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Patrimoine et Commerce SA (PAT.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

FR0011027135

Sector

Real Estate

Highlights

Market Cap

€319.62M

EPS (TTM)

€2.05

PE Ratio

9.80

Total Revenue (TTM)

€25.56M

Gross Profit (TTM)

€23.55M

EBITDA (TTM)

€20.66M

Year Range

€17.45 - €22.18

Target Price

€21.00

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Patrimoine et Commerce SA, 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%SeptemberOctoberNovemberDecember2025February
-2.43%
15.87%
PAT.PA (Patrimoine et Commerce SA)
Benchmark (^GSPC)

Returns By Period

Patrimoine et Commerce SA had a return of 0.00% year-to-date (YTD) and 15.16% in the last 12 months. Over the past 10 years, Patrimoine et Commerce SA had an annualized return of 4.43%, while the S&P 500 had an annualized return of 11.26%, indicating that Patrimoine et Commerce SA did not perform as well as the benchmark.


PAT.PA

YTD

0.00%

1M

-2.43%

6M

-1.47%

1Y

15.16%

5Y*

7.07%

10Y*

4.43%

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

9.03%

1Y

22.16%

5Y*

12.60%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.00%0.00%
20243.39%3.55%5.54%3.50%6.28%-14.32%18.83%-5.56%2.45%1.44%-5.66%0.50%17.76%
20238.91%10.00%-1.10%-0.84%2.25%-5.49%11.22%0.28%-5.88%4.17%6.29%-4.84%25.56%
20226.58%4.12%7.06%-0.79%0.80%1.39%-3.06%-1.44%-6.12%-6.83%0.67%0.33%1.67%
2021-2.36%0.69%0.34%8.53%15.09%3.42%0.85%-2.52%-2.01%-0.59%-5.60%-0.31%14.85%
202013.04%-13.94%-18.99%3.10%0.67%6.13%-3.75%1.77%-7.67%10.57%1.02%0.34%-12.01%
20193.17%-0.61%11.73%2.49%-0.54%1.35%-8.44%-7.65%5.41%0.30%6.63%3.96%17.29%
20185.83%-5.50%-0.97%-3.92%1.02%0.50%2.40%-1.04%-6.84%-12.43%-5.16%7.48%-18.60%
20172.13%-0.58%-0.04%1.60%4.43%-0.69%-3.33%1.21%1.83%-8.11%-2.19%-4.14%-8.21%
20160.50%-1.09%7.74%1.96%0.87%2.57%-2.96%9.31%2.18%-2.56%1.49%1.34%22.70%
20156.29%7.51%-2.23%-5.36%-3.63%-3.04%3.78%0.15%2.03%3.53%-0.05%-3.75%4.36%
20140.67%5.50%0.05%5.05%8.66%1.15%-0.15%3.41%0.78%-3.55%-1.56%-4.02%16.36%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PAT.PA is 64, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PAT.PA is 6464
Overall Rank
The Sharpe Ratio Rank of PAT.PA is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of PAT.PA is 5555
Sortino Ratio Rank
The Omega Ratio Rank of PAT.PA is 6262
Omega Ratio Rank
The Calmar Ratio Rank of PAT.PA is 7373
Calmar Ratio Rank
The Martin Ratio Rank of PAT.PA is 6666
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 Patrimoine et Commerce SA (PAT.PA) 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 PAT.PA, currently valued at 0.64, compared to the broader market-2.000.002.004.000.641.83
The chart of Sortino ratio for PAT.PA, currently valued at 0.92, compared to the broader market-6.00-4.00-2.000.002.004.006.000.922.47
The chart of Omega ratio for PAT.PA, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.33
The chart of Calmar ratio for PAT.PA, currently valued at 0.78, compared to the broader market0.002.004.006.000.782.76
The chart of Martin ratio for PAT.PA, currently valued at 2.12, compared to the broader market-10.000.0010.0020.0030.002.1211.27
PAT.PA
^GSPC

The current Patrimoine et Commerce SA Sharpe ratio is 0.64. 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 Patrimoine et Commerce SA 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 Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.64
1.94
PAT.PA (Patrimoine et Commerce SA)
Benchmark (^GSPC)

Dividends

Dividend History

Patrimoine et Commerce SA provided a 3.98% dividend yield over the last twelve months, with an annual payout of €0.80 per share.


