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Iberdrola SA (IBDRY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4507371015

Sector

Utilities

Highlights

Market Cap

$113.73B

EPS (TTM)

$3.81

PE Ratio

18.68

PEG Ratio

2.45

Total Revenue (TTM)

$42.54B

Gross Profit (TTM)

$16.94B

EBITDA (TTM)

$14.86B

Year Range

$47.92 - $73.80

Target Price

$62.82

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.


Performance

Performance Chart

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


150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
234.45%
277.70%
IBDRY (Iberdrola SA)
Benchmark (^GSPC)

Returns By Period

Iberdrola SA (IBDRY) returned 32.09% year-to-date (YTD) and 50.33% over the past 12 months. Over the past 10 years, IBDRY delivered an annualized return of 15.48%, outperforming the S&P 500 benchmark at 10.61%.


IBDRY

YTD

32.09%

1M

2.50%

6M

21.29%

1Y

50.33%

5Y*

17.84%

10Y*

15.48%

^GSPC (Benchmark)

YTD

-3.31%

1M

5.38%

6M

-0.74%

1Y

10.90%

5Y*

14.93%

10Y*

10.61%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.81%2.32%11.24%11.92%-1.07%32.09%
2024-5.86%-5.32%8.02%-0.86%6.78%-1.15%4.50%7.67%9.24%-4.44%-3.82%-3.34%10.00%
20231.70%-1.26%8.29%4.27%-6.55%7.27%-1.30%-4.98%-5.70%-1.06%11.53%6.00%17.59%
2022-2.19%0.39%-3.47%5.23%1.78%-12.44%5.69%-1.81%-10.11%8.18%9.30%5.09%3.05%
2021-3.77%-6.88%2.03%4.76%1.82%-11.48%1.31%2.83%-18.76%17.46%-5.70%6.19%-14.06%
20208.15%3.64%-12.99%1.55%7.65%7.56%13.83%-2.29%-2.32%-4.30%16.08%4.57%44.70%
20195.21%1.33%4.97%3.28%2.09%7.75%-2.23%7.94%0.94%-1.19%-4.18%4.68%34.23%
20187.61%-9.29%-0.89%5.54%-8.57%9.12%3.34%-3.97%-1.48%-3.71%5.26%7.52%8.55%
2017-1.98%5.74%7.57%0.25%11.02%-0.93%1.88%3.82%-4.75%4.03%-1.57%-2.49%23.67%
20160.03%-7.12%3.07%6.39%-4.49%-0.36%4.29%-4.38%3.50%0.07%-11.49%9.15%-3.25%
20152.10%-0.94%-5.89%3.90%3.06%-0.13%5.43%-4.41%-2.16%8.12%-2.42%1.60%7.58%
2014-0.72%7.79%5.16%-0.21%3.18%8.89%-2.57%-1.22%-2.63%-1.33%7.15%-8.63%14.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, IBDRY is among the top 4% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IBDRY is 9696
Overall Rank
The Sharpe Ratio Rank of IBDRY is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of IBDRY is 9595
Sortino Ratio Rank
The Omega Ratio Rank of IBDRY is 9595
Omega Ratio Rank
The Calmar Ratio Rank of IBDRY is 9898
Calmar Ratio Rank
The Martin Ratio Rank of IBDRY is 9494
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 Iberdrola SA (IBDRY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for IBDRY, currently valued at 2.52, compared to the broader market-2.00-1.000.001.002.003.00
IBDRY: 2.52
^GSPC: 0.67
The chart of Sortino ratio for IBDRY, currently valued at 3.08, compared to the broader market-6.00-4.00-2.000.002.004.00
IBDRY: 3.08
^GSPC: 1.05
The chart of Omega ratio for IBDRY, currently valued at 1.45, compared to the broader market0.501.001.502.00
IBDRY: 1.45
^GSPC: 1.16
The chart of Calmar ratio for IBDRY, currently valued at 3.99, compared to the broader market0.001.002.003.004.005.00
IBDRY: 3.99
^GSPC: 0.68
The chart of Martin ratio for IBDRY, currently valued at 9.53, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
IBDRY: 9.53
^GSPC: 2.70

