PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
Compagnie Financiere Richemont (CFRUY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Compagnie Financiere Richemont (CFRUY)

Equity · Currency in USD · Last updated May 4, 2025

Company Info

ISIN

US2043191079

Sector

Consumer Cyclical

Industry

Luxury Goods

Highlights

Market Cap

$103.49B

EPS (TTM)

$0.66

PE Ratio

26.85

PEG Ratio

1.79

Year Range

$13.20 - $21.04

Target Price

$19.60

Share Price Chart

Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons:
CFRUY vs. SWGAY CFRUY vs. VOO CFRUY vs. SPYG CFRUY vs. LVMUY CFRUY vs. SPY CFRUY vs. MSFT CFRUY vs. FANUY CFRUY vs. DGX CFRUY vs. SCHW CFRUY vs. GS
Popular comparisons:
CFRUY vs. SWGAY CFRUY vs. VOO CFRUY vs. SPYG CFRUY vs. LVMUY CFRUY vs. SPY CFRUY vs. MSFT CFRUY vs. FANUY CFRUY vs. DGX CFRUY vs. SCHW CFRUY vs. GS

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.

400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%December2025FebruaryMarchAprilMay
1,305.23%
553.44%
CFRUY (Compagnie Financiere Richemont)
Benchmark (^GSPC)

Returns By Period

Compagnie Financiere Richemont (CFRUY) returned 16.45% year-to-date (YTD) and 24.53% over the past 12 months. Over the past 10 years, CFRUY returned 9.81% annually, underperforming the S&P 500 benchmark at 10.61%.

CFRUY

YTD

16.45%

1M

5.66%

6M

21.88%

1Y

24.53%

5Y*

29.99%

10Y*

9.81%

^GSPC (Benchmark)

YTD

-3.31%

1M

5.38%

6M

-0.74%

1Y

10.90%

5Y*

14.93%

10Y*

10.61%

*Annualized

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
202528.17%4.34%-14.74%1.33%0.80%16.45%
20249.34%6.18%-4.39%-8.65%14.50%-2.25%-2.47%3.63%2.93%-8.61%-3.93%9.26%13.27%
202317.93%-1.03%5.60%3.38%-4.22%7.20%-4.52%-12.14%-11.20%-4.05%6.90%9.52%9.46%
2022-5.00%-4.51%-5.96%-7.21%-6.76%-4.30%12.69%-5.93%-12.14%2.17%33.03%-0.47%-10.99%
20212.85%3.83%-0.34%6.49%18.28%-0.27%5.68%-13.85%-3.26%18.53%19.34%1.75%69.48%
2020-6.76%-7.74%-18.84%3.57%2.41%9.66%-2.63%6.86%2.74%-6.58%32.90%9.02%17.50%
20197.92%11.25%-5.07%0.37%0.27%15.89%1.53%-10.02%-2.90%7.10%-3.09%3.07%26.15%
20186.04%-8.31%1.66%6.67%-3.81%-7.80%3.73%0.84%-5.43%-10.54%-11.34%-1.62%-27.82%
201717.13%-4.95%7.09%5.56%-0.02%-1.22%3.21%4.80%4.67%0.92%-6.54%5.04%39.41%
2016-10.23%-0.93%3.59%0.30%-11.52%-1.09%4.72%-5.48%9.19%5.39%1.35%1.75%-5.01%
2015-6.90%6.50%-9.03%10.76%-3.58%-5.46%6.64%-13.78%5.72%11.05%-12.93%-3.84%-17.71%
2014-6.94%7.04%-3.93%6.15%4.05%-0.58%-9.19%0.31%-12.76%2.57%12.10%-5.22%-8.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, CFRUY is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of CFRUY is 7979
Overall Rank
The Sharpe Ratio Rank of CFRUY is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of CFRUY is 7676
Sortino Ratio Rank
The Omega Ratio Rank of CFRUY is 7575
Omega Ratio Rank
The Calmar Ratio Rank of CFRUY is 8585
Calmar Ratio Rank
The Martin Ratio Rank of CFRUY is 7777
Martin 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 Financiere Richemont (CFRUY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The chart of Sharpe ratio for CFRUY, currently valued at 0.87, compared to the broader market-2.00-1.000.001.002.003.00
CFRUY: 0.87
^GSPC: 0.67
The chart of Sortino ratio for CFRUY, currently valued at 1.52, compared to the broader market-6.00-4.00-2.000.002.004.00
CFRUY: 1.52
^GSPC: 1.05
The chart of Omega ratio for CFRUY, currently valued at 1.20, compared to the broader market0.501.001.502.00
CFRUY: 1.20
^GSPC: 1.16
The chart of Calmar ratio for CFRUY, currently valued at 1.12, compared to the broader market0.001.002.003.004.005.00
CFRUY: 1.12
^GSPC: 0.68
The chart of Martin ratio for CFRUY, currently valued at 2.90, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
CFRUY: 2.90
^GSPC: 2.70

