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Apogee Enterprises, Inc. (APOG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0375981091
CUSIP037598109
SectorIndustrials
IndustryBuilding Products & Equipment

Highlights

Market Cap$1.28B
EPS$4.70
PE Ratio12.33
PEG Ratio1.57
Revenue (TTM)$1.42B
Gross Profit (TTM)$302.36M
EBITDA (TTM)$175.42M
Year Range$36.06 - $62.99
Target Price$57.83
Short %7.78%
Short Ratio9.43

Share Price Chart


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Apogee Enterprises, Inc.

Performance

Performance Chart

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


2,400.00%2,600.00%2,800.00%3,000.00%3,200.00%3,400.00%3,600.00%NovemberDecember2024FebruaryMarchApril
3,610.15%
2,908.44%
APOG (Apogee Enterprises, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Apogee Enterprises, Inc. had a return of 17.11% year-to-date (YTD) and 50.43% in the last 12 months. Over the past 10 years, Apogee Enterprises, Inc. had an annualized return of 8.90%, while the S&P 500 had an annualized return of 10.55%, indicating that Apogee Enterprises, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date17.11%6.33%
1 month5.94%-2.81%
6 months49.99%21.13%
1 year50.43%24.56%
5 years (annualized)11.86%11.55%
10 years (annualized)8.90%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.67%8.33%3.48%
2023-6.70%-8.31%5.08%18.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of APOG is 89, placing it in the top 11% of the market 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 APOG is 8989
Apogee Enterprises, Inc.(APOG)
The Sharpe Ratio Rank of APOG is 9090Sharpe Ratio Rank
The Sortino Ratio Rank of APOG is 8989Sortino Ratio Rank
The Omega Ratio Rank of APOG is 8686Omega Ratio Rank
The Calmar Ratio Rank of APOG is 8989Calmar Ratio Rank
The Martin Ratio Rank of APOG is 8888Martin 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 Apogee Enterprises, Inc. (APOG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


APOG
Sharpe ratio
The chart of Sharpe ratio for APOG, currently valued at 1.75, compared to the broader market-2.00-1.000.001.002.003.001.75
Sortino ratio
The chart of Sortino ratio for APOG, currently valued at 2.73, compared to the broader market-4.00-2.000.002.004.006.002.73
Omega ratio
The chart of Omega ratio for APOG, currently valued at 1.32, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for APOG, currently valued at 1.59, compared to the broader market0.001.002.003.004.005.006.001.59
Martin ratio
The chart of Martin ratio for APOG, currently valued at 7.32, compared to the broader market0.0010.0020.0030.007.32
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Apogee Enterprises, Inc. Sharpe ratio is 1.75. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.75
1.91
APOG (Apogee Enterprises, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Apogee Enterprises, Inc. granted a 1.56% dividend yield in the last twelve months. The annual payout for that period amounted to $0.97 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.97$0.96$0.88$0.80$0.75$0.70$0.63$0.56$0.50$0.44$0.40$0.36

Dividend yield

1.56%1.80%1.98%1.66%2.37%2.15%2.11%1.22%0.93%1.01%0.94%1.00%

Monthly Dividends

The table displays the monthly dividend distributions for Apogee Enterprises, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.25$0.00$0.00
2023$0.24$0.00$0.00$0.00$0.24$0.00$0.24$0.00$0.00$0.24$0.00$0.00
2022$0.22$0.00$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.22$0.00$0.00
2021$0.20$0.00$0.00$0.00$0.20$0.00$0.20$0.00$0.00$0.20$0.00$0.00
2020$0.19$0.00$0.00$0.00$0.19$0.00$0.19$0.00$0.00$0.19$0.00$0.00
2019$0.00$0.18$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00
2018$0.16$0.00$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.16$0.00$0.00
2017$0.14$0.00$0.00$0.00$0.14$0.00$0.14$0.00$0.00$0.14$0.00$0.00
2016$0.13$0.00$0.00$0.00$0.13$0.00$0.13$0.00$0.00$0.13$0.00$0.00
2015$0.00$0.11$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.11$0.00$0.00
2014$0.00$0.10$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.10$0.00$0.00
2013$0.09$0.00$0.00$0.09$0.00$0.09$0.00$0.00$0.09$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.6%
Apogee Enterprises, Inc. has a dividend yield of 1.56%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%20.3%
Apogee Enterprises, Inc. has a payout ratio of 20.29%, which is quite average when compared to the overall market. This suggests that Apogee Enterprises, Inc. 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril0
-3.48%
APOG (Apogee Enterprises, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apogee Enterprises, 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 Apogee Enterprises, Inc. was 84.96%, occurring on May 2, 2000. Recovery took 1703 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.96%Oct 13, 1997644May 2, 20001703Feb 12, 20072347
-79.76%Jul 16, 2007345Nov 21, 20081074Mar 4, 20131419
-74.6%Apr 3, 2017745Mar 18, 2020946Dec 19, 20231691
-55.92%Jun 15, 1990512Jun 24, 1992608Nov 28, 19941120
-49.48%Jun 13, 1986343Oct 20, 1987363Mar 29, 1989706

Volatility

Volatility Chart

The current Apogee Enterprises, Inc. volatility is 11.65%, 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%12.00%NovemberDecember2024FebruaryMarchApril
11.65%
3.59%
APOG (Apogee Enterprises, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Apogee Enterprises, Inc. 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

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

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