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Hitachi Ltd ADR (HTHIY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4335785071

CUSIP

25389M877

Sector

Industrials

IPO Date

May 1, 1949

Highlights

Market Cap

$113.57B

EPS (TTM)

$1.88

PE Ratio

26.30

PEG Ratio

1.26

Total Revenue (TTM)

$6.98T

Gross Profit (TTM)

$1.99T

EBITDA (TTM)

$1.01T

Year Range

$26.90 - $56.65

Target Price

$61.33

Short %

0.04%

Short Ratio

1.65

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.


Popular comparisons:
HTHIY vs. QQQ HTHIY vs. SPY HTHIY vs. TCEHY HTHIY vs. FXAIX
Popular comparisons:
HTHIY vs. QQQ HTHIY vs. SPY HTHIY vs. TCEHY HTHIY vs. FXAIX

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
25.13%
14.34%
HTHIY (Hitachi Ltd ADR)
Benchmark (^GSPC)

Returns By Period

Hitachi Ltd ADR had a return of 86.80% year-to-date (YTD) and 90.70% in the last 12 months. Over the past 10 years, Hitachi Ltd ADR had an annualized return of 22.83%, outperforming the S&P 500 benchmark which had an annualized return of 11.32%.


HTHIY

YTD

86.80%

1M

9.67%

6M

25.13%

1Y

90.70%

5Y (annualized)

34.96%

10Y (annualized)

22.83%

^GSPC (Benchmark)

YTD

26.84%

1M

5.60%

6M

14.34%

1Y

32.39%

5Y (annualized)

14.23%

10Y (annualized)

11.32%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202410.72%5.95%8.17%2.22%10.59%9.59%-2.95%12.07%8.21%-4.72%-0.44%86.80%
20232.84%-3.01%8.79%0.88%4.76%6.88%6.32%1.75%-5.89%0.68%11.18%3.69%44.85%
2022-4.73%-4.82%4.59%-7.73%11.54%-9.35%5.85%0.61%-15.32%7.67%15.01%-3.05%-4.20%
20214.46%11.28%4.25%8.71%7.43%8.37%-0.51%-2.86%8.37%-3.42%2.48%-8.15%46.02%
2020-8.32%-13.60%-6.11%4.10%5.81%-1.64%-6.21%12.52%8.46%-0.22%13.54%3.52%8.16%
201917.21%-4.47%16.38%2.27%2.49%7.96%-2.20%-4.62%15.09%1.12%4.32%8.41%81.04%
20181.85%-3.42%-1.50%2.09%0.09%-3.76%-1.43%-5.93%9.46%-9.73%-5.61%-7.60%-23.86%
20176.16%-3.86%3.55%2.05%9.58%1.47%12.04%0.05%7.26%12.07%-5.57%4.54%59.56%
2016-15.74%-12.59%17.41%2.85%-4.20%-10.50%12.53%3.14%2.19%15.00%0.49%1.33%5.91%
20151.68%-10.42%3.90%-0.26%0.05%-3.74%-1.53%-13.35%-6.38%16.09%1.19%-2.47%-16.81%
20142.54%1.31%-2.38%-3.81%-5.54%8.95%7.37%-3.73%4.26%0.37%0.77%-2.72%6.44%
20131.89%-5.10%7.48%9.96%8.56%-7.50%4.33%-9.66%18.04%5.89%5.64%2.68%46.63%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of HTHIY is 91, placing it in the top 9% of stocks on our website 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 HTHIY is 9191
Overall Rank
The Sharpe Ratio Rank of HTHIY is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of HTHIY is 8686
Sortino Ratio Rank
The Omega Ratio Rank of HTHIY is 8787
Omega Ratio Rank
The Calmar Ratio Rank of HTHIY is 9696
Calmar Ratio Rank
The Martin Ratio Rank of HTHIY is 9595
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 Hitachi Ltd ADR (HTHIY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HTHIY, currently valued at 2.15, compared to the broader market-4.00-2.000.002.004.002.152.59
The chart of Sortino ratio for HTHIY, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.613.45
The chart of Omega ratio for HTHIY, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.48
The chart of Calmar ratio for HTHIY, currently valued at 4.06, compared to the broader market0.002.004.006.004.063.73
The chart of Martin ratio for HTHIY, currently valued at 16.50, compared to the broader market0.0010.0020.0030.0016.5016.58
HTHIY
^GSPC

The current Hitachi Ltd ADR Sharpe ratio is 2.15. 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 Hitachi Ltd 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 Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.15
2.59
HTHIY (Hitachi Ltd ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Hitachi Ltd ADR provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.26 per share.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.26$0.43$0.40$1.21$1.88$1.74$1.44$1.26$1.08$0.97$1.05$1.52

Dividend yield

0.48%1.49%1.98%5.60%11.92%10.22%13.45%8.07%9.93%8.43%6.96%10.06%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26
2023$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.43
2022$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$0.40
2021$0.00$0.00$1.00$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$1.21
2020$0.00$0.00$0.92$0.00$0.00$0.00$0.00$0.00$0.96$0.00$0.00$0.00$1.88
2019$0.00$0.00$0.92$0.00$0.00$0.00$0.00$0.00$0.82$0.00$0.00$0.00$1.74
2018$0.00$0.00$0.74$0.00$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.00$1.44
2017$0.00$0.00$0.63$0.00$0.00$0.00$0.00$0.00$0.63$0.00$0.00$0.00$1.26
2016$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.53$0.00$0.00$0.00$1.08
2015$0.00$0.00$0.48$0.00$0.00$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.97
2014$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.51$0.00$0.00$0.00$1.05
2013$0.49$0.00$0.00$0.00$0.00$0.00$1.04$0.00$0.00$0.00$1.52

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.5%
Hitachi Ltd ADR has a dividend yield of 0.48%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%4.0%
Hitachi Ltd ADR has a payout ratio of 4.04%, which is below the market average. This means Hitachi Ltd ADR 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.03%
0
HTHIY (Hitachi Ltd ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hitachi Ltd 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 Hitachi Ltd ADR was 83.83%, occurring on Mar 2, 2009. Recovery took 2066 trading sessions.

The current Hitachi Ltd ADR drawdown is 4.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.83%Jan 3, 20002303Mar 2, 20092066May 17, 20174369
-68%Aug 2, 19882563Sep 21, 1998296Nov 22, 19992859
-46.35%Jan 8, 202051Mar 20, 2020163Nov 10, 2020214
-35.81%Nov 17, 202176Mar 8, 2022318Jun 13, 2023394
-35.54%Oct 14, 19879Oct 26, 198798Mar 16, 1988107

Volatility

Volatility Chart

The current Hitachi Ltd ADR volatility is 10.91%, 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%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
10.91%
3.39%
HTHIY (Hitachi Ltd ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hitachi Ltd 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 assessment of the market value of Hitachi Ltd ADR compared to its peers in the Conglomerates industry.


PE Ratio
20.040.060.080.0100.026.3
The chart displays the price to earnings (P/E) ratio for HTHIY in comparison to other companies of the Conglomerates industry. Currently, HTHIY has a PE value of 26.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.51.01.52.02.53.01.3
The chart displays the price to earnings to growth (PEG) ratio for HTHIY in comparison to other companies of the Conglomerates industry. Currently, HTHIY has a PEG value of 1.3. 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 Hitachi Ltd ADR.


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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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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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