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NewMarket Corporation (NEU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6515871076

CUSIP

651587107

Sector

Basic Materials

IPO Date

Aug 6, 1985

Highlights

Market Cap

$5.22B

EPS (TTM)

$45.08

PE Ratio

12.08

PEG Ratio

5.09

Total Revenue (TTM)

$2.78B

Gross Profit (TTM)

$855.79M

EBITDA (TTM)

$712.55M

Year Range

$491.82 - $641.43

Target Price

$450.00

Short %

1.05%

Short Ratio

3.34

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:
NEU vs. QQQ
Popular comparisons:
NEU vs. QQQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in NewMarket Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
1.80%
14.28%
NEU (NewMarket Corporation)
Benchmark (^GSPC)

Returns By Period

NewMarket Corporation had a return of 0.66% year-to-date (YTD) and 3.26% in the last 12 months. Over the past 10 years, NewMarket Corporation had an annualized return of 5.07%, while the S&P 500 had an annualized return of 11.32%, indicating that NewMarket Corporation did not perform as well as the benchmark.


NEU

YTD

0.66%

1M

2.22%

6M

1.45%

1Y

3.26%

5Y (annualized)

4.52%

10Y (annualized)

5.07%

^GSPC (Benchmark)

YTD

26.78%

1M

5.56%

6M

14.46%

1Y

31.61%

5Y (annualized)

14.25%

10Y (annualized)

11.32%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.19%15.03%-0.70%-16.97%1.55%-3.19%8.79%2.30%-3.38%-4.88%1.64%0.66%
202310.74%-0.29%6.92%9.49%-2.45%3.73%12.33%3.97%-2.62%5.96%10.03%3.30%79.15%
2022-1.36%-6.01%2.76%0.07%1.51%-8.02%3.27%-7.59%5.49%1.17%3.84%-0.89%-6.70%
2021-1.53%-3.37%0.80%-8.83%-0.97%-5.66%-1.89%10.71%-2.52%0.37%-2.56%4.11%-11.93%
2020-9.64%-11.61%-0.95%7.46%6.00%-7.73%-6.41%-0.62%-7.62%4.49%3.37%8.24%-16.48%
2019-2.67%9.45%-0.84%-3.22%-7.76%4.05%5.16%12.60%-0.15%2.84%1.75%-1.12%20.01%
20180.05%5.11%-3.48%-5.51%1.25%5.73%1.22%-2.05%1.56%-4.82%8.94%-1.56%5.52%
20171.73%1.05%4.44%3.85%-1.14%-0.68%-0.08%-9.04%2.15%-5.96%0.03%-0.33%-4.69%
2016-0.38%-3.73%8.99%2.47%-0.26%2.72%3.27%1.40%-0.69%-6.62%4.37%1.68%13.09%
201511.43%4.77%1.73%-6.47%3.02%-3.30%-10.40%-3.64%-6.51%10.29%4.93%-7.46%-4.34%
20140.21%10.40%6.02%-4.72%5.15%0.44%-1.30%5.14%-6.10%1.83%1.47%2.87%22.24%
2013-2.68%-1.37%3.81%3.20%2.06%-3.95%3.81%0.59%5.34%8.14%4.04%3.50%29.15%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NEU is 45, suggesting that the investment has average results relative to other stocks 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 NEU is 4545
Overall Rank
The Sharpe Ratio Rank of NEU is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of NEU is 4040
Sortino Ratio Rank
The Omega Ratio Rank of NEU is 3939
Omega Ratio Rank
The Calmar Ratio Rank of NEU is 5151
Calmar Ratio Rank
The Martin Ratio Rank of NEU is 4646
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 NewMarket Corporation (NEU) 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 NEU, currently valued at 0.17, compared to the broader market-4.00-2.000.002.004.000.172.64
The chart of Sortino ratio for NEU, currently valued at 0.43, compared to the broader market-4.00-2.000.002.004.000.433.52
The chart of Omega ratio for NEU, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.49
The chart of Calmar ratio for NEU, currently valued at 0.19, compared to the broader market0.002.004.006.000.193.82
The chart of Martin ratio for NEU, currently valued at 0.33, compared to the broader market-10.000.0010.0020.0030.000.3316.94
NEU
^GSPC

The current NewMarket Corporation Sharpe ratio is 0.17. 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 NewMarket 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 Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.17
2.64
NEU (NewMarket Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

NewMarket Corporation provided a 1.80% dividend yield over the last twelve months, with an annual payout of $9.75 per share. The company has been increasing its dividends for 10 consecutive years.


1.00%1.50%2.00%2.50%$0.00$2.00$4.00$6.00$8.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$9.75$8.85$8.40$8.00$7.60$7.30$7.00$7.00$6.40$5.80$4.70$3.80

Dividend yield

1.80%1.62%2.70%2.33%1.91%1.50%1.70%1.76%1.51%1.52%1.16%1.14%

Monthly Dividends

The table displays the monthly dividend distributions for NewMarket Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$2.50$0.00$0.00$2.50$0.00$0.00$2.50$0.00$0.00$0.00$7.50
2023$0.00$0.00$2.10$0.00$0.00$2.25$0.00$0.00$2.25$0.00$0.00$2.25$8.85
2022$0.00$0.00$2.10$0.00$0.00$2.10$0.00$0.00$2.10$0.00$0.00$2.10$8.40
2021$0.00$0.00$1.90$0.00$0.00$1.90$0.00$0.00$2.10$0.00$0.00$2.10$8.00
2020$0.00$0.00$1.90$0.00$0.00$1.90$0.00$0.00$1.90$0.00$0.00$1.90$7.60
2019$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.90$0.00$0.00$1.90$7.30
2018$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$7.00
2017$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.75$7.00
2016$0.00$0.00$1.60$0.00$0.00$1.60$0.00$0.00$1.60$0.00$0.00$1.60$6.40
2015$0.00$0.00$1.40$0.00$0.00$1.40$0.00$0.00$1.40$0.00$0.00$1.60$5.80
2014$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.40$4.70
2013$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$1.10$3.80

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.8%
NewMarket Corporation has a dividend yield of 1.80%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%22.2%
NewMarket Corporation has a payout ratio of 22.20%, which is below the market average. This means NewMarket Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.67%
0
NEU (NewMarket Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the NewMarket 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 NewMarket Corporation was 94.63%, occurring on Sep 13, 2002. Recovery took 897 trading sessions.

The current NewMarket Corporation drawdown is 14.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.63%Jan 3, 19961687Sep 13, 2002897Apr 6, 20062584
-73.19%Apr 22, 2008150Nov 20, 2008204Sep 15, 2009354
-50.2%Mar 27, 1987176Dec 4, 1987514Dec 15, 1989690
-41.65%Oct 26, 2006109Apr 4, 2007224Feb 25, 2008333
-40.66%Nov 15, 2019705Sep 2, 2022232Aug 8, 2023937

Volatility

Volatility Chart

The current NewMarket Corporation volatility is 7.18%, 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%JulyAugustSeptemberOctoberNovemberDecember
7.18%
3.39%
NEU (NewMarket Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of NewMarket 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 NewMarket Corporation compared to its peers in the Specialty Chemicals industry.


PE Ratio
20.040.060.080.0100.012.1
The chart displays the price to earnings (P/E) ratio for NEU in comparison to other companies of the Specialty Chemicals industry. Currently, NEU has a PE value of 12.1. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-4.0-2.00.02.04.05.1
The chart displays the price to earnings to growth (PEG) ratio for NEU in comparison to other companies of the Specialty Chemicals industry. Currently, NEU has a PEG value of 5.1. 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 NewMarket 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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