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Essentra plc (ESNT.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00B0744359
SectorBasic Materials
IndustrySpecialty Chemicals

Highlights

Market Cap£531.80M
EPS£0.02
PE Ratio92.30
Revenue (TTM)£316.30M
Gross Profit (TTM)£25.10M
EBITDA (TTM)£42.50M
Year Range£128.50 - £192.06
Target Price£265.00
Short %200.00%

Share Price Chart


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Compare to other instruments

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Essentra plc

Performance

Performance Chart

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


0.00%100.00%200.00%300.00%400.00%500.00%December2024FebruaryMarchAprilMay
50.44%
539.74%
ESNT.L (Essentra plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Essentra plc had a return of -0.59% year-to-date (YTD) and -7.62% in the last 12 months. Over the past 10 years, Essentra plc had an annualized return of -10.43%, while the S&P 500 had an annualized return of 10.76%, indicating that Essentra plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.59%11.21%
1 month-2.54%4.60%
6 months6.31%16.35%
1 year-7.62%27.79%
5 years (annualized)-11.04%13.43%
10 years (annualized)-10.43%10.76%

Monthly Returns

The table below presents the monthly returns of ESNT.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.00%-3.70%5.52%0.46%-0.59%
2023-8.67%3.70%0.31%6.77%-11.02%-11.27%0.12%-9.11%10.52%-8.16%2.15%11.73%-15.57%
2022-0.43%-11.06%3.11%1.06%1.11%-21.86%-0.20%-19.76%-7.16%23.22%8.44%-3.07%-29.79%
2021-5.68%1.45%-1.02%10.86%-1.73%-1.12%-8.25%2.29%-7.05%8.60%4.99%13.11%14.79%
2020-3.77%-14.42%-26.71%12.24%4.30%0.00%3.57%1.73%-16.83%-3.29%23.68%0.39%-25.65%
20198.94%1.02%9.61%5.77%-4.21%5.98%-0.61%-5.72%7.48%-10.39%10.44%3.37%33.44%
2018-3.40%-12.49%-2.38%4.06%7.57%1.26%0.17%-7.52%-7.59%-5.68%0.47%-10.79%-32.31%
2017-11.19%32.76%-0.76%3.14%6.19%-1.83%-5.14%-0.28%4.72%-3.71%-4.98%4.75%19.44%
2016-11.35%13.69%0.88%-1.87%2.22%-38.19%-5.46%6.39%-4.65%4.96%-22.25%16.27%-42.64%
201513.39%22.65%-1.21%-3.27%4.06%-0.70%-8.11%-6.58%-7.05%7.12%3.15%-4.66%15.43%
2014-3.43%7.29%-1.97%-7.16%-1.31%-3.29%0.85%11.30%-6.29%-13.92%9.98%-3.05%-13.10%
20134.73%10.85%14.02%-1.74%-1.27%0.57%10.34%-0.52%-2.17%4.68%4.66%4.76%59.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ESNT.L is 33, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of ESNT.L is 3333
ESNT.L (Essentra plc)
The Sharpe Ratio Rank of ESNT.L is 3434Sharpe Ratio Rank
The Sortino Ratio Rank of ESNT.L is 2929Sortino Ratio Rank
The Omega Ratio Rank of ESNT.L is 2929Omega Ratio Rank
The Calmar Ratio Rank of ESNT.L is 4040Calmar Ratio Rank
The Martin Ratio Rank of ESNT.L is 3434Martin 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 Essentra plc (ESNT.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ESNT.L
Sharpe ratio
The chart of Sharpe ratio for ESNT.L, currently valued at -0.24, compared to the broader market-2.00-1.000.001.002.003.004.00-0.24
Sortino ratio
The chart of Sortino ratio for ESNT.L, currently valued at -0.15, compared to the broader market-4.00-2.000.002.004.006.00-0.15
Omega ratio
The chart of Omega ratio for ESNT.L, currently valued at 0.98, compared to the broader market0.501.001.502.000.98
Calmar ratio
The chart of Calmar ratio for ESNT.L, currently valued at -0.09, compared to the broader market0.002.004.006.00-0.09
Martin ratio
The chart of Martin ratio for ESNT.L, currently valued at -0.57, compared to the broader market-10.000.0010.0020.0030.00-0.57
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, 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 ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market0.501.001.502.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.04, compared to the broader market0.002.004.006.002.04
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.59, compared to the broader market-10.000.0010.0020.0030.009.59

Sharpe Ratio

The current Essentra plc Sharpe ratio is -0.24. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Essentra plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.00December2024FebruaryMarchAprilMay
-0.24
2.01
ESNT.L (Essentra plc)
Benchmark (^GSPC)

Dividends

Dividend History

Essentra plc granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to £0.04 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.04£0.32£0.06£0.05£0.14£0.21£0.21£0.21£0.21£0.19£0.16£0.13

Dividend yield

0.02%0.19%0.03%0.02%0.05%0.05%0.06%0.04%0.04%0.02%0.02%0.02%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.00£0.00£0.02£0.02
2023£0.00£0.00£0.30£0.00£0.01£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.32
2022£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00£0.06
2021£0.00£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00£0.05
2020£0.00£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.14
2019£0.00£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.21
2018£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.21
2017£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.21
2016£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.21
2015£0.00£0.00£0.13£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.19
2014£0.00£0.00£0.00£0.11£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.16
2013£0.09£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00£0.13

Drawdowns

Drawdowns Chart

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


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-75.29%
-0.92%
ESNT.L (Essentra plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Essentra plc. 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 Essentra plc was 79.01%, occurring on Sep 19, 2023. The portfolio has not yet recovered.

The current Essentra plc drawdown is 75.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.01%Mar 25, 20152143Sep 19, 2023
-66.68%Apr 6, 2006734Mar 2, 2009490Feb 8, 20111224
-27.89%Mar 7, 2014155Oct 16, 201486Feb 18, 2015241
-23.14%May 23, 201155Aug 8, 201157Oct 27, 2011112
-13.55%Aug 9, 201344Oct 10, 201350Dec 19, 201394

Volatility

Volatility Chart

The current Essentra plc volatility is 9.68%, 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%December2024FebruaryMarchAprilMay
9.68%
3.42%
ESNT.L (Essentra plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Essentra plc 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