- ISIN
- US34959A2069
- Sector
- Basic Materials
- Industry
- Other Industrial Metals & Mining
Highlights
- Market Cap
- $49.90B
- Enterprise Value
- $51.63B
- EPS (TTM)
- $4.95
- PE Ratio
- 6.54
- Total Revenue (TTM)
- $32.71B
- Gross Profit (TTM)
- $13.54B
- EBITDA (TTM)
- $16.85B
- Year Range
- $18.56 - $33.44
- ROA (TTM)
- 24.33%
- ROE (TTM)
- 36.78%
Share Price Chart
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Performance
FSUGY Performance Chart
Fortescue Metals Group Ltd ADR (FSUGY) is up 14.9% since the beginning of the year. At $32 per share, FSUGY is trading 3.2% below its 52-week high of $33. Investors who bought $1,000 worth of FSUGY shares 5 years ago would now be looking at an investment worth $1,506.
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Returns By Period
Fortescue Metals Group Ltd ADR (FSUGY) has returned 14.91% so far this year and 75.24% over the past 12 months. Looking at the last ten years, FSUGY has achieved an annualized return of 35.00%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.
Fortescue Metals Group Ltd ADR
- 1D
- 0.65%
- 1M
- 12.86%
- YTD
- 14.91%
- 6M
- 16.51%
- 1Y
- 75.24%
- 3Y*
- 15.67%
- 5Y*
- 8.53%
- 10Y*
- 35.00%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
FSUGY Monthly Returns History
Based on dividend-adjusted daily data since Apr 1, 2009, FSUGY's average daily return is +0.15%, while the average monthly return is +2.13%. At this rate, an investment would double in approximately 2.7 years.
Historically, 54% of months were positive and 46% were negative. The best month was Nov 2022 with a return of +41.4%, while the worst month was Mar 2012 at -59.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.
On a daily basis, FSUGY closed higher 48% of trading days. The best single day was Jan 19, 2011 with a return of +100.9%, while the worst single day was Mar 9, 2012 at -58.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.79% | 3.22% | -1.44% | 1.11% | 11.84% | 0.68% | 14.91% | ||||||
| 2025 | 4.39% | -10.33% | -4.84% | 6.01% | -3.73% | 0.55% | 13.61% | 11.01% | 1.44% | 12.67% | 0.50% | 3.74% | 37.39% |
| 2024 | -1.45% | -9.26% | -0.73% | -0.18% | -0.78% | -13.47% | -12.29% | -1.75% | 20.17% | -11.11% | -1.16% | -8.67% | -36.78% |
| 2023 | 13.49% | -5.36% | 4.26% | -7.75% | -10.60% | 19.22% | -0.73% | -6.26% | 2.10% | 6.34% | 15.43% | 19.23% | 53.11% |
| 2022 | -0.68% | -0.41% | 16.31% | -2.11% | -4.15% | -16.92% | 7.41% | -2.99% | -7.52% | -12.50% | 41.37% | 4.73% | 11.98% |
| 2021 | -8.13% | 13.26% | -12.67% | 13.27% | -2.04% | 2.81% | 5.03% | -17.63% | -21.35% | -1.45% | 15.45% | 15.23% | -7.52% |
Benchmark Metrics
Fortescue Metals Group Ltd ADR has an annualized alpha of 23.38%, beta of 1.19, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since April 02, 2009.
- This stock captured 107.61% of S&P 500 Index gains and 104.13% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.08 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
- 23.38%
- Beta
- 1.19
- R²
- 0.08
- Upside Capture
- 107.61%
- Downside Capture
- 104.13%
Return for Risk
Risk / Return Rank
FSUGY ranks 89 for risk / return — in the top 89% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fortescue Metals Group Ltd ADR (FSUGY) and compare them to S&P 500 Index.
| FSUGY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.36 | 2.39 | -0.03 |
Sortino ratioReturn per unit of downside risk | 2.80 | 3.25 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.43 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 5.19 | 3.11 | +2.08 |
Martin ratioReturn relative to average drawdown | 15.36 | 14.38 | +0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Fortescue Metals Group Ltd ADR provided a 5.12% dividend yield over the last twelve months, with an annual payout of $1.66 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.66 | $1.42 | $2.62 | $2.33 | $2.89 | $5.34 | $2.43 | $1.55 | $0.31 | $0.94 | $0.45 | $0.06 |
Dividend yield | 5.12% | 4.87% | 11.63% | 5.93% | 10.38% | 19.02% | 6.73% | 10.37% | 5.19% | 12.28% | 5.36% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Fortescue Metals Group Ltd 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 | $0.88 | $0.00 | $0.00 | $0.00 | $0.88 | ||||||
| 2025 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $1.42 |
| 2024 | $0.00 | $0.00 | $1.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $0.00 | $0.00 | $0.00 | $2.62 |
| 2023 | $0.00 | $1.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $0.00 | $0.00 | $0.00 | $2.33 |
| 2022 | $0.00 | $1.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.66 | $0.00 | $0.00 | $0.00 | $2.89 |
| 2021 | $0.00 | $0.00 | $2.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.08 | $0.00 | $0.00 | $0.00 | $5.34 |
Dividend Yield & Payout
Dividend Yield
Fortescue Metals Group Ltd ADR has a dividend yield of 5.12%, which means its dividend payment is significantly above the market average.
Payout Ratio
Fortescue Metals Group Ltd ADR has a payout ratio of 81.91%, 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 Fortescue Metals Group 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 Fortescue Metals Group Ltd ADR was 93.91%, occurring on Jan 15, 2016. Recovery took 1129 trading sessions.
The current Fortescue Metals Group Ltd ADR drawdown is 2.53%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2016 bear market2016 | -93.91%Jan 2016 | 4y 5mo | 4y 6mo | 8y 11moJul 2011 - Jul 2020 |
2025 selloff2025 | -51.32%Apr 2025 | 1y 3mo | 1y 1mo | 2y 4moDec 2023 - May 2026 |
2010 bear market2010 | -50.51%Nov 2010 | 16d | 2mo 25d | 3mo 11dNov 2010 - Feb 2011 |
2010 bear market2010 | -43.90%May 2010 | 1mo 10d | 4mo 9d | 5mo 19dApr 2010 - Oct 2010 |
2021 bear market2021 | -41.43%Nov 2021 | 3mo 7d | 1y 2mo | 1y 5moJul 2021 - Jan 2023 |
Drawdown Indicators
| FSUGY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.91% | -56.78% | -37.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.57% | -9.10% | -5.47% |
Max Drawdown (3Y)Largest decline over 3 years | -51.32% | -18.90% | -32.42% |
Max Drawdown (5Y)Largest decline over 5 years | -51.32% | -25.43% | -25.89% |
Max Drawdown (10Y)Largest decline over 10 years | -51.32% | -33.92% | -17.40% |
Current DrawdownCurrent decline from peak | -2.53% | 0.00% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -43.32% | -10.72% | -32.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 1.97% | +2.95% |
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 Fortescue Metals Group Ltd 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 Fortescue Metals Group Ltd ADR is priced in the market compared to other companies in the Other Industrial Metals & Mining 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 FSUGY, comparing it with other companies in the Other Industrial Metals & Mining industry. Currently, FSUGY has a P/E ratio of 6.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for FSUGY relative to other companies in the Other Industrial Metals & Mining industry. Currently, FSUGY has a P/S ratio of 1.5. 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 FSUGY in comparison with other companies in the Other Industrial Metals & Mining industry. Currently, FSUGY has a P/B value of 2.4. 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
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Net Interest Income | — |
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