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Berli Jucker PCL ADR (BLJZY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0847521046
SectorIndustrials
IndustryConglomerates

Highlights

Market Cap$2.56B
EPS (TTM)$0.29
PE Ratio22.07
PEG Ratio1.53
Total Revenue (TTM)$80.57B
Gross Profit (TTM)$16.20B
EBITDA (TTM)$5.45B
Year Range$6.40 - $6.40

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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


-30.00%-20.00%-10.00%0.00%10.00%AprilMayJuneJulyAugust
-27.05%
9.28%
BLJZY (Berli Jucker PCL ADR)
Benchmark (^GSPC)

Returns By Period

Berli Jucker PCL ADR had a return of -27.06% year-to-date (YTD) and -27.06% in the last 12 months. Over the past 10 years, Berli Jucker PCL ADR had an annualized return of -5.34%, while the S&P 500 had an annualized return of 10.92%, indicating that Berli Jucker PCL ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-27.06%17.95%
1 month0.00%3.13%
6 months-27.06%9.95%
1 year-27.06%24.88%
5 years (annualized)-15.98%13.37%
10 years (annualized)-5.34%10.92%

Monthly Returns

The table below presents the monthly returns of BLJZY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-27.06%-27.06%
20230.00%0.00%0.00%
2022-25.81%0.00%0.00%-25.81%
20210.00%0.00%0.00%
2020-24.72%7.37%0.00%0.00%13.96%-7.90%
2019-1.61%3.21%-1.18%0.00%-10.61%0.00%-10.29%
20180.00%62.28%0.00%-4.51%-6.03%-2.22%42.38%
20170.00%17.71%0.00%17.71%
20160.00%16.09%0.00%16.09%
20150.00%0.00%-38.03%-38.03%
201412.52%0.00%5.93%1.58%-10.72%8.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BLJZY is 9, indicating that it is in the bottom 9% of stocks on our website 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 BLJZY is 99
BLJZY (Berli Jucker PCL ADR)
The Sharpe Ratio Rank of BLJZY is 66Sharpe Ratio Rank
The Sortino Ratio Rank of BLJZY is 1616Sortino Ratio Rank
The Omega Ratio Rank of BLJZY is 00Omega Ratio Rank
The Calmar Ratio Rank of BLJZY is 2020Calmar Ratio Rank
The Martin Ratio Rank of BLJZY is 11Martin 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 Berli Jucker PCL ADR (BLJZY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BLJZY
Sharpe ratio
No data
Omega ratio
The chart of Omega ratio for BLJZY, currently valued at -0.00, compared to the broader market0.501.001.502.00-0.00
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.03, compared to the broader market-4.00-2.000.002.002.03
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-6.00-4.00-2.000.002.004.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.83, compared to the broader market0.001.002.003.004.005.001.83
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.70, compared to the broader market-10.00-5.000.005.0010.0015.0020.009.70

Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for Berli Jucker PCL ADR. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend History

Berli Jucker PCL ADR granted a 3.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.22 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$0.22$0.23$0.19$0.24$0.29$0.23$0.32$0.16$0.17$0.17$0.21

Dividend yield

3.43%0.00%1.96%0.00%2.20%1.56%1.91%1.31%1.66%1.91%1.43%

Monthly Dividends

The table displays the monthly dividend distributions for Berli Jucker PCL ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.18$0.04$0.22
2023$0.19$0.04$0.23
2022$0.00$0.15$0.04$0.19
2021$0.19$0.05$0.24
2020$0.00$0.00$0.23$0.06$0.00$0.29
2019$0.00$0.00$0.00$0.17$0.00$0.06$0.23
2018$0.13$0.13$0.06$0.00$0.00$0.00$0.32
2017$0.11$0.00$0.05$0.16
2016$0.14$0.00$0.03$0.17
2015$0.07$0.10$0.00$0.17
2014$0.12$0.00$0.09$0.00$0.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.4%
Berli Jucker PCL ADR has a dividend yield of 3.43%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%79.3%
Berli Jucker PCL ADR has a payout ratio of 79.30%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugust
-60.77%
-1.32%
BLJZY (Berli Jucker PCL ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Berli Jucker PCL 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 Berli Jucker PCL ADR was 60.77%, occurring on May 22, 2024. The portfolio has not yet recovered.

The current Berli Jucker PCL ADR drawdown is 60.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.77%Sep 19, 201832May 22, 2024
-44.67%Sep 2, 20144Oct 13, 20158May 3, 201812
-1.51%Apr 11, 20141Apr 11, 20142Jul 16, 20143

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


BLJZY (Berli Jucker PCL ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Berli Jucker PCL ADR 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 assessment of the market value of Berli Jucker PCL ADR compared to its peers in the Conglomerates industry.


PE Ratio
50.0100.0150.0200.0250.022.1
The chart displays the price to earnings (P/E) ratio for BLJZY in comparison to other companies of the Conglomerates industry. Currently, BLJZY has a PE value of 22.1. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.01.5
The chart displays the price to earnings to growth (PEG) ratio for BLJZY in comparison to other companies of the Conglomerates industry. Currently, BLJZY has a PEG value of 1.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Berli Jucker PCL ADR.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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