EDP Energias de Portugal SA ADR (EDPFY)

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

EDP Energias de Portugal SA ADR (EDPFY) is up 15.5% since the beginning of the year. At $51 per share, EDPFY is trading 10.2% below its 52-week high of $56. Investors who bought $1,000 worth of EDPFY shares 5 years ago would now be looking at an investment worth $1,187.

EDP Energias de Portugal SA ADR (EDPFY) has returned 15.53% so far this year and 25.67% over the past 12 months. Over the last ten years, EDPFY has returned 11.39% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, EDPFY's average daily return is +0.04%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 48% of months were positive and 52% were negative. The best month was Dec 2020 with a return of +22.2%, while the worst month was Oct 2008 at -43.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EDPFY closed higher 47% of trading days. The best single day was Apr 6, 2011 with a return of +16.2%, while the worst single day was Oct 27, 2008 at -54.2%.

EDP Energias de Portugal SA ADR has an annualized alpha of 3.91%, beta of 0.55, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

• This stock participated in 80.36% of S&P 500 Index downside but only 64.04% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.55 may look defensive, but with R2 of 0.13 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 0.13 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.

EDPFY ranks 71 for risk / return — better than 71% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

EDP Energias de Portugal SA ADR provided a 4.74% dividend yield over the last twelve months, with an annual payout of $2.40 per share.

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.

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.

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 67.95%, occurring on May 30, 2012. Recovery took 1843 trading sessions.

The current EDP Energias de Portugal SA ADR drawdown is 4.87%.

The chart below shows the rolling one-month volatility.

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.

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.