- ISIN
- US07724U1034
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
Highlights
- Market Cap
- $17.31B
- Enterprise Value
- $16.42B
- EPS (TTM)
- $1.67
- PE Ratio
- 9.46
- PEG Ratio
- 0.89
- Total Revenue (TTM)
- $19.67B
- Gross Profit (TTM)
- $11.43B
- EBITDA (TTM)
- $3.35B
- Year Range
- $15.81 - $27.38
- ROA (TTM)
- 14.39%
- ROE (TTM)
- 21.50%
Share Price Chart
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Performance
BDRFY Performance Chart
Beiersdorf AG ADR (BDRFY) is down 27.6% since the beginning of the year. At $16 per share, BDRFY is trading 42.1% below its 52-week high of $27. Investors who bought $1,000 worth of BDRFY shares 5 years ago would now be looking at an investment worth $686.
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Returns By Period
Beiersdorf AG ADR (BDRFY) has returned -27.63% so far this year and -40.67% over the past 12 months. Over the last ten years, BDRFY has returned -0.62% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Beiersdorf AG ADR
- 1D
- -0.94%
- 1M
- -4.35%
- YTD
- -27.63%
- 6M
- -24.24%
- 1Y
- -40.67%
- 3Y*
- -14.17%
- 5Y*
- -7.27%
- 10Y*
- -0.62%
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%
BDRFY Monthly Returns History
Based on dividend-adjusted daily data since Apr 2, 2009, BDRFY's average daily return is +0.03%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.
Historically, 41% of months were positive and 59% were negative. The best month was Nov 2012 with a return of +34.3%, while the worst month was Mar 2026 at -30.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BDRFY closed higher 26% of trading days. The best single day was Nov 9, 2012 with a return of +34.3%, while the worst single day was Mar 3, 2026 at -15.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.48% | 6.33% | -29.98% | -5.28% | -2.23% | -2.34% | -27.63% | ||||||
| 2025 | 5.11% | 2.81% | -5.93% | 9.54% | -2.24% | -8.16% | -1.59% | -7.02% | -9.19% | 1.43% | 1.13% | 3.26% | -12.02% |
| 2024 | -1.73% | -2.35% | 1.60% | 3.86% | 4.29% | -6.70% | -0.75% | -0.31% | 4.08% | -10.49% | -3.49% | -2.27% | -14.34% |
| 2023 | 6.17% | -1.81% | 9.06% | 7.64% | -8.70% | 4.17% | -2.34% | 1.47% | -1.53% | 1.51% | 6.71% | 6.89% | 31.51% |
| 2022 | -3.45% | 1.42% | 4.11% | -3.89% | 3.40% | -1.45% | 0.64% | -1.95% | -2.58% | -2.29% | 13.78% | 4.86% | 11.88% |
| 2021 | -5.59% | -10.70% | 6.93% | 8.22% | 4.98% | 1.91% | -1.50% | 1.76% | -10.20% | -2.16% | -5.94% | 2.87% | -11.06% |
Benchmark Metrics
Beiersdorf AG ADR has an annualized alpha of 2.48%, beta of 0.27, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since April 03, 2009.
- This stock participated in 56.88% of S&P 500 Index downside but only 35.47% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.27 may look defensive, but with R2 of 0.04 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.04 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
- 2.48%
- Beta
- 0.27
- R²
- 0.04
- Upside Capture
- 35.47%
- Downside Capture
- 56.88%
Return for Risk
Risk / Return Rank
BDRFY ranks 2 for risk / return — in the bottom 2% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Beiersdorf AG ADR (BDRFY) and compare them to S&P 500 Index.
| BDRFY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.38 | 2.39 | -3.77 |
Sortino ratioReturn per unit of downside risk | -1.89 | 3.25 | -5.15 |
Omega ratioGain probability vs. loss probability | 0.74 | 1.43 | -0.70 |
Calmar ratioReturn relative to maximum drawdown | -0.99 | 3.11 | -4.11 |
Martin ratioReturn relative to average drawdown | -1.76 | 14.38 | -16.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Beiersdorf AG ADR provided a 1.45% dividend yield over the last twelve months, with an annual payout of $0.23 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.22 | $0.15 | $0.15 | $0.27 | $0.10 | $0.10 | $0.11 | $0.10 | $0.31 | $0.15 |
Dividend yield | 1.45% | 1.02% | 0.85% | 0.50% | 0.68% | 1.33% | 0.42% | 0.43% | 0.52% | 0.42% | 1.91% | 0.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Beiersdorf AG ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
Dividend Yield & Payout
Dividend Yield
Beiersdorf AG ADR has a dividend yield of 1.45%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Beiersdorf AG ADR has a payout ratio of 25.11%, which is below the market average. This means Beiersdorf AG ADR returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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 Beiersdorf AG ADR. 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 Beiersdorf AG ADR was 48.95%, occurring on Jun 2, 2026. The portfolio has not yet recovered.
The current Beiersdorf AG ADR drawdown is 48.95%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -48.95%Jun 2026 | 2y 11d | — | 2y 12dMay 2024 - now |
Bear market2022 | -29.89%Mar 2022 | 7mo 4d | 1y 15d | 1y 7moAug 2021 - Mar 2023 |
COVID crash2020 | -29.44%Mar 2020 | 6mo 13d | 1y 4mo | 1y 11moSep 2019 - Aug 2021 |
2019 bear market2019 | -22.92%Feb 2019 | 1y 2mo | 3mo 10d | 1y 5moDec 2017 - Jun 2019 |
2014 bear market2014 | -22.83%Nov 2014 | 9mo 12d | 2y 6mo | 3y 3moJan 2014 - May 2017 |
Drawdown Indicators
| BDRFY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.95% | -56.78% | +7.83% |
Max Drawdown (1Y)Largest decline over 1 year | -41.11% | -9.10% | -32.01% |
Max Drawdown (3Y)Largest decline over 3 years | -48.95% | -18.90% | -30.05% |
Max Drawdown (5Y)Largest decline over 5 years | -48.95% | -25.43% | -23.52% |
Max Drawdown (10Y)Largest decline over 10 years | -48.95% | -33.92% | -15.03% |
Current DrawdownCurrent decline from peak | -48.95% | 0.00% | -48.95% |
Average DrawdownAverage peak-to-trough decline | -10.24% | -10.72% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.13% | 1.97% | +21.16% |
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 Beiersdorf AG ADR 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 Beiersdorf AG ADR is priced in the market compared to other companies in the Household & Personal Products 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 BDRFY, comparing it with other companies in the Household & Personal Products industry. Currently, BDRFY has a P/E ratio of 9.5. 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 BDRFY compared to other companies in the Household & Personal Products industry. BDRFY currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BDRFY relative to other companies in the Household & Personal Products industry. Currently, BDRFY has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BDRFY in comparison with other companies in the Household & Personal Products industry. Currently, BDRFY has a P/B value of 2.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
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Income | — |
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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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