PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Dow Inc. (DOW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US2605571031

CUSIP

260557103

Sector

Basic Materials

Industry

Chemicals

IPO Date

Mar 20, 2019

Highlights

Market Cap

$30.76B

EPS (TTM)

$1.50

PE Ratio

29.29

PEG Ratio

0.59

Total Revenue (TTM)

$43.18B

Gross Profit (TTM)

$4.64B

EBITDA (TTM)

$4.43B

Year Range

$43.33 - $59.17

Target Price

$56.53

Short %

2.30%

Short Ratio

3.68

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:
DOW vs. BRK-B DOW vs. ^SP500TR DOW vs. SCHD DOW vs. QQQJ DOW vs. APD DOW vs. VTI DOW vs. SPY DOW vs. BASFY DOW vs. LYB DOW vs. JEPI
Popular comparisons:
DOW vs. BRK-B DOW vs. ^SP500TR DOW vs. SCHD DOW vs. QQQJ DOW vs. APD DOW vs. VTI DOW vs. SPY DOW vs. BASFY DOW vs. LYB DOW vs. JEPI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dow Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-19.26%
12.93%
DOW (Dow Inc.)
Benchmark (^GSPC)

Returns By Period

Dow Inc. had a return of -15.14% year-to-date (YTD) and -8.21% in the last 12 months.


DOW

YTD

-15.14%

1M

-13.94%

6M

-19.25%

1Y

-8.21%

5Y (annualized)

1.39%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of DOW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.26%5.57%3.67%-1.78%2.53%-7.95%2.68%-0.34%1.96%-9.61%-15.14%
202317.78%-2.44%-4.16%-0.77%-9.04%9.18%6.03%-2.14%-5.50%-6.25%8.52%5.97%14.73%
20225.31%-0.10%8.07%4.36%3.29%-24.08%3.10%-2.88%-13.86%6.40%10.59%-1.14%-6.65%
2021-6.49%15.55%7.81%-2.25%10.58%-7.51%-1.77%2.29%-8.49%-2.76%-0.65%3.26%6.81%
2020-15.82%-10.84%-27.64%25.48%7.09%5.60%0.74%11.58%4.28%-3.32%17.99%4.70%7.88%
20193.67%9.88%-16.37%5.45%-1.76%-10.52%11.78%5.96%7.06%2.55%14.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DOW is 22, indicating that it is in the bottom 22% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of DOW is 2222
Combined Rank
The Sharpe Ratio Rank of DOW is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of DOW is 1818
Sortino Ratio Rank
The Omega Ratio Rank of DOW is 2020
Omega Ratio Rank
The Calmar Ratio Rank of DOW is 2727
Calmar Ratio Rank
The Martin Ratio Rank of DOW is 2222
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 Dow Inc. (DOW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DOW, currently valued at -0.44, compared to the broader market-4.00-2.000.002.004.00-0.442.54
The chart of Sortino ratio for DOW, currently valued at -0.50, compared to the broader market-4.00-2.000.002.004.00-0.503.40
The chart of Omega ratio for DOW, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.47
The chart of Calmar ratio for DOW, currently valued at -0.30, compared to the broader market0.002.004.006.00-0.303.66
The chart of Martin ratio for DOW, currently valued at -1.01, compared to the broader market0.0010.0020.0030.00-1.0116.26
DOW
^GSPC

The current Dow Inc. Sharpe ratio is -0.44. 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 Dow Inc. 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-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.44
2.54
DOW (Dow Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Dow Inc. provided a 6.25% dividend yield over the last twelve months, with an annual payout of $2.80 per share. The company has been increasing its dividends for 4 consecutive years.


4.00%4.50%5.00%5.50%$0.00$0.50$1.00$1.50$2.00$2.5020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$2.80$2.80$2.80$2.80$2.80$2.10

Dividend yield

6.25%5.11%5.56%4.94%5.05%3.84%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.00$2.10
2023$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.80
2022$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.80
2021$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.80
2020$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.80
2019$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.3%
Dow Inc. has a dividend yield of 6.25%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%130.8%
Dow Inc. has a payout ratio of 130.84%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-27.85%
-0.88%
DOW (Dow Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Dow Inc.. 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 Dow Inc. was 60.87%, occurring on Mar 16, 2020. Recovery took 172 trading sessions.

The current Dow Inc. drawdown is 27.85%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.87%Apr 5, 2019238Mar 16, 2020172Nov 17, 2020410
-37.09%May 5, 202299Sep 26, 2022
-23.54%Jun 4, 2021126Dec 1, 202197Apr 21, 2022223
-14.97%Jan 13, 202112Jan 29, 202115Feb 22, 202127
-7.97%Mar 18, 20214Mar 23, 202129May 4, 202133

Volatility

Volatility Chart

The current Dow Inc. volatility is 7.21%, 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%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
7.21%
3.96%
DOW (Dow Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Dow Inc. 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 assessment of the market value of Dow Inc. compared to its peers in the Chemicals industry.


PE Ratio
20.040.060.080.029.3
The chart displays the price to earnings (P/E) ratio for DOW in comparison to other companies of the Chemicals industry. Currently, DOW has a PE value of 29.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-2.00.02.04.06.08.00.6
The chart displays the price to earnings to growth (PEG) ratio for DOW in comparison to other companies of the Chemicals industry. Currently, DOW has a PEG value of 0.6. 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 Dow Inc..


Loading data...

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