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Grafton Group plc (GFTU.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINIE00B00MZ448
SectorIndustrials
IndustryIndustrial Distribution

Highlights

Market Cap£1.91B
EPS£0.84
PE Ratio11.33
Revenue (TTM)£2.32B
Gross Profit (TTM)£885.37M
EBITDA (TTM)£242.76M
Year Range£713.08 - £999.88
Target Price£1,150.56

Share Price Chart


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Grafton Group plc

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Grafton Group plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%600.00%800.00%1,000.00%December2024FebruaryMarchAprilMay
1,035.01%
369.65%
GFTU.L (Grafton Group plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Grafton Group plc had a return of 5.75% year-to-date (YTD) and 12.74% in the last 12 months. Over the past 10 years, Grafton Group plc had an annualized return of 7.41%, while the S&P 500 had an annualized return of 10.33%, indicating that Grafton Group plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.75%5.21%
1 month-3.86%-4.30%
6 months24.59%18.42%
1 year12.74%21.82%
5 years (annualized)4.33%11.27%
10 years (annualized)7.41%10.33%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.67%0.56%2.55%-3.02%
2023-14.70%4.94%12.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GFTU.L is 65, suggesting that the investment has average results relative to the market 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 GFTU.L is 6565
Grafton Group plc(GFTU.L)
The Sharpe Ratio Rank of GFTU.L is 6868Sharpe Ratio Rank
The Sortino Ratio Rank of GFTU.L is 6262Sortino Ratio Rank
The Omega Ratio Rank of GFTU.L is 6060Omega Ratio Rank
The Calmar Ratio Rank of GFTU.L is 6464Calmar Ratio Rank
The Martin Ratio Rank of GFTU.L is 7070Martin 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 Grafton Group plc (GFTU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


GFTU.L
Sharpe ratio
The chart of Sharpe ratio for GFTU.L, currently valued at 0.57, compared to the broader market-2.00-1.000.001.002.003.004.000.57
Sortino ratio
The chart of Sortino ratio for GFTU.L, currently valued at 0.99, compared to the broader market-4.00-2.000.002.004.006.000.99
Omega ratio
The chart of Omega ratio for GFTU.L, currently valued at 1.12, compared to the broader market0.501.001.501.12
Calmar ratio
The chart of Calmar ratio for GFTU.L, currently valued at 0.31, compared to the broader market0.002.004.006.000.31
Martin ratio
The chart of Martin ratio for GFTU.L, currently valued at 2.00, compared to the broader market-10.000.0010.0020.0030.002.00
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.74, compared to the broader market-2.00-1.000.001.002.003.004.001.74
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.53, compared to the broader market-4.00-2.000.002.004.006.002.53
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.501.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.002.004.006.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.79, compared to the broader market-10.000.0010.0020.0030.006.79

Sharpe Ratio

The current Grafton Group plc Sharpe ratio is 0.57. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Grafton Group plc 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 Ratio0.000.501.001.502.00December2024FebruaryMarchAprilMay
0.57
1.59
GFTU.L (Grafton Group plc)
Benchmark (^GSPC)

Dividends

Dividend History

Grafton Group plc granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £0.36 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.36£0.34£0.31£0.36£0.13£0.19£0.16£0.14£0.13£0.12£0.09£0.09

Dividend yield

0.04%0.04%0.04%0.03%0.01%0.02%0.03%0.02%0.02%0.02%0.01%0.01%

Monthly Dividends

The table displays the monthly dividend distributions for Grafton Group plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024£0.00£0.00£0.00£0.26
2023£0.00£0.00£0.00£0.24£0.00£0.00£0.00£0.00£0.10£0.00£0.00£0.00
2022£0.00£0.00£0.00£0.22£0.00£0.00£0.00£0.00£0.09£0.00£0.00£0.00
2021£0.13£0.00£0.00£0.15£0.00£0.00£0.00£0.00£0.09£0.00£0.00£0.00
2020£0.00£0.00£0.13£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.12£0.00£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00
2018£0.00£0.00£0.10£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.09£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00
2016£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00
2015£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.00£0.00
2014£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00
2013£0.06£0.00£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.0%
Grafton Group plc has a dividend yield of 0.04%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%36.5%
Grafton Group plc has a payout ratio of 36.45%, which is quite average when compared to the overall market. This suggests that Grafton Group plc 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.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-26.04%
-3.53%
GFTU.L (Grafton Group plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Grafton Group plc. 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 Grafton Group plc was 87.22%, occurring on Feb 24, 2009. Recovery took 1504 trading sessions.

The current Grafton Group plc drawdown is 26.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.22%Feb 20, 2007510Feb 24, 20091504Feb 19, 20152014
-61.96%Feb 18, 202022Mar 18, 2020229Feb 12, 2021251
-53.45%Aug 31, 2021282Oct 12, 2022
-47.8%May 11, 2015287Jun 27, 2016318Sep 27, 2017605
-38.98%May 22, 2002110Feb 6, 200376Aug 5, 2003186

Volatility

Volatility Chart

The current Grafton Group plc volatility is 5.40%, 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%3.00%4.00%5.00%6.00%7.00%8.00%9.00%December2024FebruaryMarchAprilMay
5.40%
4.79%
GFTU.L (Grafton Group plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Grafton Group plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

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