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Aperam S.A. (APAM.AS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINLU0569974404
SectorBasic Materials
IndustrySteel

Highlights

Market Cap€1.90B
EPS€0.70
PE Ratio37.60
PEG Ratio0.85
Revenue (TTM)€6.37B
Gross Profit (TTM)€1.13B
EBITDA (TTM)€118.00M
Year Range€22.48 - €32.45
Target Price€31.20

Share Price Chart


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Aperam S.A.

Performance

Performance Chart

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


100.00%200.00%300.00%400.00%December2024FebruaryMarchAprilMay
56.68%
416.27%
APAM.AS (Aperam S.A.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aperam S.A. had a return of -16.07% year-to-date (YTD) and -12.15% in the last 12 months. Over the past 10 years, Aperam S.A. had an annualized return of 5.63%, while the S&P 500 had an annualized return of 10.70%, indicating that Aperam S.A. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-16.07%11.24%
1 month-2.82%4.04%
6 months-9.08%16.49%
1 year-12.15%26.17%
5 years (annualized)11.10%13.76%
10 years (annualized)5.63%10.70%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-12.96%0.43%3.72%-6.32%-16.07%
202322.48%3.59%-6.91%-2.39%-7.35%-6.66%0.49%-7.20%5.54%-5.25%18.89%7.70%19.05%
20224.45%0.16%-18.50%-7.91%5.95%-31.45%19.70%-13.51%-9.56%8.36%14.65%-1.04%-34.36%
20214.42%-2.66%12.07%12.16%6.86%-5.26%22.19%-0.77%-7.85%7.73%-17.20%12.54%45.07%
2020-8.98%3.82%-27.25%23.13%6.39%0.28%-3.14%4.83%-2.95%-3.99%40.77%6.69%28.31%
201915.84%7.57%-10.23%7.92%-21.50%17.62%-9.14%-0.34%1.64%2.33%20.90%4.82%33.01%
201811.59%-10.61%-8.52%3.97%-0.90%-7.14%9.70%-3.13%1.99%-23.78%-16.07%-7.39%-43.94%
20170.51%9.90%-1.64%-1.34%-6.96%-4.62%0.90%8.80%-0.01%4.18%-6.33%-0.05%1.84%
2016-12.53%9.28%7.81%2.28%5.37%-11.91%18.60%-0.32%8.66%2.96%2.83%2.88%36.90%
2015-5.47%36.38%17.84%-8.65%10.43%-4.27%-6.86%-10.30%-20.13%16.72%14.58%2.17%33.78%
2014-0.67%22.20%18.29%-2.78%27.69%3.01%2.15%-2.64%0.82%-7.24%12.41%-4.60%83.13%
2013-6.35%-4.96%-5.60%-2.74%12.04%-20.11%11.19%10.37%11.23%10.80%7.49%-1.03%17.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APAM.AS is 32, 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 APAM.AS is 3232
APAM.AS (Aperam S.A.)
The Sharpe Ratio Rank of APAM.AS is 3232Sharpe Ratio Rank
The Sortino Ratio Rank of APAM.AS is 2828Sortino Ratio Rank
The Omega Ratio Rank of APAM.AS is 2828Omega Ratio Rank
The Calmar Ratio Rank of APAM.AS is 3636Calmar Ratio Rank
The Martin Ratio Rank of APAM.AS 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 Aperam S.A. (APAM.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


APAM.AS
Sharpe ratio
The chart of Sharpe ratio for APAM.AS, currently valued at -0.24, compared to the broader market-2.00-1.000.001.002.003.004.00-0.24
Sortino ratio
The chart of Sortino ratio for APAM.AS, currently valued at -0.15, compared to the broader market-4.00-2.000.002.004.006.00-0.15
Omega ratio
The chart of Omega ratio for APAM.AS, currently valued at 0.98, compared to the broader market0.501.001.502.000.98
Calmar ratio
The chart of Calmar ratio for APAM.AS, currently valued at -0.14, compared to the broader market0.002.004.006.00-0.14
Martin ratio
The chart of Martin ratio for APAM.AS, currently valued at -0.48, compared to the broader market-10.000.0010.0020.0030.00-0.48
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.43, compared to the broader market-2.00-1.000.001.002.003.004.002.43
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.44, compared to the broader market-4.00-2.000.002.004.006.003.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.001.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.96, compared to the broader market0.002.004.006.001.96
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.23, compared to the broader market-10.000.0010.0020.0030.009.23

Sharpe Ratio

The current Aperam S.A. 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 Aperam S.A. 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-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-0.24
2.43
APAM.AS (Aperam S.A.)
Benchmark (^GSPC)

Dividends

Dividend History

Aperam S.A. granted a 7.52% dividend yield in the last twelve months. The annual payout for that period amounted to €2.00 per share.


PeriodTTM20232022202120202019201820172016
Dividend€2.00€2.00€2.00€1.75€1.75€1.75€1.54€1.35€1.25

Dividend yield

7.52%6.08%6.78%3.67%5.13%6.14%6.66%3.15%2.88%

Monthly Dividends

The table displays the monthly dividend distributions for Aperam S.A.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.50€0.00€0.00€0.50€1.00
2023€0.00€0.50€0.00€0.00€0.50€0.00€0.00€0.50€0.00€0.00€0.50€0.00€2.00
2022€0.00€0.00€0.50€0.00€0.50€0.00€0.00€0.50€0.00€0.00€0.50€0.00€2.00
2021€0.00€0.00€0.44€0.00€0.44€0.00€0.00€0.44€0.00€0.00€0.44€0.00€1.75
2020€0.00€0.00€0.44€0.00€0.44€0.00€0.00€0.44€0.00€0.00€0.44€0.00€1.75
2019€0.00€0.00€0.44€0.00€0.44€0.00€0.00€0.44€0.00€0.00€0.44€0.00€1.75
2018€0.00€0.00€0.36€0.00€0.38€0.00€0.00€0.39€0.00€0.00€0.40€0.00€1.54
2017€0.00€0.00€0.38€0.00€0.34€0.00€0.00€0.32€0.00€0.00€0.32€0.00€1.35
2016€0.31€0.00€0.31€0.00€0.00€0.31€0.00€0.00€0.31€0.00€1.25

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%7.5%
Aperam S.A. has a dividend yield of 7.52%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%2.8%
Aperam S.A. has a payout ratio of 2.82%, which is below the market average. This means Aperam S.A. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-43.84%
-0.33%
APAM.AS (Aperam S.A.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aperam S.A.. 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 Aperam S.A. was 71.53%, occurring on Jul 5, 2013. Recovery took 411 trading sessions.

The current Aperam S.A. drawdown is 43.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.53%Jan 28, 2011624Jul 5, 2013411Feb 13, 20151035
-63.39%Feb 14, 2017789Mar 18, 2020267Apr 6, 20211056
-54.69%Jan 21, 2022178Sep 29, 2022
-43.01%May 12, 2015100Sep 28, 2015240Sep 2, 2016340
-21.24%Aug 16, 202177Nov 30, 202131Jan 12, 2022108

Volatility

Volatility Chart

The current Aperam S.A. volatility is 6.67%, 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.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
6.67%
2.33%
APAM.AS (Aperam S.A.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Aperam S.A. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

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Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items