Compagnie Financière Richemont SA (CFR.SW)
Company Info
| ISIN | CH0210483332 |
|---|---|
| Sector | Consumer Cyclical |
| Industry | Luxury Goods |
Highlights
| Market Cap | CHF 74.05B |
|---|---|
| EPS (TTM) | CHF 6.21 |
| PE Ratio | 20.37 |
| PEG Ratio | 3.96 |
| Total Revenue (TTM) | CHF 10.40B |
| Gross Profit (TTM) | CHF 7.06B |
| EBITDA (TTM) | CHF 2.51B |
| Year Range | CHF 100.55 - CHF 147.58 |
| Target Price | CHF 152.86 |
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: CFR.SW vs. LIN.DE, CFR.SW vs. SPY, CFR.SW vs. VOO, CFR.SW vs. VTI, CFR.SW vs. MC.PA, CFR.SW vs. LVMUY, CFR.SW vs. FMX
Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 10,000 in Compagnie Financière Richemont SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Compagnie Financière Richemont SA had a return of 12.73% year-to-date (YTD) and 23.05% in the last 12 months. Over the past 10 years, Compagnie Financière Richemont SA had an annualized return of 7.52%, while the S&P 500 had an annualized return of 11.71%, indicating that Compagnie Financière Richemont SA did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.73% | 22.95% |
| 1 month | 10.58% | 4.39% |
| 6 months | 2.39% | 18.07% |
| 1 year | 23.05% | 37.09% |
| 5 years (annualized) | 14.73% | 14.48% |
| 10 years (annualized) | 7.52% | 11.71% |
Monthly Returns
The table below presents the monthly returns of CFR.SW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 11.45% | 8.99% | -2.20% | -6.98% | 12.63% | -2.64% | -4.46% | -0.11% | 2.35% | 12.73% | |||
| 2023 | 17.10% | 0.96% | 2.93% | 0.72% | -1.63% | 4.91% | -7.48% | -10.48% | -8.10% | -4.55% | 2.15% | 6.00% | -0.50% |
| 2022 | -2.92% | -5.90% | -5.68% | -2.12% | -7.92% | -4.42% | 12.10% | -3.60% | -11.34% | 3.88% | 26.66% | -3.35% | -9.56% |
| 2021 | 3.50% | 5.67% | 3.61% | 3.20% | 17.10% | 2.10% | 3.62% | -12.93% | -1.50% | 16.10% | 20.87% | 0.18% | 74.64% |
| 2020 | -7.13% | -7.42% | -18.87% | 3.32% | 1.93% | 8.16% | -6.52% | 5.77% | 5.37% | -6.81% | 31.27% | 6.09% | 7.45% |
| 2019 | 8.60% | 11.72% | -5.00% | 2.59% | -1.02% | 12.34% | 3.09% | -10.07% | -2.18% | 5.98% | -1.86% | -0.13% | 23.87% |
| 2018 | 1.16% | -6.78% | 3.00% | 10.26% | -4.46% | -6.89% | 3.42% | -1.49% | -4.40% | -7.87% | -11.91% | -2.96% | -26.93% |
| 2017 | 13.71% | -3.52% | 7.03% | 4.99% | -2.83% | -2.23% | 3.99% | 4.38% | 5.38% | 3.95% | -7.93% | 4.25% | 33.67% |
| 2016 | -8.11% | -3.70% | -0.39% | 0.39% | -8.23% | -3.07% | 3.88% | -3.90% | 7.62% | 7.52% | 4.40% | 1.51% | -3.66% |
| 2015 | -13.80% | 9.73% | -6.79% | 6.83% | -2.93% | -6.34% | 9.66% | -13.25% | 6.84% | 12.02% | -9.20% | -6.36% | -17.09% |
| 2014 | -5.24% | 4.10% | -3.65% | 5.81% | 5.66% | -1.38% | -6.88% | 1.04% | -8.97% | 3.32% | 12.23% | -2.26% | 1.72% |
| 2013 | 4.83% | 0.67% | -1.13% | 0.81% | 14.31% | -2.68% | 8.44% | -2.43% | 3.61% | 2.70% | -1.02% | -3.58% | 25.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CFR.SW is 63, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Compagnie Financière Richemont SA (CFR.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Compagnie Financière Richemont SA granted a 2.16% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 2.75 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 2.75 | CHF 3.50 | CHF 3.25 | CHF 2.00 | CHF 1.34 | CHF 2.00 | CHF 1.90 | CHF 1.80 | CHF 1.70 | CHF 1.60 | CHF 1.40 | CHF 1.00 |
Dividend yield | 2.16% | 3.02% | 2.71% | 1.46% | 1.67% | 2.63% | 3.02% | 2.04% | 2.52% | 2.22% | 1.58% | 1.13% |
Monthly Dividends
The table displays the monthly dividend distributions for Compagnie Financière Richemont SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.75 | CHF 0.00 | CHF 2.75 | ||
| 2023 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.50 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.25 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.25 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.34 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.34 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.90 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.90 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.80 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.80 |
| 2016 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.70 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.70 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.60 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.60 |
| 2014 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.40 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.40 |
| 2013 | CHF 1.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Compagnie Financière Richemont 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 Compagnie Financière Richemont SA was 73.71%, occurring on Mar 3, 2009. Recovery took 428 trading sessions.
The current Compagnie Financière Richemont SA drawdown is 13.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.71% | Oct 30, 2007 | 338 | Mar 3, 2009 | 428 | Nov 8, 2010 | 766 |
| -65.63% | Nov 17, 2000 | 620 | Apr 3, 2003 | 634 | Sep 7, 2005 | 1254 |
| -47.58% | May 18, 2018 | 457 | Mar 16, 2020 | 262 | Mar 30, 2021 | 719 |
| -41.26% | Sep 20, 2013 | 691 | Jun 27, 2016 | 307 | Sep 12, 2017 | 998 |
| -38.76% | Jul 28, 1997 | 287 | Sep 1, 1998 | 94 | Jan 11, 1999 | 381 |
Volatility
Volatility Chart
The current Compagnie Financière Richemont SA volatility is 11.08%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Compagnie Financière Richemont SA compared to its peers in the Luxury Goods industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CFR.SW in comparison to other companies of the Luxury Goods industry. Currently, CFR.SW has a PE value of 20.4. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for CFR.SW in comparison to other companies of the Luxury Goods industry. Currently, CFR.SW has a PEG value of 4.0. 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 Compagnie Financière Richemont SA.
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Income Statement
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