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Air New Zealand Ltd ADR (ANZLY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0091362014

Sector

Industrials

Industry

Airlines

Highlights

Market Cap

$1.09B

EPS (TTM)

$0.12

PE Ratio

13.42

PEG Ratio

0.87

Total Revenue (TTM)

$6.75B

Gross Profit (TTM)

$1.37B

EBITDA (TTM)

$600.00M

Year Range

$1.45 - $1.86

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 Air New Zealand Ltd ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-77.51%
111.50%
ANZLY (Air New Zealand Ltd ADR)
Benchmark (^GSPC)

Returns By Period

Air New Zealand Ltd ADR had a return of -12.31% year-to-date (YTD) and -8.59% in the last 12 months.


ANZLY

YTD

-12.31%

1M

5.92%

6M

4.23%

1Y

-8.59%

5Y*

-39.29%

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.79%-4.15%5.96%-14.07%-3.51%1.44%6.50%-0.87%2.50%-4.24%3.80%-12.31%
20236.28%-3.35%-1.12%-4.37%1.51%2.84%2.89%-2.48%0.74%-13.63%9.24%-2.85%-6.05%
2022-9.92%7.92%-11.33%37.09%-65.20%-20.47%12.39%8.99%-4.27%13.53%5.52%-1.46%-54.73%
2021-11.57%3.53%0.94%3.64%-0.79%-12.05%-3.32%-0.32%11.60%1.99%-12.78%0.46%-19.69%
2020-7.68%-22.85%-61.58%64.64%2.24%0.16%5.04%4.12%-7.53%9.19%36.32%1.31%-29.62%
20195.48%-24.68%5.09%8.55%-5.81%3.77%-1.68%5.01%2.46%2.97%6.71%2.96%
2018-3.78%5.40%12.52%-5.19%-2.08%-5.34%0.85%2.26%-5.01%-13.51%21.99%3.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANZLY is 19, meaning it’s performing worse than 81% 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 ANZLY is 1919
Overall Rank
The Sharpe Ratio Rank of ANZLY is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of ANZLY is 1515
Sortino Ratio Rank
The Omega Ratio Rank of ANZLY is 1515
Omega Ratio Rank
The Calmar Ratio Rank of ANZLY is 3030
Calmar Ratio Rank
The Martin Ratio Rank of ANZLY is 1717
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 Air New Zealand Ltd ADR (ANZLY) 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 ANZLY, currently valued at -0.64, compared to the broader market-4.00-2.000.002.00-0.641.90
The chart of Sortino ratio for ANZLY, currently valued at -0.79, compared to the broader market-4.00-2.000.002.004.00-0.792.54
The chart of Omega ratio for ANZLY, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.35
The chart of Calmar ratio for ANZLY, currently valued at -0.27, compared to the broader market0.002.004.006.00-0.272.81
The chart of Martin ratio for ANZLY, currently valued at -1.18, compared to the broader market0.0010.0020.00-1.1812.39
ANZLY
^GSPC

The current Air New Zealand Ltd ADR Sharpe ratio is -0.64. 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 Air New Zealand Ltd 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.64
1.90
ANZLY (Air New Zealand Ltd ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Air New Zealand Ltd ADR provided a 6.71% dividend yield over the last twelve months, with an annual payout of $0.11 per share.


0.00%20.00%40.00%60.00%80.00%$0.00$0.50$1.00$1.5020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend$0.11$0.21$1.70$0.00$0.41$0.85$0.94$0.53$0.36

Dividend yield

6.71%10.39%72.00%0.00%6.30%8.58%8.90%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Air New Zealand Ltd 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$0.06$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.11
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.21
2022$0.00$0.00$0.00$0.00$1.70$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.70
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$0.41$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41
2019$0.00$0.00$0.44$0.00$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.85
2018$0.00$0.00$0.47$0.00$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.94
2017$0.06$0.00$0.47$0.53
2016$0.36$0.36

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.7%
Air New Zealand Ltd ADR has a dividend yield of 6.71%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%46.3%
Air New Zealand Ltd ADR has a payout ratio of 46.34%, which is quite average when compared to the overall market. This suggests that Air New Zealand Ltd 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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-80.69%
-3.58%
ANZLY (Air New Zealand Ltd ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Air New Zealand Ltd 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 Air New Zealand Ltd ADR was 83.07%, occurring on Jun 22, 2022. The portfolio has not yet recovered.

The current Air New Zealand Ltd ADR drawdown is 80.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.07%Apr 16, 2018487Jun 22, 2022
-4.34%Mar 16, 20182Apr 2, 20181Apr 12, 20183
-3.78%Jan 17, 20181Jan 17, 20181Feb 1, 20182

Volatility

Volatility Chart

The current Air New Zealand Ltd ADR volatility is 8.16%, 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%JulyAugustSeptemberOctoberNovemberDecember
8.16%
3.64%
ANZLY (Air New Zealand Ltd ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Air New Zealand Ltd 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 Air New Zealand Ltd ADR compared to its peers in the Airlines industry.


PE Ratio
5.010.015.020.025.030.013.4
The chart displays the price to earnings (P/E) ratio for ANZLY in comparison to other companies of the Airlines industry. Currently, ANZLY has a PE value of 13.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-10.00.010.020.030.00.9
The chart displays the price to earnings to growth (PEG) ratio for ANZLY in comparison to other companies of the Airlines industry. Currently, ANZLY has a PEG value of 0.9. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Air New Zealand Ltd ADR.


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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
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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.

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