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Fortum Oyj ADR (FOJCY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US34959F1066

Sector

Utilities

Highlights

Market Cap

$15.44B

EPS (TTM)

$0.27

PE Ratio

12.30

Total Revenue (TTM)

$5.43B

Gross Profit (TTM)

$2.19B

EBITDA (TTM)

$1.86B

Year Range

$2.44 - $3.55

Share Price Chart


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Compare to other instruments

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Fortum Oyj ADR

Popular comparisons:
FOJCY vs. NTOIY FOJCY vs. SPHD
Popular comparisons:

Performance

Performance Chart


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S&P 500

Returns By Period

Fortum Oyj ADR (FOJCY) returned 34.45% year-to-date (YTD) and 28.69% over the past 12 months. Over the past 10 years, FOJCY returned 8.39% annually, underperforming the S&P 500 benchmark at 10.84%.


FOJCY

YTD

34.45%

1M

3.37%

6M

27.05%

1Y

28.69%

3Y*

5.65%

5Y*

5.44%

10Y*

8.39%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.00%7.87%3.95%11.70%3.22%34.45%
2024-4.44%-9.32%4.01%7.12%14.92%-3.85%4.95%4.23%3.15%-7.31%2.55%-7.10%6.31%
2023-9.53%2.20%-0.00%0.52%-11.29%0.99%1.46%-0.85%-9.93%1.72%18.75%2.59%-6.50%
2022-12.17%-21.51%-6.86%-8.78%9.84%-18.78%-25.63%-7.46%30.98%4.37%11.26%5.87%-42.10%
20210.73%5.62%4.31%3.37%9.75%-4.45%-0.09%10.16%0.36%-2.40%-3.83%7.32%33.85%
2020-0.83%-13.36%-24.45%21.60%15.43%-0.89%7.27%4.03%-4.37%-7.13%22.11%4.92%14.66%
20193.89%-2.03%-2.59%3.15%0.97%3.82%4.63%-4.86%7.31%3.28%-3.09%4.16%19.40%
201812.24%-1.01%-2.52%14.84%1.67%1.66%5.32%1.35%1.16%-18.24%-2.19%5.97%17.64%
20173.77%-4.23%3.69%-0.86%9.59%-1.79%4.57%9.16%10.91%7.11%-0.73%-6.00%39.14%
20163.40%-15.00%14.15%5.13%13.33%5.16%4.45%-6.74%3.86%2.60%-13.24%6.98%21.11%
2015-1.90%7.05%-0.95%-5.59%-4.26%-6.48%-0.45%-8.03%-7.97%0.77%-2.68%3.03%-25.14%
2014-6.38%10.18%-4.05%6.27%8.20%10.00%-4.32%-2.51%-2.60%-5.04%8.61%-13.57%1.39%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, FOJCY is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FOJCY is 7777
Overall Rank
The Sharpe Ratio Rank of FOJCY is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of FOJCY is 7575
Sortino Ratio Rank
The Omega Ratio Rank of FOJCY is 7474
Omega Ratio Rank
The Calmar Ratio Rank of FOJCY is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FOJCY is 8585
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 Fortum Oyj ADR (FOJCY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fortum Oyj ADR Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.79
  • 5-Year: 0.15
  • 10-Year: 0.28
  • All Time: 0.23

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fortum Oyj ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fortum Oyj ADR provided a 13.09% dividend yield over the last twelve months, with an annual payout of $0.44 per share.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.44$0.25$0.20$0.25$0.27$0.48$0.25$0.27$0.23$0.49$0.30$0.30

Dividend yield

13.09%8.93%6.80%7.49%4.41%9.97%5.00%6.20%5.90%15.90%9.89%6.98%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.32$0.00$0.32
2024$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.12$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$0.20
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
2020$0.00$0.00$0.24$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48
2019$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
2018$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
2017$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23
2016$0.00$0.00$0.00$0.25$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2015$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30
2014$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30

Dividend Yield & Payout


Dividend Yield

Fortum Oyj ADR has a dividend yield of 13.09%, which means its dividend payment is significantly above the market average.

Payout Ratio

Fortum Oyj ADR has a payout ratio of 1.76%, which is below the market average. This means Fortum Oyj 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.


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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 69.62%, occurring on Sep 6, 2022. The portfolio has not yet recovered.

The current Fortum Oyj ADR drawdown is 26.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.62%Oct 25, 2021218Sep 6, 2022
-54.47%May 5, 20111047Feb 11, 2016269Oct 19, 20171316
-43.35%Jan 29, 202033Mar 23, 2020108Oct 12, 2020141
-21.93%Sep 11, 201844Nov 28, 2018180Jan 16, 2020224
-20.42%Jan 5, 201089May 25, 201037Oct 14, 2010126
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Fortum Oyj ADR, comparing actual results with analytics estimates.


-1.00-0.500.000.501.001.5020212022202320242025
0.09
Actual
Estimate

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 12.3. 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 FOJCY compared to other companies in the Utilities - Renewable industry. FOJCY 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 FOJCY relative to other companies in the Utilities - Renewable industry. Currently, FOJCY has a P/S ratio of 2.8. 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 FOJCY in comparison with other companies in the Utilities - Renewable industry. Currently, FOJCY has a P/B value of 1.4. 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

Values in undefined except per share items