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The Middleby Corporation (MIDD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5962781010

CUSIP

596278101

Sector

Industrials

IPO Date

Mar 17, 1992

Highlights

Market Cap

$7.31B

EPS (TTM)

$7.26

PE Ratio

18.73

PEG Ratio

1.16

Total Revenue (TTM)

$3.87B

Gross Profit (TTM)

$1.42B

EBITDA (TTM)

$755.64M

Year Range

$118.41 - $161.02

Target Price

$155.86

Short %

4.81%

Short Ratio

3.63

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:
MIDD vs. VOO MIDD vs. SPY MIDD vs. BRK-A
Popular comparisons:
MIDD vs. VOO MIDD vs. SPY MIDD vs. BRK-A

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Middleby Corporation, 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%60,000.00%70,000.00%JulyAugustSeptemberOctoberNovemberDecember
60,660.92%
1,358.58%
MIDD (The Middleby Corporation)
Benchmark (^GSPC)

Returns By Period

The Middleby Corporation had a return of -8.30% year-to-date (YTD) and -8.00% in the last 12 months. Over the past 10 years, The Middleby Corporation had an annualized return of 3.12%, while the S&P 500 had an annualized return of 11.11%, indicating that The Middleby Corporation did not perform as well as the benchmark.


MIDD

YTD

-8.30%

1M

-5.07%

6M

5.43%

1Y

-8.00%

5Y*

3.99%

10Y*

3.12%

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.14%7.86%5.67%-13.57%-7.24%-4.89%10.58%3.72%-1.06%-6.78%10.56%-8.30%
202316.09%0.03%-5.71%-3.91%-6.30%11.99%2.72%-4.12%-12.08%-11.82%11.84%16.59%9.91%
2022-5.88%-4.09%-7.70%-6.13%-1.58%-17.23%15.42%-0.60%-10.88%9.12%3.10%-7.14%-31.95%
20215.27%7.88%13.21%9.39%-9.40%5.47%10.52%-4.46%-6.79%7.00%-4.25%12.64%52.62%
20202.41%-0.31%-49.13%-2.20%22.42%15.92%5.22%17.87%-8.37%10.96%36.62%-5.20%17.71%
201914.49%4.23%6.07%1.62%-1.26%4.01%-0.97%-18.40%6.60%3.46%-4.29%-5.39%6.61%
20180.97%-11.75%2.94%1.66%-20.84%4.82%-1.86%18.60%6.43%-13.18%7.56%-14.95%-23.88%
20174.17%3.38%-1.63%-0.23%-5.71%-5.34%7.55%-6.87%5.32%-9.57%10.03%5.83%4.77%
2016-16.23%2.48%15.30%2.69%13.28%-7.21%4.45%6.45%-3.53%-9.31%22.18%-5.96%19.41%
2015-4.12%12.20%-3.71%-1.28%7.26%3.25%9.33%-11.53%-3.10%11.17%-5.90%-1.97%8.85%
20142.86%20.27%-10.91%-4.44%-5.41%3.91%-11.92%18.35%2.20%0.42%8.07%3.62%24.02%
201310.26%5.62%1.90%-1.69%9.30%4.04%5.20%3.91%12.35%8.97%-2.99%8.55%86.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MIDD is 33, 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 MIDD is 3333
Overall Rank
The Sharpe Ratio Rank of MIDD is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of MIDD is 2929
Sortino Ratio Rank
The Omega Ratio Rank of MIDD is 2929
Omega Ratio Rank
The Calmar Ratio Rank of MIDD is 3737
Calmar Ratio Rank
The Martin Ratio Rank of MIDD is 3737
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 The Middleby Corporation (MIDD) 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 MIDD, currently valued at -0.28, compared to the broader market-4.00-2.000.002.00-0.282.07
The chart of Sortino ratio for MIDD, currently valued at -0.22, compared to the broader market-4.00-2.000.002.004.00-0.222.76
The chart of Omega ratio for MIDD, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.39
The chart of Calmar ratio for MIDD, currently valued at -0.20, compared to the broader market0.002.004.006.00-0.203.05
The chart of Martin ratio for MIDD, currently valued at -0.57, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.5713.27
MIDD
^GSPC

The current The Middleby Corporation Sharpe ratio is -0.28. 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 The Middleby Corporation 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
-0.28
2.07
MIDD (The Middleby Corporation)
Benchmark (^GSPC)

Dividends

Dividend History


The Middleby Corporation doesn't pay dividends

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
-32.41%
-1.91%
MIDD (The Middleby Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Middleby Corporation. 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 The Middleby Corporation was 77.58%, occurring on Oct 8, 1998. Recovery took 1092 trading sessions.

The current The Middleby Corporation drawdown is 32.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.58%May 20, 1996591Oct 8, 19981092Jun 17, 20031683
-73.11%Nov 29, 2007315Mar 2, 2009432Nov 15, 2010747
-69.2%Dec 9, 2016825Mar 23, 2020233Feb 24, 20211058
-44.38%Feb 10, 2022434Nov 1, 2023
-42.43%Oct 7, 199344Dec 15, 1993127Aug 17, 1994171

Volatility

Volatility Chart

The current The Middleby Corporation volatility is 7.27%, 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%JulyAugustSeptemberOctoberNovemberDecember
7.27%
3.82%
MIDD (The Middleby Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Middleby Corporation 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 The Middleby Corporation compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.018.7
The chart displays the price to earnings (P/E) ratio for MIDD in comparison to other companies of the Specialty Industrial Machinery industry. Currently, MIDD has a PE value of 18.7. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.01.2
The chart displays the price to earnings to growth (PEG) ratio for MIDD in comparison to other companies of the Specialty Industrial Machinery industry. Currently, MIDD has a PEG value of 1.2. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

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


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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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Disclaimer

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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