PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Eni S.p.A. (E)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US26874R1086

CUSIP

26874R108

Sector

Energy

IPO Date

Nov 27, 1995

Highlights

Market Cap

$42.76B

EPS (TTM)

$1.62

PE Ratio

16.57

PEG Ratio

2.45

Total Revenue (TTM)

$89.93B

Gross Profit (TTM)

$8.51B

EBITDA (TTM)

$22.34B

Year Range

$26.75 - $32.11

Target Price

$34.58

Short %

0.07%

Short Ratio

3.09

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:
E vs. KMI E vs. TOT.TO E vs. TTE E vs. CVX E vs. VTI E vs. HYG E vs. CF E vs. VOO E vs. BRK-B E vs. SPY
Popular comparisons:
E vs. KMI E vs. TOT.TO E vs. TTE E vs. CVX E vs. VTI E vs. HYG E vs. CF E vs. VOO E vs. BRK-B E vs. SPY

Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-10.39%
8.53%
E (Eni S.p.A.)
Benchmark (^GSPC)

Returns By Period

Eni S.p.A. had a return of -17.07% year-to-date (YTD) and -15.78% in the last 12 months. Over the past 10 years, Eni S.p.A. had an annualized return of 2.95%, while the S&P 500 had an annualized return of 11.06%, indicating that Eni S.p.A. did not perform as well as the benchmark.


E

YTD

-17.07%

1M

-8.85%

6M

-10.39%

1Y

-15.78%

5Y*

3.64%

10Y*

2.95%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.06%-3.76%4.87%0.98%-0.03%-2.35%4.09%1.62%-5.33%0.40%-5.68%-17.07%
20237.82%-8.22%0.55%8.14%-10.85%8.40%6.46%1.01%4.79%2.01%3.31%2.63%26.72%
20228.35%3.37%-5.55%-4.92%12.57%-21.42%0.88%-1.67%-8.72%24.60%14.16%-3.21%10.92%
2021-2.18%13.55%8.00%-3.52%5.47%-0.69%-3.65%4.60%13.35%7.63%-8.34%4.77%43.11%
2020-9.59%-10.68%-20.72%-5.25%2.11%5.88%-8.56%5.56%-15.06%-10.04%40.34%4.99%-28.73%
20197.56%1.98%2.00%-3.72%-9.09%10.21%-5.21%-3.55%4.09%-0.66%-0.79%3.03%4.30%
20189.13%-8.42%6.51%10.87%-5.35%1.81%4.15%-3.91%4.01%-6.16%-8.74%-2.33%-0.98%
2017-4.13%0.10%5.79%-2.74%2.84%-5.65%5.06%-0.32%8.13%-1.27%0.98%0.67%8.88%
2016-2.85%-3.63%8.32%8.44%-4.23%6.24%-5.26%-1.70%-1.16%0.73%-4.02%15.51%15.02%
2015-2.89%9.94%-7.14%11.04%-3.42%-1.03%-1.63%-4.89%-3.23%3.92%-0.95%-7.71%-9.50%
2014-6.37%5.60%4.65%2.93%1.43%8.01%-7.47%-1.85%-2.26%-10.05%-7.79%-10.92%-23.48%
20131.61%-8.83%-1.38%6.50%-2.45%-9.42%7.58%3.01%4.41%10.36%-5.79%1.32%4.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of E is 10, meaning it’s performing worse than 90% of other 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 E is 1010
Overall Rank
The Sharpe Ratio Rank of E is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of E is 1414
Sortino Ratio Rank
The Omega Ratio Rank of E is 1616
Omega Ratio Rank
The Calmar Ratio Rank of E is 66
Calmar Ratio Rank
The Martin Ratio Rank of E is 11
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 Eni S.p.A. (E) 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 E, currently valued at -0.76, compared to the broader market-4.00-2.000.002.00-0.762.10
The chart of Sortino ratio for E, currently valued at -0.95, compared to the broader market-4.00-2.000.002.004.00-0.952.80
The chart of Omega ratio for E, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.39
The chart of Calmar ratio for E, currently valued at -0.79, compared to the broader market0.002.004.006.00-0.793.09
The chart of Martin ratio for E, currently valued at -1.92, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.9213.49
E
^GSPC

The current Eni S.p.A. Sharpe ratio is -0.76. 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 Eni S.p.A. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.76
2.10
E (Eni S.p.A.)
Benchmark (^GSPC)

Dividends

Dividend History

Eni S.p.A. provided a 7.98% dividend yield over the last twelve months, with an annual payout of $2.10 per share. The company has been increasing its dividends for 3 consecutive years.


