PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Geely Automobile Holdings Ltd ADR (GELYY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US36847Q1031

CUSIP

36847Q103

Sector

Consumer Cyclical

Highlights

Market Cap

$17.59B

EPS (TTM)

$3.87

PE Ratio

8.95

PEG Ratio

0.42

Total Revenue (TTM)

$213.33B

Gross Profit (TTM)

$30.79B

EBITDA (TTM)

$9.38B

Year Range

$18.30 - $39.02

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
GELYY vs. F
Popular comparisons:
GELYY vs. F

Performance

Performance Chart

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


-20.00%0.00%20.00%40.00%JuneJulyAugustSeptemberOctoberNovember
31.44%
11.50%
GELYY (Geely Automobile Holdings Ltd ADR)
Benchmark (^GSPC)

Returns By Period

Geely Automobile Holdings Ltd ADR had a return of 58.63% year-to-date (YTD) and 43.96% in the last 12 months. Over the past 10 years, Geely Automobile Holdings Ltd ADR had an annualized return of 16.89%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.


GELYY

YTD

58.63%

1M

3.61%

6M

31.44%

1Y

43.96%

5Y (annualized)

-0.47%

10Y (annualized)

16.89%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-13.79%15.12%7.30%3.00%1.08%-4.62%-10.38%9.66%36.18%15.31%58.63%
202313.65%-20.10%-1.64%-3.62%-6.33%7.84%18.39%-13.89%-6.19%-3.21%-4.15%1.04%-22.06%
2022-18.35%-14.71%-16.92%-1.33%22.80%21.38%-12.89%2.28%-32.29%-20.57%39.17%-4.64%-45.89%
20217.44%-9.55%-21.14%0.02%-1.00%23.25%6.77%7.16%-20.23%20.02%-13.47%-9.41%-19.71%
2020-18.65%12.32%-18.12%5.08%-7.37%12.18%33.41%1.42%-4.02%1.58%34.22%22.87%77.67%
2019-1.37%9.34%2.42%5.36%-18.65%6.61%-9.87%-0.07%9.88%11.60%-0.56%4.36%15.69%
2018-8.53%2.42%-9.88%-9.23%6.69%-7.80%-11.01%-7.87%-6.66%-3.59%3.69%-12.35%-49.45%
201727.65%14.65%13.29%-12.67%20.92%34.16%6.42%5.22%17.16%8.72%13.25%-1.32%274.47%
2016-19.85%-12.66%31.41%2.32%3.02%5.10%23.26%21.21%10.34%15.80%2.34%-10.88%77.44%
201529.41%8.60%15.16%10.22%-8.93%3.69%-20.22%-8.79%22.85%14.03%-1.40%0.59%70.30%
2014-15.24%-8.03%4.31%-11.81%6.70%-2.39%13.70%-4.90%8.70%6.82%-1.74%-27.54%-33.24%
20137.46%5.79%-11.21%2.77%-1.64%-12.41%-2.93%25.45%-1.73%-1.76%3.29%-7.62%0.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GELYY is 67, 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 GELYY is 6767
Combined Rank
The Sharpe Ratio Rank of GELYY is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of GELYY is 6868
Sortino Ratio Rank
The Omega Ratio Rank of GELYY is 6565
Omega Ratio Rank
The Calmar Ratio Rank of GELYY is 6464
Calmar Ratio Rank
The Martin Ratio Rank of GELYY is 6868
Martin 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 Geely Automobile Holdings Ltd ADR (GELYY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for GELYY, currently valued at 0.94, compared to the broader market-4.00-2.000.002.004.000.942.46
The chart of Sortino ratio for GELYY, currently valued at 1.54, compared to the broader market-4.00-2.000.002.004.001.543.31
The chart of Omega ratio for GELYY, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.46
The chart of Calmar ratio for GELYY, currently valued at 0.53, compared to the broader market0.002.004.006.000.533.55
The chart of Martin ratio for GELYY, currently valued at 3.04, compared to the broader market-10.000.0010.0020.0030.003.0415.76
GELYY
^GSPC

The current Geely Automobile Holdings Ltd ADR Sharpe ratio is 0.94. 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 Geely Automobile Holdings Ltd 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-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.94
2.46
GELYY (Geely Automobile Holdings Ltd ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Geely Automobile Holdings Ltd ADR provided a 1.71% dividend yield over the last twelve months, with an annual payout of $0.58 per share.


0.50%1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.58$0.54$0.54$0.52$0.65$0.89$0.74$0.31$0.10$0.06$0.12$0.10

Dividend yield

1.71%2.44%1.86%0.95%0.95%2.29%2.13%0.44%0.52%0.60%1.89%1.04%

Monthly Dividends

The table displays the monthly dividend distributions for Geely Automobile Holdings Ltd 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$0.00$0.58$0.00$0.00$0.00$0.00$0.00$0.58
2023$0.00$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.54
2022$0.00$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.54
2021$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52
2020$0.00$0.00$0.00$0.00$0.65$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65
2019$0.00$0.00$0.00$0.00$0.00$0.89$0.00$0.00$0.00$0.00$0.00$0.00$0.89
2018$0.00$0.00$0.00$0.00$0.00$0.74$0.00$0.00$0.00$0.00$0.00$0.00$0.74
2017$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.31
2016$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.10
2015$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.06
2014$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2013$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
Geely Automobile Holdings Ltd ADR has a dividend yield of 1.71%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%20.0%
Geely Automobile Holdings Ltd ADR has a payout ratio of 19.99%, which is below the market average. This means Geely Automobile Holdings Ltd ADR returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-58.21%
-1.40%
GELYY (Geely Automobile Holdings Ltd ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Geely Automobile Holdings 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 Geely Automobile Holdings Ltd ADR was 77.29%, occurring on Jan 31, 2024. The portfolio has not yet recovered.

The current Geely Automobile Holdings Ltd ADR drawdown is 58.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.29%Jan 27, 2021757Jan 31, 2024
-70.17%Nov 11, 2010215Oct 5, 2011990Jul 19, 20161205
-64.06%Nov 22, 2017282Jan 8, 2019504Jan 7, 2021786
-50.47%Dec 10, 2009134Jul 1, 201081Nov 5, 2010215
-22.64%Oct 26, 201616Nov 16, 201645Jan 30, 201761

Volatility

Volatility Chart

The current Geely Automobile Holdings Ltd ADR volatility is 16.69%, 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.


0.00%5.00%10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
16.69%
4.07%
GELYY (Geely Automobile Holdings Ltd ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Geely Automobile Holdings Ltd 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 Geely Automobile Holdings Ltd ADR compared to its peers in the Auto Manufacturers industry.


PE Ratio
20.040.060.080.09.0
The chart displays the price to earnings (P/E) ratio for GELYY in comparison to other companies of the Auto Manufacturers industry. Currently, GELYY has a PE value of 9.0. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.040.050.00.4
The chart displays the price to earnings to growth (PEG) ratio for GELYY in comparison to other companies of the Auto Manufacturers industry. Currently, GELYY has a PEG value of 0.4. 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 Geely Automobile Holdings Ltd ADR.


Loading data...

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