EDP Energias de Portugal SA ADR (EDPFY)
Company Info
| ISIN | US2683531097 |
|---|---|
| Sector | Utilities |
| Industry | Utilities - Diversified |
Highlights
| Market Cap | $17.70B |
|---|---|
| EPS (TTM) | $3.34 |
| PE Ratio | 12.71 |
| PEG Ratio | 13.17 |
| Total Revenue (TTM) | $15.19B |
| Gross Profit (TTM) | $4.40B |
| EBITDA (TTM) | $3.94B |
| Year Range | $35.46 - $47.92 |
| Target Price | $41.00 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EDPFY vs. VUSA.AS, EDPFY vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in EDP Energias de Portugal SA ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
EDP Energias de Portugal SA ADR had a return of -12.00% year-to-date (YTD) and -6.26% in the last 12 months. Over the past 10 years, EDP Energias de Portugal SA ADR had an annualized return of 4.34%, while the S&P 500 had an annualized return of 10.83%, indicating that EDP Energias de Portugal SA ADR did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -12.00% | 17.24% |
| 1 month | 0.91% | 2.35% |
| 6 months | 12.09% | 10.30% |
| 1 year | -6.26% | 24.34% |
| 5 years (annualized) | 7.71% | 13.87% |
| 10 years (annualized) | 4.34% | 10.83% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -10.58% | -11.51% | -2.07% | -3.30% | 14.36% | -7.98% | 9.58% | -12.00% | |||||
| 2023 | -0.38% | 2.32% | 7.59% | 1.29% | -8.41% | 0.41% | -4.04% | -2.58% | -8.71% | 0.70% | 14.07% | 5.12% | 5.26% |
| 2022 | -7.40% | -3.67% | 1.35% | -1.57% | 6.80% | -7.01% | 8.20% | -4.92% | -9.16% | 0.54% | 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% | 4.37% | 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% | -11.31% | 8.32% | 8.40% | -1.80% | -5.23% | -1.59% | -1.34% | 20.71% |
| 2016 | -3.51% | -10.82% | 14.75% | -0.20% | -0.27% | -8.24% | 12.13% | -2.45% | 0.36% | -1.74% | -12.36% | 5.52% | -10.03% |
| 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% |
| 2013 | 6.78% | -6.81% | 2.67% | 11.56% | 0.74% | 0.13% | 10.20% | -0.55% | 3.66% | 0.88% | 2.85% | -2.97% | 31.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EDPFY is 36, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
EDP Energias de Portugal SA ADR granted a 4.95% dividend yield in the last twelve months. The annual payout for that period amounted to $2.08 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.08 | $2.10 | $2.09 | $2.27 | $3.20 | $2.12 | $2.35 | $2.08 | $2.09 | $2.06 | $2.54 | $2.42 |
Dividend yield | 4.95% | 4.17% | 4.21% | 4.14% | 5.07% | 4.99% | 6.90% | 6.13% | 6.99% | 5.84% | 6.66% | 6.73% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 | $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 | $0.00 | $0.00 | $0.00 | $0.00 | $2.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.54 |
| 2013 | $2.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.42 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 67.14%, occurring on Oct 10, 2002. Recovery took 877 trading sessions.
The current EDP Energias de Portugal SA ADR drawdown is 27.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.14% | May 22, 1998 | 963 | Oct 10, 2002 | 877 | Apr 5, 2006 | 1840 |
| -60.23% | Nov 14, 2007 | 1066 | Jun 1, 2012 | 473 | Apr 29, 2014 | 1539 |
| -38.79% | Jan 11, 2021 | 828 | Apr 25, 2024 | — | — | — |
| -38.3% | Feb 20, 2020 | 21 | Mar 19, 2020 | 75 | Jul 7, 2020 | 96 |
| -37.98% | Jun 24, 2014 | 505 | Jun 27, 2016 | 471 | May 14, 2018 | 976 |
Volatility
Volatility Chart
The current EDP Energias de Portugal SA ADR volatility is 8.08%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of EDP Energias de Portugal SA ADR compared to its peers in the Utilities - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for EDPFY in comparison to other companies of the Utilities - Diversified industry. Currently, EDPFY has a PE value of 12.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for EDPFY in comparison to other companies of the Utilities - Diversified industry. Currently, EDPFY has a PEG value of 13.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for EDP Energias de Portugal SA ADR.
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Income Statement
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