The current Iberdrola SA Sharpe ratio is 2.52. 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 Iberdrola SA 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
2.52
0.67
IBDRY (Iberdrola SA)
Benchmark (^GSPC)

Dividends

Dividend History

Iberdrola SA provided a 3.49% dividend yield over the last twelve months, with an annual payout of $2.50 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.50$2.42$2.19$1.94$2.06$1.80$1.59$1.54$1.35$1.24$0.64$2.08

Dividend yield

3.49%4.39%4.18%4.15%4.34%3.15%3.85%4.78%4.33%4.71%2.24%7.67%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.96$0.00$0.00$0.00$0.00$0.96
2024$0.88$0.00$0.00$0.00$0.02$0.00$1.52$0.00$0.00$0.00$0.00$0.00$2.42
2023$0.76$0.00$0.00$0.02$0.00$0.00$1.38$0.00$0.00$0.00$0.00$0.03$2.19
2022$0.76$0.00$0.00$0.00$0.00$0.02$1.15$0.00$0.00$0.00$0.00$0.00$1.94
2021$0.82$0.00$0.00$0.00$0.00$0.00$1.24$0.00$0.00$0.00$0.00$0.00$2.06
2020$0.74$0.00$0.02$0.00$0.00$0.00$1.04$0.00$0.00$0.00$0.00$0.00$1.80
2019$0.69$0.00$0.00$0.00$0.00$0.00$0.90$0.00$0.00$0.00$0.00$0.00$1.59
2018$0.67$0.00$0.00$0.00$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.00$1.54
2017$0.56$0.00$0.00$0.00$0.00$0.00$0.78$0.00$0.00$0.00$0.00$0.00$1.35
2016$0.55$0.00$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.00$0.00$1.24
2015$0.00$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2014$0.68$0.00$0.00$0.00$0.00$0.78$0.00$0.00$0.00$0.00$0.62$0.00$2.08

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
IBDRY: 3.5%
Iberdrola SA has a dividend yield of 3.49%, which is quite average when compared to the overall market.
Payout Ratio
100.0%200.0%300.0%400.0%500.0%600.0%
IBDRY: 126.0%
Iberdrola SA has a payout ratio of 126.04%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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%December2025FebruaryMarchAprilMay
-1.07%
-7.45%
IBDRY (Iberdrola SA)
Benchmark (^GSPC)

Worst Drawdowns

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 76.63%, occurring on Jul 25, 2012. Recovery took 1719 trading sessions.

The current Iberdrola SA drawdown is 1.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.63%Nov 9, 20071120Jul 25, 20121719Jun 6, 20192839
-36.66%Jan 11, 2021443Oct 12, 2022399May 15, 2024842
-27.6%Mar 5, 202013Mar 23, 202077Jul 13, 202090
-13.1%Oct 1, 202457Dec 19, 202457Mar 17, 2025114
-13.02%Jun 5, 200752Aug 16, 200736Oct 9, 200788

Volatility

Volatility Chart

The current Iberdrola SA volatility is 12.03%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
12.03%
14.17%
IBDRY (Iberdrola SA)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Iberdrola SA, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 14.2% positive surprise.

0.000.501.001.502.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.10
0
Actual
Estimate

Valuation

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.


PE Ratio
20.040.060.080.0100.0
IBDRY: 18.7
The chart displays the Price-to-Earnings (P/E) ratio for IBDRY, comparing it with other companies in the Utilities - Diversified industry. Currently, IBDRY has a P/E ratio of 18.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
IBDRY: 2.5
The chart shows the Price/Earnings to Growth (PEG) ratio for IBDRY compared to other companies in the Utilities - Diversified industry. IBDRY currently has a PEG ratio of 2.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
IBDRY: 2.3
This chart shows the Price-to-Sales (P/S) ratio for IBDRY relative to other companies in the Utilities - Diversified industry. Currently, IBDRY has a P/S ratio of 2.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
1.02.03.04.05.0
IBDRY: 2.1
The chart illustrates the Price-to-Book (P/B) ratio for IBDRY in comparison with other companies in the Utilities - Diversified industry. Currently, IBDRY has a P/B value of 2.1. 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
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