Compagnie Financiere Richemont (CFRUY)
Company Info
| ISIN | US2043191079 |
|---|---|
| Sector | Consumer Cyclical |
| Industry | Luxury Goods |
Highlights
| Market Cap | $93.36B |
|---|---|
| EPS (TTM) | $0.74 |
| PE Ratio | 21.55 |
| PEG Ratio | 1.93 |
| Total Revenue (TTM) | $20.93B |
| Gross Profit (TTM) | $14.21B |
| EBITDA (TTM) | $6.39B |
| Year Range | $11.41 - $16.91 |
| Target Price | $17.50 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: CFRUY vs. VOO, CFRUY vs. SWGAY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Compagnie Financiere Richemont, 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 Financiere Richemont had a return of 15.75% year-to-date (YTD) and 17.10% in the last 12 months. Over the past 10 years, Compagnie Financiere Richemont had an annualized return of 7.89%, while the S&P 500 had an annualized return of 10.90%, indicating that Compagnie Financiere Richemont did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.75% | 17.95% |
| 1 month | 4.59% | 3.05% |
| 6 months | 2.97% | 10.78% |
| 1 year | 17.10% | 26.90% |
| 5 years (annualized) | 18.75% | 14.03% |
| 10 years (annualized) | 7.89% | 10.90% |
Monthly Returns
The table below presents the monthly returns of CFRUY, 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 | 7.62% | 7.22% | -4.15% | -9.45% | 16.01% | -2.56% | -2.56% | 15.75% | |||||
| 2023 | 19.16% | -2.54% | 6.61% | 3.07% | -3.47% | 6.80% | -5.19% | -12.06% | -11.72% | -2.97% | 6.21% | 10.42% | 10.19% |
| 2022 | -3.21% | -7.18% | -6.25% | -8.17% | -4.49% | -3.44% | 11.99% | -6.77% | -13.28% | 3.58% | 35.98% | -2.27% | -11.09% |
| 2021 | 3.03% | 4.01% | -0.22% | 6.81% | 18.40% | -0.17% | 5.63% | -13.91% | -4.53% | 20.06% | 20.52% | 0.74% | 70.83% |
| 2020 | -7.20% | -6.23% | -21.03% | 4.65% | 2.92% | 10.13% | -3.61% | 7.25% | 2.35% | -7.23% | 34.42% | 8.45% | 16.63% |
| 2019 | 6.51% | 10.41% | -4.29% | 0.41% | 0.27% | 15.46% | 1.19% | -9.60% | -2.86% | 6.84% | -3.34% | 3.52% | 24.30% |
| 2018 | 5.88% | -8.28% | 2.23% | 5.70% | -3.49% | -7.73% | 3.80% | 0.46% | -5.48% | -10.49% | -11.10% | -0.00% | -26.70% |
| 2017 | 17.59% | -5.24% | 7.52% | 5.60% | 0.58% | -1.36% | 2.85% | 4.90% | 4.76% | 0.73% | -6.86% | 5.29% | 40.17% |
| 2016 | -9.27% | -2.63% | 4.93% | 0.61% | -11.97% | -0.60% | 3.79% | -5.14% | 9.01% | 5.37% | 1.18% | 1.71% | -5.04% |
| 2015 | -7.16% | 6.13% | -8.52% | 10.94% | -3.27% | -5.88% | 7.00% | -13.77% | 6.33% | 10.18% | -13.10% | -4.17% | -18.06% |
| 2014 | -8.00% | 6.85% | -3.56% | 6.65% | 3.76% | -0.09% | -10.31% | 1.06% | -13.00% | 3.07% | 11.46% | -5.03% | -9.83% |
| 2013 | 4.62% | -1.96% | -2.13% | 2.43% | 10.86% | -0.45% | 9.84% | -2.68% | 5.92% | 3.03% | -0.69% | -1.28% | 29.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CFRUY 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 Financiere Richemont (CFRUY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Compagnie Financiere Richemont granted a 2.46% dividend yield in the last twelve months. The annual payout for that period amounted to $0.39 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.39 | $0.33 | $0.21 | $0.14 | $0.20 | $0.19 | $0.18 | $0.17 | $0.16 | $0.15 | $0.11 |
Dividend yield | 2.46% | 2.85% | 2.55% | 1.42% | 1.55% | 2.53% | 3.02% | 2.02% | 2.61% | 2.26% | 1.64% | 1.08% |
Monthly Dividends
The table displays the monthly dividend distributions for Compagnie Financiere Richemont. 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.21 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.03 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2013 | $0.11 | $0.00 | $0.00 | $0.00 | $0.11 |
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 Financiere Richemont. 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 Financiere Richemont was 46.94%, occurring on Mar 16, 2020. Recovery took 183 trading sessions.
The current Compagnie Financiere Richemont drawdown is 7.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.94% | May 18, 2018 | 459 | Mar 16, 2020 | 183 | Dec 3, 2020 | 642 |
| -46.59% | Oct 24, 2013 | 673 | Jun 27, 2016 | 455 | Apr 18, 2018 | 1128 |
| -45.95% | Jan 23, 2009 | 31 | Mar 9, 2009 | 24 | Apr 13, 2009 | 55 |
| -39.18% | Dec 9, 2021 | 112 | May 20, 2022 | 171 | Jan 26, 2023 | 283 |
| -36.68% | Jul 8, 2011 | 61 | Oct 3, 2011 | 236 | Sep 10, 2012 | 297 |
Volatility
Volatility Chart
The current Compagnie Financiere Richemont volatility is 6.17%, 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 Financiere Richemont compared to its peers in the Luxury Goods industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CFRUY in comparison to other companies of the Luxury Goods industry. Currently, CFRUY has a PE value of 21.6. 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 CFRUY in comparison to other companies of the Luxury Goods industry. Currently, CFRUY has a PEG value of 1.9. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Compagnie Financiere Richemont.
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Income Statement
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