- ISIN
- US6891641010
- Sector
- Healthcare
- Industry
- Drug Manufacturers - General
Highlights
- Market Cap
- $34.79B
- Enterprise Value
- $32.83B
- EPS (TTM)
- ¥361.53
- PE Ratio
- 14.73
- PEG Ratio
- 0.30
- Total Revenue (TTM)
- ¥2.55T
- Gross Profit (TTM)
- ¥1.82T
- EBITDA (TTM)
- ¥580.19B
- Year Range
- $21.68 - $37.52
- ROA (TTM)
- 9.03%
- ROE (TTM)
- 12.23%
Share Price Chart
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Performance
OTSKY Performance Chart
Otsuka Holdings Co Ltd ADR (OTSKY) is up 16.3% since the beginning of the year. At $33 per share, OTSKY is trading 12.2% below its 52-week high of $38. Investors who bought $1,000 worth of OTSKY shares 5 years ago would now be looking at an investment worth $1,573.
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Returns By Period
Otsuka Holdings Co Ltd ADR (OTSKY) has returned 16.31% so far this year and 39.13% over the past 12 months. Over the last ten years, OTSKY has returned 4.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Otsuka Holdings Co Ltd ADR
- 1D
- -2.02%
- 1M
- -9.80%
- YTD
- 16.31%
- 6M
- 14.01%
- 1Y
- 39.13%
- 3Y*
- 20.53%
- 5Y*
- 9.48%
- 10Y*
- 4.36%
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%
OTSKY Monthly Returns History
Based on dividend-adjusted daily data since Jun 21, 2012, OTSKY's average daily return is +0.03%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.
Historically, 50% of months were positive and 50% were negative. The best month was Jul 2024 with a return of +20.8%, while the worst month was Aug 2012 at -48.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, OTSKY closed higher 50% of trading days. The best single day was Jan 6, 2017 with a return of +13.0%, while the worst single day was Aug 2, 2012 at -48.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.79% | 14.15% | 3.39% | 4.30% | -1.03% | -9.75% | 16.31% | ||||||
| 2025 | -3.97% | -6.44% | 6.59% | -6.65% | 4.32% | -1.59% | -4.09% | 10.51% | 1.83% | 1.87% | 4.27% | -0.00% | 5.23% |
| 2024 | 4.72% | 3.38% | 2.73% | 2.51% | -3.48% | 3.17% | 20.75% | 16.60% | -5.11% | 7.04% | -4.30% | -5.45% | 46.89% |
| 2023 | -1.60% | -5.87% | 4.77% | 8.23% | 7.84% | -0.87% | -0.00% | 3.99% | -6.26% | -5.16% | 13.61% | -2.92% | 14.50% |
| 2022 | -6.47% | 1.29% | -0.17% | -2.55% | -1.07% | 6.91% | 0.28% | -8.52% | -2.88% | 0.88% | 6.88% | -4.74% | -10.79% |
| 2021 | 0.05% | -6.44% | 5.48% | -9.69% | 9.31% | -0.81% | -4.49% | 7.33% | 0.94% | -8.26% | -8.80% | 1.73% | -14.84% |
Benchmark Metrics
Otsuka Holdings Co Ltd ADR has an annualized alpha of -1.08%, beta of 0.54, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since June 21, 2012.
- This stock participated in 47.22% of S&P 500 Index downside but only 24.70% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.54 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.
- Alpha
- -1.08%
- Beta
- 0.54
- R²
- 0.10
- Upside Capture
- 24.70%
- Downside Capture
- 47.22%
Return for Risk
Risk / Return Rank
OTSKY ranks 77 for risk / return — better than 77% 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 Otsuka Holdings Co Ltd ADR (OTSKY) 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.
| OTSKY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | 2.78 | +0.02 |
| Martin ratioReturn relative to average drawdown | 7.30 | 12.44 | -5.13 |
Dividends
Dividend History
Otsuka Holdings Co Ltd ADR provided a 0.71% dividend yield over the last twelve months, with an annual payout of $0.24 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.24 | $0.24 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.43 |
Dividend yield | 0.71% | 0.83% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.02% | 2.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Otsuka Holdings Co 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 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Otsuka Holdings Co Ltd ADR has a dividend yield of 0.71%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Otsuka Holdings Co Ltd ADR has a payout ratio of 20.08%, which is below the market average. This means Otsuka Holdings Co Ltd ADR 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Otsuka Holdings Co 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 Otsuka Holdings Co Ltd ADR was 53.46%, occurring on Oct 17, 2013. Recovery took 2722 trading sessions.
The current Otsuka Holdings Co Ltd ADR drawdown is 10.68%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2013 bear market2013 | -53.46%Oct 2013 | 1y 2mo | 10y 10mo | 12y 14dAug 2012 - Aug 2024 |
2025 bear market2025 | -29.31%Jul 2025 | 8mo 13d | 6mo 26d | 1y 3moNov 2024 - Feb 2026 |
2026 correction2026 | -14.04%Jun 2026 | 1mo 10d | — | 1mo 23dMay 2026 - now |
2026 pullback2026 | -9.98%Apr 2026 | 19d | 9d | 28dApr 2026 - Apr 2026 |
2026 pullback2026 | -9.49%Mar 2026 | 17d | 10d | 27dFeb 2026 - Mar 2026 |
Drawdown Indicators
| OTSKY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.46% | -56.78% | +3.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.04% | -9.10% | -4.94% |
Max Drawdown (3Y)Largest decline over 3 years | -29.31% | -18.90% | -10.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.73% | -25.43% | -11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -46.34% | -33.92% | -12.42% |
Current DrawdownCurrent decline from peak | -10.68% | -1.80% | -8.88% |
Average DrawdownAverage peak-to-trough decline | -27.14% | -10.71% | -16.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 2.03% | +3.34% |
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 Otsuka Holdings Co 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 Otsuka Holdings Co Ltd ADR is priced in the market compared to other companies in the Drug Manufacturers - General 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 OTSKY, comparing it with other companies in the Drug Manufacturers - General industry. Currently, OTSKY has a P/E ratio of 14.7. 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 OTSKY compared to other companies in the Drug Manufacturers - General industry. OTSKY currently has a PEG ratio of 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OTSKY relative to other companies in the Drug Manufacturers - General industry. Currently, OTSKY has a P/S ratio of 2.2. 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 OTSKY in comparison with other companies in the Drug Manufacturers - General industry. Currently, OTSKY has a P/B value of 1.8. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
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 | — |
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