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Exor N.V. (EXO.AS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINNL0012059018
SectorConsumer Cyclical
IndustryAuto Manufacturers

Highlights

Market Cap€34.43B
EPS€18.38
PE Ratio5.50
Revenue (TTM)€44.74B
Gross Profit (TTM)€9.51B
EBITDA (TTM)€6.43B
Year Range€73.07 - €105.15
Target Price€117.60

Share Price Chart


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Compare to other instruments

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Exor N.V.

Popular comparisons: EXO.AS vs. BRK-B, EXO.AS vs. SPY, EXO.AS vs. VOO, EXO.AS vs. MSFT, EXO.AS vs. SXR8.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Exor N.V., 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%10.00%20.00%30.00%40.00%50.00%60.00%December2024FebruaryMarchAprilMay
56.05%
13.17%
EXO.AS (Exor N.V.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Exor N.V. had a return of 13.37% year-to-date (YTD) and 38.38% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date13.37%6.17%
1 month0.98%-2.72%
6 months21.59%17.29%
1 year38.38%23.80%
5 years (annualized)N/A11.47%
10 years (annualized)N/A10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.71%11.06%3.26%-0.34%
2023-3.57%10.33%1.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of EXO.AS is 94, placing it in the top 6% 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 EXO.AS is 9494
Exor N.V.(EXO.AS)
The Sharpe Ratio Rank of EXO.AS is 9494Sharpe Ratio Rank
The Sortino Ratio Rank of EXO.AS is 9494Sortino Ratio Rank
The Omega Ratio Rank of EXO.AS is 9292Omega Ratio Rank
The Calmar Ratio Rank of EXO.AS is 9898Calmar Ratio Rank
The Martin Ratio Rank of EXO.AS is 9494Martin 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 Exor N.V. (EXO.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EXO.AS
Sharpe ratio
The chart of Sharpe ratio for EXO.AS, currently valued at 2.30, compared to the broader market-2.00-1.000.001.002.003.004.002.30
Sortino ratio
The chart of Sortino ratio for EXO.AS, currently valued at 3.40, compared to the broader market-4.00-2.000.002.004.006.003.40
Omega ratio
The chart of Omega ratio for EXO.AS, currently valued at 1.42, compared to the broader market0.501.001.501.42
Calmar ratio
The chart of Calmar ratio for EXO.AS, currently valued at 4.48, compared to the broader market0.002.004.006.004.48
Martin ratio
The chart of Martin ratio for EXO.AS, currently valued at 11.79, compared to the broader market-10.000.0010.0020.0030.0011.79
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-2.00-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market-10.000.0010.0020.0030.007.61

Sharpe Ratio

The current Exor N.V. Sharpe ratio is 2.30. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Exor N.V. 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 Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
2.30
2.33
EXO.AS (Exor N.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Exor N.V. granted a 0.43% dividend yield in the last twelve months. The annual payout for that period amounted to €0.44 per share.


PeriodTTM2023
Dividend€0.44€0.44

Dividend yield

0.43%0.49%

Monthly Dividends

The table displays the monthly dividend distributions for Exor N.V.. 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€0.00
2023€0.44€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.4%
Exor N.V. has a dividend yield of 0.43%, 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%6.4%
Exor N.V. has a payout ratio of 6.41%, which is below the market average. This means Exor N.V. 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.


-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-2.38%
-3.27%
EXO.AS (Exor N.V.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Exor N.V.. 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 Exor N.V. was 11.74%, occurring on Dec 22, 2022. Recovery took 38 trading sessions.

The current Exor N.V. drawdown is 2.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-11.74%Dec 2, 202215Dec 22, 202238Feb 15, 202353
-11.11%Aug 18, 202210Aug 31, 202224Oct 4, 202234
-10.48%Mar 6, 20238Mar 15, 202356Jun 6, 202364
-8%Dec 15, 202327Jan 25, 20249Feb 7, 202436
-6.55%Jul 31, 202315Aug 18, 202319Sep 14, 202334

Volatility

Volatility Chart

The current Exor N.V. volatility is 5.96%, 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%3.00%4.00%5.00%6.00%December2024FebruaryMarchAprilMay
5.96%
3.72%
EXO.AS (Exor N.V.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Exor N.V. 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

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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