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

Company Info

ISINIE00BTN1Y115
CUSIP00BTN1Y11
SectorHealthcare
IndustryMedical Devices

Highlights

Market Cap$105.54B
EPS$3.15
PE Ratio25.23
PEG Ratio1.52
Revenue (TTM)$32.32B
Gross Profit (TTM)$21.72B
EBITDA (TTM)$8.68B
Year Range$67.71 - $89.04
Target Price$94.00
Short %0.94%
Short Ratio1.96

Share Price Chart


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Medtronic plc

Popular comparisons: MDT vs. JNJ, MDT vs. SYK, MDT vs. DHR, MDT vs. BMY, MDT vs. KR, MDT vs. APD, MDT vs. SCHD, MDT vs. VTI, MDT vs. T, MDT vs. VZ

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%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
14.85%
19.37%
MDT (Medtronic plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Medtronic plc had a return of -0.51% year-to-date (YTD) and -6.33% in the last 12 months. Over the past 10 years, Medtronic plc had an annualized return of 5.88%, while the S&P 500 had an annualized return of 10.55%, indicating that Medtronic plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.51%6.30%
1 month-2.15%-3.13%
6 months14.85%19.37%
1 year-6.33%22.56%
5 years (annualized)1.32%11.65%
10 years (annualized)5.88%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.26%-4.77%5.41%
2023-3.03%-9.95%12.34%4.79%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MDT is 42, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of MDT is 4242
Medtronic plc(MDT)
The Sharpe Ratio Rank of MDT is 4444Sharpe Ratio Rank
The Sortino Ratio Rank of MDT is 3737Sortino Ratio Rank
The Omega Ratio Rank of MDT is 3737Omega Ratio Rank
The Calmar Ratio Rank of MDT is 4747Calmar Ratio Rank
The Martin Ratio Rank of MDT is 4545Martin 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.


MDT
Sharpe ratio
The chart of Sharpe ratio for MDT, currently valued at -0.10, compared to the broader market-2.00-1.000.001.002.003.00-0.10
Sortino ratio
The chart of Sortino ratio for MDT, currently valued at -0.01, compared to the broader market-4.00-2.000.002.004.006.00-0.02
Omega ratio
The chart of Omega ratio for MDT, currently valued at 1.00, compared to the broader market0.501.001.501.00
Calmar ratio
The chart of Calmar ratio for MDT, currently valued at -0.04, compared to the broader market0.001.002.003.004.005.00-0.04
Martin ratio
The chart of Martin ratio for MDT, currently valued at -0.21, compared to the broader market0.0010.0020.0030.00-0.21
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Medtronic plc Sharpe ratio is -0.10. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.10
1.92
MDT (Medtronic plc)
Benchmark (^GSPC)

Dividends

Dividend History

Medtronic plc granted a 3.40% dividend yield in the last twelve months. The annual payout for that period amounted to $2.76 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.76$2.75$2.67$2.47$2.28$2.12$1.96$1.81$1.67$1.45$1.20$1.10

Dividend yield

3.40%3.34%3.44%2.39%1.95%1.87%2.15%2.24%2.34%1.88%1.66%1.92%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.69
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
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
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
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
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
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
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
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
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
2014$0.00$0.00$0.00$0.28$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.31
2013$0.26$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.28

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.4%
Medtronic plc has a dividend yield of 3.40%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%51.9%
Medtronic plc has a payout ratio of 51.88%, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-34.65%
-3.50%
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 72.79%, occurring on Feb 21, 1978. Recovery took 460 trading sessions.

The current Medtronic plc drawdown is 34.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.79%Oct 3, 19731108Feb 21, 1978460Dec 14, 19791568
-57.63%Jan 20, 2006788Mar 9, 20091058May 21, 20131846
-56.34%Jun 16, 1983296Aug 15, 1984386Feb 26, 1986682
-48.37%Nov 13, 1992101Apr 8, 1993372Sep 28, 1994473
-45.1%Sep 9, 2021538Oct 27, 2023

Volatility

Volatility Chart

The current Medtronic plc volatility is 6.49%, 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%3.00%4.00%5.00%6.00%7.00%NovemberDecember2024FebruaryMarchApril
6.49%
3.58%
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

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