PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
UPERGY Société Anonyme (ALUPG.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

FR0010337865

Sector

Consumer Cyclical

Highlights

Market Cap

€7.86M

EPS (TTM)

€0.17

PE Ratio

9.94

Total Revenue (TTM)

€22.12M

Gross Profit (TTM)

€6.09M

EBITDA (TTM)

€973.25K

Year Range

€1.35 - €2.49

Target Price

€1.75

Share Price Chart


Loading data...

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 UPERGY 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.


-30.00%-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-14.94%
15.68%
ALUPG.PA (UPERGY Société Anonyme)
Benchmark (^GSPC)

Returns By Period

UPERGY Société Anonyme had a return of -5.71% year-to-date (YTD) and -33.81% in the last 12 months. Over the past 10 years, UPERGY Société Anonyme had an annualized return of -11.24%, while the S&P 500 had an annualized return of 11.32%, indicating that UPERGY Société Anonyme did not perform as well as the benchmark.


ALUPG.PA

YTD

-5.71%

1M

1.23%

6M

-14.95%

1Y

-33.81%

5Y*

-22.46%

10Y*

-11.24%

^GSPC (Benchmark)

YTD

3.97%

1M

4.66%

6M

10.32%

1Y

22.29%

5Y*

12.63%

10Y*

11.32%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-6.86%-5.71%
202438.13%-12.80%5.51%-13.91%0.00%-3.03%1.62%1.58%-16.06%8.02%-2.86%2.94%-0.71%
2023-2.72%-5.03%4.71%2.81%-15.30%0.65%-19.23%2.38%-16.28%-8.33%-9.09%0.55%-50.82%
20220.00%-2.46%7.07%-8.02%-1.54%-3.65%2.70%3.16%-14.80%2.99%2.33%4.55%-9.36%
2021-1.24%-9.66%-0.93%-0.94%2.37%-7.41%-1.50%1.52%11.50%-5.38%-3.32%-0.49%-15.77%
2020-12.93%-1.78%-3.23%2.08%0.00%-2.86%-1.68%15.38%-9.26%-1.63%-0.42%0.42%-16.90%
201913.64%-11.64%16.25%-4.43%10.19%3.36%-8.13%4.42%-13.56%-1.96%8.00%7.41%19.84%
20183.54%-4.88%-0.85%-3.45%-7.14%10.58%-0.87%-4.39%11.01%-9.09%-9.09%-3.20%-18.52%
20179.26%-4.07%-6.19%5.09%4.17%1.27%5.75%-1.53%-2.07%3.17%5.80%0.87%22.39%
2016-7.98%-9.67%5.72%0.70%5.64%-0.86%7.30%-3.24%1.51%-4.46%-15.37%10.20%-12.96%
2015-5.70%5.70%-6.03%3.88%5.69%-1.45%3.11%1.43%-13.93%2.73%4.07%10.88%8.16%
20140.00%0.70%0.46%23.40%-3.72%4.71%8.82%19.82%-5.41%-7.47%-2.06%10.88%55.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ALUPG.PA is 15, meaning it’s performing worse than 85% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ALUPG.PA is 1515
Overall Rank
The Sharpe Ratio Rank of ALUPG.PA is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of ALUPG.PA is 1818
Sortino Ratio Rank
The Omega Ratio Rank of ALUPG.PA is 1616
Omega Ratio Rank
The Calmar Ratio Rank of ALUPG.PA is 1818
Calmar Ratio Rank
The Martin Ratio Rank of ALUPG.PA is 77
Martin 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 UPERGY Société Anonyme (ALUPG.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for ALUPG.PA, currently valued at -0.61, compared to the broader market-2.000.002.004.00-0.611.69
The chart of Sortino ratio for ALUPG.PA, currently valued at -0.62, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.622.29
The chart of Omega ratio for ALUPG.PA, currently valued at 0.91, compared to the broader market0.501.001.502.000.911.31
The chart of Calmar ratio for ALUPG.PA, currently valued at -0.48, compared to the broader market0.002.004.006.00-0.482.57
The chart of Martin ratio for ALUPG.PA, currently valued at -1.42, compared to the broader market0.0010.0020.0030.00-1.4210.46
ALUPG.PA
^GSPC

The current UPERGY Société Anonyme Sharpe ratio is -0.61. 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 UPERGY 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.61
1.89
ALUPG.PA (UPERGY Société Anonyme)
Benchmark (^GSPC)

Dividends

Dividend History

UPERGY Société Anonyme provided a 3.03% dividend yield over the last twelve months, with an annual payout of €0.05 per share.


0.00%2.00%4.00%6.00%8.00%10.00%€0.00€0.10€0.20€0.30€0.40€0.50€0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend€0.05€0.05€0.00€0.00€0.00€0.00€0.00€0.00€0.61€0.30€0.30€0.30

Dividend yield

3.03%2.86%0.00%0.00%0.00%0.00%0.00%0.00%10.27%5.56%4.60%4.75%

Monthly Dividends

The table displays the monthly dividend distributions for UPERGY Société Anonyme. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.00€0.00€0.00
2024€0.00€0.00€0.00€0.00€0.00€0.00€0.05€0.00€0.00€0.00€0.00€0.00€0.05
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€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2021€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
2020€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
2019€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
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€0.00€0.00€0.00€0.30€0.00€0.00€0.00€0.00€0.00€0.00€0.31€0.61
2016€0.00€0.00€0.00€0.00€0.30€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.30
2015€0.00€0.00€0.00€0.00€0.30€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.30
2014€0.30€0.00€0.00€0.00€0.00€0.00€0.00€0.30

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%SeptemberOctoberNovemberDecember2025February
-73.93%
-0.70%
ALUPG.PA (UPERGY Société Anonyme)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the UPERGY 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 UPERGY Société Anonyme was 77.18%, occurring on Feb 2, 2009. Recovery took 1161 trading sessions.

The current UPERGY Société Anonyme drawdown is 73.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.18%Jan 23, 2007469Feb 2, 20091161Apr 9, 20141630
-77.09%Mar 21, 20181457Sep 26, 2024
-29.52%Aug 25, 2014584Dec 1, 2016182Aug 18, 2017766
-11.97%Aug 21, 201741Oct 16, 20178Oct 26, 201749
-9.76%Apr 23, 201438Jun 16, 201412Jul 2, 201450

Volatility

Volatility Chart

The current UPERGY Société Anonyme volatility is 11.04%, 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%SeptemberOctoberNovemberDecember2025February
11.04%
3.99%
ALUPG.PA (UPERGY Société Anonyme)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of UPERGY 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 UPERGY Société Anonyme.


Loading data...

Income Statement



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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab