PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Carrefour SA (CA.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR0000120172
SectorConsumer Defensive
IndustryGrocery Stores

Highlights

Market Cap€11.14B
EPS€1.29
PE Ratio12.45
PEG Ratio1.77
Revenue (TTM)€84.71B
Gross Profit (TTM)€15.35B
EBITDA (TTM)€3.61B
Year Range€14.89 - €18.72
Target Price€19.10

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with CA.PA

Carrefour SA

Popular comparisons: CA.PA vs. LVMUY

Performance

Performance Chart

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


300.00%350.00%400.00%450.00%500.00%OctoberNovemberDecember2024FebruaryMarch
437.09%
366.84%
CA.PA (Carrefour SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Carrefour SA had a return of -2.87% year-to-date (YTD) and -7.19% in the last 12 months. Over the past 10 years, Carrefour SA had an annualized return of -2.86%, while the S&P 500 had an annualized return of 10.96%, indicating that Carrefour SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-2.87%10.04%
1 month1.96%3.53%
6 months-0.62%22.79%
1 year-7.19%32.16%
5 years (annualized)1.92%13.15%
10 years (annualized)-2.86%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.50%-1.83%
2023-2.86%-7.84%1.81%4.92%-4.77%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Carrefour SA (CA.PA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
CA.PA
Carrefour SA
-0.54
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Carrefour SA Sharpe ratio is -0.54. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.54
2.75
CA.PA (Carrefour SA)
Benchmark (^GSPC)

Dividends

Dividend History

Carrefour SA granted a 3.48% dividend yield in the last twelve months. The annual payout for that period amounted to €0.56 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€0.56€0.56€0.52€0.48€0.23€0.46€0.46€0.70€0.70€0.68€0.62€0.58

Dividend yield

3.48%3.38%3.32%2.98%1.64%3.08%3.09%3.88%3.06%2.55%2.45%2.01%

Monthly Dividends

The table displays the monthly dividend distributions for Carrefour SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00
2023€0.00€0.00€0.00€0.00€0.00€0.56€0.00€0.00€0.00€0.00€0.00€0.00
2022€0.00€0.00€0.00€0.00€0.00€0.52€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€0.48€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€0.00€0.00€0.23€0.00€0.00€0.00€0.00€0.00€0.00
2019€0.00€0.00€0.00€0.00€0.00€0.46€0.00€0.00€0.00€0.00€0.00€0.00
2018€0.00€0.00€0.00€0.00€0.00€0.46€0.00€0.00€0.00€0.00€0.00€0.00
2017€0.00€0.00€0.00€0.00€0.00€0.70€0.00€0.00€0.00€0.00€0.00€0.00
2016€0.00€0.00€0.00€0.00€0.70€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2015€0.00€0.00€0.00€0.00€0.00€0.68€0.00€0.00€0.00€0.00€0.00€0.00
2014€0.00€0.00€0.00€0.62€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2013€0.58€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.5%
Carrefour SA has a dividend yield of 3.48%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%43.4%
Carrefour SA has a payout ratio of 43.41%, which is quite average when compared to the overall market. This suggests that Carrefour SA 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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-65.78%
0
CA.PA (Carrefour SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Carrefour SA. 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 Carrefour SA was 79.28%, occurring on Jul 9, 2012. The portfolio has not yet recovered.

The current Carrefour SA drawdown is 65.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.28%Nov 17, 19993234Jul 9, 2012
-36.49%Jun 27, 1997122Dec 19, 1997257Jan 7, 1999379
-27.44%May 25, 199292Oct 5, 1992168Jun 9, 1993260
-18.77%Jan 12, 199927Feb 17, 199928Mar 29, 199955
-18.44%Feb 3, 199494Jun 20, 199446Aug 26, 1994140

Volatility

Volatility Chart

The current Carrefour SA volatility is 4.82%, 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.


2.00%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
4.82%
2.79%
CA.PA (Carrefour SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Carrefour SA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items