PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
IDP Education Limited (IEL.AX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

AU000000IEL5

Sector

Consumer Defensive

Highlights

Market Cap

A$3.45B

EPS (TTM)

A$0.48

PE Ratio

25.81

Total Revenue (TTM)

A$455.86M

Gross Profit (TTM)

A$152.38M

EBITDA (TTM)

A$94.22M

Year Range

A$11.41 - A$19.91

Target Price

A$18.04

Share Price Chart


Loading data...

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 A$10,000 in IDP Education Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-15.26%
15.05%
IEL.AX (IDP Education Limited)
Benchmark (^GSPC)

Returns By Period

IDP Education Limited had a return of -2.06% year-to-date (YTD) and -34.24% in the last 12 months.


IEL.AX

YTD

-2.06%

1M

-4.77%

6M

-15.26%

1Y

-34.24%

5Y*

-11.82%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.62%-2.06%
2024-1.40%-3.34%-4.87%-9.04%-2.15%-5.02%-1.39%8.30%-1.18%-12.39%-8.26%-1.17%-35.74%
202314.79%-8.01%-4.13%3.11%-22.51%1.28%12.58%-1.01%-12.50%1.26%4.67%-11.61%-25.15%
2022-15.47%-10.34%20.84%-14.91%-10.42%-1.04%19.82%1.65%-8.31%11.79%0.68%-8.76%-20.79%
202115.77%18.62%-12.12%-4.86%-0.97%9.07%14.95%2.16%18.36%9.79%-6.60%-0.94%75.12%
20203.49%19.58%-45.14%28.55%14.60%-9.04%-14.14%50.90%-5.28%1.42%26.92%-18.88%16.59%
201914.99%31.28%-1.43%7.07%9.55%3.33%8.83%-13.53%-5.90%14.32%1.91%-5.35%76.13%
2018-1.79%19.87%4.07%3.09%26.04%8.57%-6.95%11.15%-4.58%-10.67%-0.76%7.99%63.29%
20172.26%7.60%6.49%0.00%-3.04%14.13%2.75%3.25%5.67%-0.88%3.21%6.40%58.20%
20163.90%20.23%8.17%-7.33%7.91%-8.44%4.37%10.23%1.48%-4.63%-8.39%-3.86%21.35%
20150.88%-2.91%-2.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IEL.AX is 11, meaning it’s performing worse than 89% of other 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 IEL.AX is 1111
Overall Rank
The Sharpe Ratio Rank of IEL.AX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IEL.AX is 66
Sortino Ratio Rank
The Omega Ratio Rank of IEL.AX is 99
Omega Ratio Rank
The Calmar Ratio Rank of IEL.AX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of IEL.AX is 1414
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 IDP Education Limited (IEL.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IEL.AX, currently valued at -0.95, compared to the broader market-2.000.002.00-0.951.74
The chart of Sortino ratio for IEL.AX, currently valued at -1.34, compared to the broader market-4.00-2.000.002.004.006.00-1.342.36
The chart of Omega ratio for IEL.AX, currently valued at 0.85, compared to the broader market0.501.001.502.000.851.32
The chart of Calmar ratio for IEL.AX, currently valued at -0.46, compared to the broader market0.002.004.006.00-0.462.62
The chart of Martin ratio for IEL.AX, currently valued at -1.22, compared to the broader market-10.000.0010.0020.0030.00-1.2210.69
IEL.AX
^GSPC

The current IDP Education Limited Sharpe ratio is -0.95. 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 IDP Education Limited 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.95
2.01
IEL.AX (IDP Education Limited)
Benchmark (^GSPC)

Dividends

Dividend History

IDP Education Limited provided a 2.75% dividend yield over the last twelve months, with an annual payout of A$0.34 per share.


0.50%1.00%1.50%2.00%2.50%A$0.00A$0.10A$0.20A$0.30A$0.40201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
DividendA$0.34A$0.34A$0.41A$0.27A$0.08A$0.17A$0.20A$0.15A$0.13A$0.06

Dividend yield

2.75%2.69%2.05%0.99%0.23%0.83%1.14%1.52%2.03%1.38%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025A$0.00A$0.00A$0.00
2024A$0.00A$0.00A$0.25A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.34
2023A$0.00A$0.00A$0.21A$0.00A$0.00A$0.00A$0.00A$0.00A$0.20A$0.00A$0.00A$0.00A$0.41
2022A$0.00A$0.00A$0.14A$0.00A$0.00A$0.00A$0.00A$0.00A$0.14A$0.00A$0.00A$0.00A$0.27
2021A$0.00A$0.00A$0.08A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.08
2020A$0.00A$0.00A$0.17A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.17
2019A$0.00A$0.00A$0.12A$0.00A$0.00A$0.00A$0.00A$0.00A$0.08A$0.00A$0.00A$0.00A$0.20
2018A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.00A$0.00A$0.07A$0.00A$0.00A$0.00A$0.15
2017A$0.00A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.06A$0.00A$0.00A$0.00A$0.13
2016A$0.06A$0.00A$0.00A$0.00A$0.06

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%2.8%
IDP Education Limited has a dividend yield of 2.75%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%94.6%
IDP Education Limited has a payout ratio of 94.58%, 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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-67.31%
-2.25%
IEL.AX (IDP Education Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the IDP Education Limited. 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 IDP Education Limited was 69.64%, occurring on Dec 20, 2024. The portfolio has not yet recovered.

The current IDP Education Limited drawdown is 67.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.64%Nov 18, 2021782Dec 20, 2024
-55.36%Feb 24, 202022Mar 24, 2020170Nov 20, 2020192
-27.05%Feb 26, 202152May 12, 202136Jul 2, 202188
-26.45%Aug 15, 201927Sep 20, 201981Jan 16, 2020108
-25.59%Nov 26, 202018Dec 21, 202043Feb 24, 202161

Volatility

Volatility Chart

The current IDP Education Limited volatility is 7.88%, 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%SeptemberOctoberNovemberDecember2025February
7.88%
3.31%
IEL.AX (IDP Education Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of IDP Education Limited 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 assessment of the market value of IDP Education Limited compared to its peers in the Education & Training Services industry.


PE Ratio
20.040.060.080.025.8
The chart displays the price to earnings (P/E) ratio for IEL.AX in comparison to other companies of the Education & Training Services industry. Currently, IEL.AX has a PE value of 25.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
5.010.015.020.00.0
The chart displays the price to earnings to growth (PEG) ratio for IEL.AX in comparison to other companies of the Education & Training Services industry. Currently, IEL.AX has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for IDP Education Limited.


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab