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Heineken NV ADR (HEINY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4230123014

CUSIP

423012202

Highlights

Market Cap

$50.72B

EPS (TTM)

$1.00

PE Ratio

44.54

PEG Ratio

0.56

Year Range

$32.77 - $52.47

Target Price

$52.75

Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart

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


200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
308.49%
364.74%
HEINY (Heineken NV ADR)
Benchmark (^GSPC)

Returns By Period

Heineken NV ADR had a return of 24.62% year-to-date (YTD) and -9.39% in the last 12 months. Over the past 10 years, Heineken NV ADR had an annualized return of 2.59%, while the S&P 500 had an annualized return of 10.05%, indicating that Heineken NV ADR did not perform as well as the benchmark.


HEINY

YTD

24.62%

1M

9.05%

6M

2.77%

1Y

-9.39%

5Y*

2.95%

10Y*

2.59%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.89%21.64%-3.46%8.17%24.62%
2024-1.34%-8.20%4.68%2.01%2.56%-3.34%-7.37%1.47%-1.13%-8.09%-9.21%-4.76%-29.20%
20236.23%2.32%5.17%8.18%-12.06%1.86%-4.74%0.09%-9.30%1.86%1.60%11.50%10.55%
2022-4.92%-6.34%-5.02%3.12%3.36%-9.44%7.51%-8.04%-2.63%-4.57%10.16%2.26%-15.50%
2021-7.04%-4.35%3.93%13.50%2.89%1.54%-4.26%-5.94%-4.72%6.95%-10.85%13.82%2.03%
20201.65%-8.27%-17.36%5.02%8.00%0.13%4.77%-4.20%-3.82%0.11%18.24%5.98%5.97%
20192.44%11.70%4.97%3.54%-3.18%6.40%-2.96%-0.87%1.61%-5.69%1.57%3.09%23.66%
20187.83%-7.59%3.71%-1.60%-4.31%0.04%1.28%-2.00%-5.31%-3.79%1.64%-4.07%-14.18%
20170.40%9.98%2.76%6.14%10.44%-1.10%7.19%1.31%-5.63%-1.71%4.46%2.28%41.57%
20161.45%-7.65%13.08%4.39%-1.07%0.04%1.71%-4.67%-1.70%-5.88%-9.54%0.19%-11.02%
20155.77%4.58%-2.41%4.27%-0.13%-2.88%3.43%0.85%3.03%11.77%-2.74%-3.59%22.98%
2014-9.48%10.48%3.29%0.95%1.61%1.27%-2.20%8.79%-1.35%0.13%4.84%-9.96%6.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HEINY is 37, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HEINY is 3737
Overall Rank
The Sharpe Ratio Rank of HEINY is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of HEINY is 3030
Sortino Ratio Rank
The Omega Ratio Rank of HEINY is 3131
Omega Ratio Rank
The Calmar Ratio Rank of HEINY is 4141
Calmar Ratio Rank
The Martin Ratio Rank of HEINY is 4545
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 Heineken NV ADR (HEINY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for HEINY, currently valued at -0.28, compared to the broader market-2.00-1.000.001.002.003.00
HEINY: -0.28
^GSPC: 0.49
The chart of Sortino ratio for HEINY, currently valued at -0.26, compared to the broader market-6.00-4.00-2.000.002.004.00
HEINY: -0.26
^GSPC: 0.81
The chart of Omega ratio for HEINY, currently valued at 0.97, compared to the broader market0.501.001.502.00
HEINY: 0.97
^GSPC: 1.12
The chart of Calmar ratio for HEINY, currently valued at -0.18, compared to the broader market0.001.002.003.004.005.00
HEINY: -0.18
^GSPC: 0.50
The chart of Martin ratio for HEINY, currently valued at -0.38, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
HEINY: -0.38
^GSPC: 2.07

The current Heineken NV ADR Sharpe ratio is -0.28. 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 Heineken NV 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-2.00-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.28
0.49
HEINY (Heineken NV ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Heineken NV ADR provided a 2.11% dividend yield over the last twelve months, with an annual payout of $0.93 per share.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.93$0.93$1.04$0.80$0.44$0.57$0.93$0.91$0.75$0.76$0.66$0.61

Dividend yield

2.11%2.63%2.03%1.71%0.77%1.02%1.74%2.08%1.44%2.04%1.54%1.71%

Monthly Dividends

The table displays the monthly dividend distributions for Heineken NV ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.56$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.93
2023$0.00$0.00$0.00$0.66$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$1.04
2022$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.80
2021$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.44
2020$0.00$0.00$0.00$0.57$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.57
2019$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.93
2018$0.00$0.00$0.00$0.57$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.91
2017$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.00$0.75
2016$0.00$0.00$0.00$0.47$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.76
2015$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.66
2014$0.37$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.61

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
HEINY: 2.1%
Heineken NV ADR has a dividend yield of 2.11%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
HEINY: 99.2%
Heineken NV ADR has a payout ratio of 99.18%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.64%
-10.73%
HEINY (Heineken NV ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Heineken NV 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 Heineken NV ADR was 63.71%, occurring on Mar 3, 2009. Recovery took 907 trading sessions.

The current Heineken NV ADR drawdown is 24.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.71%Nov 5, 2007333Mar 3, 2009907Oct 4, 20121240
-43.53%Jun 25, 2021893Jan 15, 2025
-33.5%Jan 21, 202044Mar 23, 2020202Jan 8, 2021246
-29.05%May 2, 2002205Feb 25, 2003738Jan 30, 2006943
-23.54%Jun 7, 2016125Dec 1, 2016113May 16, 2017238

Volatility

Volatility Chart

The current Heineken NV ADR volatility is 8.86%, 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%NovemberDecember2025FebruaryMarchApril
8.86%
14.23%
HEINY (Heineken NV ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Heineken NV 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 Heineken NV ADR is priced in the market compared to other companies in the Beverages - Brewers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
HEINY: 44.5
The chart displays the Price-to-Earnings (P/E) ratio for HEINY, comparing it with other companies in the Beverages - Brewers industry. Currently, HEINY has a P/E ratio of 44.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
HEINY: 0.6
The chart shows the Price/Earnings to Growth (PEG) ratio for HEINY compared to other companies in the Beverages - Brewers industry. HEINY currently has a PEG ratio of 0.6. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
HEINY: 1.7
This chart shows the Price-to-Sales (P/S) ratio for HEINY relative to other companies in the Beverages - Brewers industry. Currently, HEINY has a P/S ratio of 1.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
HEINY: 2.2
The chart illustrates the Price-to-Book (P/B) ratio for HEINY in comparison with other companies in the Beverages - Brewers industry. Currently, HEINY has a P/B value of 2.2. 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