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Medtronic plc (MDT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

IE00BTN1Y115

CUSIP

00BTN1Y11

IPO Date

Jan 13, 1978

Highlights

Market Cap

$108.12B

EPS (TTM)

$3.28

PE Ratio

25.70

PEG Ratio

1.44

Total Revenue (TTM)

$33.20B

Gross Profit (TTM)

$20.88B

EBITDA (TTM)

$9.39B

Year Range

$74.13 - $95.49

Target Price

$96.83

Short %

0.85%

Short Ratio

1.30

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Medtronic plc, 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%20,000.00%40,000.00%60,000.00%80,000.00%100,000.00%120,000.00%140,000.00%NovemberDecember2025FebruaryMarchApril
118,435.21%
6,060.34%
MDT (Medtronic plc)
Benchmark (^GSPC)

Returns By Period

Medtronic plc had a return of 6.19% year-to-date (YTD) and 9.78% in the last 12 months. Over the past 10 years, Medtronic plc had an annualized return of 3.53%, while the S&P 500 had an annualized return of 10.11%, indicating that Medtronic plc did not perform as well as the benchmark.


MDT

YTD

6.19%

1M

-3.86%

6M

-5.55%

1Y

9.78%

5Y*

-0.44%

10Y*

3.53%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of MDT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202513.70%1.32%-1.57%-6.34%6.19%
20246.26%-4.77%5.41%-7.93%1.41%-2.41%2.05%10.28%2.44%-0.87%-3.04%-6.90%0.28%
20237.68%-1.06%-1.80%12.81%-9.00%7.29%-0.39%-7.13%-3.03%-9.95%12.34%4.79%9.58%
20220.04%1.45%6.31%-5.94%-4.03%-9.70%3.09%-4.97%-7.42%8.16%-9.50%-0.80%-22.55%
2021-4.96%5.07%1.50%10.83%-3.31%-1.45%5.78%1.65%-5.63%-4.38%-10.98%-2.43%-9.79%
20201.75%-12.79%-9.86%8.26%0.97%-6.37%5.21%11.39%-2.76%-3.22%13.06%3.54%5.70%
2019-2.83%2.39%1.19%-2.49%4.24%5.20%5.25%5.84%1.18%0.26%2.29%2.34%27.34%
20186.37%-6.99%0.99%-0.11%7.72%-0.82%6.01%6.85%2.55%-8.69%8.58%-6.21%15.18%
20176.72%6.43%0.10%3.14%1.43%5.30%-4.89%-3.99%-2.96%3.54%2.00%-1.12%15.90%
2016-1.30%1.94%-2.60%5.53%1.68%7.82%1.49%-0.68%-0.23%-5.07%-10.99%-1.86%-5.44%
2015-1.11%8.67%0.91%-4.54%2.51%-2.42%5.79%-7.78%-6.90%10.43%1.92%2.61%8.62%
2014-1.45%4.77%3.85%-3.98%3.76%4.47%-2.70%3.42%-2.98%10.57%8.38%-1.85%28.15%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MDT is 60, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MDT is 6060
Overall Rank
The Sharpe Ratio Rank of MDT is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of MDT is 5454
Sortino Ratio Rank
The Omega Ratio Rank of MDT is 5454
Omega Ratio Rank
The Calmar Ratio Rank of MDT is 6161
Calmar Ratio Rank
The Martin Ratio Rank of MDT is 6666
Martin 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 Medtronic plc (MDT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for MDT, currently valued at 0.33, compared to the broader market-2.00-1.000.001.002.003.00
MDT: 0.33
^GSPC: 0.46
The chart of Sortino ratio for MDT, currently valued at 0.58, compared to the broader market-6.00-4.00-2.000.002.004.00
MDT: 0.58
^GSPC: 0.77
The chart of Omega ratio for MDT, currently valued at 1.08, compared to the broader market0.501.001.502.00
MDT: 1.08
^GSPC: 1.11
The chart of Calmar ratio for MDT, currently valued at 0.19, compared to the broader market0.001.002.003.004.005.00
MDT: 0.19
^GSPC: 0.47
The chart of Martin ratio for MDT, currently valued at 1.17, compared to the broader market-5.000.005.0010.0015.0020.00
MDT: 1.17
^GSPC: 1.94

The current Medtronic plc Sharpe ratio is 0.33. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Medtronic plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.33
0.46
MDT (Medtronic plc)
Benchmark (^GSPC)

Dividends

Dividend History

Medtronic plc provided a 3.33% dividend yield over the last twelve months, with an annual payout of $2.80 per share. The company has been increasing its dividends for 11 consecutive years.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.80$2.79$2.75$2.67$2.47$2.28$2.12$1.96$1.81$1.67$1.45$1.20

Dividend yield

3.33%3.49%3.34%3.44%2.39%1.95%1.87%2.15%2.24%2.34%1.88%1.66%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.70$0.00$0.70
2024$0.00$0.00$0.69$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$2.79
2023$0.00$0.00$0.68$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$2.75
2022$0.00$0.00$0.63$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$2.67
2021$0.00$0.00$0.58$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$2.47
2020$0.00$0.00$0.54$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.58$2.28
2019$0.00$0.00$0.50$0.00$0.00$0.00$0.54$0.00$0.54$0.00$0.00$0.54$2.12
2018$0.00$0.00$0.46$0.00$0.00$0.00$0.50$0.00$0.50$0.00$0.00$0.50$1.96
2017$0.00$0.00$0.43$0.00$0.00$0.00$0.46$0.00$0.46$0.00$0.00$0.46$1.81
2016$0.00$0.00$0.38$0.00$0.00$0.00$0.43$0.00$0.43$0.00$0.00$0.43$1.67
2015$0.00$0.00$0.31$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$1.45
2014$0.28$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.31$1.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
MDT: 3.3%
Medtronic plc has a dividend yield of 3.33%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
MDT: 52.4%
Medtronic plc has a payout ratio of 52.43%, which is quite average when compared to the overall market. This suggests that Medtronic plc 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-30.05%
-10.07%
MDT (Medtronic plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Medtronic 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 Medtronic plc was 57.63%, occurring on Mar 9, 2009. Recovery took 1058 trading sessions.

The current Medtronic plc drawdown is 30.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.63%Jan 20, 2006788Mar 9, 20091058May 21, 20131846
-56.35%Jun 16, 1983296Aug 15, 1984386Feb 26, 1986682
-48.37%Nov 13, 1992101Apr 8, 1993372Sep 28, 1994473
-45.1%Sep 9, 2021538Oct 27, 2023
-44.21%Dec 29, 2000389Jul 23, 2002879Jan 18, 20061268

Volatility

Volatility Chart

The current Medtronic plc volatility is 9.60%, 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.60%
14.23%
MDT (Medtronic plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Medtronic plc 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 Medtronic plc is priced in the market compared to other companies in the Medical Devices industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
MDT: 25.7
The chart displays the Price-to-Earnings (P/E) ratio for MDT, comparing it with other companies in the Medical Devices industry. Currently, MDT has a P/E ratio of 25.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
MDT: 1.4
The chart shows the Price/Earnings to Growth (PEG) ratio for MDT compared to other companies in the Medical Devices industry. MDT currently has a PEG ratio of 1.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
MDT: 3.3
This chart shows the Price-to-Sales (P/S) ratio for MDT relative to other companies in the Medical Devices industry. Currently, MDT has a P/S ratio of 3.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
MDT: 2.2
The chart illustrates the Price-to-Book (P/B) ratio for MDT in comparison with other companies in the Medical Devices industry. Currently, MDT has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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