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Apax Global Alpha Ltd (APAX.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GG00BWWYMV85

Sector

Financial Services

Highlights

Market Cap

£663.41M

EPS (TTM)

£0.09

PE Ratio

15.00

Total Revenue (TTM)

-£21.14M

Gross Profit (TTM)

-£21.14M

EBITDA (TTM)

£1.42M

Year Range

£127.89 - £154.89

Target Price

£182.97

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 Apax Global Alpha Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
-1.62%
18.75%
APAX.L (Apax Global Alpha Ltd)
Benchmark (^GSPC)

Returns By Period

Apax Global Alpha Ltd had a return of -5.35% year-to-date (YTD) and -6.43% in the last 12 months.


APAX.L

YTD

-5.35%

1M

-4.95%

6M

-1.62%

1Y

-6.43%

5Y*

0.89%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.92%

1M

0.88%

6M

15.58%

1Y

20.89%

5Y*

12.50%

10Y*

11.34%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-4.93%-5.35%
2024-3.86%-0.91%-1.06%-1.37%9.44%0.25%-1.90%-6.84%-0.66%2.32%0.00%0.57%-4.70%
2023-5.52%3.37%-13.00%9.03%-4.14%13.95%-6.18%-3.00%0.09%-5.79%-2.61%7.92%-8.73%
2022-6.83%-9.13%11.37%-9.88%-1.93%-4.91%-3.10%4.97%0.35%-3.49%6.99%6.08%-11.39%
20211.97%8.23%-8.12%8.38%-5.89%-0.21%5.45%6.10%7.80%-6.36%-0.47%6.82%23.93%
2020-4.64%-9.73%-20.92%12.46%11.39%-1.54%13.09%5.53%-4.92%2.58%14.84%5.70%18.64%
20194.44%2.13%2.93%3.82%-3.01%2.07%5.74%0.90%0.00%5.56%6.19%0.58%35.74%
2018-0.84%-5.76%-6.45%6.15%-3.99%1.51%0.00%5.16%-0.36%-5.49%2.33%2.27%-6.28%
20174.29%2.48%5.42%-8.48%2.67%5.56%-0.41%1.10%-1.31%-2.98%2.22%-0.67%9.40%
2016-3.80%-2.85%10.38%4.75%-3.42%-3.44%7.13%3.63%3.82%10.83%-8.64%6.88%25.68%
20150.50%-1.79%-0.30%-2.65%0.84%-1.66%-0.00%-5.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APAX.L is 30, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of APAX.L is 3030
Overall Rank
The Sharpe Ratio Rank of APAX.L is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of APAX.L is 2626
Sortino Ratio Rank
The Omega Ratio Rank of APAX.L is 2626
Omega Ratio Rank
The Calmar Ratio Rank of APAX.L is 3535
Calmar Ratio Rank
The Martin Ratio Rank of APAX.L is 3030
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 Apax Global Alpha Ltd (APAX.L) 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 APAX.L, currently valued at -0.26, compared to the broader market-2.000.002.00-0.261.84
The chart of Sortino ratio for APAX.L, currently valued at -0.23, compared to the broader market-4.00-2.000.002.004.00-0.232.48
The chart of Omega ratio for APAX.L, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.34
The chart of Calmar ratio for APAX.L, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.182.79
The chart of Martin ratio for APAX.L, currently valued at -0.76, compared to the broader market-10.000.0010.0020.0030.00-0.7611.42
APAX.L
^GSPC

The current Apax Global Alpha Ltd Sharpe ratio is -0.26. 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 Apax Global Alpha Ltd 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
-0.26
1.80
APAX.L (Apax Global Alpha Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Apax Global Alpha Ltd provided a 8.29% dividend yield over the last twelve months, with an annual payout of £0.11 per share.


4.50%5.00%5.50%6.00%6.50%7.00%7.50%8.00%£0.00£0.02£0.04£0.06£0.08£0.10£0.12201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend£0.11£0.11£0.12£0.12£0.11£0.10£0.09£0.09£0.08£0.08

Dividend yield

8.29%7.85%7.16%6.56%4.96%4.95%5.21%6.30%5.63%5.46%

Monthly Dividends

The table displays the monthly dividend distributions for Apax Global Alpha Ltd. 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£0.06£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.11
2023£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.12
2022£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.12
2021£0.00£0.00£0.05£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.11
2020£0.00£0.00£0.05£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00£0.10
2019£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00£0.00£0.09
2018£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.09
2017£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.08
2016£0.04£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.08

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-29.54%
-3.08%
APAX.L (Apax Global Alpha Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apax Global Alpha Ltd. 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 Apax Global Alpha Ltd was 37.80%, occurring on Mar 16, 2020. Recovery took 170 trading sessions.

The current Apax Global Alpha Ltd drawdown is 29.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.8%Feb 21, 202017Mar 16, 2020170Nov 16, 2020187
-29.96%Jan 5, 2022772Jan 27, 2025
-18.34%Sep 5, 2017145Mar 29, 2018261Apr 10, 2019406
-13.19%Jun 26, 2015174Mar 1, 201633Apr 19, 2016207
-13.04%Dec 18, 20202Dec 21, 202031Feb 5, 202133

Volatility

Volatility Chart

The current Apax Global Alpha Ltd volatility is 4.16%, 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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
4.16%
4.96%
APAX.L (Apax Global Alpha Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Apax Global Alpha Ltd 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 Apax Global Alpha Ltd.


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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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