALORA.PA (Altheora SA)
The Sharpe Ratio Rank of ALORA.PA is 3636Sharpe Ratio Rank
The Sortino Ratio Rank of ALORA.PA is 4444Sortino Ratio Rank
The Omega Ratio Rank of ALORA.PA is 4444Omega Ratio Rank
The Calmar Ratio Rank of ALORA.PA is 3232Calmar Ratio Rank
The Martin Ratio Rank of ALORA.PA 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 Altheora SA (ALORA.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ALORA.PA
Sharpe ratio
The chart of Sharpe ratio for ALORA.PA, currently valued at -0.24, compared to the broader market-4.00-2.000.002.00-0.24
Sortino ratio
The chart of Sortino ratio for ALORA.PA, currently valued at 0.39, compared to the broader market-6.00-4.00-2.000.002.004.000.39
Omega ratio
The chart of Omega ratio for ALORA.PA, currently valued at 1.05, compared to the broader market0.501.001.501.05
Calmar ratio
The chart of Calmar ratio for ALORA.PA, currently valued at -0.27, compared to the broader market0.001.002.003.004.005.00-0.27
Martin ratio
The chart of Martin ratio for ALORA.PA, currently valued at -0.75, compared to the broader market-5.000.005.0010.0015.0020.00-0.75
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-4.00-2.000.002.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market-6.00-4.00-2.000.002.004.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.501.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.001.002.003.004.005.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market-5.000.005.0010.0015.0020.007.96

Sharpe Ratio

The current Altheora SA Sharpe ratio is -0.24. 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 Altheora SA 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-0.500.000.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
-0.24
1.38
ALORA.PA (Altheora SA)
Benchmark (^GSPC)

Dividends

Dividend History


Altheora SA doesn't pay dividends

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-98.20%
-6.23%
ALORA.PA (Altheora SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Altheora SA. 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 Altheora SA was 98.44%, occurring on Nov 27, 2023. The portfolio has not yet recovered.

The current Altheora SA drawdown is 98.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-98.44%Nov 14, 20063752Nov 27, 2023
-84.4%Feb 11, 19941902May 18, 2004293Apr 11, 20062195
-48.08%Apr 13, 200663Jul 18, 200681Nov 13, 2006144
-31.24%Aug 21, 199246Oct 26, 199280Feb 24, 1993126
-15.22%Mar 9, 199376Jul 13, 199319Aug 19, 199395

Volatility

Volatility Chart

The current Altheora SA volatility is 8.46%, 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%5.00%10.00%15.00%20.00%AprilMayJuneJulyAugustSeptember
8.46%
4.67%
ALORA.PA (Altheora SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Altheora SA 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 Altheora SA.


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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