The current Compagnie Financiere Richemont Sharpe ratio is 0.87. 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 Financiere Richemont 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.87
0.67
CFRUY (Compagnie Financiere Richemont)
Benchmark (^GSPC)

Dividends

Dividend History

Compagnie Financiere Richemont provided a 1.82% dividend yield over the last twelve months, with an annual payout of $0.32 per share.

1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.32$0.32$0.39$0.33$0.22$0.14$0.20$0.20$0.19$0.17$0.16$0.15

Dividend yield

1.82%2.12%2.86%2.56%1.44%1.56%2.56%3.10%2.05%2.63%2.28%1.66%

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.32
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$0.22$0.00$0.00$0.00$0.22
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$0.20$0.00$0.00$0.00$0.20
2017$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
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$0.15$0.00$0.00$0.00$0.15

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%20.0%
CFRUY: 1.8%
Compagnie Financiere Richemont has a dividend yield of 1.82%, which is quite average when compared to the overall market.
Payout Ratio
100.0%200.0%300.0%400.0%500.0%600.0%
CFRUY: 49.8%
Compagnie Financiere Richemont has a payout ratio of 49.78%, which is quite average when compared to the overall market. This suggests that Compagnie Financiere Richemont 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. Drawdowns are calculated considering price movements and all distributions paid, if any.

-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.52%
-7.45%
CFRUY (Compagnie Financiere Richemont)
Benchmark (^GSPC)

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 46.33%, occurring on Jun 27, 2016. Recovery took 401 trading sessions.

The current Compagnie Financiere Richemont drawdown is 14.52%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.33%Jun 2, 2014521Jun 27, 2016401Feb 1, 2018922
-45.67%May 18, 2018473Apr 3, 2020192Jan 7, 2021665
-39.92%Jan 6, 202294May 20, 2022171Jan 26, 2023265
-34.21%Jul 8, 201162Oct 4, 2011234Sep 10, 2012296
-33.36%Jul 17, 202374Oct 27, 2023305Jan 16, 2025379

Volatility

Volatility Chart

The current Compagnie Financiere Richemont volatility is 15.18%, 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.

0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
15.18%
14.17%
CFRUY (Compagnie Financiere Richemont)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Compagnie Financiere Richemont over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Compagnie Financiere Richemont, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -3.1%.
0.000.100.200.300.40AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024
0.29
0.39
Actual
Estimate

Valuation

The Valuation section provides an overview of how Compagnie Financiere Richemont is priced in the market compared to other companies in the Luxury Goods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.

PE Ratio
20.040.060.080.0
CFRUY: 26.8
The chart displays the Price-to-Earnings (P/E) ratio for CFRUY, comparing it with other companies in the Luxury Goods industry. Currently, CFRUY has a P/E ratio of 26.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
1.02.03.04.0
CFRUY: 1.8
The chart shows the Price/Earnings to Growth (PEG) ratio for CFRUY compared to other companies in the Luxury Goods industry. CFRUY currently has a PEG ratio of 1.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
CFRUY: 5.1
This chart shows the Price-to-Sales (P/S) ratio for CFRUY relative to other companies in the Luxury Goods industry. Currently, CFRUY has a P/S ratio of 5.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
CFRUY: 4.6
The chart illustrates the Price-to-Book (P/B) ratio for CFRUY in comparison with other companies in the Luxury Goods industry. Currently, CFRUY has a P/B value of 4.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement

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