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ISIN
IE0003LFZ4U7
IPO Date
Jul 30, 2021

Highlights

Market Cap
$1.33B
Enterprise Value
$1.05B
EPS (TTM)
$0.96
PE Ratio
14.38
PEG Ratio
0.99
Total Revenue (TTM)
$9.42B
Gross Profit (TTM)
$717.11M
EBITDA (TTM)
$332.26M
Year Range
$12.52 - $16.57
Target Price
$16.67
ROA (TTM)
2.08%
ROE (TTM)
6.72%

Share Price Chart


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Performance

DOLE Performance Chart

Dole plc (DOLE) is down 6.4% since the beginning of the year. At $14 per share, DOLE is trading 16.3% below its 52-week high of $17.


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S&P 500 Index

Returns By Period

Dole plc (DOLE) has returned -6.38% so far this year and 1.31% over the past 12 months.


Dole plc

1D
-0.93%
1M
-3.31%
YTD
-6.38%
6M
-7.79%
1Y
1.31%
3Y*
3.86%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DOLE Monthly Returns History

Based on dividend-adjusted daily data since Jul 30, 2021, DOLE's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jul 2024 with a return of +21.3%, while the worst month was Sep 2022 at -18.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, DOLE closed higher 51% of trading days. The best single day was May 18, 2023 with a return of +8.3%, while the worst single day was May 24, 2022 at -11.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.27%0.69%-10.39%6.23%-7.84%-0.27%-6.38%
20250.59%7.42%-0.69%5.12%-6.78%-0.59%1.79%3.37%-8.12%-5.21%13.66%4.12%13.36%
2024-8.14%4.61%1.70%2.01%1.64%-0.40%21.32%8.48%1.64%-0.86%-6.69%-9.66%12.83%
202319.48%1.73%0.78%4.94%8.44%1.79%-2.29%-9.77%-2.17%-1.38%0.79%7.52%30.80%
20221.58%13.30%-18.62%-3.95%-14.02%-16.66%10.76%-3.42%-18.63%17.12%20.47%-5.58%-25.25%
2021-3.33%10.69%5.67%-13.92%-11.44%3.66%-10.65%

Benchmark Metrics

Dole plc has an annualized alpha of -0.72%, beta of 0.49, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since July 30, 2021.

  • This stock participated in 77.11% of S&P 500 Index downside but only 43.08% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.49 may look defensive, but with R2 of 0.08 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 0.08 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.

Alpha
-0.72%
Beta
0.49
0.08
Upside Capture
43.08%
Downside Capture
77.11%

Return for Risk

Risk / Return Rank

DOLE ranks 41 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


DOLE Risk / Return Rank: 4141
Overall Rank
DOLE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
DOLE Sortino Ratio Rank: 3737
Sortino Ratio Rank
DOLE Omega Ratio Rank: 3737
Omega Ratio Rank
DOLE Calmar Ratio Rank: 4444
Calmar Ratio Rank
DOLE Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dole plc (DOLE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DOLEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.98

Sortino ratioReturn per unit of downside risk

-2.52

Omega ratioGain probability vs. loss probability

1.03

1.37

-0.34

Calmar ratioReturn relative to maximum drawdown

0.08

2.78

-2.70

Martin ratioReturn relative to average drawdown

0.16

12.44

-12.28

Dividends

Dividend History

Dole plc provided a 2.45% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The company has been increasing its dividends for 4 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.3520212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.34$0.34$0.32$0.32$0.32$0.08

Dividend yield

2.45%2.23%2.36%2.60%3.32%0.60%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.09$0.00$0.00$0.09$0.17
2025$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.34
2024$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2023$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2022$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2021$0.08$0.08

Dividend Yield & Payout


Dividend Yield

Dole plc has a dividend yield of 2.45%, which is quite average when compared to the overall market.

Payout Ratio

Dole plc has a payout ratio of 35.03%, which is quite average when compared to the overall market. This suggests that Dole plc 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dole plc. 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 Dole plc was 55.66%, occurring on Sep 29, 2022. Recovery took 476 trading sessions.

The current Dole plc drawdown is 15.61%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-55.66%Sep 2022
12mo 3d1y 10mo
2y 10moOct 2021 - Aug 2024
2025 bear market2025
-27.70%Jan 2025
3mo 22d
1y 9moSep 2024 - now
2021 correction2021
-10.33%Sep 2021
25d3d
28dSep 2021 - Sep 2021
2021 pullback2021
-4.39%Aug 2021
2d4d
6dAug 2021 - Aug 2021
2024 pullback2024
-3.63%Sep 2024
5d2d
7dSep 2024 - Sep 2024

Drawdown Indicators


DOLEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-55.66%

-56.78%

+1.12%

Max Drawdown (1Y)

Largest decline over 1 year

-15.88%

-9.10%

-6.78%

Max Drawdown (3Y)

Largest decline over 3 years

-27.70%

-18.90%

-8.80%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-15.61%

-1.80%

-13.81%

Average Drawdown

Average peak-to-trough decline

-21.46%

-10.71%

-10.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.05%

2.03%

+6.02%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Dole plc is priced in the market compared to other companies in the Farm Products industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for DOLE, comparing it with other companies in the Farm Products industry. Currently, DOLE has a P/E ratio of 14.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for DOLE compared to other companies in the Farm Products industry. DOLE currently has a PEG ratio of 1.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for DOLE relative to other companies in the Farm Products industry. Currently, DOLE has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for DOLE in comparison with other companies in the Farm Products industry. Currently, DOLE has a P/B value of 1.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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
Portfolio Analyzer

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