Beiersdorf AG ADR (BDRFY)
Company Info
| ISIN | US07724U1034 |
|---|---|
| Sector | Consumer Defensive |
| Industry | Household & Personal Products |
Highlights
| Market Cap | $33.13B |
|---|---|
| EPS (TTM) | $0.73 |
| PE Ratio | 39.75 |
| PEG Ratio | 2.18 |
| Total Revenue (TTM) | $6.77B |
| Gross Profit (TTM) | $3.85B |
| EBITDA (TTM) | $1.02B |
| Year Range | $25.03 - $31.91 |
| Target Price | $35.00 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Beiersdorf AG ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Beiersdorf AG ADR had a return of -2.77% year-to-date (YTD) and 11.16% in the last 12 months. Over the past 10 years, Beiersdorf AG ADR had an annualized return of 7.69%, while the S&P 500 had an annualized return of 10.95%, indicating that Beiersdorf AG ADR did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.77% | 18.42% |
| 1 month | -0.31% | 2.28% |
| 6 months | 1.36% | 9.95% |
| 1 year | 11.16% | 25.31% |
| 5 years (annualized) | 3.53% | 14.08% |
| 10 years (annualized) | 7.69% | 10.95% |
Monthly Returns
The table below presents the monthly returns of BDRFY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.56% | -2.80% | 1.61% | 3.87% | 4.29% | -6.70% | -0.75% | -2.77% | |||||
| 2023 | 5.94% | -1.13% | 8.75% | 7.86% | -9.12% | 4.14% | -1.82% | 0.95% | -1.36% | 1.39% | 7.10% | 6.75% | 31.77% |
| 2022 | -3.93% | 2.86% | 4.30% | -3.85% | 2.29% | -1.44% | 0.71% | -1.43% | -2.24% | -2.88% | 11.44% | 6.89% | 12.15% |
| 2021 | -5.02% | -9.43% | 6.52% | 7.58% | 4.86% | 1.81% | -1.58% | 2.13% | -10.70% | -1.81% | -6.63% | 3.50% | -10.36% |
| 2020 | -5.21% | -8.14% | -2.58% | 3.08% | 0.88% | 8.30% | 5.34% | -3.21% | -1.75% | -7.93% | 7.08% | 3.05% | -2.77% |
| 2019 | -4.55% | -6.63% | 12.12% | 5.65% | 5.16% | 4.67% | -2.74% | 7.86% | -6.45% | 0.39% | -1.45% | 2.57% | 15.74% |
| 2018 | 1.20% | -7.61% | 1.65% | 1.47% | 1.93% | -1.02% | 1.83% | 0.94% | -3.28% | -8.57% | 3.71% | -2.64% | -10.69% |
| 2017 | 3.93% | 4.64% | 5.15% | 4.17% | 6.38% | 2.10% | 1.16% | -3.07% | 2.20% | 3.43% | 6.47% | -1.40% | 40.80% |
| 2016 | -1.56% | -3.48% | 5.01% | -0.73% | -0.16% | 1.82% | 1.15% | 0.66% | 1.39% | -7.43% | -6.23% | 2.91% | -7.14% |
| 2015 | 5.24% | -0.28% | 4.22% | -3.48% | 6.44% | -8.37% | 2.06% | -3.25% | 6.90% | 8.03% | -2.50% | -1.79% | 12.44% |
| 2014 | 0.93% | -2.11% | -4.56% | 5.79% | 0.89% | -3.57% | -5.95% | -2.84% | -4.18% | -4.14% | 9.06% | -8.09% | -18.34% |
| 2013 | 0.00% | 20.75% | 0.30% | 3.35% | 7.89% | 35.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BDRFY is 65, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Beiersdorf AG ADR (BDRFY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Beiersdorf AG ADR granted a 0.74% dividend yield in the last twelve months. The annual payout for that period amounted to $0.21 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.21 | $0.15 | $0.15 | $0.17 | $0.15 | $0.16 | $0.17 | $0.15 | $0.16 | $0.15 | $0.19 | $0.18 |
Dividend yield | 0.74% | 0.51% | 0.66% | 0.81% | 0.66% | 0.65% | 0.80% | 0.65% | 0.95% | 0.82% | 1.18% | 0.90% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | ||||
| 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 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2013 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 30.61%, occurring on Mar 8, 2022. Recovery took 261 trading sessions.
The current Beiersdorf AG ADR drawdown is 8.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.61% | Sep 5, 2019 | 632 | Mar 8, 2022 | 261 | Mar 22, 2023 | 893 |
| -23.6% | Jan 27, 2014 | 41 | Jan 5, 2015 | 234 | May 4, 2017 | 275 |
| -22.17% | Jan 25, 2018 | 181 | Feb 28, 2019 | 65 | Jun 7, 2019 | 246 |
| -19.81% | Jan 20, 2010 | 8 | May 26, 2010 | 6 | May 3, 2011 | 14 |
| -14.57% | May 22, 2024 | 57 | Aug 13, 2024 | — | — | — |
Volatility
Volatility Chart
The current Beiersdorf AG ADR volatility is 4.81%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Beiersdorf AG ADR compared to its peers in the Household & Personal Products industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BDRFY in comparison to other companies of the Household & Personal Products industry. Currently, BDRFY has a PE value of 39.8. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BDRFY in comparison to other companies of the Household & Personal Products industry. Currently, BDRFY has a PEG value of 2.2. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Beiersdorf AG ADR.
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Income Statement
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Discontinued Operations | — |
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Minority Interest | — |
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Net Interest Income | — |