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Fuchs Petrolub SE ADR (FUPBY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS35952Q1067
SectorBasic Materials
IndustrySpecialty Chemicals

Highlights

Market Cap$5.06B
EPS (TTM)$0.61
PE Ratio17.48
Total Revenue (TTM)$3.48B
Gross Profit (TTM)$1.18B
EBITDA (TTM)$520.00M
Year Range$9.15 - $12.63
Target Price$10.93

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.


-10.00%-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
-3.66%
8.13%
FUPBY (Fuchs Petrolub SE ADR)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fuchs Petrolub SE ADR had a return of -3.59% year-to-date (YTD) and 7.34% in the last 12 months. Over the past 10 years, Fuchs Petrolub SE ADR had an annualized return of 2.74%, while the S&P 500 had an annualized return of 10.67%, indicating that Fuchs Petrolub SE ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-3.59%15.73%
1 month2.00%6.43%
6 months-3.65%8.14%
1 year7.34%22.75%
5 years (annualized)5.92%13.18%
10 years (annualized)2.74%10.67%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.44%-3.84%16.32%-6.08%3.44%-5.56%-5.19%-2.91%-3.59%
202313.70%1.33%1.31%-3.09%-7.62%11.64%4.91%0.27%-6.22%3.90%4.52%5.15%31.42%
2022-5.37%-7.18%-8.53%-13.00%0.09%-9.23%7.22%-9.02%-6.10%12.53%19.40%2.09%-20.21%
20210.32%-3.46%-12.78%11.20%-1.56%-5.24%2.43%1.54%-7.42%2.37%-7.06%1.85%-18.23%
2020-10.57%-14.46%-6.48%9.52%5.46%0.74%9.30%8.00%7.35%1.17%11.39%-0.87%17.85%
201914.15%-4.69%-7.92%5.46%-7.94%1.14%-1.21%-10.05%7.35%13.68%1.20%14.69%23.83%
20183.15%3.82%-4.70%-0.78%-0.71%-5.82%14.55%3.91%-4.78%-17.00%-10.76%-0.64%-21.01%
20178.65%1.63%5.30%5.43%10.31%-2.64%8.84%-6.18%6.65%-5.19%-6.23%0.93%28.66%
2016-13.73%0.81%8.87%-4.38%-2.68%-3.75%7.67%7.61%0.48%-2.17%-11.15%6.05%-9.00%
20152.23%1.53%-4.36%6.06%5.38%-3.60%3.58%-1.46%2.37%9.24%-1.74%-0.18%19.74%
2014-0.07%2.27%-0.02%-3.64%-4.66%-10.91%2.21%-7.64%1.95%7.00%-2.86%-16.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FUPBY is 50, 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 FUPBY is 5050
FUPBY (Fuchs Petrolub SE ADR)
The Sharpe Ratio Rank of FUPBY is 5353Sharpe Ratio Rank
The Sortino Ratio Rank of FUPBY is 4646Sortino Ratio Rank
The Omega Ratio Rank of FUPBY is 4545Omega Ratio Rank
The Calmar Ratio Rank of FUPBY is 5353Calmar Ratio Rank
The Martin Ratio Rank of FUPBY is 5353Martin 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 ADR (FUPBY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FUPBY
Sharpe ratio
The chart of Sharpe ratio for FUPBY, currently valued at 0.16, compared to the broader market-4.00-2.000.002.000.16
Sortino ratio
The chart of Sortino ratio for FUPBY, currently valued at 0.41, compared to the broader market-6.00-4.00-2.000.002.004.000.41
Omega ratio
The chart of Omega ratio for FUPBY, currently valued at 1.05, compared to the broader market0.501.001.501.05
Calmar ratio
The chart of Calmar ratio for FUPBY, currently valued at 0.12, compared to the broader market0.001.002.003.004.005.000.12
Martin ratio
The chart of Martin ratio for FUPBY, currently valued at 0.52, compared to the broader market-5.000.005.0010.0015.0020.000.52
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.77, compared to the broader market-4.00-2.000.002.001.77
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.42, compared to the broader market-6.00-4.00-2.000.002.004.002.42
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.57, compared to the broader market0.001.002.003.004.005.001.57
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.44, compared to the broader market-5.000.005.0010.0015.0020.008.44

Sharpe Ratio

The current Fuchs Petrolub SE ADR Sharpe ratio is 0.16. 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 ADR 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 Ratio-0.500.000.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
0.16
1.77
FUPBY (Fuchs Petrolub SE ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Fuchs Petrolub SE ADR granted a 2.78% dividend yield in the last twelve months. The annual payout for that period amounted to $0.30 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$0.30$0.29$0.27$0.30$0.26$0.27$0.27$0.24$0.23$0.22$0.24

Dividend yield

2.78%2.65%3.10%2.65%1.85%2.15%2.64%1.82%2.22%1.83%2.41%

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
2024$0.00$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.30
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$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30
2020$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26
2019$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
2018$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
2017$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24
2016$0.00$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23
2015$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22
2014$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.8%
Fuchs Petrolub SE ADR has a dividend yield of 2.78%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%54.0%
Fuchs Petrolub SE ADR has a payout ratio of 54.00%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-21.23%
-2.60%
FUPBY (Fuchs Petrolub SE ADR)
Benchmark (^GSPC)

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 57.24%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current Fuchs Petrolub SE ADR drawdown is 21.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.24%Feb 9, 2021412Sep 27, 2022
-49.26%Aug 31, 2018387Mar 17, 2020168Nov 12, 2020555
-32.89%Mar 19, 2014135Oct 15, 2014616Mar 30, 2017751
-17.21%Oct 16, 2017177Jun 28, 201841Aug 27, 2018218
-6.64%Aug 1, 20178Aug 10, 201728Sep 20, 201736

Volatility

Volatility Chart

The current Fuchs Petrolub SE ADR volatility is 4.91%, 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%AprilMayJuneJulyAugustSeptember
4.91%
4.60%
FUPBY (Fuchs Petrolub SE ADR)
Benchmark (^GSPC)

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 assessment of the market value of Fuchs Petrolub SE ADR compared to its peers in the Specialty Chemicals industry.


PE Ratio
20.040.060.080.0100.0120.0140.017.5
The chart displays the price to earnings (P/E) ratio for FUPBY in comparison to other companies of the Specialty Chemicals industry. Currently, FUPBY has a PE value of 17.5. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.06.00.0
The chart displays the price to earnings to growth (PEG) ratio for FUPBY in comparison to other companies of the Specialty Chemicals industry. Currently, FUPBY has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Fuchs Petrolub SE ADR.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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