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ISIN
US58502K1060

Highlights

Market Cap
$20.15B
Enterprise Value
$60.33B
EPS (TTM)
$0.41
PE Ratio
60.42
PEG Ratio
3.99
Total Revenue (TTM)
$876.30M
Gross Profit (TTM)
$876.30M
Year Range
$17.66 - $26.11
ROA (TTM)
0.32%
ROE (TTM)
2.98%

Share Price Chart


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Performance

MDIBY Performance Chart

Mediobanca Banca di Credito Finanziario SpA ADR (MDIBY) is up 23.5% since the beginning of the year. At $25 per share, MDIBY is trading 5.1% below its 52-week high of $26. Investors who bought $1,000 worth of MDIBY shares 5 years ago would now be looking at an investment worth $2,988.


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S&P 500 Index

Returns By Period

Mediobanca Banca di Credito Finanziario SpA ADR (MDIBY) has returned 23.52% so far this year and 16.15% over the past 12 months. Looking at the last ten years, MDIBY has achieved an annualized return of 19.13%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.


Mediobanca Banca di Credito Finanziario SpA ADR

1D
-2.32%
1M
9.48%
YTD
23.52%
6M
31.45%
1Y
16.15%
3Y*
40.28%
5Y*
24.47%
10Y*
19.13%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDIBY Monthly Returns History

Based on dividend-adjusted daily data since Dec 8, 2011, MDIBY's average daily return is +0.09%, while the average monthly return is +1.72%. At this rate, an investment would double in approximately 3.4 years.

Historically, 46% of months were positive and 54% were negative. The best month was Sep 2012 with a return of +52.3%, while the worst month was May 2012 at -42.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MDIBY closed higher 37% of trading days. The best single day was Sep 21, 2012 with a return of +52.3%, while the worst single day was May 31, 2012 at -42.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.59%4.52%-10.57%23.08%10.04%-3.00%23.52%
202515.99%7.00%5.78%9.78%19.30%-5.49%-2.70%10.34%-17.42%-5.05%5.96%6.53%54.38%
20247.21%2.15%10.40%-4.74%14.02%-6.34%9.84%3.42%1.68%-2.89%-8.74%-1.16%24.45%
202311.69%-0.84%-5.75%6.50%3.38%8.81%10.91%-1.93%1.30%-10.08%5.67%6.01%38.80%
2022-1.13%-9.15%-2.52%-1.39%3.12%-16.02%-1.05%-7.52%-1.52%16.39%14.98%-0.21%-10.01%
2021-4.22%18.53%5.15%1.81%5.70%-2.02%0.43%0.43%2.47%-1.08%-1.65%4.83%32.66%

Benchmark Metrics

Mediobanca Banca di Credito Finanziario SpA ADR has an annualized alpha of 11.47%, beta of 0.83, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since December 09, 2011.

  • This stock captured 116.59% of S&P 500 Index gains and 111.44% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.11 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
11.47%
Beta
0.83
0.11
Upside Capture
116.59%
Downside Capture
111.44%

Return for Risk

Risk / Return Rank

MDIBY ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


MDIBY Risk / Return Rank: 5454
Overall Rank
MDIBY Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
MDIBY Sortino Ratio Rank: 5353
Sortino Ratio Rank
MDIBY Omega Ratio Rank: 5151
Omega Ratio Rank
MDIBY Calmar Ratio Rank: 5454
Calmar Ratio Rank
MDIBY Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Mediobanca Banca di Credito Finanziario SpA ADR (MDIBY) and compare them to S&P 500 Index.


MDIBYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.77

Sortino ratioReturn per unit of downside risk

-2.17

Omega ratioGain probability vs. loss probability

1.11

1.41

-0.30

Calmar ratioReturn relative to maximum drawdown

0.56

2.93

-2.37

Martin ratioReturn relative to average drawdown

1.01

13.52

-12.51

Dividends

Dividend History

Mediobanca Banca di Credito Finanziario SpA ADR provided a 5.73% dividend yield over the last twelve months, with an annual payout of $1.42 per share. The company has been increasing its dividends for 4 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.42$1.31$1.14$0.91$0.79$0.75$0.00$0.52$0.35$0.28$0.38$0.18

Dividend yield

5.73%6.32%8.00%7.38%8.19%6.49%0.00%4.71%4.11%2.49%4.76%1.85%

Monthly Dividends

The table displays the monthly dividend distributions for Mediobanca Banca di Credito Finanziario SpA ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.73$0.00$0.00$0.73
2025$0.00$0.00$0.00$0.00$0.62$0.00$0.00$0.00$0.00$0.00$0.69$0.00$1.31
2024$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.59$0.00$1.14
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.91$0.00$0.91
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.79$0.00$0.79
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75$0.00$0.75

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 Mediobanca Banca di Credito Finanziario SpA 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 Mediobanca Banca di Credito Finanziario SpA ADR was 62.49%, occurring on Mar 18, 2020. Recovery took 288 trading sessions.

The current Mediobanca Banca di Credito Finanziario SpA ADR drawdown is 3.00%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-62.49%Mar 2020
1y 10mo1y 1mo
3y 16dApr 2018 - May 2021
2016 bear market2016
-52.97%Jun 2016
9mo 1d1y 1mo
1y 10moSep 2015 - Aug 2017
2012 bear market2012
-43.18%May 2012
5mo 21d8mo 27d
1y 2moDec 2011 - Feb 2013
Bear market2022
-38.74%Sep 2022
8mo 19d4mo 18d
1y 1moJan 2022 - Feb 2023
2026 bear market2026
-29.10%Mar 2026
6mo 5d1mo 24d
7mo 29dSep 2025 - May 2026

Drawdown Indicators


MDIBYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-62.49%

-56.78%

-5.71%

Max Drawdown (1Y)

Largest decline over 1 year

-29.10%

-9.10%

-20.00%

Max Drawdown (3Y)

Largest decline over 3 years

-29.10%

-18.90%

-10.20%

Max Drawdown (5Y)

Largest decline over 5 years

-38.74%

-25.43%

-13.31%

Max Drawdown (10Y)

Largest decline over 10 years

-62.49%

-33.92%

-28.57%

Current Drawdown

Current decline from peak

-3.00%

-0.74%

-2.26%

Average Drawdown

Average peak-to-trough decline

-15.94%

-10.72%

-5.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.07%

1.97%

+14.10%

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 Mediobanca Banca di Credito Finanziario SpA ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Mediobanca Banca di Credito Finanziario SpA ADR is priced in the market compared to other companies in the Banks - Regional 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 MDIBY, comparing it with other companies in the Banks - Regional industry. Currently, MDIBY has a P/E ratio of 60.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MDIBY compared to other companies in the Banks - Regional industry. MDIBY currently has a PEG ratio of 4.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MDIBY relative to other companies in the Banks - Regional industry. Currently, MDIBY has a P/S ratio of 23.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MDIBY in comparison with other companies in the Banks - Regional industry. Currently, MDIBY has a P/B value of 1.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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