Equatorial Energia SA ADR (EQUEY)
Company Info
Highlights
$8.14B
$0.43
15.12
$45.23B
$11.55B
$8.70B
$3.94 - $7.03
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Equatorial Energia SA ADR (EQUEY) returned 66.51% year-to-date (YTD) and 12.90% over the past 12 months. Over the past 10 years, EQUEY delivered an annualized return of 13.83%, outperforming the S&P 500 benchmark at 10.84%.
EQUEY
66.51%
6.62%
22.00%
12.90%
14.70%
15.01%
13.83%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of EQUEY, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 28.23% | -5.44% | 19.10% | 8.14% | 6.62% | 66.51% | |||||||
| 2024 | -2.64% | -4.35% | -5.02% | -8.50% | 0.95% | -3.93% | 0.70% | 12.17% | -6.20% | -2.48% | -12.71% | -21.75% | -44.60% |
| 2023 | 11.53% | -8.88% | 2.80% | 8.76% | -3.58% | 10.13% | 17.20% | -10.39% | 3.10% | -4.73% | 11.31% | 6.92% | 48.13% |
| 2022 | 0.79% | 22.74% | 14.23% | -8.71% | -9.83% | -4.47% | 6.81% | 1.56% | 4.64% | 9.32% | -6.85% | 28.44% | |
| 2021 | -7.49% | -12.56% | 21.48% | 5.34% | 8.90% | 1.41% | -5.16% | 5.51% | -6.19% | -12.94% | -1.26% | 1.08% | -6.75% |
| 2020 | -0.74% | -4.37% | -37.44% | 1.16% | 8.05% | 15.56% | 16.90% | -13.39% | -11.59% | -7.73% | 16.81% | 10.26% | -20.21% |
| 2019 | 25.78% | -9.25% | -6.57% | 1.29% | 7.33% | 9.32% | 4.54% | -8.01% | 4.03% | 5.00% | -40.81% | 89.04% | 48.97% |
| 2018 | 11.84% | -0.43% | -1.85% | -5.06% | -20.28% | -9.44% | 9.30% | -14.38% | 3.80% | 26.78% | 2.96% | 2.62% | -2.50% |
| 2017 | 6.18% | 9.39% | -4.13% | -1.43% | -8.09% | -0.63% | 10.42% | 6.84% | -0.92% | -2.68% | 4.74% | 1.15% | 20.85% |
| 2016 | -3.97% | 10.25% | 21.16% | 0.88% | 12.81% | 20.16% | -1.71% | 4.32% | 0.60% | 5.27% | -8.91% | 11.09% | 92.76% |
| 2015 | -10.43% | 2.66% | -1.46% | 7.88% | 5.05% | 4.98% | -2.98% | -8.32% | -13.57% | 3.36% | 12.83% | -10.31% | -13.31% |
| 2014 | -4.94% | -7.76% | 3.19% | 2.50% | 8.51% | 17.11% | -2.85% | 5.32% | -9.74% | -4.11% | 5.75% | -2.52% | 7.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EQUEY is 58, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Equatorial Energia SA ADR (EQUEY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Equatorial Energia SA ADR provided a 2.22% dividend yield over the last twelve months, with an annual payout of $0.15 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.15 | $0.09 | $0.08 | $0.13 | $0.13 | $0.06 | $0.05 | $0.01 | $0.07 | $0.06 | $0.02 | $0.02 |
Dividend yield | 2.22% | 2.24% | 1.09% | 2.57% | 3.12% | 1.38% | 0.85% | 0.32% | 1.82% | 1.77% | 1.36% | 1.05% |
Monthly Dividends
The table displays the monthly dividend distributions for Equatorial Energia 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.02 | $0.00 | $0.00 | $0.00 | $0.12 | $0.14 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2018 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2017 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 |
| 2016 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2014 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
Dividend Yield & Payout
Dividend Yield
Equatorial Energia SA ADR has a dividend yield of 2.22%, which is quite average when compared to the overall market.
Payout Ratio
Equatorial Energia SA ADR has a payout ratio of 33.55%, which is quite average when compared to the overall market. This suggests that Equatorial Energia SA 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 Equatorial Energia 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 Equatorial Energia SA ADR was 53.20%, occurring on May 13, 2020. Recovery took 442 trading sessions.
The current Equatorial Energia SA ADR drawdown is 7.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.2% | Feb 6, 2020 | 68 | May 13, 2020 | 442 | Apr 1, 2022 | 510 |
| -44.6% | Jan 4, 2024 | 158 | Dec 31, 2024 | — | — | — |
| -42.62% | Jul 12, 2019 | 97 | Nov 29, 2019 | 2 | Dec 9, 2019 | 99 |
| -40% | Mar 8, 2018 | 126 | Sep 14, 2018 | 83 | Jan 15, 2019 | 209 |
| -31.17% | Jul 24, 2015 | 11 | Sep 24, 2015 | 30 | May 13, 2016 | 41 |
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 Equatorial Energia SA ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Equatorial Energia SA ADR, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Equatorial Energia SA ADR is priced in the market compared to other companies in the Utilities - Regulated Electric 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 EQUEY, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, EQUEY has a P/E ratio of 15.1. 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 EQUEY compared to other companies in the Utilities - Regulated Electric industry. EQUEY currently has a PEG ratio of 0.0. 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 EQUEY relative to other companies in the Utilities - Regulated Electric industry. Currently, EQUEY has a P/S ratio of 0.2. 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 EQUEY in comparison with other companies in the Utilities - Regulated Electric industry. Currently, EQUEY has a P/B value of 1.7. 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
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