PortfoliosLab logo
Fosun International Ltd ADR (FOSUY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US35037R1032

Highlights

Market Cap

$4.44B

EPS (TTM)

-$1.84

Total Revenue (TTM)

$13.56B

Gross Profit (TTM)

$5.90B

EBITDA (TTM)

$1.87B

Year Range

$11.61 - $15.72

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.


Fosun International Ltd ADR

Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Fosun International Ltd ADR (FOSUY) returned -19.24% year-to-date (YTD) and -25.09% over the past 12 months. Over the past 10 years, FOSUY returned -13.65% annually, underperforming the S&P 500 benchmark at 10.85%.


FOSUY

YTD

-19.24%

1M

-5.19%

6M

-11.32%

1Y

-25.09%

3Y*

-20.51%

5Y*

-16.31%

10Y*

-13.65%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-8.75%3.72%-5.27%-4.99%-5.19%-19.24%
2024-10.77%6.93%3.63%-5.72%18.65%-16.54%-6.68%7.31%0.64%7.28%-6.39%9.80%2.59%
202313.64%-9.97%-12.24%-5.38%-5.86%5.30%2.90%-12.71%-1.51%0.93%-4.11%-27.90%
20225.94%-4.68%0.75%-8.28%1.14%-9.97%5.57%-20.16%-15.90%-1.44%23.13%8.55%-20.65%
20210.69%1.68%-11.82%2.72%15.08%-7.28%-8.52%-5.82%-3.85%-3.31%-7.09%-2.05%-27.86%
20206.96%-14.88%-12.78%12.10%2.06%5.76%-14.34%-2.37%4.29%3.71%18.48%5.92%9.07%
2019-7.18%24.05%-7.76%6.02%-20.89%7.20%0.49%-4.56%-2.62%6.80%3.40%4.14%2.58%
201827.24%-12.33%0.64%-5.21%2.63%-14.96%3.28%-0.86%-4.35%-19.30%10.61%-7.81%-25.16%
201710.69%2.47%-7.66%6.27%1.47%-1.56%3.98%30.92%23.22%-18.75%-4.23%45.11%
2016-16.17%4.54%5.42%1.40%-12.04%5.22%3.07%11.83%-1.73%-1.83%-6.24%-9.60%
201516.94%70.71%9.48%-12.53%-6.85%-20.13%8.30%-5.54%9.73%-16.04%34.07%
20141.19%-4.15%3.71%-9.86%1.25%-8.20%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FOSUY is 28, 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 FOSUY is 2828
Overall Rank
The Sharpe Ratio Rank of FOSUY is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of FOSUY is 3030
Sortino Ratio Rank
The Omega Ratio Rank of FOSUY is 3030
Omega Ratio Rank
The Calmar Ratio Rank of FOSUY is 3333
Calmar Ratio Rank
The Martin Ratio Rank of FOSUY is 3939
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 Fosun International Ltd ADR (FOSUY) 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.

Fosun International Ltd ADR Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: -0.82
  • 5-Year: -0.68
  • 10-Year: -0.58
  • All Time: -0.27

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 Fosun International Ltd ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

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

Fosun International Ltd ADR provided a 1.01% dividend yield over the last twelve months, with an annual payout of $0.12 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.502015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.12$0.12$0.04$0.96$0.71$0.87$1.60$1.11$0.67$0.55$0.98

Dividend yield

1.01%0.81%0.30%4.68%2.65%2.30%4.49%3.06%1.35%1.57%2.51%

Monthly Dividends

The table displays the monthly dividend distributions for Fosun International Ltd 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$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2023$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.04
2022$0.00$0.00$0.00$0.00$0.00$0.96$0.00$0.00$0.00$0.00$0.00$0.00$0.96
2021$0.00$0.00$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.00$0.71
2020$0.00$0.00$0.00$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.00$0.00$0.87
2019$0.00$0.00$0.00$0.00$0.00$1.18$0.00$0.00$0.41$0.00$0.00$0.00$1.60
2018$0.00$0.00$0.00$0.00$0.00$1.11$0.00$0.00$0.00$0.00$0.00$0.00$1.11
2017$0.00$0.00$0.00$0.00$0.67$0.00$0.00$0.00$0.00$0.00$0.00$0.67
2016$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.00$0.55
2015$0.55$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.98

Dividend Yield & Payout


Dividend Yield

Fosun International Ltd ADR has a dividend yield of 1.01%, 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

Fosun International Ltd ADR has a payout ratio of 39.22%, which is quite average when compared to the overall market. This suggests that Fosun International 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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fosun International 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 Fosun International Ltd ADR was 77.84%, occurring on May 29, 2025. The portfolio has not yet recovered.

The current Fosun International Ltd ADR drawdown is 77.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.84%May 13, 2015727May 29, 2025
-15.23%Jul 28, 20146Oct 20, 20145Jan 23, 201511
-7.91%Apr 14, 20152Apr 21, 20151May 11, 20153
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.


Loading data...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fosun International Ltd 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 Fosun International Ltd ADR, comparing actual results with analytics estimates.


0.000.010.020.030.040.05AprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2021FebruaryMarch
0.04
0
Actual
Estimate

Valuation

The Valuation section provides an overview of how Fosun International Ltd ADR is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FOSUY relative to other companies in the Conglomerates industry. Currently, FOSUY has a P/S ratio of 0.0. 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 FOSUY in comparison with other companies in the Conglomerates industry. Currently, FOSUY has a P/B value of 0.3. 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



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