Marks & Spencer Group Plc (MAKSY)
Company Info
| ISIN | US5709121058 |
|---|---|
| Sector | Consumer Cyclical |
| Industry | Department Stores |
Highlights
| Market Cap | $9.53B |
|---|---|
| EPS (TTM) | $0.54 |
| PE Ratio | 17.48 |
| PEG Ratio | 0.20 |
| Year Range | $5.17 - $9.50 |
| Target Price | $8.40 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Marks & Spencer Group Plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Marks & Spencer Group Plc had a return of 36.53% year-to-date (YTD) and 72.82% in the last 12 months. Over the past 10 years, Marks & Spencer Group Plc had an annualized return of -0.48%, while the S&P 500 had an annualized return of 10.92%, indicating that Marks & Spencer Group Plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 36.53% | 17.95% |
| 1 month | 13.87% | 3.13% |
| 6 months | 51.67% | 9.95% |
| 1 year | 72.82% | 24.88% |
| 5 years (annualized) | 13.91% | 13.37% |
| 10 years (annualized) | -0.48% | 10.92% |
Monthly Returns
The table below presents the monthly returns of MAKSY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -10.63% | -3.73% | 11.97% | -3.65% | 20.43% | -6.07% | 16.67% | 4.49% | 36.53% | ||||
| 2023 | 19.74% | 7.30% | 6.22% | -0.40% | 8.57% | 8.33% | 8.10% | 8.52% | 0.78% | -8.56% | 18.73% | 10.21% | 126.14% |
| 2022 | -6.28% | -21.05% | -13.70% | -12.16% | 8.76% | -13.25% | 3.59% | -17.05% | -22.82% | 9.03% | 20.08% | 6.55% | -51.04% |
| 2021 | 5.48% | 2.56% | 4.98% | 6.63% | 4.75% | -12.09% | -8.11% | 31.42% | -0.71% | 2.05% | 27.31% | -0.46% | 72.90% |
| 2020 | -18.05% | -11.45% | -42.19% | -3.97% | 4.13% | 1.68% | 0.54% | 20.51% | -15.07% | -9.27% | 47.11% | 10.27% | -35.40% |
| 2019 | 24.15% | -4.23% | -1.36% | 2.89% | -19.94% | -4.77% | -6.02% | -5.20% | -5.27% | 4.12% | 8.92% | 13.45% | -0.09% |
| 2018 | 1.90% | -5.12% | -6.93% | 4.35% | -0.88% | 3.25% | 3.35% | -2.99% | -3.98% | 0.73% | 1.05% | -16.75% | -21.60% |
| 2017 | 0.29% | -2.52% | 1.32% | 12.81% | 4.42% | -9.58% | -2.07% | -2.23% | 13.81% | -3.96% | -5.36% | 0.04% | 4.53% |
| 2016 | -7.97% | -4.56% | 0.94% | 6.50% | -11.70% | -19.93% | -0.35% | 6.18% | -4.83% | -3.03% | 0.06% | 4.29% | -31.97% |
| 2015 | -1.43% | 6.89% | 1.61% | 7.04% | 7.71% | -5.22% | 0.41% | -5.31% | -5.23% | 3.88% | -3.29% | -11.44% | -6.21% |
| 2014 | 8.02% | 8.11% | -10.02% | -1.22% | 3.57% | -3.46% | -0.07% | -2.34% | -7.34% | -0.76% | 18.58% | -3.41% | 6.68% |
| 2013 | -2.24% | -6.52% | 5.72% | 6.76% | 15.05% | -7.82% | 11.12% | -0.24% | 10.61% | 0.62% | -0.18% | -9.96% | 21.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MAKSY is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Marks & Spencer Group Plc (MAKSY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Marks & Spencer Group Plc granted a 0.81% dividend yield in the last twelve months. The annual payout for that period amounted to $0.08 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.03 | $0.00 | $0.00 | $0.00 | $0.49 | $0.50 | $0.49 | $0.65 | $0.57 | $0.57 | $0.73 |
Dividend yield | 0.81% | 0.36% | 0.00% | 0.00% | 0.00% | 8.62% | 8.05% | 5.78% | 7.63% | 4.26% | 3.86% | 5.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Marks & Spencer Group Plc. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.05 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.03 |
| 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 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.49 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.50 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.49 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.65 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.57 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.57 |
| 2013 | $0.20 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.73 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Marks & Spencer Group 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 Marks & Spencer Group Plc was 86.56%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current Marks & Spencer Group Plc drawdown is 37.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.56% | May 2, 2007 | 3244 | Mar 23, 2020 | — | — | — |
| -31.48% | May 16, 2002 | 207 | Mar 12, 2003 | 308 | May 28, 2004 | 515 |
| -16.71% | Feb 23, 2005 | 56 | May 12, 2005 | 115 | Oct 25, 2005 | 171 |
| -15.8% | May 11, 2006 | 23 | Jun 13, 2006 | 67 | Sep 18, 2006 | 90 |
| -11.75% | Jan 5, 2007 | 40 | Mar 5, 2007 | 29 | Apr 16, 2007 | 69 |
Volatility
Volatility Chart
The current Marks & Spencer Group Plc volatility is 5.88%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Marks & Spencer Group Plc compared to its peers in the Department Stores industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for MAKSY in comparison to other companies of the Department Stores industry. Currently, MAKSY has a PE value of 17.5. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for MAKSY in comparison to other companies of the Department Stores industry. Currently, MAKSY has a PEG value of 0.2. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Marks & Spencer Group Plc.
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Income Statement
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Operating Income | — |
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Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
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Discontinued Operations | — |
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Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |