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Highlights

Market Cap
$19.96B
Enterprise Value
$30.90B
EPS (TTM)
€2.26
PE Ratio
14.30
PEG Ratio
2.83
Total Revenue (TTM)
€22.04B
Gross Profit (TTM)
€14.27B
EBITDA (TTM)
€4.21B
Year Range
$36.15 - $57.79
ROA (TTM)
5.20%
ROE (TTM)
10.69%
Avg. Volume (1M)
87K
Avg. Volume Value (1M)
$3.36M

Share Price Chart


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Heidelberg Materials AG ADR

Performance

HDLMY Performance Chart

Heidelberg Materials AG ADR (HDLMY) is down 27.1% since the beginning of the year. At $37 per share, HDLMY is trading 35.6% below its 52-week high of $58.


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Benchmark

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Returns By Period

Heidelberg Materials AG ADR (HDLMY) has returned -27.08% so far this year and -14.79% over the past 12 months.


Heidelberg Materials AG ADR

1D
-2.67%
1M
-5.32%
6M
-30.82%
YTD
-27.08%
1Y
-14.79%
3Y*
5Y*
10Y*
ALL TIME*
32.99%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDLMY Monthly Returns History

Based on dividend-adjusted daily data since Dec 30, 2024, HDLMY's average daily return is +0.15%, while the average monthly return is +2.73%. At this rate, an investment would double in approximately 2.1 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jun 2025 with a return of +20.1%, while the worst month was Feb 2026 at -18.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, HDLMY closed higher 51% of trading days. The best single day was Mar 5, 2025 with a return of +15.5%, while the worst single day was Feb 12, 2026 at -10.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.41%-18.67%-5.71%5.11%2.08%-13.96%-2.28%-27.08%
202515.51%6.12%16.07%14.74%0.53%20.06%-1.86%2.14%-4.51%3.88%9.87%1.28%118.05%
2024-1.26%-1.26%

Benchmark Metrics

Heidelberg Materials AG ADR has an annualized alpha of 18.23%, beta of 1.26, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since December 30, 2024.

  • This stock captured 149.68% of S&P 500 Index gains but only 57.39% of its losses - a favorable profile for investors.
  • R2 of 0.28 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
18.23%
Beta
1.26
0.28
Upside Capture
149.68%
Downside Capture
57.39%

Return for Risk

Risk / Return Rank

HDLMY ranks 23 for risk / return — above 23% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.


HDLMY Risk / Return Rank: 2323
Overall Rank
HDLMY Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
HDLMY Sortino Ratio Rank: 2222
Sortino Ratio Rank
HDLMY Omega Ratio Rank: 2222
Omega Ratio Rank
HDLMY Calmar Ratio Rank: 2727
Calmar Ratio Rank
HDLMY Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Heidelberg Materials AG ADR (HDLMY) 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.


HDLMYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.90

Sortino ratioReturn per unit of downside risk

-2.46

Omega ratioGain probability vs. loss probability

0.94

1.25

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.49

2.00

-2.49

Martin ratioReturn relative to average drawdown

-0.94

8.49

-9.43

Dividends

Dividend History

Heidelberg Materials AG ADR provided a 2.28% dividend yield over the last twelve months, with an annual payout of $0.85 per share.


1.42%$0.00$0.20$0.40$0.60$0.802025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.85$0.74

Dividend yield

2.28%1.42%

Monthly Dividends

The table displays the monthly dividend distributions for Heidelberg Materials AG 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$0.85$0.00$0.00$0.85
2025$0.74$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.74

Dividend Yield & Payout


Dividend Yield

Heidelberg Materials AG ADR has a dividend yield of 2.28%, which is quite average when compared to the overall market.

Payout Ratio

Heidelberg Materials AG ADR has a payout ratio of 31.86%, which is quite average when compared to the overall market. This suggests that Heidelberg Materials AG 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 Heidelberg Materials AG 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 Heidelberg Materials AG ADR was 36.62%, occurring on Mar 13, 2026. The portfolio has not yet recovered.

The current Heidelberg Materials AG ADR drawdown is 34.27%.


Drawdown

Fall

Recovery

Underwater

Related event

-36.62%Mar 2026
1mo 14d
6mo 7dJan 2026 - now
-19.04%Apr 2025
18d18d
1mo 6dMar 2025 - Apr 2025
2025 selloff2025
-12.37%Oct 2025
1mo 27d1mo 6d
3mo 3dAug 2025 - Nov 2025
-8.68%Feb 2025
5d8d
13dFeb 2025 - Mar 2025
2025 selloff2025
-8.17%May 2025
10d25d
1mo 5dMay 2025 - Jun 2025
2025 selloff2025

Drawdown Indicators


HDLMYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-36.62%

-56.78%

+20.16%

Max Drawdown (1Y)

Largest decline over 1 year

-36.62%

-9.10%

-27.52%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-34.27%

-1.58%

-32.69%

Average Drawdown

Average peak-to-trough decline

-10.55%

-10.70%

+0.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.03%

2.14%

+16.89%

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 Heidelberg Materials AG 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 Heidelberg Materials AG ADR is priced in the market compared to other companies in the Building Materials 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 HDLMY, comparing it with other companies in the Building Materials industry. Currently, HDLMY has a P/E ratio of 14.3. 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 HDLMY compared to other companies in the Building Materials industry. HDLMY currently has a PEG ratio of 2.8. 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 HDLMY relative to other companies in the Building Materials industry. Currently, HDLMY has a P/S ratio of 1.3. 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 HDLMY in comparison with other companies in the Building Materials industry. Currently, HDLMY has a P/B value of 1.5. 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
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