PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Medtronic plc (MDT)

Equity · Currency in USD · Last updated Dec 9, 2023
SummaryFinancials

Company Info

ISINIE00BTN1Y115
CUSIP00BTN1Y11
SectorHealthcare
IndustryMedical Devices

Highlights

Market Cap$117.21B
EPS$2.82
PE Ratio31.24
PEG Ratio3.04
Revenue (TTM)$31.23B
Gross Profit (TTM)$21.72B
EBITDA (TTM)$9.16B
Year Range$73.88 - $92.48
Target Price$91.23
Short %0.51%
Short Ratio1.08

Share Price Chart


Loading data...

Performance

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%10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%JulyAugustSeptemberOctoberNovemberDecember
41,206.61%
4,146.40%
MDT (Medtronic plc)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with MDT

Medtronic plc

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

Return

Medtronic plc had a return of 4.67% year-to-date (YTD) and 5.51% in the last 12 months. Over the past 10 years, Medtronic plc had an annualized return of 5.69%, while the S&P 500 had an annualized return of 9.85%, indicating that Medtronic plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.67%19.92%
1 month10.65%5.06%
6 months-3.67%7.11%
1 year5.51%16.17%
5 years (annualized)-0.91%11.84%
10 years (annualized)5.69%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-9.00%7.29%-0.39%-7.13%-3.03%-9.95%12.34%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Medtronic plc (MDT) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MDT
Medtronic plc
0.31
^GSPC
S&P 500
1.25

Sharpe Ratio

The current Medtronic plc Sharpe ratio is 0.31. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.31
1.25
MDT (Medtronic plc)
Benchmark (^GSPC)

Dividend History

Medtronic plc granted a 3.45% dividend yield in the last twelve months. The annual payout for that period amounted to $2.74 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.74$2.67$2.47$2.28$2.12$1.96$1.81$1.67$1.45$1.20$1.10$1.27

Dividend yield

3.45%3.44%2.39%1.95%1.87%2.15%2.24%2.34%1.88%1.66%1.92%3.08%

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
2023$0.00$0.00$0.68$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00
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$0.00$0.00$0.00$0.26$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.28
2012$0.24$0.00$0.00$0.24$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.26

Dividend Yield & Payout


Dividend Yield
MDT
3.45%
Market bottom
1.02%
Market top
5.22%
Medtronic plc has a dividend yield of 3.45%, which is quite average when compared to the overall market.
Payout Ratio
MDT
51.51%
Market bottom
18.80%
Market top
64.70%
Medtronic plc has a payout ratio of 51.51%, 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 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%JulyAugustSeptemberOctoberNovemberDecember
-37.26%
-4.01%
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.


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
-56.35%Jun 16, 1983304Aug 27, 1984378Feb 26, 1986682
-48.37%Nov 13, 1992101Apr 8, 1993372Sep 28, 1994473
-45.1%Sep 9, 2021538Oct 27, 2023

Volatility Chart

The current Medtronic plc volatility is 5.48%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.48%
2.77%
MDT (Medtronic plc)
Benchmark (^GSPC)