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Fuchs Petrolub SE ADR (FUPBY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US35952Q1067

Highlights

Market Cap
$5.54B
Enterprise Value
$5.42B
EPS (TTM)
$0.58
PE Ratio
18.17
PEG Ratio
3.52
Total Revenue (TTM)
$3.55B
Gross Profit (TTM)
$1.24B
EBITDA (TTM)
$507.92M
Year Range
$9.27 - $14.31
ROA (TTM)
11.18%
ROE (TTM)
15.46%

Share Price Chart


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Fuchs Petrolub SE ADR

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Fuchs Petrolub SE ADR (FUPBY) has returned -5.91% so far this year and -9.50% over the past 12 months. Over the last ten years, FUPBY has returned 1.97% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Fuchs Petrolub SE ADR

1D
2.78%
1M
-2.76%
YTD
-5.91%
6M
-5.20%
1Y
-9.50%
3Y*
4.83%
5Y*
0.37%
10Y*
1.97%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Feb 27, 2014, FUPBY's average daily return is +0.04%, while the average monthly return is +0.36%. At this rate, your investment would double in approximately 16.1 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2022 with a return of +21.5%, while the worst month was Jul 2025 at -17.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FUPBY closed higher 51% of trading days. The best single day was Jun 6, 2014 with a return of +104.7%, while the worst single day was Jun 5, 2014 at -55.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.78%0.55%-2.76%-5.91%
20255.78%7.27%-1.56%4.75%2.32%9.82%-17.01%4.73%-6.69%-0.45%2.27%-1.03%7.44%
2024-1.88%-3.56%16.59%-5.63%7.96%-5.56%-5.19%-2.92%15.43%-4.26%-3.67%-3.64%0.22%
202314.20%1.11%1.40%-3.01%-7.41%12.46%3.59%0.57%-6.23%3.87%4.32%6.37%33.14%
2022-4.37%-8.39%-8.75%-13.15%2.08%-9.78%7.16%-9.45%-6.86%14.08%21.46%-0.00%-19.93%
2021-0.28%-2.54%-13.49%10.74%-1.26%-5.24%2.39%1.41%-7.67%3.18%-7.42%1.08%-19.35%

Benchmark Metrics

Fuchs Petrolub SE ADR has an annualized alpha of 2.28%, beta of 0.76, and R² of 0.08 versus S&P 500 Index. Calculated based on daily prices since February 28, 2014.

  • This stock participated in 96.61% of S&P 500 Index downside but only 56.33% of its upside — more exposed to losses than it benefited from rallies.
  • 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
2.28%
Beta
0.76
0.08
Upside Capture
56.33%
Downside Capture
96.61%

Return for Risk

Risk / Return Rank

FUPBY ranks 27 for risk / return — below 27% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FUPBY Risk / Return Rank: 2727
Overall Rank
FUPBY Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FUPBY Sortino Ratio Rank: 2323
Sortino Ratio Rank
FUPBY Omega Ratio Rank: 2323
Omega Ratio Rank
FUPBY Calmar Ratio Rank: 3131
Calmar Ratio Rank
FUPBY Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fuchs Petrolub SE ADR (FUPBY) and compare them to a chosen benchmark (S&P 500 Index).


FUPBYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.32

0.90

-1.22

Sortino ratio

Return per unit of downside risk

-0.26

1.39

-1.65

Omega ratio

Gain probability vs. loss probability

0.97

1.21

-0.24

Calmar ratio

Return relative to maximum drawdown

-0.30

1.40

-1.70

Martin ratio

Return relative to average drawdown

-0.56

6.61

-7.17

Explore FUPBY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fuchs Petrolub SE ADR provided a 3.07% dividend yield over the last twelve months, with an annual payout of $0.32 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.32$0.32$0.50$0.29$0.27$0.29$0.17$0.17$0.18$0.41$0.15$0.14

Dividend yield

3.07%2.88%4.63%2.61%3.13%2.61%1.20%1.44%1.72%3.07%1.45%1.20%

Monthly Dividends

The table displays the monthly dividend distributions for Fuchs Petrolub SE ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32
2024$0.00$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50
2023$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29
2022$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2021$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29

Dividend Yield & Payout


Dividend Yield

Fuchs Petrolub SE ADR has a dividend yield of 3.07%, which is quite average when compared to the overall market.

Payout Ratio

Fuchs Petrolub SE ADR has a payout ratio of 56.73%, which is quite average when compared to the overall market. This suggests that Fuchs Petrolub SE 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fuchs Petrolub SE 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 Fuchs Petrolub SE ADR was 63.17%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current Fuchs Petrolub SE ADR drawdown is 27.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.17%Jun 5, 20142093Sep 27, 2022
-10.66%Mar 19, 201452Jun 2, 20142Jun 4, 201454
-3.81%Mar 6, 20142Mar 7, 20145Mar 14, 20147

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 Fuchs Petrolub SE ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Fuchs Petrolub SE ADR is priced in the market compared to other companies in the Specialty Chemicals 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 FUPBY, comparing it with other companies in the Specialty Chemicals industry. Currently, FUPBY has a P/E ratio of 18.2. 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 FUPBY compared to other companies in the Specialty Chemicals industry. FUPBY currently has a PEG ratio of 3.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FUPBY relative to other companies in the Specialty Chemicals industry. Currently, FUPBY has a P/S ratio of 1.6. 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 FUPBY in comparison with other companies in the Specialty Chemicals industry. Currently, FUPBY has a P/B value of 2.8. 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