5.00%6.00%7.00%8.00%9.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.10$1.95$1.83$1.60$1.22$1.89$1.62$1.79$1.80$2.13$3.00$2.88

Dividend yield

7.98%5.74%6.39%5.79%5.91%6.11%5.15%5.38%5.57%7.15%8.58%5.94%

Monthly Dividends

The table displays the monthly dividend distributions for Eni S.p.A.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.52$0.00$0.50$0.00$0.00$0.00$0.54$0.00$0.54$0.00$2.10
2023$0.00$0.00$0.47$0.00$0.47$0.00$0.00$0.00$0.53$0.00$0.49$0.00$1.95
2022$0.00$0.00$0.00$0.00$0.94$0.00$0.00$0.00$0.45$0.00$0.45$0.00$1.83
2021$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$1.02$0.00$0.00$0.00$1.60
2020$0.00$0.00$0.00$0.00$0.93$0.00$0.00$0.00$0.28$0.00$0.00$0.00$1.22
2019$0.00$0.00$0.00$0.00$0.94$0.00$0.00$0.00$0.96$0.00$0.00$0.00$1.89
2018$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.98$0.00$0.00$0.00$1.62
2017$0.00$0.00$0.00$0.85$0.00$0.00$0.00$0.00$0.94$0.00$0.00$0.00$1.79
2016$0.00$0.00$0.00$0.00$0.89$0.00$0.00$0.00$0.90$0.00$0.00$0.00$1.80
2015$0.00$0.00$0.00$0.00$1.23$0.00$0.00$0.00$0.90$0.00$0.00$0.00$2.13
2014$0.00$0.00$0.00$0.00$1.52$0.00$0.00$0.00$1.48$0.00$0.00$0.00$3.00
2013$1.39$0.00$0.00$0.00$1.49$0.00$0.00$0.00$2.88

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%8.0%
Eni S.p.A. has a dividend yield of 7.98%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%79.4%
Eni S.p.A. has a payout ratio of 79.43%, 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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-17.79%
-2.62%
E (Eni S.p.A.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Eni S.p.A.. 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 Eni S.p.A. was 66.24%, occurring on Mar 16, 2020. Recovery took 902 trading sessions.

The current Eni S.p.A. drawdown is 17.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.24%May 23, 20082973Mar 16, 2020902Oct 13, 20233875
-33.46%Apr 7, 1998461Feb 2, 2000298Apr 9, 2001759
-22.52%Apr 26, 2001100Sep 21, 2001100Feb 14, 2002200
-21.98%Jul 9, 200211Jul 23, 2002218Jun 4, 2003229
-19.33%Jul 13, 200725Aug 16, 2007170Apr 21, 2008195

Volatility

Volatility Chart

The current Eni S.p.A. volatility is 4.03%, 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%JulyAugustSeptemberOctoberNovemberDecember
4.03%
3.79%
E (Eni S.p.A.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Eni S.p.A. 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 Eni S.p.A. compared to its peers in the Oil & Gas Integrated industry.


PE Ratio
10.020.030.040.016.6
The chart displays the price to earnings (P/E) ratio for E in comparison to other companies of the Oil & Gas Integrated industry. Currently, E has a PE value of 16.6. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.02.04.06.08.010.012.02.4
The chart displays the price to earnings to growth (PEG) ratio for E in comparison to other companies of the Oil & Gas Integrated industry. Currently, E has a PEG value of 2.4. 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 Eni S.p.A..


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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab