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Apellis Pharmaceuticals, Inc. (APLS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS03753U1060
CUSIP03753U106
SectorHealthcare
IndustryBiotechnology

Highlights

Market Cap$4.93B
EPS-$3.43
Revenue (TTM)$524.07M
Gross Profit (TTM)$69.79M
EBITDA (TTM)-$402.32M
Year Range$19.83 - $94.75
Target Price$79.53
Short %14.12%
Short Ratio8.46

Share Price Chart


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Apellis Pharmaceuticals, Inc.

Popular comparisons: APLS vs. LNTH, APLS vs. ADI, APLS vs. ABBV, APLS vs. VOO, APLS vs. VRTX, APLS vs. ULTA, APLS vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Apellis Pharmaceuticals, Inc., 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
189.09%
105.29%
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Apellis Pharmaceuticals, Inc. had a return of -32.24% year-to-date (YTD) and -53.36% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-32.24%11.24%
1 month-18.65%4.04%
6 months-13.99%16.49%
1 year-53.36%26.17%
5 years (annualized)13.43%13.76%
10 years (annualized)N/A10.70%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.73%-2.09%-5.15%-24.82%-32.24%
20231.97%24.18%0.73%26.49%2.90%6.12%-71.73%63.92%-9.88%27.92%10.71%11.12%15.76%
2022-14.83%5.61%19.47%-14.33%-4.78%9.10%24.46%7.52%12.87%-11.43%-17.46%3.56%9.37%
2021-22.60%8.81%-10.92%18.08%11.07%12.30%1.25%2.91%-49.95%-6.74%36.89%12.36%-17.34%
202034.26%-15.79%-22.62%27.92%-1.69%-3.06%-20.73%19.08%-2.14%5.73%47.77%21.34%86.81%
20196.14%8.21%28.71%1.59%1.41%26.13%10.22%4.19%-17.22%22.00%-8.54%13.91%132.15%
2018-23.50%10.42%20.62%9.05%-15.35%7.79%-16.36%5.22%-8.16%-21.32%9.65%-14.02%-39.22%
2017-1.50%57.02%54.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APLS is 15, indicating that it is in the bottom 15% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of APLS is 1515
APLS (Apellis Pharmaceuticals, Inc.)
The Sharpe Ratio Rank of APLS is 1616Sharpe Ratio Rank
The Sortino Ratio Rank of APLS is 2020Sortino Ratio Rank
The Omega Ratio Rank of APLS is 1818Omega Ratio Rank
The Calmar Ratio Rank of APLS is 99Calmar Ratio Rank
The Martin Ratio Rank of APLS is 1515Martin 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 Apellis Pharmaceuticals, Inc. (APLS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


APLS
Sharpe ratio
The chart of Sharpe ratio for APLS, currently valued at -0.61, compared to the broader market-2.00-1.000.001.002.003.004.00-0.61
Sortino ratio
The chart of Sortino ratio for APLS, currently valued at -0.53, compared to the broader market-4.00-2.000.002.004.006.00-0.53
Omega ratio
The chart of Omega ratio for APLS, currently valued at 0.92, compared to the broader market0.501.001.502.000.92
Calmar ratio
The chart of Calmar ratio for APLS, currently valued at -0.70, compared to the broader market0.002.004.006.00-0.70
Martin ratio
The chart of Martin ratio for APLS, currently valued at -1.18, compared to the broader market-10.000.0010.0020.0030.00-1.18
^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 Apellis Pharmaceuticals, Inc. 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 Apellis Pharmaceuticals, Inc. 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
-0.61
2.43
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Apellis Pharmaceuticals, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

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


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-56.53%
-0.29%
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apellis Pharmaceuticals, Inc.. 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 Apellis Pharmaceuticals, Inc. was 74.65%, occurring on Aug 7, 2023. The portfolio has not yet recovered.

The current Apellis Pharmaceuticals, Inc. drawdown is 56.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.65%Jun 14, 202337Aug 7, 2023
-61.77%Apr 17, 2018134Oct 24, 2018216Sep 5, 2019350
-59.6%Feb 11, 202025Mar 17, 2020174Nov 20, 2020199
-55.99%Jul 6, 202183Oct 29, 2021357Apr 3, 2023440
-43.83%Jan 5, 201825Feb 9, 201822Mar 14, 201847

Volatility

Volatility Chart

The current Apellis Pharmaceuticals, Inc. volatility is 19.84%, 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%25.00%30.00%35.00%December2024FebruaryMarchAprilMay
19.84%
3.00%
APLS (Apellis Pharmaceuticals, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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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