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E.ON SE ADR (EONGY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US2687801033
Sector
Utilities
IPO Date
Oct 8, 1997

Highlights

Market Cap
$57.88B
Enterprise Value
$99.89B
EPS (TTM)
$0.66
PE Ratio
33.52
PEG Ratio
0.20
Total Revenue (TTM)
$78.51B
Gross Profit (TTM)
$18.41B
EBITDA (TTM)
$8.81B
Year Range
$14.63 - $23.58
ROA (TTM)
1.48%
ROE (TTM)
8.97%

Share Price Chart


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E.ON SE ADR

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.


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S&P 500 Index

Returns By Period

E.ON SE ADR (EONGY) has returned 16.90% so far this year and 51.56% over the past 12 months. Looking at the last ten years, EONGY has achieved an annualized return of 15.50%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


E.ON SE ADR

1D
2.41%
1M
-4.90%
YTD
16.90%
6M
16.90%
1Y
51.56%
3Y*
26.09%
5Y*
18.09%
10Y*
15.50%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 10, 2007, EONGY's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, your investment would double in approximately 15.2 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2015 with a return of +23.7%, while the worst month was Oct 2008 at -40.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EONGY closed higher 47% of trading days. The best single day was Nov 24, 2008 with a return of +14.6%, while the worst single day was Oct 27, 2008 at -52.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.83%9.92%-4.90%16.90%
20251.76%8.32%18.10%15.49%4.79%4.80%-1.12%-2.18%5.69%-1.58%-4.72%6.64%68.77%
20240.45%-5.18%8.98%-5.01%5.45%-1.94%6.99%1.07%5.02%-9.66%-4.38%-9.84%-9.82%
20239.50%0.37%14.63%5.54%-4.03%5.21%-0.28%-2.48%-3.88%0.00%9.25%3.54%41.96%
2022-1.22%-1.67%-14.40%-11.04%3.51%-17.36%6.80%-4.25%-11.09%9.19%14.18%4.11%-25.33%
2021-3.71%-3.36%13.77%3.25%4.13%-4.63%5.89%7.51%-7.44%3.92%-3.06%12.97%30.17%

Benchmark Metrics

E.ON SE ADR has an annualized alpha of -1.47%, beta of 0.73, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since September 11, 2007.

  • This stock participated in 116.32% of S&P 500 Index downside but only 82.68% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.21 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.

Alpha
-1.47%
Beta
0.73
0.21
Upside Capture
82.68%
Downside Capture
116.32%

Return for Risk

Risk / Return Rank

EONGY ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


EONGY Risk / Return Rank: 9090
Overall Rank
EONGY Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
EONGY Sortino Ratio Rank: 8787
Sortino Ratio Rank
EONGY Omega Ratio Rank: 8787
Omega Ratio Rank
EONGY Calmar Ratio Rank: 9393
Calmar Ratio Rank
EONGY Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for E.ON SE ADR (EONGY) and compare them to a chosen benchmark (S&P 500 Index).


EONGYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.05

0.90

+1.15

Sortino ratio

Return per unit of downside risk

2.62

1.39

+1.23

Omega ratio

Gain probability vs. loss probability

1.36

1.21

+0.15

Calmar ratio

Return relative to maximum drawdown

4.81

1.40

+3.41

Martin ratio

Return relative to average drawdown

12.59

6.61

+5.98

Explore EONGY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

E.ON SE ADR provided a 2.79% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The company has been increasing its dividends for 7 consecutive years.


5.00%10.00%15.00%20.00%25.00%30.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.62$0.62$0.58$0.55$0.52$0.41$0.37$0.36$0.27$0.47$2.11$0.52

Dividend yield

2.79%3.27%4.98%4.06%5.22%2.91%3.33%3.39%2.77%4.35%29.92%5.47%

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
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.62$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.62
2024$0.00$0.00$0.00$0.00$0.58$0.00$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$0.41$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41

Dividend Yield & Payout


Dividend Yield

E.ON SE ADR has a dividend yield of 2.79%, which is quite average when compared to the overall market.

Payout Ratio

E.ON SE ADR has a payout ratio of 86.48%, 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 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 85.09%, occurring on Sep 28, 2015. The portfolio has not yet recovered.

The current E.ON SE ADR drawdown is 24.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.09%Jan 11, 20081935Sep 28, 2015
-4.17%Dec 7, 200710Dec 20, 20075Dec 28, 200715
-4.11%Oct 31, 20072Nov 1, 20075Nov 8, 20077
-3.16%Nov 9, 20072Nov 12, 20075Nov 21, 20077
-2.64%Oct 1, 20073Oct 3, 20079Oct 16, 200712

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 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 overview of how E.ON SE 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 EONGY, comparing it with other companies in the Utilities - Diversified industry. Currently, EONGY has a P/E ratio of 33.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for EONGY compared to other companies in the Utilities - Diversified industry. EONGY currently has a PEG ratio of 0.2. 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 EONGY relative to other companies in the Utilities - Diversified industry. Currently, EONGY has a P/S ratio of 0.7. 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 EONGY in comparison with other companies in the Utilities - Diversified industry. Currently, EONGY has a P/B value of 3.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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