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Nestlé S.A. (NSRGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6410694060
SectorConsumer Defensive
IndustryPackaged Foods

Highlights

Market Cap$275.46B
EPS$4.78
PE Ratio21.93
PEG Ratio2.34
Revenue (TTM)$93.35B
Gross Profit (TTM)$43.04B
EBITDA (TTM)$18.16B
Year Range$103.10 - $131.64
Target Price$132.92

Share Price Chart


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Nestlé S.A.

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Performance

Performance Chart

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


200.00%300.00%400.00%500.00%600.00%700.00%800.00%900.00%OctoberNovemberDecember2024FebruaryMarch
798.77%
344.72%
NSRGY (Nestlé S.A.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Nestlé S.A. had a return of -8.31% year-to-date (YTD) and -9.28% in the last 12 months. Over the past 10 years, Nestlé S.A. had an annualized return of 6.50%, while the S&P 500 had an annualized return of 10.96%, indicating that Nestlé S.A. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-8.31%10.04%
1 month-0.74%3.53%
6 months-5.47%22.79%
1 year-9.28%32.16%
5 years (annualized)4.77%13.15%
10 years (annualized)6.50%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.50%-8.72%
2023-2.25%-5.79%-4.78%5.72%1.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Nestlé S.A. (NSRGY) and compares them with a selected benchmark (^GSPC). These performance indicators 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
NSRGY
Nestlé S.A.
-0.58
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Nestlé S.A. Sharpe ratio is -0.58. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.58
2.76
NSRGY (Nestlé S.A.)
Benchmark (^GSPC)

Dividends

Dividend History

Nestlé S.A. granted a 3.01% dividend yield in the last twelve months. The annual payout for that period amounted to $3.19 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.19$3.19$3.04$3.07$2.76$2.42$2.53$2.30$2.26$2.32$2.42$2.18

Dividend yield

3.01%2.76%2.64%2.20%2.34%2.24%3.12%2.68%3.16%3.11%3.31%2.96%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$3.19$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$3.04$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$3.07$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$2.76$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$2.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$2.53$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$2.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$2.26$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$2.32$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.00$0.00$0.00$2.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$2.18$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.0%
Nestlé S.A. has a dividend yield of 3.01%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%5.6%
Nestlé S.A. has a payout ratio of 5.59%, which is below the market average. This means Nestlé S.A. 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.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-21.16%
0
NSRGY (Nestlé S.A.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nestlé S.A.. 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 Nestlé S.A. was 41.23%, occurring on Mar 3, 2009. Recovery took 191 trading sessions.

The current Nestlé S.A. drawdown is 21.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.23%Apr 17, 2008221Mar 3, 2009191Dec 2, 2009412
-27.97%May 7, 2002213Mar 11, 2003197Dec 18, 2003410
-24.33%Jan 5, 2022196Oct 14, 2022
-19.74%Aug 19, 201673Dec 1, 2016106May 5, 2017179
-19.39%Sep 9, 2019131Mar 16, 202065Jun 17, 2020196

Volatility

Volatility Chart

The current Nestlé S.A. volatility is 4.12%, 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%8.00%OctoberNovemberDecember2024FebruaryMarch
4.12%
2.82%
NSRGY (Nestlé S.A.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Nestlé S.A. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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Other Non-Operating Income (Expenses)

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Values in undefined except per share items