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Compagnie Financière Richemont SA (CFR.SW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCH0210483332
SectorConsumer Cyclical
IndustryLuxury Goods

Highlights

Market CapCHF 84.50B
EPS (TTM)CHF 6.45
PE Ratio21.45
PEG Ratio0.83
Total Revenue (TTM)CHF 20.62B
Gross Profit (TTM)CHF 14.04B
EBITDA (TTM)CHF 5.49B
Year RangeCHF 102.95 - CHF 151.10
Target PriceCHF 155.41

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.


Compagnie Financière Richemont SA

Popular comparisons: CFR.SW vs. SPY, CFR.SW vs. LIN.DE, CFR.SW vs. VTI, CFR.SW vs. MC.PA, CFR.SW vs. VOO, 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.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%FebruaryMarchAprilMayJuneJuly
2,958.34%
656.63%
CFR.SW (Compagnie Financière Richemont SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Compagnie Financière Richemont SA had a return of 15.08% year-to-date (YTD) and 0.28% in the last 12 months. Over the past 10 years, Compagnie Financière Richemont SA had an annualized return of 6.53%, while the S&P 500 had an annualized return of 10.77%, indicating that Compagnie Financière Richemont SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date15.08%15.41%
1 month-5.50%0.33%
6 months14.43%13.74%
1 year0.28%21.39%
5 years (annualized)12.12%13.11%
10 years (annualized)6.53%10.77%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202411.45%8.99%-2.20%-6.98%12.63%-2.64%15.08%
202317.10%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%
20213.50%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%5.36%-6.81%31.27%6.09%7.45%
20198.60%11.72%-5.10%2.70%-1.02%12.34%3.09%-10.07%-2.18%5.98%-1.86%-0.13%23.87%
20181.16%-6.78%3.00%10.26%-4.46%-6.89%3.42%-1.49%-4.40%-7.87%-11.91%-2.96%-26.93%
201713.71%-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%1.50%-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%
20134.83%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 42, 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.


The Risk-Adjusted Performance Rank of CFR.SW is 4242
CFR.SW (Compagnie Financière Richemont SA)
The Sharpe Ratio Rank of CFR.SW is 4545Sharpe Ratio Rank
The Sortino Ratio Rank of CFR.SW is 3939Sortino Ratio Rank
The Omega Ratio Rank of CFR.SW is 3939Omega Ratio Rank
The Calmar Ratio Rank of CFR.SW is 4444Calmar Ratio Rank
The Martin Ratio Rank of CFR.SW is 4545Martin 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 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.


CFR.SW
Sharpe ratio
The chart of Sharpe ratio for CFR.SW, currently valued at -0.03, compared to the broader market-2.00-1.000.001.002.003.00-0.03
Sortino ratio
The chart of Sortino ratio for CFR.SW, currently valued at 0.16, compared to the broader market-4.00-2.000.002.004.000.16
Omega ratio
The chart of Omega ratio for CFR.SW, currently valued at 1.02, compared to the broader market0.501.001.502.001.02
Calmar ratio
The chart of Calmar ratio for CFR.SW, currently valued at -0.03, compared to the broader market0.001.002.003.004.005.006.00-0.03
Martin ratio
The chart of Martin ratio for CFR.SW, currently valued at -0.06, compared to the broader market-30.00-20.00-10.000.0010.0020.00-0.06
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.001.002.003.004.005.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current Compagnie Financière Richemont SA Sharpe ratio is -0.03. 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 Compagnie Financière Richemont SA 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-0.500.000.501.001.502.002.503.00FebruaryMarchAprilMayJuneJuly
-0.03
2.19
CFR.SW (Compagnie Financière Richemont SA)
Benchmark (^GSPC)

Dividends

Dividend History

Compagnie Financière Richemont SA granted a 2.63% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 3.50 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendCHF 3.50CHF 3.50CHF 3.25CHF 2.00CHF 1.34CHF 2.00CHF 1.90CHF 1.80CHF 1.70CHF 1.60CHF 1.40CHF 1.00

Dividend yield

2.63%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2023CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.50CHF 0.00CHF 0.00CHF 0.00CHF 3.50
2022CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 3.25CHF 0.00CHF 0.00CHF 0.00CHF 3.25
2021CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.00CHF 0.00CHF 0.00CHF 0.00CHF 2.00
2020CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.34CHF 0.00CHF 0.00CHF 0.00CHF 1.34
2019CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.00CHF 0.00CHF 0.00CHF 0.00CHF 2.00
2018CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.90CHF 0.00CHF 0.00CHF 0.00CHF 1.90
2017CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.80CHF 0.00CHF 0.00CHF 0.00CHF 1.80
2016CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.70CHF 0.00CHF 0.00CHF 0.00CHF 1.70
2015CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.60CHF 0.00CHF 0.00CHF 0.00CHF 1.60
2014CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 1.40CHF 0.00CHF 0.00CHF 0.00CHF 1.40
2013CHF 1.00CHF 0.00CHF 0.00CHF 0.00CHF 1.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.6%
Compagnie Financière Richemont SA has a dividend yield of 2.63%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%53.2%
Compagnie Financière Richemont SA has a payout ratio of 53.15%, which is quite average when compared to the overall market. This suggests that Compagnie Financière Richemont 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.


-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-11.80%
-3.44%
CFR.SW (Compagnie Financière Richemont SA)
Benchmark (^GSPC)

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 66.74%, occurring on Mar 3, 2009. Recovery took 326 trading sessions.

The current Compagnie Financière Richemont SA drawdown is 11.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.74%Oct 30, 2007334Mar 3, 2009326Jun 21, 2010660
-65.3%Nov 17, 2000597Apr 3, 2003601Aug 22, 20051198
-47.58%May 18, 2018457Mar 16, 2020262Mar 30, 2021719
-41.26%Sep 20, 2013691Jun 27, 2016307Sep 12, 2017998
-38.61%Jul 28, 1997277Sep 1, 199890Jan 11, 1999367

Volatility

Volatility Chart

The current Compagnie Financière Richemont SA volatility is 6.60%, 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%10.00%12.00%14.00%FebruaryMarchAprilMayJuneJuly
6.60%
3.66%
CFR.SW (Compagnie Financière Richemont SA)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

P/E Ratio

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


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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