- ISIN
- GB00BD9G2S12
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Jan 25, 2018
Highlights
- Market Cap
- $6.69B
- Enterprise Value
- $6.10B
- EPS (TTM)
- $1.45
- PE Ratio
- 18.12
- PEG Ratio
- 15.74
- Total Revenue (TTM)
- $3.45B
- Gross Profit (TTM)
- $1.38B
- EBITDA (TTM)
- $645.40M
- Year Range
- $20.88 - $29.17
- Target Price
- $30.83
- ROA (TTM)
- 3.50%
- ROE (TTM)
- 7.40%
Share Price Chart
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Performance
GTES Performance Chart
Gates Industrial Corporation plc (GTES) is up 22.7% since the beginning of the year. At $26 per share, GTES is trading 9.7% below its 52-week high of $29. Investors who bought $1,000 worth of GTES shares 5 years ago would now be looking at an investment worth $1,463.
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Returns By Period
Gates Industrial Corporation plc (GTES) has returned 22.68% so far this year and 7.77% over the past 12 months.
Gates Industrial Corporation plc
- 1D
- 1.19%
- 1M
- -2.95%
- 6M
- 15.58%
- YTD
- 22.68%
- 1Y
- 7.77%
- 3Y*
- 24.53%
- 5Y*
- 7.91%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.42%
- 1M
- 1.94%
- 6M
- 8.74%
- YTD
- 10.66%
- 1Y
- 21.02%
- 3Y*
- 19.50%
- 5Y*
- 11.63%
- 10Y*
- 13.41%
GTES Monthly Returns History
Based on dividend-adjusted daily data since Jan 25, 2018, GTES's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.
Historically, 52% of months were positive and 48% were negative. The best month was Mar 2024 with a return of +20.3%, while the worst month was May 2019 at -29.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, GTES closed higher 51% of trading days. The best single day was Aug 2, 2018 with a return of +18.1%, while the worst single day was Mar 16, 2020 at -21.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.22% | 19.77% | -17.99% | 13.27% | 1.21% | 7.91% | -5.83% | 22.68% | |||||
| 2025 | 0.58% | 4.59% | -14.93% | 2.77% | 11.79% | 8.89% | 7.69% | 3.06% | -2.90% | -11.04% | 3.08% | -5.67% | 4.38% |
| 2024 | -4.02% | 14.29% | 20.31% | -0.51% | -1.14% | -9.24% | 17.58% | -2.31% | -3.36% | 10.26% | 14.52% | -7.18% | 53.28% |
| 2023 | 15.78% | 6.28% | -1.07% | -3.02% | -12.99% | 15.02% | 1.04% | -9.84% | -5.46% | -5.94% | 12.27% | 9.46% | 17.62% |
| 2022 | -2.77% | 2.39% | -4.92% | -15.34% | 0.08% | -15.28% | 13.78% | -12.85% | -8.96% | 14.24% | 4.22% | -1.81% | -28.28% |
| 2021 | 10.66% | 6.23% | 6.60% | 7.88% | 5.28% | -0.50% | 0.22% | -9.55% | -0.67% | 1.04% | -2.49% | -0.75% | 24.69% |
Benchmark Metrics
Gates Industrial Corporation plc has an annualized alpha of -4.05%, beta of 1.20, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since January 25, 2018.
- This stock participated in 140.83% of S&P 500 Index downside but only 113.62% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.33 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -4.05%
- Beta
- 1.20
- R²
- 0.33
- Upside Capture
- 113.62%
- Downside Capture
- 140.83%
Return for Risk
Risk / Return Rank
GTES ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Gates Industrial Corporation plc (GTES) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GTES | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.30 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 2.28 | -2.02 |
| Martin ratioReturn relative to average drawdown | 0.61 | 9.88 | -9.28 |
Dividends
Dividend History
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 Gates Industrial Corporation 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 Gates Industrial Corporation plc was 70.06%, occurring on Mar 17, 2020. Recovery took 1168 trading sessions.
The current Gates Industrial Corporation plc drawdown is 9.24%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -70.06%Mar 2020 | 1y 5mo | 4y 7mo | 6y 1moSep 2018 - Nov 2024 |
2025 selloff2025 | -33.82%Apr 2025 | 1mo 17d | 2mo 25d | 4mo 12dFeb 2025 - Jul 2025 |
2026 bear market2026 | -24.99%Mar 2026 | 1mo 3d | 2mo 20d | 3mo 23dFeb 2026 - Jun 2026 |
2018 bear market2018 | -24.85%Jun 2018 | 3mo 29d | 3mo 22d | 7mo 21dFeb 2018 - Sep 2018 |
2025 correction2025 | -18.97%Nov 2025 | 2mo 23d | 2mo 18d | 5mo 11dAug 2025 - Feb 2026 |
Drawdown Indicators
| GTES | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.06% | -56.78% | -13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -24.99% | -9.10% | -15.89% |
Max Drawdown (3Y)Largest decline over 3 years | -33.82% | -18.90% | -14.92% |
Max Drawdown (5Y)Largest decline over 5 years | -47.91% | -25.43% | -22.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -9.24% | -0.45% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -26.55% | -10.71% | -15.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.67% | 2.09% | +8.58% |
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 Gates Industrial Corporation plc 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 Gates Industrial Corporation plc is priced in the market compared to other companies in the Specialty Industrial Machinery 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 GTES, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, GTES has a P/E ratio of 18.1. 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.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for GTES compared to other companies in the Specialty Industrial Machinery industry. GTES currently has a PEG ratio of 15.7. 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 GTES relative to other companies in the Specialty Industrial Machinery industry. Currently, GTES has a P/S ratio of 1.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
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 | — |
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