PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Inchcape plc (INCH.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00B61TVQ02
SectorConsumer Cyclical
IndustryAuto & Truck Dealerships

Highlights

Market Cap£2.99B
EPS£0.65
PE Ratio11.17
Revenue (TTM)£11.45B
Gross Profit (TTM)£1.14B
EBITDA (TTM)£745.00M
Year Range£597.50 - £892.39
Target Price£1,086.22

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.


Inchcape plc

Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
18.02%
19.27%
INCH.L (Inchcape plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Inchcape plc had a return of 9.85% year-to-date (YTD) and 2.85% in the last 12 months. Over the past 10 years, Inchcape plc had an annualized return of 2.14%, while the S&P 500 had an annualized return of 10.46%, indicating that Inchcape plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date9.85%5.84%
1 month10.47%-2.98%
6 months17.23%22.02%
1 year2.85%24.47%
5 years (annualized)4.94%11.44%
10 years (annualized)2.14%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.26%-0.44%6.16%
2023-0.65%-12.20%-4.95%13.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of INCH.L is 49, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of INCH.L is 4949
Inchcape plc(INCH.L)
The Sharpe Ratio Rank of INCH.L is 5252Sharpe Ratio Rank
The Sortino Ratio Rank of INCH.L is 4646Sortino Ratio Rank
The Omega Ratio Rank of INCH.L is 4646Omega Ratio Rank
The Calmar Ratio Rank of INCH.L is 5151Calmar Ratio Rank
The Martin Ratio Rank of INCH.L is 5050Martin 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 Inchcape plc (INCH.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


INCH.L
Sharpe ratio
The chart of Sharpe ratio for INCH.L, currently valued at 0.10, compared to the broader market-2.00-1.000.001.002.003.004.000.10
Sortino ratio
The chart of Sortino ratio for INCH.L, currently valued at 0.37, compared to the broader market-4.00-2.000.002.004.006.000.37
Omega ratio
The chart of Omega ratio for INCH.L, currently valued at 1.04, compared to the broader market0.501.001.501.04
Calmar ratio
The chart of Calmar ratio for INCH.L, currently valued at 0.03, compared to the broader market0.002.004.006.000.03
Martin ratio
The chart of Martin ratio for INCH.L, currently valued at 0.18, compared to the broader market0.0010.0020.0030.000.18
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current Inchcape plc Sharpe ratio is 0.10. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2024FebruaryMarchApril
0.10
1.85
INCH.L (Inchcape plc)
Benchmark (^GSPC)

Dividends

Dividend History

Inchcape plc granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £0.31 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.31£0.31£0.24£0.13£0.18£0.27£0.28£0.25£0.21£0.21£0.18£16.20

Dividend yield

0.04%0.04%0.03%0.01%0.03%0.04%0.05%0.03%0.03%0.03%0.02%2.64%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024£0.00£0.00£0.00
2023£0.00£0.00£0.00£0.00£0.21£0.00£0.00£0.10£0.00£0.00£0.00£0.00
2022£0.00£0.00£0.00£0.00£0.16£0.00£0.00£0.08£0.00£0.00£0.00£0.00
2021£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.06£0.00£0.00£0.00£0.00
2020£0.00£0.00£0.00£0.00£0.18£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.00£0.00£0.18£0.00£0.00£0.09£0.00£0.00£0.00£0.00
2018£0.00£0.00£0.00£0.00£0.19£0.00£0.00£0.09£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.00£0.00£0.17£0.00£0.00£0.08£0.00£0.00£0.00£0.00
2016£0.00£0.00£0.00£0.00£0.14£0.00£0.00£0.07£0.00£0.00£0.00£0.00
2015£0.00£0.00£0.00£0.00£0.14£0.00£0.00£0.07£0.00£0.00£0.00£0.00
2014£0.00£0.00£0.00£0.00£0.12£0.00£0.00£0.06£0.00£0.00£0.00£0.00
2013£10.50£0.00£0.00£5.70£0.00£0.00£0.00£0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.0%
Inchcape plc has a dividend yield of 0.04%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%47.7%
Inchcape plc has a payout ratio of 47.69%, which is quite average when compared to the overall market. This suggests that Inchcape plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2024FebruaryMarchApril
-95.62%
-2.71%
INCH.L (Inchcape plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Inchcape plc. 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 Inchcape plc was 99.88%, occurring on Mar 2, 2000. The portfolio has not yet recovered.

The current Inchcape plc drawdown is 95.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.88%Nov 3, 19873101Mar 2, 2000
-43.62%Oct 14, 198710Oct 27, 19874Nov 2, 198714
-36.32%Jan 17, 1985146Dec 5, 1985157Oct 13, 1986303
-25.92%Apr 18, 198396Oct 19, 198376Mar 23, 1984172
-21.78%May 22, 198432Jul 12, 198427Sep 3, 198459

Volatility

Volatility Chart

The current Inchcape plc volatility is 11.50%, 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%NovemberDecember2024FebruaryMarchApril
11.50%
4.45%
INCH.L (Inchcape plc)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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
Values in undefined except per share items