- ISIN
- US0453271035
- CUSIP
- 045327103
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Oct 25, 1994
Highlights
- Total Revenue (TTM)
- $1.14B
- Gross Profit (TTM)
- $626.06M
- EBITDA (TTM)
- $332.95M
- Target Price
- $254.40
Share Price Chart
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Performance
AZPN Performance Chart
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Returns By Period
Aspen Technology, Inc.
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
AZPN Monthly Returns History
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.58% | 0.65% | -0.35% | 5.89% | |||||||||
| 2024 | -12.79% | 0.99% | 10.00% | -7.69% | 7.00% | -5.71% | -5.38% | 24.58% | 2.00% | -1.71% | 6.51% | -0.15% | 13.39% |
| 2023 | -3.24% | 6.67% | 7.95% | -22.66% | -7.39% | 2.25% | 6.50% | 8.68% | 5.29% | -12.98% | 5.91% | 16.94% | 7.18% |
| 2022 | -1.34% | 1.50% | 8.50% | -4.13% | 22.04% | -5.07% | 11.11% | 3.19% | 13.11% | 1.36% | -4.54% | -10.89% | 34.95% |
| 2021 | 2.80% | 12.40% | -4.11% | -9.35% | 4.30% | 0.78% | 6.34% | -11.46% | -5.17% | 27.60% | -7.44% | 4.94% | 16.85% |
Benchmark Metrics
Aspen Technology, Inc. has an annualized alpha of 22.24%, beta of 1.11, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since October 27, 1994.
- This stock captured 204.66% of S&P 500 Index gains and 158.19% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 22.24%
- Beta
- 1.11
- R²
- 0.11
- Upside Capture
- 204.66%
- Downside Capture
- 158.19%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Aspen Technology, Inc. (AZPN) and compare them to S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
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 Aspen Technology, 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 Aspen Technology, Inc. was 98.59%, occurring on Oct 11, 2002. Recovery took 3582 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -98.59%Oct 2002 | 4y 3mo | 14y 2mo | 18y 6moJul 1998 - Jan 2017 |
COVID crash2020 | -46.10%Mar 2020 | 1mo 29d | 9mo 24d | 11mo 23dJan 2020 - Jan 2021 |
1998 bear market1998 | -43.63%Jan 1998 | 6mo 7d | 2mo 25d | 9mo 2dJul 1997 - Apr 1998 |
1997 bear market1997 | -37.63%Apr 1997 | 4mo 1d | 3mo 13d | 7mo 14dDec 1996 - Jul 1997 |
2023 bear market2023 | -36.73%Jun 2023 | 8mo 23d | 1y 7mo | 2y 3moOct 2022 - Jan 2025 |
Drawdown Indicators
| AZPN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -56.78% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | — | 0.00% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.72% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
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 Aspen Technology, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Aspen Technology, Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
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 | — |
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