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Fuchs Petrolub SE (FPE.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINDE000A3E5D56
SectorBasic Materials
IndustrySpecialty Chemicals

Highlights

Market Cap€5.37B
EPS€2.12
PE Ratio16.60
Revenue (TTM)€3.48B
Gross Profit (TTM)€1.05B
EBITDA (TTM)€502.00M
Year Range€27.70 - €37.40
Target Price€46.70

Share Price Chart


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Fuchs Petrolub SE

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Fuchs Petrolub SE, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%December2024FebruaryMarchAprilMay
1,562.73%
370.87%
FPE.DE (Fuchs Petrolub SE)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fuchs Petrolub SE had a return of 7.15% year-to-date (YTD) and 17.92% in the last 12 months. Over the past 10 years, Fuchs Petrolub SE had an annualized return of 0.69%, while the S&P 500 had an annualized return of 10.76%, indicating that Fuchs Petrolub SE did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.15%11.21%
1 month0.28%4.60%
6 months11.75%16.35%
1 year17.92%27.79%
5 years (annualized)1.65%13.43%
10 years (annualized)0.69%10.76%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.00%-1.98%11.49%-4.32%7.15%
20239.17%1.32%2.28%-5.41%-1.01%-1.02%2.57%1.00%0.00%4.64%-1.58%5.63%18.17%
2022-2.54%-6.08%-7.89%-1.93%-2.36%-6.05%7.08%-6.61%-6.65%10.80%17.43%-1.77%-9.51%
2021-1.86%-2.03%-4.28%4.76%-7.02%-3.25%3.67%-1.18%-5.61%0.25%-4.10%1.05%-18.51%
2020-8.10%-14.74%-7.59%8.39%-2.42%-0.17%-4.97%2.79%8.47%3.12%16.97%-2.33%-4.56%
20199.86%-8.06%-1.41%2.58%-12.59%0.48%2.07%-4.52%7.84%7.73%3.52%7.34%12.86%
20181.67%3.16%-2.12%3.13%0.23%-5.36%10.96%4.00%-10.78%-8.13%-8.85%0.00%-13.42%
20176.04%2.52%0.35%2.98%2.85%-2.46%7.41%-8.86%6.83%-1.84%-5.87%0.81%9.78%
2016-13.19%2.74%1.16%-5.10%1.85%-0.94%5.20%9.98%-4.12%-0.77%-2.46%5.09%-2.54%
20155.10%2.08%-2.97%1.23%8.34%-6.31%6.30%-4.54%-1.50%9.53%2.20%-1.30%18.13%
2014-8.01%10.16%2.15%2.77%0.68%-5.18%-6.03%2.65%-5.18%2.00%9.63%-0.71%3.13%
20131.64%5.02%9.74%-3.24%-1.03%-9.01%-5.04%4.68%2.18%-5.24%20.45%2.44%21.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FPE.DE is 72, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of FPE.DE is 7272
FPE.DE (Fuchs Petrolub SE)
The Sharpe Ratio Rank of FPE.DE is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of FPE.DE is 6969Sortino Ratio Rank
The Omega Ratio Rank of FPE.DE is 6969Omega Ratio Rank
The Calmar Ratio Rank of FPE.DE is 6767Calmar Ratio Rank
The Martin Ratio Rank of FPE.DE 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 Fuchs Petrolub SE (FPE.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FPE.DE
Sharpe ratio
The chart of Sharpe ratio for FPE.DE, currently valued at 0.95, compared to the broader market-2.00-1.000.001.002.003.004.000.95
Sortino ratio
The chart of Sortino ratio for FPE.DE, currently valued at 1.45, compared to the broader market-4.00-2.000.002.004.006.001.45
Omega ratio
The chart of Omega ratio for FPE.DE, currently valued at 1.19, compared to the broader market0.501.001.502.001.19
Calmar ratio
The chart of Calmar ratio for FPE.DE, currently valued at 0.48, compared to the broader market0.002.004.006.000.48
Martin ratio
The chart of Martin ratio for FPE.DE, currently valued at 5.29, compared to the broader market-10.000.0010.0020.0030.005.29
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.52, compared to the broader market-2.00-1.000.001.002.003.004.002.52
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market0.501.001.502.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.04, compared to the broader market0.002.004.006.002.04
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.59, compared to the broader market-10.000.0010.0020.0030.009.59

Sharpe Ratio

The current Fuchs Petrolub SE Sharpe ratio is 0.95. 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 Fuchs Petrolub SE 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 Ratio0.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.95
2.56
FPE.DE (Fuchs Petrolub SE)
Benchmark (^GSPC)

Dividends

Dividend History

Fuchs Petrolub SE granted a 3.12% dividend yield in the last twelve months. The annual payout for that period amounted to €1.10 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€1.10€1.06€1.02€0.98€0.96€0.94€0.90€0.88€0.81€0.76€0.69€0.64

Dividend yield

3.12%3.23%3.67%3.19%2.55%2.38%2.57%2.18%2.20%2.01%2.16%4.13%

Monthly Dividends

The table displays the monthly dividend distributions for Fuchs Petrolub SE. 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€1.10€1.10
2023€0.00€0.00€0.00€0.00€1.06€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.06
2022€0.00€0.00€0.00€0.00€1.02€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.02
2021€0.00€0.00€0.00€0.00€0.98€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.98
2020€0.00€0.00€0.00€0.00€0.96€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.96
2019€0.00€0.00€0.00€0.00€0.94€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.94
2018€0.00€0.00€0.00€0.00€0.90€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.90
2017€0.00€0.00€0.00€0.00€0.88€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.88
2016€0.00€0.00€0.00€0.00€0.81€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.81
2015€0.00€0.00€0.00€0.00€0.76€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.76
2014€0.00€0.00€0.00€0.00€0.69€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.69
2013€0.64€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.64

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.1%
Fuchs Petrolub SE has a dividend yield of 3.12%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%51.6%
Fuchs Petrolub SE has a payout ratio of 51.55%, which is quite average when compared to the overall market. This suggests that Fuchs Petrolub SE 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-25.19%
-0.29%
FPE.DE (Fuchs Petrolub SE)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fuchs Petrolub SE. 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 Fuchs Petrolub SE was 69.89%, occurring on Sep 21, 2001. Recovery took 603 trading sessions.

The current Fuchs Petrolub SE drawdown is 25.19%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.89%Apr 18, 19902981Sep 21, 2001603Jan 27, 20043584
-68.07%Jul 23, 2007414Mar 10, 2009284Apr 23, 2010698
-54.73%Aug 29, 20181036Sep 29, 2022
-25.88%Jul 8, 201122Aug 8, 2011148Mar 2, 2012170
-24.68%Jun 3, 201496Oct 15, 201440Dec 10, 2014136

Volatility

Volatility Chart

The current Fuchs Petrolub SE volatility is 6.43%, 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.


2.00%4.00%6.00%8.00%December2024FebruaryMarchAprilMay
6.43%
2.61%
FPE.DE (Fuchs Petrolub SE)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
Cash Flow
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Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items