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Escorts Kubota Limited (ESCORTS.NS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISININE042A01014
SectorIndustrials
IndustryFarm & Heavy Construction Machinery

Highlights

Market Cap₹336.87B
EPS₹93.51
PE Ratio33.22
Revenue (TTM)₹89.71B
Gross Profit (TTM)₹22.12B
EBITDA (TTM)₹11.41B
Year Range₹1,926.03 - ₹3,440.15
Target Price₹2,803.06

Share Price Chart


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Escorts Kubota Limited

Performance

Performance Chart

The chart shows the growth of an initial investment of ₹10,000 in Escorts Kubota Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
4.63%
21.40%
ESCORTS.NS (Escorts Kubota Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

Escorts Kubota Limited had a return of 8.97% year-to-date (YTD) and 65.89% in the last 12 months. Over the past 10 years, Escorts Kubota Limited had an annualized return of 40.22%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date8.97%6.33%
1 month18.18%-2.81%
6 months4.63%21.13%
1 year65.89%24.56%
5 years (annualized)36.01%11.55%
10 years (annualized)40.22%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.01%-4.25%-2.77%
20230.82%-1.65%0.57%-5.31%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ESCORTS.NS is 93, placing it in the top 7% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of ESCORTS.NS is 9393
Escorts Kubota Limited(ESCORTS.NS)
The Sharpe Ratio Rank of ESCORTS.NS is 9696Sharpe Ratio Rank
The Sortino Ratio Rank of ESCORTS.NS is 9494Sortino Ratio Rank
The Omega Ratio Rank of ESCORTS.NS is 9292Omega Ratio Rank
The Calmar Ratio Rank of ESCORTS.NS is 9797Calmar Ratio Rank
The Martin Ratio Rank of ESCORTS.NS is 8888Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Escorts Kubota Limited (ESCORTS.NS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ESCORTS.NS
Sharpe ratio
The chart of Sharpe ratio for ESCORTS.NS, currently valued at 2.52, compared to the broader market-2.00-1.000.001.002.003.004.002.52
Sortino ratio
The chart of Sortino ratio for ESCORTS.NS, currently valued at 3.37, compared to the broader market-4.00-2.000.002.004.006.003.37
Omega ratio
The chart of Omega ratio for ESCORTS.NS, currently valued at 1.42, compared to the broader market0.501.001.501.42
Calmar ratio
The chart of Calmar ratio for ESCORTS.NS, currently valued at 3.17, compared to the broader market0.001.002.003.004.005.003.17
Martin ratio
The chart of Martin ratio for ESCORTS.NS, currently valued at 7.10, compared to the broader market0.0010.0020.0030.007.10
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.004.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Escorts Kubota Limited Sharpe ratio is 2.52. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.52
2.13
ESCORTS.NS (Escorts Kubota Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Escorts Kubota Limited granted a 0.22% dividend yield in the last twelve months. The annual payout for that period amounted to ₹7.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend₹7.00₹7.00₹7.00₹2.50₹2.50₹2.50₹2.00₹1.50₹1.20₹1.20₹0.60₹2.40

Dividend yield

0.22%0.23%0.33%0.13%0.20%0.40%0.28%0.19%0.40%0.70%0.47%1.74%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024₹0.00₹0.00₹0.00
2023₹0.00₹0.00₹0.00₹0.00₹0.00₹7.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2022₹0.00₹0.00₹0.00₹0.00₹0.00₹7.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2021₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹2.50₹0.00₹0.00₹0.00₹0.00₹0.00
2020₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹2.50₹0.00₹0.00₹0.00₹0.00
2019₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹2.50₹0.00₹0.00₹0.00₹0.00₹0.00
2018₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹2.00₹0.00₹0.00₹0.00₹0.00
2017₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹1.50₹0.00₹0.00₹0.00
2016₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹1.20₹0.00₹0.00₹0.00
2015₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹1.20₹0.00₹0.00₹0.00
2014₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.60₹0.00₹0.00₹0.00
2013₹1.20₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹1.20₹0.00₹0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.2%
Escorts Kubota Limited has a dividend yield of 0.22%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%10.2%
Escorts Kubota Limited has a payout ratio of 10.20%, which is below the market average. This means Escorts Kubota Limited returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.78%
-3.54%
ESCORTS.NS (Escorts Kubota Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Escorts Kubota Limited. 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 Escorts Kubota Limited was 85.95%, occurring on Dec 2, 2008. Recovery took 451 trading sessions.

The current Escorts Kubota Limited drawdown is 4.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.95%Feb 23, 20002240Dec 2, 2008451Oct 1, 20102691
-78.18%Nov 11, 2010591Mar 26, 2013801Jun 29, 20161392
-59.11%Apr 24, 1998262Apr 26, 199975Aug 9, 1999337
-56.62%May 2, 2018322Aug 22, 2019199Jun 17, 2020521
-53.33%Jul 23, 1996414Feb 20, 199844Apr 23, 1998458

Volatility

Volatility Chart

The current Escorts Kubota Limited volatility is 7.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
7.38%
3.53%
ESCORTS.NS (Escorts Kubota Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Escorts Kubota Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items