Carlsberg AS (CABGY)

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Carlsberg AS (CABGY) is up 2.3% since the beginning of the year. At $26 per share, CABGY is trading 19.7% below its 52-week high of $32. Investors who bought $1,000 worth of CABGY shares 5 years ago would now be looking at an investment worth $806.

Carlsberg AS (CABGY) has returned 2.34% so far this year and -4.26% over the past 12 months. Over the last ten years, CABGY has returned 6.11% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Mar 1, 2010, CABGY's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, an investment would double in approximately 8.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Feb 2025 with a return of +19.9%, while the worst month was Aug 2011 at -23.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CABGY closed higher 49% of trading days. The best single day was Oct 12, 2011 with a return of +13.4%, while the worst single day was Aug 17, 2011 at -17.1%.

Carlsberg AS has an annualized alpha of 0.41%, beta of 0.59, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since March 01, 2010.

• This stock participated in 110.01% of S&P 500 Index downside but only 77.43% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.59 may look defensive, but with R2 of 0.15 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 0.15 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.

CABGY ranks 33 for risk / return — below 33% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Carlsberg AS provided a 3.60% dividend yield over the last twelve months, with an annual payout of $0.93 per share.

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

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.

The table below displays the maximum drawdowns of the Carlsberg AS. 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 Carlsberg AS was 52.90%, occurring on Oct 4, 2011. Recovery took 1482 trading sessions.

The current Carlsberg AS drawdown is 20.97%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Carlsberg AS is priced in the market compared to other companies in the Beverages - Brewers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.