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Hitachi Ltd ADR (HTHIY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US4335785071
CUSIP
25389M877
IPO Date
May 1, 1949

Highlights

Market Cap
$65.73B
Enterprise Value
$515.24B
EPS (TTM)
$281.48
PE Ratio
0.10
PEG Ratio
0.01
Total Revenue (TTM)
$8.12T
Gross Profit (TTM)
$2.42T
EBITDA (TTM)
$1.38T
Year Range
$18.30 - $39.00
ROA (TTM)
4.36%
ROE (TTM)
10.07%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Hitachi Ltd ADR (HTHIY) has returned -6.70% so far this year and 24.14% over the past 12 months. Looking at the last ten years, HTHIY has achieved an annualized return of 21.23%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Hitachi Ltd ADR

1D
3.63%
1M
-12.77%
YTD
-6.70%
6M
10.68%
1Y
24.14%
3Y*
38.87%
5Y*
26.78%
10Y*
21.23%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 27, 2012, HTHIY's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, your investment would double in approximately 4.8 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 2025 with a return of +31.5%, while the worst month was Sep 2022 at -14.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HTHIY closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +13.0%, while the worst single day was Mar 12, 2020 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.38%-3.97%-12.77%-6.70%
20253.52%-1.72%-6.21%5.67%12.19%4.53%3.82%-9.91%-3.24%31.48%-7.49%-2.47%26.95%
20249.55%6.34%8.24%1.21%11.40%9.56%1.92%6.71%8.78%-4.72%-0.44%-1.63%71.97%
20233.64%-3.68%8.98%0.77%3.77%8.25%5.21%1.59%-6.47%2.50%8.78%4.20%43.04%
2022-4.09%-4.85%1.24%-5.92%9.93%-8.73%3.59%1.76%-14.56%6.47%18.25%-5.69%-6.74%
20214.52%12.06%-0.59%6.77%6.69%8.76%-2.24%-1.50%7.54%-2.41%2.15%-8.36%36.49%

Benchmark Metrics

Hitachi Ltd ADR has an annualized alpha of 5.07%, beta of 0.88, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since April 30, 2012.

  • This stock captured 105.85% of S&P 500 Index gains and 104.81% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.24 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
5.07%
Beta
0.88
0.24
Upside Capture
105.85%
Downside Capture
104.81%

Return for Risk

Risk / Return Rank

HTHIY ranks 58 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HTHIY Risk / Return Rank: 5858
Overall Rank
HTHIY Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
HTHIY Sortino Ratio Rank: 5555
Sortino Ratio Rank
HTHIY Omega Ratio Rank: 5454
Omega Ratio Rank
HTHIY Calmar Ratio Rank: 5959
Calmar Ratio Rank
HTHIY Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) and compare them to a chosen benchmark (S&P 500 Index).


HTHIYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.56

0.90

-0.34

Sortino ratio

Return per unit of downside risk

1.04

1.39

-0.35

Omega ratio

Gain probability vs. loss probability

1.13

1.21

-0.08

Calmar ratio

Return relative to maximum drawdown

0.81

1.40

-0.59

Martin ratio

Return relative to average drawdown

2.17

6.61

-4.44

Explore HTHIY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Hitachi Ltd ADR provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.00$0.15$0.14$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.11

Dividend yield

0.00%0.49%0.56%0.00%0.00%0.00%0.00%0.00%0.00%1.70%1.99%

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
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.14
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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 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 52.86%, occurring on Feb 11, 2016. Recovery took 434 trading sessions.

The current Hitachi Ltd ADR drawdown is 23.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.86%Jan 16, 2014516Feb 11, 2016434Oct 31, 2017950
-44.98%Dec 23, 201961Mar 20, 2020220Feb 3, 2021281
-39.04%Jan 29, 2018229Dec 24, 2018250Dec 20, 2019479
-35.47%Nov 15, 202178Mar 8, 2022338Jul 13, 2023416
-34.05%Feb 20, 202533Apr 7, 202556Jun 27, 202589

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 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 overview of how Hitachi Ltd ADR is priced in the market compared to other companies in the Conglomerates 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 HTHIY, comparing it with other companies in the Conglomerates industry. Currently, HTHIY has a P/E ratio of 0.1. 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 HTHIY compared to other companies in the Conglomerates industry. HTHIY currently has a PEG ratio of 0.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for HTHIY relative to other companies in the Conglomerates industry. Currently, HTHIY has a P/S ratio of 0.0. 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 HTHIY in comparison with other companies in the Conglomerates industry. Currently, HTHIY has a P/B value of 0.0. 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