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Banca Mediolanum SPA ADR (BNCDY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US05970D1063

Highlights

EPS (TTM)
$1.57
PE Ratio
25.20
PEG Ratio
0.77
Total Revenue (TTM)
$2.94B
Gross Profit (TTM)
$2.50B
EBITDA (TTM)
$1.53B
Year Range
$22.96 - $49.40
ROA (TTM)
1.33%
ROE (TTM)
26.42%

Share Price Chart


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Banca Mediolanum SPA ADR

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Banca Mediolanum SPA ADR (BNCDY) has returned -13.55% so far this year and 87.08% over the past 12 months.


Banca Mediolanum SPA ADR

1D
3.20%
1M
-7.55%
YTD
-13.55%
6M
2.20%
1Y
87.08%
3Y*
41.09%
5Y*
26.91%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 28, 2016, BNCDY's average daily return is +0.09%, while the average monthly return is +1.87%. At this rate, your investment would double in approximately 3.1 years.

Historically, 52% of months were positive and 48% were negative. The best month was Apr 2020 with a return of +48.0%, while the worst month was Mar 2020 at -55.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BNCDY closed higher 22% of trading days. The best single day was Apr 22, 2025 with a return of +25.7%, while the worst single day was Mar 5, 2020 at -23.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.26%-7.66%-7.55%-13.55%
20250.00%0.00%-3.28%32.03%14.08%0.00%8.47%14.01%-1.72%0.50%9.89%7.04%109.32%
20244.09%7.07%1.43%-3.63%10.16%0.00%0.00%7.43%0.00%0.00%0.00%3.42%33.35%
202312.05%0.00%-7.33%11.55%-1.97%0.00%6.40%0.00%-10.02%0.00%3.47%7.44%20.85%
20220.00%2.83%-11.88%-8.34%-2.97%-9.66%-8.31%9.48%-3.07%9.49%3.70%22.38%-1.55%
20214.19%-2.09%2.42%4.45%3.75%0.00%0.00%0.00%7.16%19.03%-17.05%0.00%19.81%

Benchmark Metrics

Banca Mediolanum SPA ADR has an annualized alpha of 20.56%, beta of 0.39, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since April 29, 2016.

  • This stock captured 109.86% of S&P 500 Index gains but only 83.71% of its losses — a favorable profile for investors.
  • Beta of 0.39 may look defensive, but with R² of 0.03 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 0.03 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
20.56%
Beta
0.39
0.03
Upside Capture
109.86%
Downside Capture
83.71%

Return for Risk

Risk / Return Rank

BNCDY ranks 93 for risk / return — in the top 93% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BNCDY Risk / Return Rank: 9393
Overall Rank
BNCDY Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
BNCDY Sortino Ratio Rank: 9595
Sortino Ratio Rank
BNCDY Omega Ratio Rank: 9797
Omega Ratio Rank
BNCDY Calmar Ratio Rank: 8888
Calmar Ratio Rank
BNCDY Martin Ratio Rank: 9191
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 Banca Mediolanum SPA ADR (BNCDY) and compare them to a chosen benchmark (S&P 500 Index).


BNCDYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.08

0.90

+1.19

Sortino ratio

Return per unit of downside risk

3.59

1.39

+2.21

Omega ratio

Gain probability vs. loss probability

1.65

1.21

+0.44

Calmar ratio

Return relative to maximum drawdown

3.61

1.40

+2.21

Martin ratio

Return relative to average drawdown

11.90

6.61

+5.29

Explore BNCDY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Banca Mediolanum SPA ADR provided a 7.04% dividend yield over the last twelve months, with an annual payout of $2.78 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.502016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$2.78$2.78$1.69$1.17$1.25$2.31$1.04$0.29$0.32$0.65$0.22

Dividend yield

7.04%6.08%7.11%6.11%7.40%12.31%5.96%1.48%2.77%3.75%1.53%

Monthly Dividends

The table displays the monthly dividend distributions for Banca Mediolanum SPA ADR. 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$0.00
2025$0.00$0.00$0.00$1.39$0.00$0.00$0.00$0.00$0.00$0.00$1.39$0.00$2.78
2024$0.00$0.00$0.00$0.90$0.00$0.00$0.00$0.00$0.00$0.00$0.79$0.00$1.69
2023$0.00$0.00$0.00$0.57$0.00$0.00$0.00$0.00$0.00$0.00$0.60$0.00$1.17
2022$0.00$0.00$0.00$0.76$0.00$0.00$0.00$0.00$0.00$0.00$0.49$0.00$1.25
2021$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$1.75$0.52$0.00$2.31

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 Banca Mediolanum SPA 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 Banca Mediolanum SPA ADR was 57.01%, occurring on Mar 23, 2020. Recovery took 221 trading sessions.

The current Banca Mediolanum SPA ADR drawdown is 19.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.01%Dec 13, 201921Mar 23, 2020221Apr 26, 2021242
-45.92%Nov 3, 2021224Sep 23, 2022299Jan 25, 2024523
-43.68%Feb 2, 2018181Dec 27, 201880Nov 25, 2019261
-28.39%May 25, 2016126Nov 21, 2016120May 16, 2017246
-24.15%Jan 28, 202641Mar 26, 2026

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 Banca Mediolanum SPA 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 overview of how Banca Mediolanum SPA ADR is priced in the market compared to other companies in the Banks - Regional 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 BNCDY, comparing it with other companies in the Banks - Regional industry. Currently, BNCDY has a P/E ratio of 25.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BNCDY compared to other companies in the Banks - Regional industry. BNCDY currently has a PEG ratio of 0.8. 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 BNCDY relative to other companies in the Banks - Regional industry. Currently, BNCDY has a P/S ratio of 10.0. 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.

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