Equatorial Energia SA ADR (EQUEY)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Equatorial Energia SA ADR (EQUEY) is up 4.0% since the beginning of the year. At $7 per share, EQUEY is trading 23.8% below its 52-week high of $10. Investors who bought $1,000 worth of EQUEY shares 5 years ago would now be looking at an investment worth $1,599.

Equatorial Energia SA ADR (EQUEY) has returned 3.95% so far this year and 13.74% over the past 12 months. Over the last ten years, EQUEY has returned 12.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Nov 3, 2009, EQUEY's average daily return is +0.12%, while the average monthly return is +1.71%. At this rate, an investment would double in approximately 3.4 years.

Historically, 52% of months were positive and 49% were negative. The best month was Dec 2019 with a return of +85.9%, while the worst month was Sep 2010 at -52.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EQUEY closed higher 22% of trading days. The best single day was Jun 2, 2020 with a return of +52.9%, while the worst single day was Sep 8, 2010 at -47.4%.

Equatorial Energia SA ADR has an annualized alpha of 31.55%, beta of 0.27, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since November 03, 2009.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (62.16%) than losses (48.58%) - typical of diversified or defensive assets.
• Beta of 0.27 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 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.

EQUEY ranks 55 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Equatorial Energia SA ADR provided a 3.70% dividend yield over the last twelve months, with an annual payout of $0.27 per share. The company has been increasing its dividends for 2 consecutive years.

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.

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.

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 69.01%, occurring on May 14, 2020. Recovery took 1385 trading sessions.

The current Equatorial Energia SA ADR drawdown is 23.80%.

The chart below shows the rolling one-month volatility.

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.

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.