0.00%2.00%4.00%6.00%8.00%€0.00€0.20€0.40€0.60€0.80€1.00€1.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend€0.80€0.80€1.30€1.25€1.25€1.25€0.13€1.15€1.08€1.00€0.85€0.80

Dividend yield

3.98%3.98%7.34%8.25%7.84%8.42%0.71%7.28%5.24%4.26%4.25%3.99%

Monthly Dividends

The table displays the monthly dividend distributions for Patrimoine et Commerce SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.00€0.00€0.00
2024€0.00€0.00€0.00€0.00€0.00€0.00€0.80€0.00€0.00€0.00€0.00€0.00€0.80
2023€0.00€0.00€0.00€0.00€0.00€0.00€1.30€0.00€0.00€0.00€0.00€0.00€1.30
2022€0.00€0.00€0.00€0.00€0.00€1.25€0.00€0.00€0.00€0.00€0.00€0.00€1.25
2021€0.00€0.00€0.00€0.00€0.00€1.25€0.00€0.00€0.00€0.00€0.00€0.00€1.25
2020€0.00€0.00€0.00€0.00€0.00€1.25€0.00€0.00€0.00€0.00€0.00€0.00€1.25
2019€0.00€0.00€0.00€0.00€0.00€0.00€0.13€0.00€0.00€0.00€0.00€0.00€0.13
2018€0.00€0.00€0.00€0.00€0.00€0.00€1.15€0.00€0.00€0.00€0.00€0.00€1.15
2017€0.00€0.00€0.00€0.00€0.00€1.08€0.00€0.00€0.00€0.00€0.00€0.00€1.08
2016€0.00€0.00€0.00€0.00€0.00€1.00€0.00€0.00€0.00€0.00€0.00€0.00€1.00
2015€0.00€0.00€0.00€0.00€0.00€0.00€0.85€0.00€0.00€0.00€0.00€0.00€0.85
2014€0.80€0.00€0.00€0.00€0.00€0.00€0.80

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%4.0%
Patrimoine et Commerce SA has a dividend yield of 3.98%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%63.4%
Patrimoine et Commerce SA has a payout ratio of 63.41%, which is quite average when compared to the overall market. This suggests that Patrimoine et Commerce SA 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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-8.58%
-0.99%
PAT.PA (Patrimoine et Commerce SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Patrimoine et Commerce SA. 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 Patrimoine et Commerce SA was 88.33%, occurring on Oct 10, 2008. Recovery took 3551 trading sessions.

The current Patrimoine et Commerce SA drawdown is 8.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.33%Apr 20, 2007203Oct 10, 20083551Jun 3, 20243754
-21.05%Mar 21, 20075Mar 29, 20071Apr 5, 20076
-17.32%Jun 11, 202414Jun 28, 2024
-16.98%Mar 16, 20071Mar 16, 20071Mar 20, 20072

Volatility

Volatility Chart

The current Patrimoine et Commerce SA volatility is 2.49%, 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%SeptemberOctoberNovemberDecember2025February
2.49%
3.49%
PAT.PA (Patrimoine et Commerce SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Patrimoine et Commerce SA 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 Patrimoine et Commerce SA compared to its peers in the REIT - Retail industry.


PE Ratio
200.0400.0600.09.8
The chart displays the price to earnings (P/E) ratio for PAT.PA in comparison to other companies of the REIT - Retail industry. Currently, PAT.PA has a PE value of 9.8. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-400.0-300.0-200.0-100.00.00.0
The chart displays the price to earnings to growth (PEG) ratio for PAT.PA in comparison to other companies of the REIT - Retail industry. Currently, PAT.PA has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Patrimoine et Commerce SA.


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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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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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