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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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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.00% | 4.75% | 3.42% | 8.33% | |||||||||
| 2025 | 0.00% | -17.55% | -5.68% | 1.84% | 39.99% | 0.00% | 0.00% | 0.00% | 0.00% | -15.25% | 0.00% | -0.00% | -6.05% |
| 2024 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 21.90% | 0.00% | 11.08% | 0.00% | -10.05% | -1.66% | 1.69% | 21.79% |
| 2023 | 9.62% | 3.20% | 9.83% | 25.88% | 6.41% | 0.56% | 0.00% | -6.95% | 0.00% | -7.78% | 0.00% | 0.00% | 43.60% |
| 2022 | 0.00% | 0.00% | 0.00% | -31.31% | 0.00% | 0.00% | 0.00% | -37.69% | -10.25% | 1.15% | 1.94% | 0.00% | -60.39% |
| 2021 | 54.78% | 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
- R²
- 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.
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).
| JDWPY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.90 | -0.08 |
Sortino ratioReturn per unit of downside risk | 2.39 | 1.39 | +1.00 |
Omega ratioGain probability vs. loss probability | 2.21 | 1.21 | +1.00 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.40 | +0.63 |
Martin ratioReturn relative to average drawdown | 3.29 | 6.61 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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, 2004 | 1 | Apr 5, 2004 | 434 | Dec 22, 2005 | 435 |
| -72.94% | Sep 15, 2021 | 259 | Sep 23, 2022 | — | — | — |
| -71.69% | Mar 24, 2004 | 1 | Mar 24, 2004 | 4 | Mar 30, 2004 | 5 |
| -66.29% | Jul 25, 2007 | 232 | Jun 24, 2008 | 1262 | Sep 10, 2013 | 1494 |
| -63.33% | Nov 13, 2019 | 17 | Mar 18, 2020 | 174 | Mar 15, 2021 | 191 |
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.
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
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Effect Of Accounting Charges | — |
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