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E.ON SE ADR (EONGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS2687801033
SectorUtilities
IndustryUtilities - Diversified
IPO DateOct 8, 1997

Highlights

Market Cap$33.69B
EPS (TTM)$0.74
PE Ratio17.03
PEG Ratio0.22
Total Revenue (TTM)$63.97B
Gross Profit (TTM)$14.58B
EBITDA (TTM)$25.09B
Year Range$11.96 - $15.41
Target Price$17.66

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: EONGY vs. VUSA.AS, EONGY vs. RWE.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in E.ON SE ADR, 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%JuneJulyAugustSeptemberOctoberNovember
-10.43%
12.31%
EONGY (E.ON SE ADR)
Benchmark (^GSPC)

Returns By Period

E.ON SE ADR had a return of -4.17% year-to-date (YTD) and 5.30% in the last 12 months. Over the past 10 years, E.ON SE ADR had an annualized return of 3.31%, while the S&P 500 had an annualized return of 11.31%, indicating that E.ON SE ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-4.17%24.72%
1 month-13.38%2.30%
6 months-10.43%12.31%
1 year5.30%32.12%
5 years (annualized)8.99%13.81%
10 years (annualized)3.31%11.31%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.45%-5.18%8.98%-5.01%5.46%-1.94%6.99%1.07%5.06%-9.70%-4.17%
20239.51%0.37%14.63%5.54%-3.99%5.21%-0.28%-2.48%-3.88%-0.00%9.25%3.54%42.01%
2022-1.22%-1.67%-14.40%-11.04%3.51%-17.36%6.80%-4.25%-11.09%9.19%14.18%4.10%-25.33%
2021-3.71%-4.27%14.86%3.25%5.36%-4.63%5.89%7.51%-7.44%3.92%-3.06%12.97%31.71%
20205.62%1.60%-10.04%-3.25%10.53%6.37%4.03%1.89%-6.92%-5.80%3.66%2.69%8.62%
201912.61%-1.30%1.23%-3.47%1.67%3.85%-8.06%-7.05%4.87%3.72%3.98%2.20%13.29%
2018-3.17%-3.42%9.74%-1.61%0.04%0.28%5.54%-5.20%-4.74%-4.87%5.59%-3.24%-6.17%
20179.36%0.52%3.10%-1.88%14.88%7.42%5.53%14.32%0.35%4.74%-2.56%-6.37%58.76%
20167.62%-10.55%5.46%7.77%-5.24%8.80%6.27%-13.81%-10.16%3.15%-9.98%6.33%-8.34%
2015-9.62%4.82%-7.70%4.31%-1.86%-9.16%-1.31%-13.97%-24.63%23.65%-10.13%0.26%-42.02%
2014-1.62%4.46%2.95%-2.02%5.99%6.46%-9.10%-3.52%0.69%-5.95%3.18%-3.96%-3.74%
2013-7.37%-3.79%4.84%3.70%0.95%-2.72%2.79%-6.39%12.19%2.59%5.53%-4.05%6.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EONGY is 42, 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.


The Risk-Adjusted Performance Rank of EONGY is 4242
Combined Rank
The Sharpe Ratio Rank of EONGY is 4747Sharpe Ratio Rank
The Sortino Ratio Rank of EONGY is 3737Sortino Ratio Rank
The Omega Ratio Rank of EONGY is 3636Omega Ratio Rank
The Calmar Ratio Rank of EONGY is 4343Calmar Ratio Rank
The Martin Ratio Rank of EONGY is 4949Martin 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 E.ON SE ADR (EONGY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EONGY
Sharpe ratio
The chart of Sharpe ratio for EONGY, currently valued at 0.18, compared to the broader market-4.00-2.000.002.004.000.18
Sortino ratio
The chart of Sortino ratio for EONGY, currently valued at 0.38, compared to the broader market-4.00-2.000.002.004.006.000.38
Omega ratio
The chart of Omega ratio for EONGY, currently valued at 1.05, compared to the broader market0.501.001.502.001.05
Calmar ratio
The chart of Calmar ratio for EONGY, currently valued at 0.06, compared to the broader market0.002.004.006.000.06
Martin ratio
The chart of Martin ratio for EONGY, currently valued at 0.68, compared to the broader market0.0010.0020.0030.000.68
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.66, compared to the broader market-4.00-2.000.002.004.002.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.501.001.502.001.50
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.81, compared to the broader market0.002.004.006.003.81
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.03, compared to the broader market0.0010.0020.0030.0017.03

Sharpe Ratio

The current E.ON SE ADR Sharpe ratio is 0.18. 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 E.ON SE ADR 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 Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
0.18
2.66
EONGY (E.ON SE ADR)
Benchmark (^GSPC)

Dividends

Dividend History

E.ON SE ADR provided a 4.69% dividend yield over the last twelve months, with an annual payout of $0.58 per share.


5.00%10.00%15.00%20.00%25.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.58$0.55$0.52$0.55$0.50$0.49$0.37$0.22$1.73$0.54$0.83$1.42

Dividend yield

4.69%4.06%5.22%3.95%4.52%4.60%3.77%2.06%24.58%5.64%4.88%7.68%

Monthly Dividends

The table displays the monthly dividend distributions for E.ON SE ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$0.00$0.00$0.58
2023$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.55
2022$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52
2021$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.55
2020$0.00$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50
2019$0.00$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2018$0.00$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37
2017$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22
2016$0.00$0.00$0.00$0.00$0.00$0.57$0.00$0.00$1.16$0.00$0.00$0.00$1.73
2015$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54
2014$0.00$0.00$0.00$0.83$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.83
2013$1.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.42

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.7%
E.ON SE ADR has a dividend yield of 4.69%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%56.8%
E.ON SE ADR has a payout ratio of 56.78%, which is quite average when compared to the overall market. This suggests that E.ON SE ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-56.33%
-0.87%
EONGY (E.ON SE ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the E.ON SE 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 E.ON SE ADR was 83.77%, occurring on Nov 23, 2016. The portfolio has not yet recovered.

The current E.ON SE ADR drawdown is 56.33%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.77%Jan 11, 20082235Nov 23, 2016
-42.37%Jun 26, 1998402Feb 3, 2000972Dec 17, 20031374
-14.49%May 9, 200629Jun 19, 200628Jul 28, 200657
-14.32%Feb 8, 200717Mar 5, 200723Apr 5, 200740
-13.58%Sep 7, 200537Oct 27, 200535Dec 16, 200572

Volatility

Volatility Chart

The current E.ON SE ADR volatility is 5.24%, 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%8.00%JuneJulyAugustSeptemberOctoberNovember
5.24%
3.81%
EONGY (E.ON SE ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of E.ON SE ADR 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 E.ON SE ADR compared to its peers in the Utilities - Diversified industry.


PE Ratio
10.020.030.040.050.017.0
The chart displays the price to earnings (P/E) ratio for EONGY in comparison to other companies of the Utilities - Diversified industry. Currently, EONGY has a PE value of 17.0. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.010.00.2
The chart displays the price to earnings to growth (PEG) ratio for EONGY in comparison to other companies of the Utilities - Diversified industry. Currently, EONGY has a PEG value of 0.2. 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 E.ON SE ADR.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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