- ISIN
- US3376261059
- Sector
- Financial Services
- Industry
- Banks - Diversified
Highlights
- Market Cap
- $31.62B
- Enterprise Value
- -$108.52B
- EPS (TTM)
- $153.60
- PE Ratio
- 0.37
- PEG Ratio
- 0.01
- Total Revenue (TTM)
- $326.64B
- Gross Profit (TTM)
- $446.90B
- EBITDA (TTM)
- $66.02B
- Year Range
- $39.95 - $61.75
- ROA (TTM)
- 3.21%
- ROE (TTM)
- 38.83%
Share Price Chart
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Performance
FANDY Performance Chart
FirstRand Ltd ADR (FANDY) is up 7.1% since the beginning of the year. At $57 per share, FANDY is trading 8.3% below its 52-week high of $62. Investors who bought $1,000 worth of FANDY shares 5 years ago would now be looking at an investment worth $2,212.
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Returns By Period
FirstRand Ltd ADR (FANDY) has returned 7.13% so far this year and 50.41% over the past 12 months. Over the last ten years, FANDY has returned 11.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
FirstRand Ltd ADR
- 1D
- 0.00%
- 1M
- 7.08%
- YTD
- 7.13%
- 6M
- 12.49%
- 1Y
- 50.41%
- 3Y*
- 23.56%
- 5Y*
- 17.21%
- 10Y*
- 11.76%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
FANDY Monthly Returns History
Based on dividend-adjusted daily data since May 2, 2013, FANDY's average daily return is +0.07%, while the average monthly return is +1.17%. At this rate, an investment would double in approximately 5.0 years.
Historically, 49% of months were positive and 51% were negative. The best month was Mar 2016 with a return of +35.9%, while the worst month was Mar 2020 at -40.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FANDY closed higher 14% of trading days. The best single day was Mar 14, 2022 with a return of +26.9%, while the worst single day was Mar 18, 2020 at -21.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.81% | 4.01% | -14.39% | 4.23% | 7.08% | 0.00% | 7.13% | ||||||
| 2025 | 2.41% | -5.16% | 3.19% | -6.17% | 10.77% | 4.19% | 0.00% | 2.47% | 4.45% | 6.80% | 4.96% | 12.30% | 46.24% |
| 2024 | 3.94% | 2.23% | -6.79% | -0.61% | 9.89% | 13.93% | 2.67% | 14.97% | 2.99% | -10.12% | -3.74% | -6.16% | 21.64% |
| 2023 | 11.55% | -5.90% | 2.05% | 0.00% | 0.00% | -1.08% | 18.30% | -10.83% | -6.66% | -11.76% | 14.87% | -1.88% | 3.78% |
| 2022 | 0.00% | -0.00% | 29.81% | -2.22% | -10.98% | -3.97% | -6.40% | 6.19% | -11.17% | 4.47% | 14.46% | -8.20% | 5.16% |
| 2021 | 0.00% | 0.00% | -6.20% | 4.45% | 0.00% | 9.03% | 0.00% | 8.20% | -2.50% | 2.66% | -13.54% | 4.17% | 4.20% |
Benchmark Metrics
FirstRand Ltd ADR has an annualized alpha of 13.47%, beta of 0.30, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since May 03, 2013.
- This stock participated in 117.06% of S&P 500 Index downside but only 96.31% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.30 may look defensive, but with R2 of 0.02 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.02 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 13.47%
- Beta
- 0.30
- R²
- 0.02
- Upside Capture
- 96.31%
- Downside Capture
- 117.06%
Return for Risk
Risk / Return Rank
FANDY ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for FirstRand Ltd ADR (FANDY) and compare them to S&P 500 Index.
| FANDY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 2.24 | -0.81 |
Sortino ratioReturn per unit of downside risk | 2.06 | 3.07 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.41 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.93 | -0.05 |
Martin ratioReturn relative to average drawdown | 7.73 | 13.52 | -5.80 |
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
FirstRand Ltd ADR provided a 5.22% dividend yield over the last twelve months, with an annual payout of $2.95 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.95 | $2.62 | $2.27 | $2.05 | $2.77 | $1.77 | $0.67 | $1.47 | $1.58 | $2.09 | $2.84 | $0.72 |
Dividend yield | 5.22% | 4.81% | 5.73% | 5.95% | 7.86% | 4.89% | 1.84% | 3.16% | 3.34% | 3.80% | 7.28% | 2.49% |
Monthly Dividends
The table displays the monthly dividend distributions for FirstRand Ltd 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 | $0.00 | $0.00 | $0.00 | $1.53 | $0.00 | $0.00 | $1.53 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $0.00 | $0.00 | $2.62 |
| 2024 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $2.27 |
| 2023 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $2.05 |
| 2022 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.75 | $0.00 | $0.00 | $2.77 |
| 2021 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.77 |
Dividend Yield & Payout
Dividend Yield
FirstRand Ltd ADR has a dividend yield of 5.22%, which means its dividend payment is significantly above the market average.
Payout Ratio
FirstRand Ltd ADR has a payout ratio of 60.04%, which is quite average when compared to the overall market. This suggests that FirstRand Ltd 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 FirstRand Ltd 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 FirstRand Ltd ADR was 68.82%, occurring on May 14, 2020. Recovery took 1095 trading sessions.
The current FirstRand Ltd ADR drawdown is 8.30%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2020 bear market2020 | -68.82%May 2020 | 2y 2mo | 4y 4mo | 6y 7moFeb 2018 - Sep 2024 |
2016 bear market2016 | -50.79%Jan 2016 | 10mo 8d | 1y 2mo | 2y 15dMar 2015 - Mar 2017 |
2013 bear market2013 | -31.71%Jun 2013 | 1mo 18d | 9mo 22d | 11mo 10dMay 2013 - Apr 2014 |
2025 selloff2025 | -30.52%Apr 2025 | 6mo 6d | 6mo 5d | 1y 6dOct 2024 - Oct 2025 |
2017 bear market2017 | -25.09%Apr 2017 | 9d | 4mo 13d | 4mo 22dMar 2017 - Aug 2017 |
Drawdown Indicators
| FANDY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.82% | -56.78% | -12.04% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -9.10% | -8.50% |
Max Drawdown (3Y)Largest decline over 3 years | -30.52% | -18.90% | -11.62% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -25.43% | -13.70% |
Max Drawdown (10Y)Largest decline over 10 years | -68.82% | -33.92% | -34.90% |
Current DrawdownCurrent decline from peak | -8.30% | -0.74% | -7.56% |
Average DrawdownAverage peak-to-trough decline | -22.38% | -10.72% | -11.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 1.97% | +4.57% |
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 FirstRand Ltd 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 FirstRand Ltd ADR is priced in the market compared to other companies in the Banks - Diversified 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 FANDY, comparing it with other companies in the Banks - Diversified industry. Currently, FANDY has a P/E ratio of 0.4. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for FANDY compared to other companies in the Banks - Diversified industry. FANDY currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for FANDY relative to other companies in the Banks - Diversified industry. Currently, FANDY has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for FANDY in comparison with other companies in the Banks - Diversified industry. Currently, FANDY has a P/B value of 0.1. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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