Nestlé S.A. (NSRGY)

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Nestlé S.A. (NSRGY) is up 3.4% since the beginning of the year. At $98 per share, NSRGY is trading 10.5% below its 52-week high of $110. Investors who bought $1,000 worth of NSRGY shares 5 years ago would now be looking at an investment worth $912.

Nestlé S.A. (NSRGY) has returned 3.40% so far this year and 0.55% over the past 12 months. Over the last ten years, NSRGY has returned 6.32% per year, falling short of the S&P 500 Index benchmark, which averaged 13.67% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, NSRGY's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2011 with a return of +26.3%, while the worst month was Oct 2008 at -67.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NSRGY closed higher 46% of trading days. The best single day was Apr 6, 2011 with a return of +14.3%, while the worst single day was Oct 27, 2008 at -69.3%.

Nestlé S.A. has an annualized alpha of 3.41%, beta of 0.39, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

• This stock participated in 80.47% of S&P 500 Index downside but only 59.15% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.39 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.10 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.

NSRGY ranks 40 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Nestlé S.A. provided a 4.08% dividend yield over the last twelve months, with an annual payout of $4.01 per share.

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.

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.

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 75.68%, occurring on Mar 3, 2009. Recovery took 2088 trading sessions.

The current Nestlé S.A. drawdown is 19.02%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Nestlé S.A. is priced in the market compared to other companies in the Packaged Foods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.