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ISIN
US29446M1027
CUSIP
29446M102
Sector
Energy
IPO Date
May 16, 2018

Highlights

Market Cap
$82.27B
Enterprise Value
$113.79B
EPS (TTM)
$2.15
PE Ratio
15.30
PEG Ratio
0.48
Total Revenue (TTM)
$104.23B
Gross Profit (TTM)
$36.46B
EBITDA (TTM)
$39.36B
Year Range
$22.26 - $43.46
Target Price
$36.50
ROA (TTM)
3.91%
ROE (TTM)
12.67%

Share Price Chart


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Performance

EQNR Performance Chart

Equinor ASA (EQNR) is up 42.4% since the beginning of the year. At $33 per share, EQNR is trading 24.4% below its 52-week high of $43. Investors who bought $1,000 worth of EQNR shares 5 years ago would now be looking at an investment worth $2,280.


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S&P 500 Index

Returns By Period

Equinor ASA (EQNR) has returned 42.40% so far this year and 24.93% over the past 12 months.


Equinor ASA

1D
1.51%
1M
-15.31%
YTD
42.40%
6M
48.96%
1Y
24.93%
3Y*
14.96%
5Y*
17.92%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQNR Monthly Returns History

Based on dividend-adjusted daily data since May 16, 2018, EQNR's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 years.

Historically, 53% of months were positive and 47% were negative. The best month was Mar 2026 with a return of +41.5%, while the worst month was Mar 2020 at -21.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EQNR closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +13.3%, while the worst single day was Mar 9, 2020 at -21.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202613.63%12.58%41.47%-3.44%-10.78%-8.67%42.40%
20251.27%0.50%13.08%-15.73%7.06%7.02%2.43%-2.96%-0.93%-1.72%-2.91%3.14%7.70%
2024-9.39%-11.00%9.79%-1.63%12.33%-1.99%-7.00%3.85%-5.80%-7.30%6.05%-2.03%-15.98%
2023-12.55%0.26%-6.82%1.09%-9.06%15.32%5.03%2.55%7.26%1.77%-1.86%-0.72%-0.78%
20224.63%14.87%19.23%-9.14%11.84%-7.70%10.50%2.08%-14.64%9.57%6.67%-6.94%40.77%
20217.98%7.59%2.64%4.16%8.71%-3.24%-7.74%9.13%20.34%-0.27%-0.79%5.07%64.55%

Benchmark Metrics

Equinor ASA has an annualized alpha of 4.03%, beta of 0.78, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since May 16, 2018.

  • This stock participated in 53.70% of S&P 500 Index downside but only 50.40% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.17 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
4.03%
Beta
0.78
0.17
Upside Capture
50.40%
Downside Capture
53.70%

Return for Risk

Risk / Return Rank

EQNR ranks 62 for risk / return — better than 62% 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.


EQNR Risk / Return Rank: 6262
Overall Rank
EQNR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EQNR Sortino Ratio Rank: 5858
Sortino Ratio Rank
EQNR Omega Ratio Rank: 5858
Omega Ratio Rank
EQNR Calmar Ratio Rank: 6464
Calmar Ratio Rank
EQNR Martin Ratio Rank: 6767
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 Equinor ASA (EQNR) 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.


EQNRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.34

Sortino ratioReturn per unit of downside risk

-1.63

Omega ratioGain probability vs. loss probability

1.14

1.37

-0.22

Calmar ratioReturn relative to maximum drawdown

1.10

2.78

-1.69

Martin ratioReturn relative to average drawdown

2.84

12.44

-9.60

Dividends

Dividend History

Equinor ASA provided a 4.56% dividend yield over the last twelve months, with an annual payout of $1.50 per share.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$1.00$2.00$3.00$4.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$1.50$1.81$3.00$3.60$1.18$0.56$0.71$1.01$0.69

Dividend yield

4.56%7.66%12.66%11.38%3.30%2.13%4.32%5.07%3.26%

Monthly Dividends

The table displays the monthly dividend distributions for Equinor ASA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.37$0.00$0.00$0.39$0.00$0.76
2025$0.00$0.70$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.81
2024$0.00$0.90$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$3.00
2023$0.90$0.00$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$3.60
2022$0.00$0.18$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.20$0.00$1.18
2021$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.56

Dividend Yield & Payout


Dividend Yield

Equinor ASA has a dividend yield of 4.56%, which is quite average when compared to the overall market.

Payout Ratio

Equinor ASA has a payout ratio of 69.11%, which is quite average when compared to the overall market. This suggests that Equinor ASA 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 Equinor ASA. 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 Equinor ASA was 66.77%, occurring on Mar 18, 2020. Recovery took 388 trading sessions.

The current Equinor ASA drawdown is 21.68%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-66.77%Mar 2020
1y 5mo1y 6mo
3y 5dSep 2018 - Sep 2021
2023 bear market2023
-35.50%May 2023
9mo 9d2y 9mo
3y 6moAug 2022 - Mar 2026
2026 bear market2026
-22.85%Jun 2026
2mo 19d
2mo 24dMar 2026 - now
Bear market2022
-17.87%Jul 2022
3mo 4d28d
4mo 2dApr 2022 - Aug 2022
2021 correction2021
-12.26%Dec 2021
1mo 11d1mo 12d
2mo 23dOct 2021 - Jan 2022

Drawdown Indicators


EQNRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-66.77%

-56.78%

-9.99%

Max Drawdown (1Y)

Largest decline over 1 year

-22.85%

-9.10%

-13.75%

Max Drawdown (3Y)

Largest decline over 3 years

-27.58%

-18.90%

-8.68%

Max Drawdown (5Y)

Largest decline over 5 years

-35.50%

-25.43%

-10.07%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-21.68%

-1.80%

-19.88%

Average Drawdown

Average peak-to-trough decline

-21.46%

-10.71%

-10.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.17%

2.03%

+8.14%

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 Equinor ASA 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 Equinor ASA is priced in the market compared to other companies in the Oil & Gas Integrated 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 EQNR, comparing it with other companies in the Oil & Gas Integrated industry. Currently, EQNR has a P/E ratio of 15.3. 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 EQNR compared to other companies in the Oil & Gas Integrated industry. EQNR currently has a PEG ratio of 0.5. 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 EQNR relative to other companies in the Oil & Gas Integrated industry. Currently, EQNR has a P/S ratio of 0.8. 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 EQNR in comparison with other companies in the Oil & Gas Integrated industry. Currently, EQNR has a P/B value of 1.9. 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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