- ISIN
- US34959F1066
- Sector
- Utilities
- Industry
- Utilities - Renewable
Highlights
- Market Cap
- $98.03B
- Enterprise Value
- $100.28B
- EPS (TTM)
- €0.18
- PE Ratio
- 20.54
- Total Revenue (TTM)
- €5.49B
- Gross Profit (TTM)
- €1.99B
- EBITDA (TTM)
- €1.49B
- Year Range
- $3.27 - $5.27
- ROA (TTM)
- 5.49%
- ROE (TTM)
- 10.17%
- Avg. Volume (1M)
- 7K
- Avg. Volume Value (1M)
- $32.87K
Share Price Chart
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Performance
FOJCY Performance Chart
Fortum Oyj ADR (FOJCY) is up 3.5% since the beginning of the year. At $4 per share, FOJCY is trading 17.1% below its 52-week high of $5. Investors who bought $1,000 worth of FOJCY shares 5 years ago would now be looking at an investment worth $1,143.
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Returns By Period
Fortum Oyj ADR (FOJCY) has returned 3.51% so far this year and 19.66% over the past 12 months. Over the last ten years, FOJCY has returned 11.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Fortum Oyj ADR
- 1D
- -1.58%
- 1M
- -2.89%
- 6M
- -7.31%
- YTD
- 3.51%
- 1Y
- 19.66%
- 3Y*
- 30.66%
- 5Y*
- 2.71%
- 10Y*
- 11.94%
- ALL TIME*
- 8.33%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FOJCY Monthly Returns History
Based on dividend-adjusted daily data since May 5, 2009, FOJCY's average daily return is +0.07%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.
Historically, 56% of months were positive and 44% were negative. The best month was Sep 2022 with a return of +32.4%, while the worst month was Mar 2020 at -31.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, FOJCY closed higher 38% of trading days. The best single day was Sep 10, 2009 with a return of +15.8%, while the worst single day was Jun 21, 2011 at -15.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.67% | -5.53% | 5.65% | 4.98% | -5.77% | -0.54% | -5.62% | 3.51% | |||||
| 2025 | 7.43% | 5.02% | 7.74% | 10.43% | 5.67% | 5.71% | -0.60% | -3.17% | 6.27% | 16.62% | -6.09% | 6.98% | 79.68% |
| 2024 | -6.97% | -7.49% | 4.60% | 3.18% | 18.97% | -3.49% | 3.44% | 6.16% | 1.88% | -11.28% | 5.89% | -8.19% | 2.92% |
| 2023 | -9.48% | 1.86% | 0.83% | 0.26% | -12.35% | 5.02% | -0.42% | -0.50% | -12.48% | 2.43% | 20.73% | 2.68% | -5.53% |
| 2022 | -15.40% | -22.33% | -6.10% | -6.06% | 8.80% | -21.00% | -25.62% | -6.42% | 32.35% | -0.37% | 18.22% | 2.83% | -44.41% |
| 2021 | 5.52% | 1.41% | 7.74% | 1.92% | 12.52% | -6.65% | 0.08% | 11.01% | -1.46% | -2.48% | -3.47% | 10.43% | 40.46% |
Benchmark Metrics
Fortum Oyj ADR has an annualized alpha of 9.39%, beta of 0.60, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since May 05, 2009.
- This stock participated in 113.89% of S&P 500 Index downside but only 94.21% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.60 may look defensive, but with R2 of 0.06 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 0.06 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
- 9.39%
- Beta
- 0.60
- R²
- 0.06
- Upside Capture
- 94.21%
- Downside Capture
- 113.89%
Return for Risk
Risk / Return Rank
FOJCY ranks 64 for risk / return — above 64% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fortum Oyj ADR (FOJCY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FOJCY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.00 | -0.68 |
| Martin ratioReturn relative to average drawdown | 3.04 | 8.49 | -5.46 |
Dividends
Dividend History
Fortum Oyj ADR provided a 3.90% dividend yield over the last twelve months, with an annual payout of $0.17 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 | $0.17 | $0.30 | $0.25 | $0.19 | $0.25 | $0.27 | $0.35 | $0.25 | $0.27 | $0.46 | $0.50 | $0.27 |
Dividend yield | 3.90% | 6.94% | 9.39% | 6.74% | 7.57% | 4.22% | 7.37% | 4.88% | 6.47% | 11.86% | 16.86% | 9.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Fortum Oyj 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 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.25 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
Dividend Yield & Payout
Dividend Yield
Fortum Oyj ADR has a dividend yield of 3.90%, which is quite average when compared to the overall market.
Payout Ratio
Fortum Oyj ADR has a payout ratio of 86.06%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 Fortum Oyj 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 Fortum Oyj ADR was 70.67%, occurring on Sep 6, 2022. Recovery took 797 trading sessions.
The current Fortum Oyj ADR drawdown is 17.08%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-70.67%Sep 2022 | 10mo 16d | 3y 2mo | 4y 14dOct 2021 - Nov 2025 | Bear market2022 |
-54.09%Feb 2016 | 4y 9mo | 1y 7mo | 6y 4moMay 2011 - Sep 2017 | — |
-45.98%Apr 2020 | 2mo 3d | 7mo 29d | 10mo 2dJan 2020 - Nov 2020 | COVID crash2020 |
-24.55%May 2010 | 4mo 21d | 4mo 21d | 9mo 12dJan 2010 - Oct 2010 | — |
-24.01%Nov 2018 | 1mo 18d | 1y 1mo | 1y 3moSep 2018 - Dec 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| FOJCY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.67% | -56.78% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -18.79% | -9.10% | -9.69% |
Max Drawdown (3Y)Largest decline over 3 years | -25.89% | -18.90% | -6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -70.67% | -25.43% | -45.24% |
Max Drawdown (10Y)Largest decline over 10 years | -70.67% | -33.92% | -36.75% |
Current DrawdownCurrent decline from peak | -17.08% | -1.58% | -15.50% |
Average DrawdownAverage peak-to-trough decline | -24.91% | -10.70% | -14.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.18% | 2.14% | +6.04% |
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 Fortum Oyj 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 Fortum Oyj ADR is priced in the market compared to other companies in the Utilities - Renewable 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 FOJCY, comparing it with other companies in the Utilities - Renewable industry. Currently, FOJCY has a P/E ratio of 20.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for FOJCY relative to other companies in the Utilities - Renewable industry. Currently, FOJCY has a P/S ratio of 3.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for FOJCY in comparison with other companies in the Utilities - Renewable industry. Currently, FOJCY has a P/B value of 2.1. 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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