- ISIN
- US55607P2048
- Sector
- Financial Services
- Industry
- Capital Markets
Highlights
- Market Cap
- $67.71B
- Enterprise Value
- $120.73B
- EPS (TTM)
- A$22.02
- PE Ratio
- 11.34
- PEG Ratio
- 5.58
- Total Revenue (TTM)
- A$36.72B
- Gross Profit (TTM)
- A$36.26B
- EBITDA (TTM)
- A$6.41B
- Year Range
- $122.37 - $179.35
- Target Price
- $218.50
- ROA (TTM)
- 1.57%
- ROE (TTM)
- 23.43%
Share Price Chart
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Performance
MQBKY Performance Chart
Macquarie Group Ltd ADR (MQBKY) is up 31.1% since the beginning of the year. At $175 per share, MQBKY is trading just below its 52-week high of $179. Investors who bought $1,000 worth of MQBKY shares 5 years ago would now be looking at an investment worth $1,789.
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Returns By Period
Macquarie Group Ltd ADR (MQBKY) has returned 31.11% so far this year and 30.97% over the past 12 months. Looking at the last ten years, MQBKY has achieved an annualized return of 17.63%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Macquarie Group Ltd ADR
- 1D
- -1.09%
- 1M
- 2.31%
- YTD
- 31.11%
- 6M
- 31.33%
- 1Y
- 30.97%
- 3Y*
- 18.44%
- 5Y*
- 12.34%
- 10Y*
- 17.63%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MQBKY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, MQBKY's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was Mar 2009 with a return of +76.9%, while the worst month was Oct 2008 at -65.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MQBKY closed higher 47% of trading days. The best single day was Mar 24, 2020 with a return of +21.3%, while the worst single day was Oct 27, 2008 at -71.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.35% | 2.81% | -7.05% | 21.34% | 1.59% | 1.78% | 31.11% | ||||||
| 2025 | 8.63% | -5.30% | -12.50% | 0.43% | 13.88% | 9.11% | -8.12% | 6.35% | -0.85% | -2.27% | -8.26% | 5.00% | 2.44% |
| 2024 | -0.86% | 2.34% | 3.77% | -8.65% | 8.38% | 6.77% | 0.90% | 6.07% | 9.17% | -4.42% | 0.73% | -9.89% | 12.81% |
| 2023 | 17.31% | -4.07% | -6.97% | 2.83% | -6.43% | 7.16% | -0.67% | -3.30% | -6.17% | -4.92% | 11.83% | 11.15% | 14.98% |
| 2022 | -12.92% | 1.32% | 13.49% | -4.32% | -4.99% | -15.23% | 12.57% | -6.07% | -16.46% | 8.12% | 14.73% | -7.28% | -21.61% |
| 2021 | -6.57% | 12.25% | 3.90% | 6.20% | -2.88% | -0.40% | -1.23% | 4.77% | 6.30% | 14.47% | -4.00% | 7.22% | 45.07% |
Benchmark Metrics
Macquarie Group Ltd ADR has an annualized alpha of 6.92%, beta of 1.07, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.
- This stock captured 171.00% of S&P 500 Index gains and 150.19% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.28 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.92%
- Beta
- 1.07
- R²
- 0.28
- Upside Capture
- 171.00%
- Downside Capture
- 150.19%
Return for Risk
Risk / Return Rank
MQBKY ranks 72 for risk / return — better than 72% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Macquarie Group Ltd ADR (MQBKY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MQBKY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.78 | -1.00 |
| Martin ratioReturn relative to average drawdown | 4.31 | 12.44 | -8.13 |
Dividends
Dividend History
Macquarie Group Ltd ADR provided a 2.78% dividend yield over the last twelve months, with an annual payout of $4.86 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.86 | $4.22 | $4.26 | $4.68 | $4.30 | $4.65 | $2.16 | $4.23 | $3.92 | $3.60 | $6.44 | $2.67 |
Dividend yield | 2.78% | 3.11% | 3.12% | 3.74% | 3.80% | 3.10% | 2.02% | 4.39% | 5.15% | 4.64% | 10.30% | 4.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Macquarie Group Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $3.05 | $0.00 | $3.05 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $2.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $0.00 | $4.22 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $2.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | $0.00 | $4.26 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $3.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $0.00 | $4.68 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $2.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.93 | $0.00 | $4.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $2.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.05 | $0.00 | $4.65 |
Dividend Yield & Payout
Dividend Yield
Macquarie Group Ltd ADR has a dividend yield of 2.78%, which is quite average when compared to the overall market.
Payout Ratio
Macquarie Group Ltd ADR has a payout ratio of 53.77%, which is quite average when compared to the overall market. This suggests that Macquarie Group Ltd ADR 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Macquarie Group Ltd ADR. 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 Macquarie Group Ltd ADR was 87.00%, occurring on Mar 9, 2009. Recovery took 1537 trading sessions.
The current Macquarie Group Ltd ADR drawdown is 1.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -87.00%Mar 2009 | 1y 7mo | 6y 1mo | 7y 9moJul 2007 - Apr 2015 |
COVID crash2020 | -59.28%Mar 2020 | 1mo 2d | 7mo 21d | 8mo 23dFeb 2020 - Nov 2020 |
2025 selloff2025 | -38.34%Apr 2025 | 6mo 4d | 10mo 13d | 1y 4moOct 2024 - Feb 2026 |
Bear market2022 | -36.52%Oct 2022 | 6mo 12d | 1y 10mo | 2y 4moApr 2022 - Aug 2024 |
2016 bear market2016 | -33.66%Feb 2016 | 9mo 19d | 5mo 28d | 1y 3moApr 2015 - Aug 2016 |
Drawdown Indicators
| MQBKY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.00% | -56.78% | -30.22% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -9.10% | -8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -38.34% | -18.90% | -19.44% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -25.43% | -12.91% |
Max Drawdown (10Y)Largest decline over 10 years | -59.28% | -33.92% | -25.36% |
Current DrawdownCurrent decline from peak | -1.09% | -1.80% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -23.84% | -10.71% | -13.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.20% | 2.03% | +5.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Macquarie Group Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Macquarie Group Ltd ADR is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MQBKY, comparing it with other companies in the Capital Markets industry. Currently, MQBKY has a P/E ratio of 11.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MQBKY compared to other companies in the Capital Markets industry. MQBKY currently has a PEG ratio of 5.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MQBKY relative to other companies in the Capital Markets industry. Currently, MQBKY has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MQBKY in comparison with other companies in the Capital Markets industry. Currently, MQBKY has a P/B value of 2.7. 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
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EBITDA | — |
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Net Income | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
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Interest Income | — |
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Net Interest Income | — |
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