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ISIN
US0492557063

Highlights

Market Cap
$100.23B
Enterprise Value
$102.44B
EPS (TTM)
SEK 5.38
PE Ratio
36.61
PEG Ratio
3.79
Total Revenue (TTM)
SEK 157.53B
Gross Profit (TTM)
SEK 67.13B
EBITDA (TTM)
SEK 41.05B
Year Range
$14.89 - $22.05
ROA (TTM)
12.22%
ROE (TTM)
21.64%

Share Price Chart


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Performance

ATLKY Performance Chart

Atlas Copco AB (ATLKY) is up 16.5% since the beginning of the year. At $21 per share, ATLKY is trading 6.8% below its 52-week high of $22. Investors who bought $1,000 worth of ATLKY shares 5 years ago would now be looking at an investment worth $1,493.


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S&P 500 Index

Returns By Period

Atlas Copco AB (ATLKY) has returned 16.47% so far this year and 34.07% over the past 12 months. Looking at the last ten years, ATLKY has achieved an annualized return of 15.80%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Atlas Copco AB

1D
0.03%
1M
8.56%
YTD
16.47%
6M
17.06%
1Y
34.07%
3Y*
15.09%
5Y*
8.35%
10Y*
15.80%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ATLKY Monthly Returns History

Based on dividend-adjusted daily data since Jul 13, 2007, ATLKY's average daily return is +0.08%, while the average monthly return is +1.36%. At this rate, an investment would double in approximately 4.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2011 with a return of +56.7%, while the worst month was Oct 2008 at -48.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ATLKY closed higher 48% of trading days. The best single day was Apr 6, 2011 with a return of +39.8%, while the worst single day was Oct 27, 2008 at -62.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202615.30%4.41%-18.32%12.11%-1.80%7.59%16.47%
202510.18%2.04%-6.58%-2.64%5.34%0.00%-5.21%4.38%6.45%-0.04%1.19%5.17%20.68%
2024-6.97%8.24%-2.25%5.37%8.24%-1.62%-4.82%1.28%6.43%-14.70%-2.87%-4.96%-10.78%
2023-0.21%0.38%6.77%14.74%2.32%-1.97%-1.73%-6.57%1.28%-2.74%18.95%11.90%48.16%
2022-14.53%-14.53%2.51%-11.80%0.51%-16.80%25.67%-12.99%-9.43%16.57%14.65%-3.36%-29.36%
20217.01%5.01%6.48%0.13%1.17%0.26%10.09%1.56%-12.34%7.59%-4.62%12.53%37.53%

Benchmark Metrics

Atlas Copco AB has an annualized alpha of 7.59%, beta of 1.21, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

  • This stock captured 135.99% of S&P 500 Index gains and 121.39% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.34 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
7.59%
Beta
1.21
0.34
Upside Capture
135.99%
Downside Capture
121.39%

Return for Risk

Risk / Return Rank

ATLKY ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ATLKY Risk / Return Rank: 7070
Overall Rank
ATLKY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ATLKY Sortino Ratio Rank: 6969
Sortino Ratio Rank
ATLKY Omega Ratio Rank: 6666
Omega Ratio Rank
ATLKY Calmar Ratio Rank: 7070
Calmar Ratio Rank
ATLKY Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Atlas Copco AB (ATLKY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ATLKYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.15

Omega ratioGain probability vs. loss probability

1.19

1.37

-0.17

Calmar ratioReturn relative to maximum drawdown

1.47

2.78

-1.32

Martin ratioReturn relative to average drawdown

4.01

12.44

-8.43

Dividends

Dividend History

Atlas Copco AB provided a 2.14% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.10$0.20$0.30$0.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.44$0.32$0.26$0.22$0.38$0.22$0.28$0.17$0.44$0.29$0.36$0.18

Dividend yield

2.14%1.76%1.72%1.26%3.21%1.25%2.21%1.69%7.41%2.65%4.72%2.87%

Monthly Dividends

The table displays the monthly dividend distributions for Atlas Copco AB. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.28$0.00$0.00$0.28
2025$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.32
2024$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.26
2023$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.22
2022$0.00$0.00$0.00$0.10$0.20$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.38
2021$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.22

Dividend Yield & Payout


Dividend Yield

Atlas Copco AB has a dividend yield of 2.14%, which is quite average when compared to the overall market.

Payout Ratio

Atlas Copco AB has a payout ratio of 55.05%, which is quite average when compared to the overall market. This suggests that Atlas Copco AB 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Atlas Copco AB. 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 Atlas Copco AB was 69.14%, occurring on Nov 20, 2008. Recovery took 451 trading sessions.

The current Atlas Copco AB drawdown is 4.44%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-69.14%Nov 2008
1y 1mo1y 10mo
2y 11moOct 2007 - Sep 2010
Rate-hike selloffLate 2018
-50.43%Dec 2018
11mo1y 6mo
2y 5moJan 2018 - Jul 2020
Bear market2022
-47.92%Sep 2022
8mo 24d1y 2mo
1y 11moJan 2022 - Dec 2023
2016 bear market2016
-42.01%Feb 2016
9mo 10d11mo 28d
1y 9moApr 2015 - Jan 2017
2011 bear market2011
-41.83%Oct 2011
5mo 5d1y 3mo
1y 9moMay 2011 - Jan 2013

Drawdown Indicators


ATLKYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-69.14%

-56.78%

-12.36%

Max Drawdown (1Y)

Largest decline over 1 year

-23.32%

-9.10%

-14.22%

Max Drawdown (3Y)

Largest decline over 3 years

-30.79%

-18.90%

-11.89%

Max Drawdown (5Y)

Largest decline over 5 years

-47.92%

-25.43%

-22.49%

Max Drawdown (10Y)

Largest decline over 10 years

-50.43%

-33.92%

-16.51%

Current Drawdown

Current decline from peak

-4.44%

-1.80%

-2.64%

Average Drawdown

Average peak-to-trough decline

-16.74%

-10.71%

-6.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.52%

2.03%

+6.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Atlas Copco AB 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 overview of how Atlas Copco AB is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ATLKY, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, ATLKY has a P/E ratio of 36.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ATLKY compared to other companies in the Specialty Industrial Machinery industry. ATLKY currently has a PEG ratio of 3.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ATLKY relative to other companies in the Specialty Industrial Machinery industry. Currently, ATLKY has a P/S ratio of 6.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ATLKY in comparison with other companies in the Specialty Industrial Machinery industry. Currently, ATLKY has a P/B value of 7.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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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