PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Experian plc ADR (EXPGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US30215C1018

Sector

Industrials

Highlights

Market Cap

$39.56B

EPS (TTM)

$1.28

PE Ratio

33.38

PEG Ratio

1.82

Year Range

$39.24 - $53.10

Target Price

$55.33

Share Price Chart


Loading data...

Compare to other instruments

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


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

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.


250.00%300.00%350.00%400.00%AugustSeptemberOctoberNovemberDecember2025
239.17%
371.65%
EXPGY (Experian plc ADR)
Benchmark (^GSPC)

Returns By Period

Experian plc ADR had a return of 0.47% year-to-date (YTD) and 12.47% in the last 12 months. Over the past 10 years, Experian plc ADR had an annualized return of 12.31%, outperforming the S&P 500 benchmark which had an annualized return of 11.51%.


EXPGY

YTD

0.47%

1M

-10.41%

6M

-8.62%

1Y

12.47%

5Y*

6.54%

10Y*

12.31%

^GSPC (Benchmark)

YTD

1.03%

1M

-2.37%

6M

6.74%

1Y

26.74%

5Y*

12.96%

10Y*

11.51%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.54%3.13%1.54%-6.98%14.02%1.87%1.14%3.03%8.40%-7.33%-2.03%-10.66%6.28%
20238.66%-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%-11.16%19.09%-13.31%-3.40%8.58%10.51%-3.99%-30.53%
2021-7.48%-9.37%8.70%12.21%-0.65%1.54%13.72%0.45%-5.27%9.81%-2.26%9.70%31.47%
20202.88%-3.87%-16.90%7.73%16.71%1.43%-0.17%5.78%1.40%-2.26%-3.34%6.72%13.15%
20194.66%3.56%4.05%7.83%3.36%1.79%-0.33%1.65%4.06%-1.40%5.10%2.44%43.17%
20186.26%-7.60%1.45%5.39%7.56%1.51%-0.14%0.91%3.34%-10.26%6.08%-1.17%12.29%
20170.26%2.27%3.21%5.65%-2.87%-0.44%-3.45%1.11%0.40%4.61%-1.54%5.46%15.10%
2016-3.29%-4.13%8.79%1.87%3.53%1.90%3.16%1.94%-0.00%-3.55%-2.26%3.23%10.93%
20154.76%4.94%-10.69%8.34%7.16%-2.98%2.57%-9.77%-4.98%6.39%8.63%-3.83%8.11%
2014-7.22%6.08%-0.39%6.31%-9.94%-1.23%1.07%1.74%-8.76%-5.20%4.88%7.85%-6.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EXPGY is 65, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EXPGY is 6565
Overall Rank
The Sharpe Ratio Rank of EXPGY is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of EXPGY is 6060
Sortino Ratio Rank
The Omega Ratio Rank of EXPGY is 5757
Omega Ratio Rank
The Calmar Ratio Rank of EXPGY is 7272
Calmar Ratio Rank
The Martin Ratio Rank of EXPGY is 6767
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for EXPGY, currently valued at 0.55, compared to the broader market-4.00-2.000.002.000.552.08
The chart of Sortino ratio for EXPGY, currently valued at 0.96, compared to the broader market-4.00-2.000.002.004.000.962.78
The chart of Omega ratio for EXPGY, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.38
The chart of Calmar ratio for EXPGY, currently valued at 0.61, compared to the broader market0.002.004.006.000.613.10
The chart of Martin ratio for EXPGY, currently valued at 1.94, compared to the broader market0.005.0010.0015.0020.0025.001.9413.27
EXPGY
^GSPC

The current Experian plc ADR Sharpe ratio is 0.55. 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 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 Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
0.55
2.08
EXPGY (Experian plc ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Experian plc ADR provided a 0.94% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The company has been increasing its dividends for 7 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%2.20%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.41$0.59$0.55$0.52$0.47$0.47$0.47$0.45$0.29$0.41$0.40$0.38

Dividend yield

0.94%1.37%1.35%1.54%0.95%1.24%1.37%1.85%1.30%2.10%2.22%2.27%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
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$0.36$0.00$0.00$0.00$0.00$0.00$0.00$0.52
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$0.47
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$0.47
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$0.47
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$0.45
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$0.29
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$0.41
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$0.40
2014$0.26$0.00$0.00$0.00$0.00$0.00$0.12$0.38

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.9%
Experian plc ADR has a dividend yield of 0.94%, 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
200.0%400.0%600.0%800.0%45.7%
Experian plc ADR has a payout ratio of 45.67%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-18.51%
-2.43%
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 18.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.11%May 12, 2006613Oct 27, 20081094Mar 5, 20131707
-43.94%Jan 4, 2022112Jun 14, 2022500Jun 12, 2024612
-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 4.40%, 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%AugustSeptemberOctoberNovemberDecember2025
4.40%
4.36%
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

Valuation

The Valuation section provides an assessment of the market value of Experian plc ADR compared to its peers in the Consulting Services industry.


PE Ratio
100.0200.0300.033.4
The chart displays the price to earnings (P/E) ratio for EXPGY in comparison to other companies of the Consulting Services industry. Currently, EXPGY has a PE value of 33.4. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.05.06.01.8
The chart displays the price to earnings to growth (PEG) ratio for EXPGY in comparison to other companies of the Consulting Services industry. Currently, EXPGY has a PEG value of 1.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Experian plc ADR.


Loading data...

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

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab