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ISIN
US45578T1034
Sector
Energy
Industry
Thermal Coal

Highlights

Market Cap
$1.64B
Enterprise Value
$1.02B
EPS (TTM)
$0.32
PE Ratio
9.17
PEG Ratio
2.23
Total Revenue (TTM)
$1.90B
Gross Profit (TTM)
$462.07M
EBITDA (TTM)
$348.71M
Year Range
$2.28 - $3.72
ROA (TTM)
7.52%
ROE (TTM)
9.43%

Share Price Chart


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Indo Tambangraya Megah Tbk PT ADR

Performance

ITAYY Performance Chart

Indo Tambangraya Megah Tbk PT ADR (ITAYY) is up 16.3% since the beginning of the year. At $3 per share, ITAYY is trading 21.0% below its 52-week high of $4. Investors who bought $1,000 worth of ITAYY shares 5 years ago would now be looking at an investment worth $3,524.


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S&P 500 Index

Returns By Period

Indo Tambangraya Megah Tbk PT ADR (ITAYY) has returned 16.33% so far this year and 8.65% over the past 12 months.


Indo Tambangraya Megah Tbk PT ADR

1D
0.00%
1M
20.00%
YTD
16.33%
6M
17.91%
1Y
8.65%
3Y*
8.81%
5Y*
28.65%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITAYY Monthly Returns History

Based on dividend-adjusted daily data since Mar 4, 2019, ITAYY's average daily return is +0.16%, while the average monthly return is +2.24%. At this rate, an investment would double in approximately 2.6 years.

Historically, 42% of months were positive and 58% were negative. The best month was Dec 2020 with a return of +81.8%, while the worst month was May 2023 at -32.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ITAYY closed higher 10% of trading days. The best single day was Dec 8, 2020 with a return of +81.8%, while the worst single day was May 21, 2020 at -28.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.11%4.68%18.90%-16.18%1.53%3.52%16.33%
2025-2.69%-14.11%1.79%-2.70%11.95%-3.20%6.61%0.00%-6.55%-7.75%6.07%2.14%-10.67%
2024-3.09%-4.35%12.12%-10.14%0.00%-5.31%7.98%14.15%-2.68%-3.26%-7.67%11.30%5.45%
2023-6.51%2.53%3.29%6.98%-31.97%8.25%15.54%3.81%-2.76%-4.11%-8.57%11.25%-11.27%
20220.00%0.00%43.61%8.35%0.00%17.07%20.71%0.00%4.04%0.00%10.26%-8.98%129.59%
20210.00%0.00%0.00%-9.84%0.00%0.00%24.72%0.00%17.12%28.85%-16.12%0.00%42.33%

Benchmark Metrics

Indo Tambangraya Megah Tbk PT ADR has an annualized alpha of 47.59%, beta of 0.11, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 04, 2019.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.40%) than losses (14.20%) - typical of diversified or defensive assets.
  • Beta of 0.11 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
47.59%
Beta
0.11
0.00
Upside Capture
65.40%
Downside Capture
14.20%

Return for Risk

Risk / Return Rank

ITAYY ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


ITAYY Risk / Return Rank: 5050
Overall Rank
ITAYY Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
ITAYY Sortino Ratio Rank: 4848
Sortino Ratio Rank
ITAYY Omega Ratio Rank: 5757
Omega Ratio Rank
ITAYY Calmar Ratio Rank: 4848
Calmar Ratio Rank
ITAYY Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Indo Tambangraya Megah Tbk PT ADR (ITAYY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ITAYYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.87

Sortino ratioReturn per unit of downside risk

-2.06

Omega ratioGain probability vs. loss probability

1.14

1.37

-0.23

Calmar ratioReturn relative to maximum drawdown

0.24

2.78

-2.54

Martin ratioReturn relative to average drawdown

0.66

12.44

-11.78

Dividends

Dividend History

Indo Tambangraya Megah Tbk PT ADR provided a 6.92% dividend yield over the last twelve months, with an annual payout of $0.20 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.20$0.36$0.38$1.21$0.79$0.19$0.03$0.20

Dividend yield

6.92%13.55%11.29%33.96%15.63%7.28%1.48%12.86%

Monthly Dividends

The table displays the monthly dividend distributions for Indo Tambangraya Megah Tbk PT ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.12$0.00$0.12
2025$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.36
2024$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.38
2023$0.00$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$1.21
2022$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.00$0.00$0.37$0.00$0.79
2021$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.19

Dividend Yield & Payout


Dividend Yield

Indo Tambangraya Megah Tbk PT ADR has a dividend yield of 6.92%, which means its dividend payment is significantly above the market average.

Payout Ratio

Indo Tambangraya Megah Tbk PT ADR has a payout ratio of 112.18%, 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Indo Tambangraya Megah Tbk PT ADR. 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 Indo Tambangraya Megah Tbk PT ADR was 65.37%, occurring on Aug 5, 2020. Recovery took 308 trading sessions.

The current Indo Tambangraya Megah Tbk PT ADR drawdown is 31.88%.


Related event

Drawdown

Fall

Recovery

Underwater

2020 bear market2020
-65.37%Aug 2020
1y 4mo1y 2mo
2y 6moApr 2019 - Oct 2021
2023 bear market2023
-50.80%Jun 2023
2mo
3y 2moApr 2023 - now
2023 bear market2023
-29.29%Mar 2023
5d1mo 6d
1mo 11dMar 2023 - Apr 2023
2023 correction2023
-17.41%Feb 2023
2mo 4d19d
2mo 23dDec 2022 - Mar 2023
2021 correction2021
-16.90%Nov 2021
1d4mo 7d
4mo 8dNov 2021 - Mar 2022

Drawdown Indicators


ITAYYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.37%

-56.78%

-8.59%

Max Drawdown (1Y)

Largest decline over 1 year

-36.46%

-9.10%

-27.36%

Max Drawdown (3Y)

Largest decline over 3 years

-36.46%

-18.90%

-17.56%

Max Drawdown (5Y)

Largest decline over 5 years

-50.80%

-25.43%

-25.37%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-31.88%

-1.80%

-30.08%

Average Drawdown

Average peak-to-trough decline

-31.38%

-10.71%

-20.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.29%

2.03%

+11.26%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Indo Tambangraya Megah Tbk PT ADR 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 overview of how Indo Tambangraya Megah Tbk PT ADR is priced in the market compared to other companies in the Thermal Coal industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ITAYY, comparing it with other companies in the Thermal Coal industry. Currently, ITAYY has a P/E ratio of 9.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ITAYY compared to other companies in the Thermal Coal industry. ITAYY currently has a PEG ratio of 2.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ITAYY relative to other companies in the Thermal Coal industry. Currently, ITAYY has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ITAYY in comparison with other companies in the Thermal Coal industry. Currently, ITAYY has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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
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