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Experian plc ADR (EXPGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS30215C1018
SectorIndustrials
IndustryConsulting Services

Highlights

Market Cap$37.41B
EPS$1.12
PE Ratio36.62
PEG Ratio1.31
Revenue (TTM)$6.80B
Gross Profit (TTM)$2.63B
EBITDA (TTM)$1.91B
Year Range$28.67 - $44.61
Target Price$46.00

Share Price Chart


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Compare to other instruments

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


Experian plc ADR

Popular comparisons: EXPGY vs. SPY, EXPGY vs. ^GSPC

Performance

Performance Chart

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


150.00%200.00%250.00%300.00%December2024FebruaryMarchAprilMay
220.29%
301.95%
EXPGY (Experian plc ADR)
Benchmark (^GSPC)

S&P 500

Returns By Period

Experian plc ADR had a return of 0.84% year-to-date (YTD) and 18.45% in the last 12 months. Over the past 10 years, Experian plc ADR had an annualized return of 9.97%, which was very close to the S&P 500 benchmark's annualized return of 10.41%.


PeriodReturnBenchmark
Year-To-Date0.84%6.17%
1 month-4.22%-2.72%
6 months29.14%17.29%
1 year18.45%23.80%
5 years (annualized)8.55%11.47%
10 years (annualized)9.97%10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.54%3.13%1.54%-6.98%
2023-7.35%21.53%10.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EXPGY is 70, suggesting that the investment has average results relative to the market 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 EXPGY is 7070
Experian plc ADR(EXPGY)
The Sharpe Ratio Rank of EXPGY is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of EXPGY is 6767Sortino Ratio Rank
The Omega Ratio Rank of EXPGY is 6868Omega Ratio Rank
The Calmar Ratio Rank of EXPGY is 7070Calmar Ratio Rank
The Martin Ratio Rank of EXPGY is 7070Martin 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 Experian plc ADR (EXPGY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EXPGY
Sharpe ratio
The chart of Sharpe ratio for EXPGY, currently valued at 0.81, compared to the broader market-2.00-1.000.001.002.003.004.000.81
Sortino ratio
The chart of Sortino ratio for EXPGY, currently valued at 1.21, compared to the broader market-4.00-2.000.002.004.006.001.21
Omega ratio
The chart of Omega ratio for EXPGY, currently valued at 1.17, compared to the broader market0.501.001.501.17
Calmar ratio
The chart of Calmar ratio for EXPGY, currently valued at 0.48, compared to the broader market0.002.004.006.000.48
Martin ratio
The chart of Martin ratio for EXPGY, currently valued at 2.23, compared to the broader market-10.000.0010.0020.0030.002.23
^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 Experian plc ADR Sharpe ratio is 0.81. 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 Experian plc ADR 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-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.81
1.97
EXPGY (Experian plc ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Experian plc ADR granted a 1.36% dividend yield in the last twelve months. The annual payout for that period amounted to $0.56 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.56$0.55$0.52$0.47$0.47$0.47$0.45$0.29$0.41$0.40$0.38$0.46

Dividend yield

1.36%1.35%1.54%0.96%1.24%1.37%1.85%1.30%2.10%2.22%2.27%2.51%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.18$0.00$0.00$0.00
2023$0.17$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.16$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.15$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.15$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.14$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.14$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.13
2015$0.00$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.13
2014$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.12
2013$0.11$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.12

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.4%
Experian plc ADR has a dividend yield of 1.36%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%48.8%
Experian plc ADR has a payout ratio of 48.80%, which is quite average when compared to the overall market. This suggests that Experian plc 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-14.75%
-3.62%
EXPGY (Experian plc ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Experian plc 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 Experian plc ADR was 78.11%, occurring on Oct 27, 2008. Recovery took 1094 trading sessions.

The current Experian plc ADR drawdown is 14.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.11%May 12, 2006613Oct 27, 20081094Mar 5, 20131707
-43.94%Jan 4, 2022112Jun 14, 2022
-42.79%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-26.51%Nov 1, 2013254Nov 4, 2014410Jun 22, 2016664
-23.1%Nov 13, 202071Feb 26, 202193Jul 12, 2021164

Volatility

Volatility Chart

The current Experian plc ADR volatility is 5.89%, 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.


0.00%5.00%10.00%15.00%December2024FebruaryMarchAprilMay
5.89%
4.05%
EXPGY (Experian plc ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Experian plc ADR 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

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Gross Profit

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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