Holcim AG (HOLN.SW)
Company Info
| ISIN | CH0012214059 |
|---|---|
| Sector | Basic Materials |
| Industry | Building Materials |
Highlights
| Market Cap | CHF 50.35B |
|---|---|
| EPS (TTM) | CHF 5.33 |
| PE Ratio | 16.81 |
| PEG Ratio | 2.73 |
| Total Revenue (TTM) | CHF 19.78B |
| Gross Profit (TTM) | CHF 8.56B |
| EBITDA (TTM) | CHF 4.36B |
| Year Range | CHF 59.33 - CHF 92.76 |
| Target Price | CHF 87.10 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: HOLN.SW vs. SIKA.SW, HOLN.SW vs. VOO, HOLN.SW vs. CX
Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 10,000 in Holcim AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Holcim AG had a return of 41.04% year-to-date (YTD) and 49.56% in the last 12 months. Over the past 10 years, Holcim AG had an annualized return of 7.47%, while the S&P 500 had an annualized return of 11.39%, indicating that Holcim AG did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 41.04% | 25.48% |
| 1 month | 6.57% | 2.14% |
| 6 months | 13.28% | 12.76% |
| 1 year | 49.56% | 33.14% |
| 5 years (annualized) | 16.44% | 13.96% |
| 10 years (annualized) | 7.47% | 11.39% |
Monthly Returns
The table below presents the monthly returns of HOLN.SW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.21% | 8.98% | 13.26% | -5.49% | 5.70% | 1.07% | 3.29% | -0.63% | 1.03% | 3.05% | 41.04% | ||
| 2023 | 13.74% | 6.76% | 1.31% | -0.14% | -0.42% | 7.23% | 0.66% | -3.37% | 0.38% | -4.59% | 14.66% | 2.67% | 43.86% |
| 2022 | 6.97% | -7.36% | -1.74% | 6.32% | 3.37% | -13.96% | 8.76% | -2.00% | -5.88% | 10.98% | 7.21% | -1.80% | 7.91% |
| 2021 | -0.76% | 3.96% | 10.73% | 1.37% | -1.62% | 3.82% | -4.32% | -1.70% | -13.52% | 1.26% | -2.76% | 4.63% | -0.89% |
| 2020 | -8.57% | -8.94% | -20.91% | 13.24% | 4.84% | 4.45% | 3.61% | -0.26% | -2.12% | -6.29% | 21.12% | 2.01% | -4.36% |
| 2019 | 15.14% | 5.94% | -0.43% | 6.49% | -4.67% | -0.83% | 2.69% | -4.45% | 5.02% | 3.58% | 1.34% | 4.15% | 37.73% |
| 2018 | 3.73% | -2.84% | -5.56% | 5.85% | -5.30% | -4.08% | 4.67% | -6.79% | 2.65% | -3.72% | -3.99% | -9.58% | -23.40% |
| 2017 | -1.40% | 8.03% | 3.59% | -4.73% | 6.85% | -5.59% | 5.37% | -2.59% | 0.44% | -0.44% | -4.53% | 2.14% | 6.14% |
| 2016 | -14.67% | -7.81% | 14.30% | 7.38% | -4.67% | -9.31% | 13.76% | 13.07% | 0.67% | 0.67% | 1.89% | -0.37% | 10.48% |
| 2015 | -9.67% | 14.12% | -1.22% | 5.90% | -0.09% | -6.95% | -2.46% | -8.62% | -12.84% | 9.21% | -1.35% | -8.55% | -23.27% |
| 2014 | -1.12% | 8.18% | 2.52% | 10.11% | -0.90% | -0.76% | -5.20% | 0.14% | -4.59% | -2.15% | 4.70% | 0.00% | 10.18% |
| 2013 | 5.90% | 6.92% | -0.13% | -2.61% | 3.11% | -11.85% | 3.26% | -5.61% | 6.57% | 0.45% | -2.74% | 1.52% | 3.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HOLN.SW is 94, placing it in the top 6% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Holcim AG (HOLN.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Holcim AG provided a 3.11% dividend yield over the last twelve months, with an annual payout of CHF 2.80 per share. The company has been increasing its dividends for 7 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 2.80 | CHF 2.50 | CHF 2.20 | CHF 2.00 | CHF 2.00 | CHF 2.00 | CHF 2.00 | CHF 2.00 | CHF 1.50 | CHF 2.51 | CHF 2.24 | CHF 2.10 |
Dividend yield | 3.11% | 3.79% | 4.59% | 4.30% | 4.11% | 3.72% | 4.94% | 3.64% | 2.80% | 4.99% | 3.29% | 3.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Holcim AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.80 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.80 | |
| 2023 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.50 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.20 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.20 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.00 |
| 2016 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.50 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.24 | CHF 1.27 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.51 |
| 2014 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 1.24 | CHF 0.00 | CHF 1.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.24 |
| 2013 | CHF 1.10 | CHF 0.00 | CHF 0.00 | CHF 1.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.10 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Holcim 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 Holcim AG was 76.42%, occurring on Mar 9, 2009. Recovery took 3768 trading sessions.
The current Holcim AG drawdown is 2.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.42% | Jul 10, 2007 | 419 | Mar 9, 2009 | 3768 | Feb 29, 2024 | 4187 |
| -54.67% | Jan 19, 2000 | 792 | Mar 12, 2003 | 481 | Feb 4, 2005 | 1273 |
| -49.29% | Jun 25, 1990 | 141 | Jan 21, 1991 | 623 | Jul 22, 1993 | 764 |
| -42.76% | Jul 9, 1998 | 63 | Oct 5, 1998 | 304 | Dec 16, 1999 | 367 |
| -42.46% | Oct 15, 1987 | 19 | Nov 10, 1987 | 512 | Dec 4, 1989 | 531 |
Volatility
Volatility Chart
The current Holcim AG volatility is 6.23%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Holcim AG compared to its peers in the Building Materials industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HOLN.SW in comparison to other companies of the Building Materials industry. Currently, HOLN.SW has a PE value of 16.8. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HOLN.SW in comparison to other companies of the Building Materials industry. Currently, HOLN.SW has a PEG value of 2.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Holcim AG.
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Income Statement
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