Heavitree Brewery A (HVTA.L)
The Heavitree Brewery plc engages in the development and operation of a leased and tenanted estate in England. It operates leased and tenanted public houses. The company was founded in 1790 and is based in Exeter, the United Kingdom.
Company Info
| ISIN | GB0004182720 |
|---|---|
| Sector | Consumer Cyclical |
| Industry | Restaurants |
Highlights
| Market Cap | £9.47M |
|---|---|
| EPS | £0.31 |
| PE Ratio | 5.00 |
| Revenue (TTM) | £7.35M |
| Gross Profit (TTM) | £2.82M |
| EBITDA (TTM) | £1.26M |
| Year Range | £105.95 - £183.01 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Heavitree Brewery A, 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
Heavitree Brewery A had a return of 9.22% year-to-date (YTD) and 51.01% in the last 12 months. Over the past 10 years, Heavitree Brewery A had an annualized return of 2.77%, while the S&P 500 had an annualized return of 10.84%, indicating that Heavitree Brewery A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.22% | 10.00% |
| 1 month | 3.23% | 2.41% |
| 6 months | 9.22% | 16.70% |
| 1 year | 51.01% | 26.85% |
| 5 years (annualized) | -4.67% | 12.81% |
| 10 years (annualized) | 2.77% | 10.84% |
Monthly Returns
The table below presents the monthly returns of HVTA.L, 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 | 0.00% | 0.00% | 5.80% | 0.00% | 9.22% | ||||||||
| 2023 | 0.00% | -28.57% | 6.22% | 7.32% | 22.73% | 7.41% | 1.40% | 3.45% | 0.00% | 0.00% | 0.00% | 0.00% | 12.58% |
| 2022 | 0.00% | -7.50% | 0.00% | -8.11% | 8.82% | -0.54% | 0.54% | 0.00% | 0.00% | 0.00% | -24.32% | 0.00% | -30.00% |
| 2021 | 0.00% | 0.00% | -6.37% | 0.00% | -10.00% | -6.67% | 0.00% | -4.76% | 0.00% | 0.00% | 0.00% | 0.00% | -25.09% |
| 2020 | 0.00% | 0.00% | -41.18% | 4.00% | 3.85% | 44.44% | 0.00% | 56.41% | -1.64% | 0.00% | 0.00% | -11.00% | 25.64% |
| 2019 | 0.00% | 0.00% | 1.88% | 0.00% | 0.00% | 0.00% | -2.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.89% |
| 2018 | -4.44% | 0.00% | 1.90% | 0.00% | 8.59% | 2.33% | 6.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 15.03% |
| 2017 | 0.00% | 0.00% | 1.82% | 0.00% | 0.00% | 1.19% | 1.76% | 5.88% | 0.00% | 0.00% | 0.00% | 0.00% | 11.01% |
| 2016 | 0.00% | 0.00% | -0.57% | 0.00% | 0.00% | 0.00% | 1.74% | -1.16% | -1.18% | 0.00% | 0.00% | 0.00% | -1.20% |
| 2015 | 0.00% | 0.00% | 2.00% | 2.70% | -2.63% | 0.00% | 4.73% | 0.00% | 0.00% | 15.79% | 0.00% | 0.00% | 23.69% |
| 2014 | 0.00% | 0.00% | 0.00% | 0.56% | 0.00% | 0.00% | 0.67% | 0.00% | 1.41% | 0.00% | 0.00% | 2.78% | 5.51% |
| 2013 | -10.00% | 26.79% | 0.00% | 0.00% | 2.24% | 0.00% | 0.00% | 2.82% | 0.00% | 0.00% | 19.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Heavitree Brewery A (HVTA.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Heavitree Brewery A granted a 0.03% dividend yield in the last twelve months. The annual payout for that period amounted to £0.06 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.06 | £0.06 | £0.00 | £0.00 | £0.04 | £0.08 | £0.25 | £0.07 | £0.07 | £0.07 | £0.07 | £0.08 |
Dividend yield | 0.03% | 0.04% | 0.00% | 0.00% | 0.02% | 0.04% | 0.11% | 0.03% | 0.04% | 0.03% | 0.04% | 0.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Heavitree Brewery A. 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 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.04 | |||||||
| 2023 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 |
| 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 |
| 2020 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 |
| 2019 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
| 2018 | £0.00 | £0.00 | £0.04 | £0.00 | £0.17 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.25 |
| 2017 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 |
| 2016 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 |
| 2015 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 |
| 2013 | £0.04 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Heavitree Brewery A. 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 Heavitree Brewery A was 91.92%, occurring on Oct 25, 2010. The portfolio has not yet recovered.
The current Heavitree Brewery A drawdown is 71.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.92% | May 16, 2007 | 79 | Oct 25, 2010 | — | — | — |
| -70.38% | Jun 13, 1990 | 616 | Nov 26, 1992 | 116 | Jun 16, 1997 | 732 |
| -22.51% | Mar 12, 2001 | 8 | May 23, 2001 | 54 | Feb 9, 2004 | 62 |
| -15.09% | Sep 12, 2000 | 13 | Jan 8, 2001 | 7 | Feb 22, 2001 | 20 |
| -13.83% | Mar 5, 1987 | 1 | Mar 5, 1987 | 3 | Jun 1, 1987 | 4 |
Volatility
Volatility Chart
The current Heavitree Brewery A volatility is 3.17%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
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 |