Iberdrola SA (IBDRY)

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Iberdrola SA (IBDRY) is up 6.4% since the beginning of the year. At $91 per share, IBDRY is trading 6.0% below its 52-week high of $97. Investors who bought $1,000 worth of IBDRY shares 5 years ago would now be looking at an investment worth $2,196.

Iberdrola SA (IBDRY) has returned 6.44% so far this year and 29.97% over the past 12 months. Looking at the last ten years, IBDRY has achieved an annualized return of 18.51%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Jul 13, 2007, IBDRY's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jul 2010 with a return of +25.1%, while the worst month was Oct 2008 at -28.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IBDRY closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +23.1%, while the worst single day was Mar 12, 2020 at -14.7%.

Iberdrola SA has an annualized alpha of 3.12%, beta of 0.89, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.

• This stock participated in 95.32% of S&P 500 Index downside but only 91.29% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.33 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

IBDRY ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Iberdrola SA (IBDRY) and compare them to S&P 500 Index.

Iberdrola SA provided a 3.46% dividend yield over the last twelve months, with an annual payout of $3.13 per share. The company has been increasing its dividends for 7 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Iberdrola SA. 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 Iberdrola SA was 77.08%, occurring on Jul 25, 2012. Recovery took 1718 trading sessions.

The current Iberdrola SA drawdown is 5.91%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Iberdrola SA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Iberdrola SA is priced in the market compared to other companies in the Utilities - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.