Marie Brizard Wine & Spirits SA (MBWS.PA)
Company Info
| ISIN | FR0000060873 |
|---|---|
| Sector | Consumer Defensive |
| Industry | Beverages - Wineries & Distilleries |
Highlights
| Market Cap | €439.72M |
|---|---|
| EPS (TTM) | €0.08 |
| PE Ratio | 49.13 |
| Total Revenue (TTM) | €95.47M |
| Gross Profit (TTM) | €10.05M |
| EBITDA (TTM) | €5.88M |
| Year Range | €2.31 - €4.05 |
| Target Price | €2.70 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Marie Brizard Wine & Spirits SA, 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
Marie Brizard Wine & Spirits SA had a return of 45.56% year-to-date (YTD) and 67.23% in the last 12 months. Over the past 10 years, Marie Brizard Wine & Spirits SA had an annualized return of -8.57%, while the S&P 500 had an annualized return of 10.85%, indicating that Marie Brizard Wine & Spirits SA did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 45.56% | 17.79% |
| 1 month | 0.00% | 0.18% |
| 6 months | 25.56% | 7.53% |
| 1 year | 67.23% | 26.42% |
| 5 years (annualized) | 13.11% | 13.48% |
| 10 years (annualized) | -8.57% | 10.85% |
Monthly Returns
The table below presents the monthly returns of MBWS.PA, 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 | 10.37% | -0.34% | 4.04% | -0.65% | 5.21% | 7.74% | 12.36% | -2.05% | 45.56% | ||||
| 2023 | -4.48% | 8.45% | -0.87% | -5.24% | -0.92% | 3.26% | 6.76% | 2.95% | -2.87% | 1.27% | 7.08% | 5.06% | 21.08% |
| 2022 | 6.49% | -7.89% | -0.00% | 3.50% | 1.50% | 7.04% | -1.38% | 79.65% | -13.28% | 8.56% | -4.15% | -3.46% | 70.23% |
| 2021 | 7.05% | -4.74% | -5.66% | 2.49% | 10.71% | -9.35% | -7.47% | -4.62% | 4.03% | 12.40% | -5.17% | -4.73% | -7.74% |
| 2020 | -5.62% | -20.90% | -5.69% | -0.53% | -6.42% | 15.62% | -3.46% | 3.08% | -12.26% | 22.65% | 14.92% | -0.67% | -7.37% |
| 2019 | -7.03% | -0.21% | 21.72% | -0.34% | -27.02% | 1.85% | -13.18% | 11.52% | -5.64% | -17.11% | 14.05% | -15.68% | -39.09% |
| 2018 | -2.23% | -28.46% | 0.57% | -9.72% | -25.91% | 42.90% | -10.76% | -18.15% | -20.63% | -14.37% | 1.43% | -38.26% | -79.09% |
| 2017 | -6.38% | -7.48% | 2.20% | -12.52% | 14.53% | -0.95% | -6.31% | 4.22% | -7.44% | -9.38% | -9.65% | 8.35% | -29.56% |
| 2016 | -2.97% | -8.27% | 6.90% | -12.96% | 8.07% | -3.76% | -7.70% | 0.44% | 2.17% | -6.01% | 0.45% | 14.78% | -11.58% |
| 2015 | -7.38% | 5.38% | 38.85% | 19.81% | 13.01% | -0.10% | 5.64% | -14.82% | 8.50% | 0.82% | 2.30% | 0.95% | 86.35% |
| 2014 | -6.08% | -0.33% | -0.11% | 1.32% | -0.98% | -7.69% | 0.36% | 15.30% | 34.47% | -14.77% | 10.77% | -12.16% | 11.75% |
| 2013 | -3.77% | -3.57% | -42.96% | -33.33% | -29.75% | -16.09% | 3.20% | 0.90% | 13.55% | 24.55% | -6.15% | -6.55% | -73.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MBWS.PA is 92, placing it in the top 8% 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 Marie Brizard Wine & Spirits SA (MBWS.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Marie Brizard Wine & Spirits SA. 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 Marie Brizard Wine & Spirits SA was 99.66%, occurring on Mar 16, 2020. The portfolio has not yet recovered.
The current Marie Brizard Wine & Spirits SA drawdown is 97.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.66% | Jun 12, 1998 | 5418 | Mar 16, 2020 | — | — | — |
| -38.93% | Jun 18, 1997 | 93 | Oct 28, 1997 | 95 | Mar 16, 1998 | 188 |
| -12.78% | Apr 14, 1997 | 6 | Apr 21, 1997 | 10 | May 6, 1997 | 16 |
| -10.83% | May 9, 1997 | 16 | Jun 2, 1997 | 3 | Jun 5, 1997 | 19 |
| -9.16% | Mar 20, 1997 | 1 | Mar 20, 1997 | 3 | Mar 25, 1997 | 4 |
Volatility
Volatility Chart
The current Marie Brizard Wine & Spirits SA volatility is 3.76%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Marie Brizard Wine & Spirits SA.
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Income Statement
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