- ISIN
- US30215C1018
- Sector
- Industrials
- Industry
- Consulting Services
Highlights
- Market Cap
- $32.07B
- Enterprise Value
- $38.20B
- EPS (TTM)
- $2.91
- PE Ratio
- 12.01
- PEG Ratio
- 0.99
- Total Revenue (TTM)
- $15.99B
- Gross Profit (TTM)
- $6.30B
- EBITDA (TTM)
- $5.63B
- Year Range
- $32.26 - $55.21
- ROA (TTM)
- 18.70%
- ROE (TTM)
- 48.19%
Share Price Chart
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Performance
EXPGY Performance Chart
Experian plc ADR (EXPGY) is down 22.3% since the beginning of the year. At $35 per share, EXPGY is trading 36.7% below its 52-week high of $55. Investors who bought $1,000 worth of EXPGY shares 5 years ago would now be looking at an investment worth $995.
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Returns By Period
Experian plc ADR (EXPGY) has returned -22.31% so far this year and -28.94% over the past 12 months. Over the last ten years, EXPGY has returned 7.95% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Experian plc ADR
- 1D
- -3.27%
- 1M
- -4.80%
- YTD
- -22.31%
- 6M
- -19.84%
- 1Y
- -28.94%
- 3Y*
- 0.11%
- 5Y*
- -0.11%
- 10Y*
- 7.95%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
EXPGY Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, EXPGY's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +21.5%, while the worst month was Mar 2020 at -16.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, EXPGY closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +14.2%, while the worst single day was Mar 16, 2020 at -13.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.48% | 0.21% | -7.15% | 4.75% | -5.22% | 0.69% | -22.31% | ||||||
| 2025 | 16.04% | -4.09% | -1.99% | 7.13% | 0.34% | 3.84% | 2.92% | -2.21% | -2.86% | -7.23% | -5.52% | 2.64% | 7.09% |
| 2024 | 2.54% | 3.13% | 1.54% | -6.98% | 14.02% | 1.87% | 1.14% | 3.03% | 8.40% | -7.33% | -2.03% | -10.66% | 6.28% |
| 2023 | 8.66% | -7.52% | -2.22% | 6.89% | 0.51% | 9.10% | 0.78% | -9.42% | -6.50% | -7.35% | 21.53% | 10.86% | 22.70% |
| 2022 | -15.13% | -6.71% | -0.98% | -10.23% | -3.30% | -11.24% | 19.09% | -13.31% | -3.40% | 8.58% | 10.51% | -3.99% | -30.59% |
| 2021 | -7.52% | -9.37% | 8.70% | 12.21% | -0.65% | 1.49% | 13.72% | 0.45% | -5.27% | 9.81% | -2.26% | 9.70% | 31.35% |
Benchmark Metrics
Experian plc ADR has an annualized alpha of -0.73%, beta of 0.89, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.
- This stock participated in 113.04% of S&P 500 Index downside but only 91.81% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.34 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -0.73%
- Beta
- 0.89
- R²
- 0.34
- Upside Capture
- 91.81%
- Downside Capture
- 113.04%
Return for Risk
Risk / Return Rank
EXPGY ranks 8 for risk / return — in the bottom 8% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Experian plc ADR (EXPGY) and compare them to S&P 500 Index.
| EXPGY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.06 | 2.39 | -3.45 |
Sortino ratioReturn per unit of downside risk | -1.50 | 3.25 | -4.75 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.43 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 3.11 | -3.84 |
Martin ratioReturn relative to average drawdown | -1.29 | 14.38 | -15.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Experian plc ADR provided a 1.85% dividend yield over the last twelve months, with an annual payout of $0.65 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.65 | $0.63 | $0.59 | $0.55 | $0.49 | $0.43 | $0.45 | $0.43 | $0.41 | $0.27 | $0.37 |
Dividend yield | 1.85% | 1.38% | 1.37% | 1.34% | 1.46% | 0.88% | 1.19% | 1.26% | 1.71% | 1.21% | 1.92% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | ||||||
| 2025 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 |
| 2024 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 |
| 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 | $0.55 |
| 2022 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 |
| 2021 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 |
Dividend Yield & Payout
Dividend Yield
Experian plc ADR has a dividend yield of 1.85%, which is quite average when compared to the overall market.
Payout Ratio
Experian plc ADR has a payout ratio of 42.61%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 43.94%, occurring on Jun 14, 2022. Recovery took 501 trading sessions.
The current Experian plc ADR drawdown is 36.01%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -43.94%Jun 2022 | 5mo 11d | 1y 12mo | 2y 5moJan 2022 - Jun 2024 |
COVID crash2020 | -42.79%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 |
2026 bear market2026 | -40.50%Feb 2026 | 6mo 25d | — | 10mo 18dJul 2025 - now |
2025 selloff2025 | -24.06%Apr 2025 | 6mo 8d | 1mo 6d | 7mo 14dOct 2024 - May 2025 |
2021 bear market2021 | -23.14%Feb 2021 | 3mo 15d | 4mo 16d | 8mo 1dNov 2020 - Jul 2021 |
Drawdown Indicators
| EXPGY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.94% | -56.78% | +12.84% |
Max Drawdown (1Y)Largest decline over 1 year | -40.50% | -9.10% | -31.40% |
Max Drawdown (3Y)Largest decline over 3 years | -40.50% | -18.90% | -21.60% |
Max Drawdown (5Y)Largest decline over 5 years | -43.94% | -25.43% | -18.51% |
Max Drawdown (10Y)Largest decline over 10 years | -43.94% | -33.92% | -10.02% |
Current DrawdownCurrent decline from peak | -36.01% | 0.00% | -36.01% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -10.72% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.80% | 1.97% | +20.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how Experian plc ADR is priced in the market compared to other companies in the Consulting Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for EXPGY, comparing it with other companies in the Consulting Services industry. Currently, EXPGY has a P/E ratio of 12.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for EXPGY compared to other companies in the Consulting Services industry. EXPGY currently has a PEG ratio of 1.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EXPGY relative to other companies in the Consulting Services industry. Currently, EXPGY has a P/S ratio of 2.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EXPGY in comparison with other companies in the Consulting Services industry. Currently, EXPGY has a P/B value of 5.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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