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J D Wetherspoon PLC ADR (JDWPY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US4721461097
Industry
Restaurants

Highlights

Market Cap
$1.02B
Enterprise Value
$2.23B
EPS (TTM)
$5.11
PE Ratio
9.01
PEG Ratio
0.16
Total Revenue (TTM)
$4.53B
Gross Profit (TTM)
$494.49M
EBITDA (TTM)
$537.31M
Year Range
$35.84 - $50.74
ROA (TTM)
6.15%
ROE (TTM)
34.80%

Share Price Chart


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J D Wetherspoon PLC ADR

Often compared with JDWPY:
JDWPY vs. GDE

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

J D Wetherspoon PLC ADR (JDWPY) has returned 8.33% so far this year and 30.89% over the past 12 months. Over the last ten years, JDWPY has returned -0.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


J D Wetherspoon PLC ADR

1D
0.00%
1M
3.42%
YTD
8.33%
6M
-8.19%
1Y
30.89%
3Y*
12.73%
5Y*
-13.06%
10Y*
-0.07%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 9, 2003, JDWPY's average daily return is +0.26%, while the average monthly return is +3.48%. At this rate, your investment would double in approximately 1.7 years.

Historically, 34% of months were positive and 66% were negative. The best month was Jun 2003 with a return of +387.3%, while the worst month was Apr 2004 at -80.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, JDWPY closed higher 4% of trading days. The best single day was Mar 30, 2004 with a return of +409.2%, while the worst single day was Apr 5, 2004 at -80.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.00%4.75%3.42%8.33%
20250.00%-17.55%-5.68%1.84%39.99%0.00%0.00%0.00%0.00%-15.25%0.00%-0.00%-6.05%
20240.00%0.00%0.00%0.00%0.00%21.90%0.00%11.08%0.00%-10.05%-1.66%1.69%21.79%
20239.62%3.20%9.83%25.88%6.41%0.56%0.00%-6.95%0.00%-7.78%0.00%0.00%43.60%
20220.00%0.00%0.00%-31.31%0.00%0.00%0.00%-37.69%-10.25%1.15%1.94%0.00%-60.39%
202154.78%8.66%4.72%0.00%0.00%0.00%0.00%0.00%-21.23%-12.22%0.00%1.87%24.05%

Benchmark Metrics

J D Wetherspoon PLC ADR has an annualized alpha of 87.65%, beta of 0.34, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 10, 2003.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (82.62%) than losses (46.58%) — typical of diversified or defensive assets.
  • Beta of 0.34 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
87.65%
Beta
0.34
0.00
Upside Capture
82.62%
Downside Capture
46.58%

Return for Risk

Risk / Return Rank

JDWPY ranks 79 for risk / return — better than 79% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


JDWPY Risk / Return Rank: 7979
Overall Rank
JDWPY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
JDWPY Sortino Ratio Rank: 8484
Sortino Ratio Rank
JDWPY Omega Ratio Rank: 9999
Omega Ratio Rank
JDWPY Calmar Ratio Rank: 7676
Calmar Ratio Rank
JDWPY Martin Ratio Rank: 6969
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 J D Wetherspoon PLC ADR (JDWPY) and compare them to a chosen benchmark (S&P 500 Index).


JDWPYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.82

0.90

-0.08

Sortino ratio

Return per unit of downside risk

2.39

1.39

+1.00

Omega ratio

Gain probability vs. loss probability

2.21

1.21

+1.00

Calmar ratio

Return relative to maximum drawdown

2.02

1.40

+0.63

Martin ratio

Return relative to average drawdown

3.29

6.61

-3.31

Explore JDWPY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

J D Wetherspoon PLC ADR provided a 1.72% dividend yield over the last twelve months, with an annual payout of $0.79 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.79$0.79$0.78$0.00$0.00$0.00$0.00$0.00$0.00$0.76$0.75$0.87

Dividend yield

1.72%1.87%1.70%0.00%0.00%0.00%0.00%0.00%0.00%0.90%1.41%1.56%

Monthly Dividends

The table displays the monthly dividend distributions for J D Wetherspoon PLC 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
2025$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.79
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.78$0.00$0.00$0.78
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield

J D Wetherspoon PLC ADR has a dividend yield of 1.72%, which is quite average when compared to the overall market.

Payout Ratio

J D Wetherspoon PLC ADR has a payout ratio of 25.87%, which is quite average when compared to the overall market. This suggests that J D Wetherspoon PLC ADR 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. 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 J D Wetherspoon PLC 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 J D Wetherspoon PLC ADR was 80.90%, occurring on Apr 5, 2004. Recovery took 434 trading sessions.

The current J D Wetherspoon PLC ADR drawdown is 50.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.9%Apr 5, 20041Apr 5, 2004434Dec 22, 2005435
-72.94%Sep 15, 2021259Sep 23, 2022
-71.69%Mar 24, 20041Mar 24, 20044Mar 30, 20045
-66.29%Jul 25, 2007232Jun 24, 20081262Sep 10, 20131494
-63.33%Nov 13, 201917Mar 18, 2020174Mar 15, 2021191

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 J D Wetherspoon PLC 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 J D Wetherspoon PLC ADR is priced in the market compared to other companies in the Restaurants 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 JDWPY, comparing it with other companies in the Restaurants industry. Currently, JDWPY has a P/E ratio of 9.0. 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 JDWPY compared to other companies in the Restaurants industry. JDWPY currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for JDWPY relative to other companies in the Restaurants industry. Currently, JDWPY has a P/S ratio of 0.2. 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 JDWPY in comparison with other companies in the Restaurants industry. Currently, JDWPY has a P/B value of 3.0. 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