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B3 S.A. - Brasil Bolsa Balcão (BOLSY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Sector

Financial Services

Highlights

Market Cap

$10.55B

EPS (TTM)

$0.41

PE Ratio

14.05

Total Revenue (TTM)

$7.11B

Gross Profit (TTM)

$5.36B

EBITDA (TTM)

$5.93B

Year Range

$4.43 - $7.57

Target Price

$5.70

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.


Popular comparisons:
BOLSY vs. GLDM BOLSY vs. VTI BOLSY vs. SCHG
Popular comparisons:
BOLSY vs. GLDM BOLSY vs. VTI BOLSY vs. SCHG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in B3 S.A. - Brasil Bolsa Balcão, 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%SeptemberOctoberNovemberDecember2025February
-11.60%
9.82%
BOLSY (B3 S.A. - Brasil Bolsa Balcão)
Benchmark (^GSPC)

Returns By Period

B3 S.A. - Brasil Bolsa Balcão had a return of 13.08% year-to-date (YTD) and -22.53% in the last 12 months.


BOLSY

YTD

13.08%

1M

11.38%

6M

-11.60%

1Y

-22.53%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202511.15%13.08%
2024-10.98%-2.46%-6.28%-13.49%-0.92%-9.93%4.28%18.25%-12.04%-7.60%-16.71%14.14%-40.14%
202321.84%-20.90%1.03%13.07%13.23%14.40%7.73%-17.99%-5.53%-9.80%22.69%10.42%45.44%
202237.67%5.85%11.00%-13.43%-0.28%-21.51%-4.59%28.77%-7.58%11.74%-18.75%0.00%12.97%
20210.17%1.08%0.00%-9.48%-27.04%-0.01%-7.41%-38.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BOLSY is 21, meaning it’s performing worse than 79% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BOLSY is 2121
Overall Rank
The Sharpe Ratio Rank of BOLSY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of BOLSY is 1919
Sortino Ratio Rank
The Omega Ratio Rank of BOLSY is 2121
Omega Ratio Rank
The Calmar Ratio Rank of BOLSY is 2222
Calmar Ratio Rank
The Martin Ratio Rank of BOLSY is 2525
Martin 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 B3 S.A. - Brasil Bolsa Balcão (BOLSY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BOLSY, currently valued at -0.52, compared to the broader market-2.000.002.00-0.521.74
The chart of Sortino ratio for BOLSY, currently valued at -0.52, compared to the broader market-4.00-2.000.002.004.006.00-0.522.36
The chart of Omega ratio for BOLSY, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.32
The chart of Calmar ratio for BOLSY, currently valued at -0.40, compared to the broader market0.002.004.006.00-0.402.62
The chart of Martin ratio for BOLSY, currently valued at -0.93, compared to the broader market-10.000.0010.0020.0030.00-0.9310.69
BOLSY
^GSPC

The current B3 S.A. - Brasil Bolsa Balcão Sharpe ratio is -0.52. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of B3 S.A. - Brasil Bolsa Balcão with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.52
1.74
BOLSY (B3 S.A. - Brasil Bolsa Balcão)
Benchmark (^GSPC)

Dividends

Dividend History

B3 S.A. - Brasil Bolsa Balcão provided a 2.89% dividend yield over the last twelve months, with an annual payout of $0.17 per share.


2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.352021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.17$0.23$0.22$0.28$0.31

Dividend yield

2.89%4.45%2.50%4.31%5.26%

Monthly Dividends

The table displays the monthly dividend distributions for B3 S.A. - Brasil Bolsa Balcão. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.06$0.00$0.07$0.00$0.00$0.03$0.02$0.00$0.05$0.00$0.00$0.00$0.23
2023$0.04$0.02$0.04$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.00$0.22
2022$0.03$0.00$0.00$0.11$0.00$0.00$0.07$0.00$0.05$0.00$0.00$0.01$0.28
2021$0.12$0.00$0.11$0.00$0.08$0.31

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%2.9%
B3 S.A. - Brasil Bolsa Balcão has a dividend yield of 2.89%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%37.7%
B3 S.A. - Brasil Bolsa Balcão has a payout ratio of 37.67%, which is quite average when compared to the overall market. This suggests that B3 S.A. - Brasil Bolsa Balcão strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-39.10%
-0.43%
BOLSY (B3 S.A. - Brasil Bolsa Balcão)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the B3 S.A. - Brasil Bolsa Balcão. 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 B3 S.A. - Brasil Bolsa Balcão was 63.10%, occurring on May 17, 2021. Recovery took 2 trading sessions.

The current B3 S.A. - Brasil Bolsa Balcão drawdown is 39.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.1%May 17, 20211May 17, 20212May 20, 20213
-54.66%Aug 9, 20214Oct 25, 202131Apr 4, 202235
-52.81%Apr 5, 2022360Nov 29, 2024
-1.3%Apr 20, 20211Apr 20, 20212Apr 28, 20213

Volatility

Volatility Chart

The current B3 S.A. - Brasil Bolsa Balcão volatility is 11.67%, 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.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
11.67%
3.01%
BOLSY (B3 S.A. - Brasil Bolsa Balcão)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of B3 S.A. - Brasil Bolsa Balcão over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for B3 S.A. - Brasil Bolsa Balcão.


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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