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Fuchs Petrolub SE Preference Shares (FPE3.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINDE0005790406
SectorBasic Materials
IndustrySpecialty Chemicals

Highlights

Market Cap€5.19B
EPS€1.99
PE Ratio22.00
PEG Ratio4.08
Revenue (TTM)€3.48B
Gross Profit (TTM)€1.05B
EBITDA (TTM)€502.00M
Year Range€32.28 - €45.99
Target Price€48.10

Share Price Chart


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Fuchs Petrolub SE Preference Shares

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Fuchs Petrolub SE Preference Shares, 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%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%December2024FebruaryMarchAprilMay
9,001.08%
370.87%
FPE3.DE (Fuchs Petrolub SE Preference Shares)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fuchs Petrolub SE Preference Shares had a return of 15.99% year-to-date (YTD) and 35.56% in the last 12 months. Over the past 10 years, Fuchs Petrolub SE Preference Shares had an annualized return of 5.35%, while the S&P 500 had an annualized return of 10.76%, indicating that Fuchs Petrolub SE Preference Shares did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date15.99%11.21%
1 month6.18%4.60%
6 months18.34%16.35%
1 year35.56%27.79%
5 years (annualized)8.21%13.43%
10 years (annualized)5.35%10.76%

Monthly Returns

The table below presents the monthly returns of FPE3.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.24%-3.48%16.56%-4.53%15.99%
202311.73%3.77%-1.11%-4.64%-4.33%9.10%3.81%1.86%-3.86%4.07%1.25%3.87%26.98%
2022-4.01%-7.36%-7.66%-8.24%-1.43%-6.99%9.92%-7.73%-3.63%11.54%14.62%-1.50%-14.98%
20211.03%-3.37%-9.93%8.57%-4.49%-0.87%2.44%2.00%-5.69%2.52%-4.44%0.81%-12.03%
2020-9.42%-13.70%-6.37%9.72%3.85%-0.22%3.81%6.79%9.49%1.84%8.47%-3.09%8.12%
201913.73%-3.96%-6.62%5.67%-7.43%-1.03%1.04%-9.04%8.43%11.09%2.40%12.65%26.11%
2018-0.57%6.05%-5.49%1.00%2.76%-5.84%14.30%4.49%-4.62%-14.92%-10.70%-1.59%-17.04%
20176.04%3.36%4.62%3.55%6.83%-4.01%5.30%-6.97%7.26%-3.78%-8.39%0.23%13.02%
2016-13.39%0.40%3.81%-4.86%0.16%-3.55%6.97%8.04%-0.42%0.28%-8.19%6.66%-6.25%
20159.63%2.15%-0.12%1.65%7.72%-5.15%4.46%-2.84%2.76%10.39%2.77%-2.96%33.39%
2014-5.83%8.07%0.72%-0.62%-2.03%-4.98%-8.84%3.84%-3.70%2.79%7.53%0.08%-4.37%
20130.37%4.82%10.93%-2.42%6.19%-8.13%-7.78%8.57%1.11%-3.72%16.74%2.10%29.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FPE3.DE is 89, placing it in the top 11% 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 FPE3.DE is 8989
FPE3.DE (Fuchs Petrolub SE Preference Shares)
The Sharpe Ratio Rank of FPE3.DE is 9090Sharpe Ratio Rank
The Sortino Ratio Rank of FPE3.DE is 8888Sortino Ratio Rank
The Omega Ratio Rank of FPE3.DE is 8787Omega Ratio Rank
The Calmar Ratio Rank of FPE3.DE is 8787Calmar Ratio Rank
The Martin Ratio Rank of FPE3.DE is 9292Martin 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 Preference Shares (FPE3.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FPE3.DE
Sharpe ratio
The chart of Sharpe ratio for FPE3.DE, currently valued at 1.88, compared to the broader market-2.00-1.000.001.002.003.004.001.88
Sortino ratio
The chart of Sortino ratio for FPE3.DE, currently valued at 2.75, compared to the broader market-4.00-2.000.002.004.006.002.75
Omega ratio
The chart of Omega ratio for FPE3.DE, currently valued at 1.35, compared to the broader market0.501.001.502.001.35
Calmar ratio
The chart of Calmar ratio for FPE3.DE, currently valued at 1.49, compared to the broader market0.002.004.006.001.49
Martin ratio
The chart of Martin ratio for FPE3.DE, currently valued at 10.99, compared to the broader market-10.000.0010.0020.0030.0010.99
^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 Preference Shares Sharpe ratio is 1.88. 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 Preference Shares 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
1.88
2.56
FPE3.DE (Fuchs Petrolub SE Preference Shares)
Benchmark (^GSPC)

Dividends

Dividend History

Fuchs Petrolub SE Preference Shares granted a 2.44% dividend yield in the last twelve months. The annual payout for that period amounted to €1.11 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€1.11€1.07€1.03€0.99€0.97€0.95€0.91€0.89€0.82€0.77€0.70€0.65

Dividend yield

2.44%2.66%3.15%2.48%2.09%2.15%2.53%2.01%2.06%1.77%2.10%1.83%

Monthly Dividends

The table displays the monthly dividend distributions for Fuchs Petrolub SE Preference Shares. 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€1.11€1.11
2023€0.00€0.00€0.00€0.00€1.07€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.07
2022€0.00€0.00€0.00€0.00€1.03€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.03
2021€0.00€0.00€0.00€0.00€0.99€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.99
2020€0.00€0.00€0.00€0.00€0.97€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.97
2019€0.00€0.00€0.00€0.00€0.95€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.95
2018€0.00€0.00€0.00€0.00€0.91€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.91
2017€0.00€0.00€0.00€0.00€0.89€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.89
2016€0.00€0.00€0.00€0.00€0.82€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.82
2015€0.00€0.00€0.00€0.00€0.77€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.77
2014€0.00€0.00€0.00€0.00€0.70€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.70
2013€0.65€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.65

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.4%
Fuchs Petrolub SE Preference Shares has a dividend yield of 2.44%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%52.4%
Fuchs Petrolub SE Preference Shares has a payout ratio of 52.36%, which is quite average when compared to the overall market. This suggests that Fuchs Petrolub SE Preference Shares 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.


-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-0.09%
-0.29%
FPE3.DE (Fuchs Petrolub SE Preference Shares)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fuchs Petrolub SE Preference Shares. 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 Preference Shares was 68.36%, occurring on Mar 9, 2009. Recovery took 269 trading sessions.

The current Fuchs Petrolub SE Preference Shares drawdown is 0.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.36%Jul 23, 2007413Mar 9, 2009269Mar 30, 2010682
-58.53%May 18, 1998458Mar 8, 2000821Jun 10, 20031279
-47.58%Feb 9, 2021344Jun 14, 2022455Mar 21, 2024799
-46.1%Aug 31, 2018387Mar 17, 2020170Nov 16, 2020557
-27.71%Jul 8, 201132Aug 22, 2011133Feb 24, 2012165

Volatility

Volatility Chart

The current Fuchs Petrolub SE Preference Shares volatility is 5.98%, 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%10.00%December2024FebruaryMarchAprilMay
5.98%
2.61%
FPE3.DE (Fuchs Petrolub SE Preference Shares)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fuchs Petrolub SE Preference Shares 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
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Quarterly

TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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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