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

Company Info

ISIN

IE00BTN1Y115

CUSIP

00BTN1Y11

Sector

Healthcare

IPO Date

Jan 13, 1978

Highlights

Market Cap

$104.34B

EPS (TTM)

$3.27

PE Ratio

24.88

PEG Ratio

1.49

Total Revenue (TTM)

$33.00B

Gross Profit (TTM)

$20.67B

EBITDA (TTM)

$9.19B

Year Range

$75.37 - $92.68

Target Price

$96.19

Short %

0.80%

Short Ratio

2.19

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.


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

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%JulyAugustSeptemberOctoberNovemberDecember
110,744.88%
6,447.17%
MDT (Medtronic plc)
Benchmark (^GSPC)

Returns By Period

Medtronic plc had a return of -0.40% year-to-date (YTD) and -0.02% in the last 12 months. Over the past 10 years, Medtronic plc had an annualized return of 3.19%, while the S&P 500 had an annualized return of 11.01%, indicating that Medtronic plc did not perform as well as the benchmark.


MDT

YTD

-0.40%

1M

-8.63%

6M

2.04%

1Y

-0.02%

5Y*

-4.19%

10Y*

3.19%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

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
20246.26%-4.77%5.41%-7.93%1.41%-2.41%2.05%10.28%2.44%-0.87%-3.04%-0.40%
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%
201313.60%-3.52%4.45%-0.05%9.28%0.90%7.91%-6.32%2.90%8.36%-0.14%0.61%42.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MDT is 42, 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 4242
Overall Rank
The Sharpe Ratio Rank of MDT is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of MDT is 3636
Sortino Ratio Rank
The Omega Ratio Rank of MDT is 3535
Omega Ratio Rank
The Calmar Ratio Rank of MDT is 4747
Calmar Ratio Rank
The Martin Ratio Rank of MDT is 4545
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.


Sharpe ratio
The chart of Sharpe ratio for MDT, currently valued at -0.02, compared to the broader market-4.00-2.000.002.00-0.021.90
The chart of Sortino ratio for MDT, currently valued at 0.09, compared to the broader market-4.00-2.000.002.004.000.092.54
The chart of Omega ratio for MDT, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.35
The chart of Calmar ratio for MDT, currently valued at -0.01, compared to the broader market0.002.004.006.00-0.012.81
The chart of Martin ratio for MDT, currently valued at -0.07, compared to the broader market0.0010.0020.00-0.0712.39
MDT
^GSPC

The current Medtronic plc Sharpe ratio is -0.02. 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.02
1.90
MDT (Medtronic plc)
Benchmark (^GSPC)

Dividends

Dividend History

Medtronic plc provided a 2.61% dividend yield over the last twelve months, with an annual payout of $2.09 per share. The company has been increasing its dividends for 10 consecutive years.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.09$2.75$2.67$2.47$2.28$2.12$1.96$1.81$1.67$1.45$1.20$1.10

Dividend yield

2.61%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.69$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.00$2.09
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$0.00$0.00$0.00$0.28$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.31$1.20
2013$0.26$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.28$1.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.6%
Medtronic plc has a dividend yield of 2.61%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%53.1%
Medtronic plc has a payout ratio of 53.14%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-34.58%
-3.58%
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 34.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-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
-44.21%Dec 29, 2000389Jul 23, 2002879Jan 18, 20061268

Volatility

Volatility Chart

The current Medtronic plc volatility is 4.51%, 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
4.51%
3.64%
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 assessment of the market value of Medtronic plc compared to its peers in the Medical Devices industry.


PE Ratio
50.0100.0150.0200.024.9
The chart displays the price to earnings (P/E) ratio for MDT in comparison to other companies of the Medical Devices industry. Currently, MDT has a PE value of 24.9. This PE ratio falls in the average range for the industry.
PEG Ratio
-60.0-40.0-20.00.020.040.060.080.01.5
The chart displays the price to earnings to growth (PEG) ratio for MDT in comparison to other companies of the Medical Devices industry. Currently, MDT has a PEG value of 1.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Medtronic plc.


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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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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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