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United Spirits Limited (MCDOWELL-N.NS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISININE854D01024
SectorConsumer Defensive
IndustryBeverages—Wineries & Distilleries

Highlights

Market Cap₹816.89B
EPS₹17.86
PE Ratio62.88
Revenue (TTM)₹110.40B
Gross Profit (TTM)₹43.42B
EBITDA (TTM)₹17.41B
Year Range₹760.05 - ₹1,207.00
Target Price₹702.00

Share Price Chart


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United Spirits Limited

Performance

Performance Chart

The chart shows the growth of an initial investment of ₹10,000 in United Spirits Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
17.36%
24.05%
MCDOWELL-N.NS (United Spirits Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

United Spirits Limited had a return of 7.43% year-to-date (YTD) and 56.54% in the last 12 months. Over the past 10 years, United Spirits Limited had an annualized return of 8.11%, while the S&P 500 had an annualized return of 10.52%, indicating that United Spirits Limited did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.43%6.92%
1 month5.50%-2.83%
6 months17.36%23.86%
1 year56.54%23.33%
5 years (annualized)17.37%11.66%
10 years (annualized)8.11%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.65%7.70%-3.15%
2023-0.47%2.53%2.09%6.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of MCDOWELL-N.NS is 94, placing it in the top 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of MCDOWELL-N.NS is 9494
United Spirits Limited(MCDOWELL-N.NS)
The Sharpe Ratio Rank of MCDOWELL-N.NS is 9595Sharpe Ratio Rank
The Sortino Ratio Rank of MCDOWELL-N.NS is 9393Sortino Ratio Rank
The Omega Ratio Rank of MCDOWELL-N.NS is 9292Omega Ratio Rank
The Calmar Ratio Rank of MCDOWELL-N.NS is 9494Calmar Ratio Rank
The Martin Ratio Rank of MCDOWELL-N.NS is 9797Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for United Spirits Limited (MCDOWELL-N.NS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


MCDOWELL-N.NS
Sharpe ratio
The chart of Sharpe ratio for MCDOWELL-N.NS, currently valued at 2.49, compared to the broader market-2.00-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for MCDOWELL-N.NS, currently valued at 3.29, compared to the broader market-4.00-2.000.002.004.006.003.29
Omega ratio
The chart of Omega ratio for MCDOWELL-N.NS, currently valued at 1.43, compared to the broader market0.501.001.501.43
Calmar ratio
The chart of Calmar ratio for MCDOWELL-N.NS, currently valued at 2.42, compared to the broader market0.002.004.006.002.42
Martin ratio
The chart of Martin ratio for MCDOWELL-N.NS, currently valued at 19.46, compared to the broader market0.0010.0020.0030.0019.46
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-4.00-2.000.002.004.006.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0010.0020.0030.008.62

Sharpe Ratio

The current United Spirits Limited Sharpe ratio is 2.49. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.49
2.47
MCDOWELL-N.NS (United Spirits Limited)
Benchmark (^GSPC)

Dividends

Dividend History

United Spirits Limited granted a 0.33% dividend yield in the last twelve months. The annual payout for that period amounted to ₹4.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend₹4.00₹4.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.50

Dividend yield

0.33%0.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.48%

Monthly Dividends

The table displays the monthly dividend distributions for United Spirits Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024₹0.00₹0.00₹0.00
2023₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹4.00₹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
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
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
2019₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2018₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2017₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2016₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2015₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2014₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00₹0.00
2013₹0.50₹0.00₹0.00₹0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.3%
United Spirits Limited has a dividend yield of 0.33%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%23.4%
United Spirits Limited has a payout ratio of 23.41%, which is quite average when compared to the overall market. This suggests that United Spirits Limited 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2024FebruaryMarchApril
-0.40%
-2.91%
MCDOWELL-N.NS (United Spirits Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the United Spirits Limited. 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 United Spirits Limited was 91.04%, occurring on Oct 3, 2001. Recovery took 991 trading sessions.

The current United Spirits Limited drawdown is 0.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.04%Jan 14, 2000361Oct 3, 2001991Aug 2, 20051352
-81.54%Dec 23, 1994692Nov 25, 1997323Mar 17, 19991015
-76.65%Jan 10, 2008985Dec 30, 2011327Apr 17, 20131312
-56.47%Apr 5, 200648Jun 14, 2006105Nov 10, 2006153
-54.69%Apr 9, 2015400Nov 21, 20161200Sep 23, 20211600

Volatility

Volatility Chart

The current United Spirits Limited volatility is 9.29%, 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.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
9.29%
3.62%
MCDOWELL-N.NS (United Spirits Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of United Spirits Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items