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FirstGroup PLC ADR (FGROY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS33765M1071
SectorIndustrials
IndustryRailroads

Highlights

Market Cap$1.23B
EPS (TTM)-$0.02
Total Revenue (TTM)$4.72B
Gross Profit (TTM)-$48.20M
EBITDA (TTM)$544.80M
Year Range$1.70 - $2.41

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in FirstGroup 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.


0.00%100.00%200.00%300.00%400.00%500.00%600.00%AprilMayJuneJulyAugustSeptember
-14.58%
560.28%
FGROY (FirstGroup PLC ADR)
Benchmark (^GSPC)

Returns By Period

FirstGroup PLC ADR had a return of -4.77% year-to-date (YTD) and 7.44% in the last 12 months. Over the past 10 years, FirstGroup PLC ADR had an annualized return of 1.09%, while the S&P 500 had an annualized return of 10.92%, indicating that FirstGroup PLC ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-4.77%17.95%
1 month0.00%3.13%
6 months-12.69%9.95%
1 year7.44%24.88%
5 years (annualized)11.67%13.37%
10 years (annualized)1.09%10.92%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.01%-7.91%17.54%-11.44%5.54%-7.91%2.79%1.49%-4.77%
202311.36%-5.62%0.63%9.96%1.42%29.45%4.42%-3.21%0.16%0.87%9.15%9.09%85.64%
2022-2.59%0.73%2.49%1.15%2.33%12.21%0.23%-18.99%-10.31%3.15%5.70%-4.26%-11.21%
2021-2.67%27.72%0.95%-15.43%13.68%-7.37%1.94%7.72%-3.46%14.93%-5.01%6.34%37.55%
2020-3.08%-5.82%-59.30%17.09%-0.13%-14.08%-26.38%26.35%-15.91%9.36%50.17%25.26%-39.94%
20196.49%1.25%0.74%12.37%9.11%-6.81%10.96%8.08%0.54%0.18%49.90%
20181.73%-22.56%-0.70%37.00%1.80%-33.86%8.88%7.46%-3.84%-4.58%-22.53%
2017-1.54%17.07%10.44%5.57%11.65%-15.16%-9.75%-0.81%6.15%-9.24%4.01%-2.03%11.87%
2016-21.14%5.21%11.98%5.22%-15.31%7.95%-3.96%-5.21%-2.83%1.97%-19.39%
2015-15.95%-8.02%18.87%9.89%-7.04%-4.68%-4.38%-1.71%-15.89%
201421.14%2.75%5.10%-10.90%7.38%-6.96%-2.63%-8.49%-6.59%6.16%2.90%
2013-5.23%-4.45%3.91%7.60%-45.71%-18.50%33.59%21.96%3.92%1.86%3.13%-5.92%-25.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FGROY is 79, placing it in the top 21% of stocks on our website 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 FGROY is 7979
FGROY (FirstGroup PLC ADR)
The Sharpe Ratio Rank of FGROY is 7979Sharpe Ratio Rank
The Sortino Ratio Rank of FGROY is 7777Sortino Ratio Rank
The Omega Ratio Rank of FGROY is 8282Omega Ratio Rank
The Calmar Ratio Rank of FGROY is 7777Calmar Ratio Rank
The Martin Ratio Rank of FGROY is 8181Martin 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 FirstGroup PLC ADR (FGROY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FGROY
Sharpe ratio
The chart of Sharpe ratio for FGROY, currently valued at 1.10, compared to the broader market-4.00-2.000.002.001.10
Sortino ratio
The chart of Sortino ratio for FGROY, currently valued at 1.81, compared to the broader market-6.00-4.00-2.000.002.004.001.81
Omega ratio
The chart of Omega ratio for FGROY, currently valued at 1.11, compared to the broader market0.501.001.502.001.11
Calmar ratio
The chart of Calmar ratio for FGROY, currently valued at 0.81, compared to the broader market0.001.002.003.004.005.000.81
Martin ratio
The chart of Martin ratio for FGROY, currently valued at 5.28, compared to the broader market-10.00-5.000.005.0010.0015.0020.005.28
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.03, compared to the broader market-4.00-2.000.002.002.03
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-6.00-4.00-2.000.002.004.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.83, compared to the broader market0.001.002.003.004.005.001.83
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.70, compared to the broader market-10.00-5.000.005.0010.0015.0020.009.70

Sharpe Ratio

The current FirstGroup PLC ADR Sharpe ratio is 1.10. 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 FirstGroup 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 Ratio1.001.502.002.503.00AprilMayJuneJulyAugustSeptember
1.10
2.03
FGROY (FirstGroup PLC ADR)
Benchmark (^GSPC)

Dividends

Dividend History

FirstGroup PLC ADR granted a 3.50% dividend yield in the last twelve months. The annual payout for that period amounted to $0.07 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.07$0.06$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47

Dividend yield

3.50%2.55%1.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%25.19%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.05
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.02$0.06
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.01$0.00$0.02
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.12$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.47

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.5%
FirstGroup PLC ADR has a dividend yield of 3.50%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%19.2%
FirstGroup PLC ADR has a payout ratio of 19.19%, which is below the market average. This means FirstGroup PLC ADR 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-47.69%
-0.73%
FGROY (FirstGroup PLC ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the FirstGroup 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 FirstGroup PLC ADR was 92.03%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current FirstGroup PLC ADR drawdown is 47.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.03%Oct 1, 2009424Mar 18, 2020
-2.38%Sep 2, 20091Sep 2, 20091Sep 14, 20092
-1.01%Jun 24, 20091Jun 24, 20093Aug 13, 20094

Volatility

Volatility Chart

The current FirstGroup PLC ADR volatility is 0.00%, 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%20.00%25.00%AprilMayJuneJulyAugustSeptember0
4.36%
FGROY (FirstGroup PLC ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of FirstGroup PLC ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

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


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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