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HMS Bergbau AG (HMU.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINDE0006061104
SectorEnergy
IndustryThermal Coal

Highlights

Market Cap€110.87M
EPS€2.76
PE Ratio8.84
Revenue (TTM)€1.22B
Gross Profit (TTM)€28.98M
EBITDA (TTM)€15.19M
Year Range€20.25 - €24.40

Share Price Chart


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HMS Bergbau AG

Performance

Performance Chart

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


100.00%200.00%300.00%400.00%500.00%600.00%December2024FebruaryMarchApril
141.43%
571.43%
HMU.DE (HMS Bergbau AG)
Benchmark (^GSPC)

S&P 500

Returns By Period

HMS Bergbau AG had a return of 11.93% year-to-date (YTD) and 19.35% in the last 12 months. Over the past 10 years, HMS Bergbau AG had an annualized return of 20.10%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.


PeriodReturnBenchmark
Year-To-Date11.93%5.57%
1 month3.39%-4.16%
6 months16.19%20.07%
1 year19.35%20.82%
5 years (annualized)6.01%11.56%
10 years (annualized)20.10%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.75%1.79%3.51%
2023-0.94%0.95%2.83%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of HMU.DE is 94, placing it in the top 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of HMU.DE is 9494
HMS Bergbau AG(HMU.DE)
The Sharpe Ratio Rank of HMU.DE is 9393Sharpe Ratio Rank
The Sortino Ratio Rank of HMU.DE is 9595Sortino Ratio Rank
The Omega Ratio Rank of HMU.DE is 9999Omega Ratio Rank
The Calmar Ratio Rank of HMU.DE is 8888Calmar Ratio Rank
The Martin Ratio Rank of HMU.DE is 9797Martin 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 HMS Bergbau AG (HMU.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HMU.DE
Sharpe ratio
The chart of Sharpe ratio for HMU.DE, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for HMU.DE, currently valued at 3.58, compared to the broader market-4.00-2.000.002.004.006.003.58
Omega ratio
The chart of Omega ratio for HMU.DE, currently valued at 2.09, compared to the broader market0.501.001.502.09
Calmar ratio
The chart of Calmar ratio for HMU.DE, currently valued at 1.48, compared to the broader market0.002.004.006.001.48
Martin ratio
The chart of Martin ratio for HMU.DE, currently valued at 16.89, compared to the broader market-10.000.0010.0020.0030.0016.89
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current HMS Bergbau AG Sharpe ratio is 2.20. 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 HMS Bergbau AG 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 Ratio0.000.501.001.502.002.503.00December2024FebruaryMarchApril
2.20
2.20
HMU.DE (HMS Bergbau AG)
Benchmark (^GSPC)

Dividends

Dividend History

HMS Bergbau AG granted a 3.16% dividend yield in the last twelve months. The annual payout for that period amounted to €0.77 per share.


PeriodTTM20232022
Dividend€0.77€0.77€0.04

Dividend yield

3.16%3.53%0.19%

Monthly Dividends

The table displays the monthly dividend distributions for HMS Bergbau AG. 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
2023€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.77€0.00€0.00€0.00€0.00
2022€0.04€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.2%
HMS Bergbau AG has a dividend yield of 3.16%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%1.5%
HMS Bergbau AG has a payout ratio of 1.45%, which is below the market average. This means HMS Bergbau AG 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchApril0
-3.27%
HMU.DE (HMS Bergbau AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HMS Bergbau AG. 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 HMS Bergbau AG was 83.34%, occurring on Jan 7, 2014. Recovery took 353 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.34%Jun 4, 2010522Jan 7, 2014353May 4, 2018875
-21.07%Jun 30, 2020398Jan 24, 2022542Mar 5, 2024940
-8.25%Mar 26, 201978Jul 17, 201957Oct 8, 2019135
-6.99%Mar 3, 20098Mar 24, 200923Jun 26, 200931
-6.89%Jun 26, 201864Sep 21, 201891Feb 7, 2019155

Volatility

Volatility Chart

The current HMS Bergbau AG volatility is 2.30%, 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%1.00%2.00%3.00%4.00%December2024FebruaryMarchApril
2.30%
3.67%
HMU.DE (HMS Bergbau AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of HMS Bergbau AG 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

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

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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