Jardine Matheson Holdings Ltd PK (JMHLY)

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Jardine Matheson Holdings Ltd PK (JMHLY) is down 3.2% since the beginning of the year. At $65 per share, JMHLY is trading 22.7% below its 52-week high of $84. Investors who bought $1,000 worth of JMHLY shares 5 years ago would now be looking at an investment worth $1,274.

Jardine Matheson Holdings Ltd PK (JMHLY) has returned -3.21% so far this year and 50.49% over the past 12 months. Over the last ten years, JMHLY has returned 5.39% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, JMHLY's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 50% of months were positive and 50% were negative. The best month was Mar 2021 with a return of +29.0%, while the worst month was Nov 2008 at -21.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.

On a daily basis, JMHLY closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +20.5%, while the worst single day was Oct 10, 2008 at -13.6%.

Jardine Matheson Holdings Ltd PK has an annualized alpha of 8.71%, beta of 0.43, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (48.81%) than losses (38.75%) - typical of diversified or defensive assets.
• Beta of 0.43 may look defensive, but with R2 of 0.08 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 0.08 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.

JMHLY ranks 81 for risk / return — in the top 81% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Jardine Matheson Holdings Ltd PK (JMHLY) and compare them to S&P 500 Index.

Jardine Matheson Holdings Ltd PK provided a 3.64% dividend yield over the last twelve months, with an annual payout of $2.35 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Jardine Matheson Holdings Ltd PK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Jardine Matheson Holdings Ltd PK. 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 Jardine Matheson Holdings Ltd PK was 57.39%, occurring on Dec 4, 2008. Recovery took 323 trading sessions.

The current Jardine Matheson Holdings Ltd PK drawdown is 19.61%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Jardine Matheson Holdings Ltd PK is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.