- ISIN
- US4335785071
- CUSIP
- 25389M877
- Sector
- Industrials
- Industry
- Conglomerates
- IPO Date
- May 1, 1949
Highlights
- Market Cap
- $135.96B
- Enterprise Value
- $136.93B
- EPS (TTM)
- ¥137.13
- PE Ratio
- 35.58
- PEG Ratio
- 2.78
- Total Revenue (TTM)
- ¥8.49T
- Gross Profit (TTM)
- ¥2.57T
- EBITDA (TTM)
- ¥1.52T
- Year Range
- $25.00 - $39.00
- ROA (TTM)
- 4.12%
- ROE (TTM)
- 9.43%
Share Price Chart
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Performance
HTHIY Performance Chart
Hitachi Ltd ADR (HTHIY) is down 3.2% since the beginning of the year. At $30 per share, HTHIY is trading 22.6% below its 52-week high of $39. Investors who bought $1,000 worth of HTHIY shares 5 years ago would now be looking at an investment worth $2,753.
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Returns By Period
Hitachi Ltd ADR (HTHIY) has returned -3.21% so far this year and 10.79% over the past 12 months. Looking at the last ten years, HTHIY has achieved an annualized return of 21.94%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Hitachi Ltd ADR
- 1D
- 0.30%
- 1M
- -4.43%
- YTD
- -3.21%
- 6M
- -5.77%
- 1Y
- 10.79%
- 3Y*
- 36.29%
- 5Y*
- 22.45%
- 10Y*
- 21.94%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
HTHIY Monthly Returns History
Based on dividend-adjusted daily data since Apr 27, 2012, HTHIY's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, an investment would double in approximately 4.8 years.
Historically, 56% of months were positive and 44% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.38% | -3.97% | -12.77% | 8.83% | 2.43% | -6.93% | -3.21% | ||||||
| 2025 | 3.52% | -1.72% | -6.21% | 5.67% | 12.19% | 4.53% | 3.82% | -9.91% | -3.24% | 31.48% | -7.49% | -2.47% | 26.95% |
| 2024 | 9.55% | 6.34% | 8.24% | 1.21% | 11.40% | 9.56% | 1.92% | 6.71% | 8.78% | -4.72% | -0.44% | -1.63% | 71.97% |
| 2023 | 3.64% | -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% |
| 2021 | 4.52% | 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 4.45%, beta of 0.88, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since April 27, 2012.
- This stock participated in 107.12% of S&P 500 Index downside but only 104.27% of its upside - more exposed to losses than it benefited from rallies.
- 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
- 4.45%
- Beta
- 0.88
- R²
- 0.24
- Upside Capture
- 104.27%
- Downside Capture
- 107.12%
Return for Risk
Risk / Return Rank
HTHIY ranks 50 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTHIY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 2.78 | -2.37 |
| Martin ratioReturn relative to average drawdown | 0.84 | 12.44 | -11.60 |
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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $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 20.90%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2016 bear market2016 | -52.86%Feb 2016 | 2y 26d | 1y 8mo | 3y 9moJan 2014 - Oct 2017 |
COVID crash2020 | -44.98%Mar 2020 | 2mo 28d | 10mo 20d | 1y 1moDec 2019 - Feb 2021 |
Rate-hike selloffLate 2018 | -39.04%Dec 2018 | 10mo 29d | 12mo 1d | 1y 10moJan 2018 - Dec 2019 |
Bear market2022 | -35.47%Mar 2022 | 3mo 23d | 1y 4mo | 1y 8moNov 2021 - Jul 2023 |
2025 selloff2025 | -34.05%Apr 2025 | 1mo 16d | 2mo 21d | 4mo 7dFeb 2025 - Jun 2025 |
Drawdown Indicators
| HTHIY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.86% | -56.78% | +3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -26.43% | -9.10% | -17.33% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | -18.90% | -15.15% |
Max Drawdown (5Y)Largest decline over 5 years | -35.47% | -25.43% | -10.04% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -33.92% | -11.06% |
Current DrawdownCurrent decline from peak | -20.90% | -1.80% | -19.10% |
Average DrawdownAverage peak-to-trough decline | -15.84% | -10.71% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.84% | 2.03% | +10.81% |
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.
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 35.6. 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
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 2.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
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 2.6. 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 3.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
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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 | — |
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