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ISIN
US2687801033
Sector
Utilities
IPO Date
Oct 8, 1997

Highlights

Market Cap
$54.21B
Enterprise Value
$105.57B
EPS (TTM)
€1.33
PE Ratio
13.65
PEG Ratio
0.08
Total Revenue (TTM)
€75.47B
Gross Profit (TTM)
€15.73B
EBITDA (TTM)
€9.86B
Year Range
$17.05 - $23.58
ROA (TTM)
2.95%
ROE (TTM)
15.83%

Share Price Chart


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Performance

EONGY Performance Chart

E.ON SE ADR (EONGY) is up 12.8% since the beginning of the year. At $21 per share, EONGY is trading 12.0% below its 52-week high of $24. Investors who bought $1,000 worth of EONGY shares 5 years ago would now be looking at an investment worth $2,130.


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S&P 500 Index

Returns By Period

E.ON SE ADR (EONGY) has returned 12.84% so far this year and 21.85% over the past 12 months. Over the last ten years, EONGY has had an annualized return of 13.36%, just under the S&P 500 Index benchmark’s 13.67%.


E.ON SE ADR

1D
-0.86%
1M
-3.17%
YTD
12.84%
6M
16.15%
1Y
21.85%
3Y*
22.91%
5Y*
16.33%
10Y*
13.36%

Benchmark (S&P 500 Index)

1D
1.08%
1M
2.00%
YTD
9.57%
6M
10.71%
1Y
25.41%
3Y*
19.37%
5Y*
12.48%
10Y*
13.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EONGY Monthly Returns History

Based on dividend-adjusted daily data since Sep 10, 2007, EONGY's average daily return is +0.02%, while the average monthly return is +0.36%. At this rate, an investment would double in approximately 16.1 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%3.74%-4.96%-2.10%12.84%
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 -2.17%, beta of 0.73, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since September 10, 2007.

  • This stock participated in 116.54% of S&P 500 Index downside but only 79.12% 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
-2.17%
Beta
0.73
0.21
Upside Capture
79.12%
Downside Capture
116.54%

Return for Risk

Risk / Return Rank

EONGY ranks 70 for risk / return — better than 70% 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.


EONGY Risk / Return Rank: 7070
Overall Rank
EONGY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
EONGY Sortino Ratio Rank: 6464
Sortino Ratio Rank
EONGY Omega Ratio Rank: 6363
Omega Ratio Rank
EONGY Calmar Ratio Rank: 7676
Calmar Ratio Rank
EONGY Martin Ratio Rank: 7474
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EONGYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.09

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.18

1.37

-0.20

Calmar ratioReturn relative to maximum drawdown

2.01

2.81

-0.80

Martin ratioReturn relative to average drawdown

4.52

12.55

-8.04

Dividends

Dividend History

E.ON SE ADR provided a 3.21% dividend yield over the last twelve months, with an annual payout of $0.67 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$0.67$0.62$0.58$0.55$0.52$0.41$0.37$0.36$0.27$0.47$2.11$0.52

Dividend yield

3.21%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$0.67$0.00$0.00$0.67
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 3.21%, which is quite average when compared to the overall market.

Payout Ratio

E.ON SE ADR has a payout ratio of 43.10%, 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.


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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 27.29%.


Related event

Drawdown

Fall

Recovery

Underwater

2015 bear market2015
-85.09%Sep 2015
7y 8mo
18y 5moJan 2008 - now
Financial crisis2007–2009
-4.17%Dec 2007
13d8d
21dDec 2007 - Dec 2007
Financial crisis2007–2009
-4.11%Nov 2007
1d7d
8dOct 2007 - Nov 2007
Financial crisis2007–2009
-3.16%Nov 2007
3d9d
12dNov 2007 - Nov 2007
Financial crisis2007–2009
-2.64%Oct 2007
2d13d
15dOct 2007 - Oct 2007

Drawdown Indicators


EONGYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-85.09%

-56.78%

-28.31%

Max Drawdown (1Y)

Largest decline over 1 year

-10.93%

-9.10%

-1.83%

Max Drawdown (3Y)

Largest decline over 3 years

-29.37%

-18.90%

-10.47%

Max Drawdown (5Y)

Largest decline over 5 years

-46.78%

-25.43%

-21.35%

Max Drawdown (10Y)

Largest decline over 10 years

-46.78%

-33.92%

-12.86%

Current Drawdown

Current decline from peak

-27.29%

-1.43%

-25.86%

Average Drawdown

Average peak-to-trough decline

-60.98%

-10.71%

-50.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.85%

2.03%

+2.82%

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 13.6. 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 EONGY compared to other companies in the Utilities - Diversified industry. EONGY currently has a PEG ratio of 0.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

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 0.6. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

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 2.2. 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



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
Portfolio Analyzer

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