EDP Energias de Portugal SA ADR (EDPFY)
Company Info
Highlights
$16.62B
$2.25
17.53
2.39
$15.29B
$5.83B
$3.68B
$28.18 - $43.25
$39.50
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
EDP Energias de Portugal SA ADR (EDPFY) returned 32.20% year-to-date (YTD) and 7.59% over the past 12 months. Over the past 10 years, EDPFY returned 6.29% annually, underperforming the S&P 500 benchmark at 10.84%.
EDPFY
32.20%
0.65%
16.73%
7.59%
-2.79%
2.32%
6.29%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of EDPFY, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.39% | 2.48% | 3.93% | 25.37% | 0.40% | 32.20% | |||||||
| 2024 | -10.58% | -11.51% | -2.07% | -3.30% | 13.39% | -7.41% | 9.65% | 2.18% | 8.95% | -14.34% | -7.83% | -11.44% | -32.86% |
| 2023 | -0.38% | 2.32% | 7.59% | 1.29% | -8.42% | 0.41% | -4.04% | -2.58% | -8.71% | 0.70% | 14.07% | 5.12% | 5.25% |
| 2022 | -7.40% | -3.67% | 1.35% | -1.57% | 6.80% | -7.00% | 8.20% | -4.92% | -9.16% | 0.55% | 6.39% | 6.79% | -5.64% |
| 2021 | -0.40% | -8.32% | -0.64% | 1.08% | 4.61% | -8.92% | -2.09% | 5.80% | -4.29% | 7.54% | -3.73% | 0.99% | -9.43% |
| 2020 | 15.59% | -7.54% | -13.41% | 5.06% | 16.93% | 1.62% | 8.59% | 2.37% | -3.03% | 0.21% | 8.42% | 18.04% | 59.68% |
| 2019 | 5.02% | 0.33% | 7.17% | -3.78% | 1.87% | 4.80% | -2.85% | 2.39% | 2.57% | 6.01% | -1.71% | 7.19% | 32.18% |
| 2018 | 1.73% | -4.72% | 13.11% | 4.38% | 5.22% | 1.52% | 2.84% | -4.09% | -5.72% | -4.72% | -0.62% | -0.28% | 7.31% |
| 2017 | -4.84% | 6.77% | 9.48% | -2.84% | 18.68% | -11.30% | 8.32% | 8.40% | -1.80% | -5.23% | -1.59% | -1.34% | 20.71% |
| 2016 | -3.51% | -10.82% | 14.75% | -0.20% | -0.25% | -8.24% | 12.13% | -2.45% | 0.36% | -1.74% | -12.36% | 5.52% | -10.00% |
| 2015 | -2.14% | 3.78% | -5.36% | 6.94% | 2.65% | -2.66% | -1.92% | -5.87% | 4.24% | 1.90% | -10.44% | 8.27% | -2.33% |
| 2014 | 2.12% | 15.43% | 7.13% | 4.45% | 3.18% | 5.95% | -6.57% | 3.53% | -10.06% | -1.51% | -4.33% | -5.32% | 11.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EDPFY is 54, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for EDP Energias de Portugal SA ADR (EDPFY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
EDP Energias de Portugal SA ADR provided a 5.73% dividend yield over the last twelve months, with an annual payout of $2.27 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.27 | $2.08 | $2.10 | $2.09 | $2.27 | $3.20 | $2.12 | $2.35 | $2.08 | $2.09 | $2.06 | $2.54 |
Dividend yield | 5.73% | 6.49% | 4.16% | 4.21% | 4.14% | 5.07% | 4.99% | 6.90% | 6.13% | 7.02% | 5.84% | 6.66% |
Monthly Dividends
The table displays the monthly dividend distributions for EDP Energias de Portugal SA ADR. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 | $2.27 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $2.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $2.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $2.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $2.06 | $0.00 | $0.00 | $1.14 | $0.00 | $0.00 | $0.00 | $0.00 | $3.20 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $2.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $2.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.35 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $2.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.06 |
| 2014 | $2.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.54 |
Dividend Yield & Payout
Dividend Yield
EDP Energias de Portugal SA ADR has a dividend yield of 5.73%, which means its dividend payment is significantly above the market average.
Payout Ratio
EDP Energias de Portugal SA ADR has a payout ratio of 100.64%, 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the EDP Energias de Portugal SA ADR. 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 EDP Energias de Portugal SA ADR was 67.28%, occurring on Oct 10, 2002. Recovery took 877 trading sessions.
The current EDP Energias de Portugal SA ADR drawdown is 26.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.28% | May 22, 1998 | 963 | Oct 10, 2002 | 877 | Apr 5, 2006 | 1840 |
| -61.16% | Nov 13, 2007 | 1125 | May 30, 2012 | 495 | May 23, 2014 | 1620 |
| -48.15% | Jan 11, 2021 | 1028 | Feb 12, 2025 | — | — | — |
| -38.3% | Feb 20, 2020 | 21 | Mar 19, 2020 | 75 | Jul 7, 2020 | 96 |
| -37.96% | Jun 24, 2014 | 505 | Jun 27, 2016 | 471 | May 14, 2018 | 976 |
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 EDP Energias de Portugal SA ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of EDP Energias de Portugal SA ADR, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -58.5%.
Valuation
The Valuation section provides an overview of how EDP Energias de Portugal SA ADR is priced in the market compared to other companies in the Utilities - Diversified 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 EDPFY, comparing it with other companies in the Utilities - Diversified industry. Currently, EDPFY has a P/E ratio of 17.5. 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 EDPFY compared to other companies in the Utilities - Diversified industry. EDPFY currently has a PEG ratio of 2.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EDPFY relative to other companies in the Utilities - Diversified industry. Currently, EDPFY has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EDPFY in comparison with other companies in the Utilities - Diversified industry. Currently, EDPFY has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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