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Patterson Companies, Inc. (PDCO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS7033951036
CUSIP703395103
SectorHealthcare
IndustryMedical Distribution

Highlights

Market Cap$2.31B
EPS$2.03
PE Ratio12.69
PEG Ratio2.10
Revenue (TTM)$6.57B
Gross Profit (TTM)$1.37B
EBITDA (TTM)$367.02M
Year Range$24.53 - $33.60
Target Price$29.80
Short %3.70%
Short Ratio3.36

Share Price Chart


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Compare to other instruments

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Patterson Companies, Inc.

Popular comparisons: PDCO vs. HSIC, PDCO vs. CAH, PDCO vs. OMI, PDCO vs. MCK

Performance

Performance Chart

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


1,000.00%1,500.00%2,000.00%December2024FebruaryMarchAprilMay
1,834.43%
1,105.39%
PDCO (Patterson Companies, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Patterson Companies, Inc. had a return of -8.91% year-to-date (YTD) and -1.47% in the last 12 months. Over the past 10 years, Patterson Companies, Inc. had an annualized return of -1.27%, while the S&P 500 had an annualized return of 10.41%, indicating that Patterson Companies, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-8.91%6.17%
1 month-2.73%-2.72%
6 months-13.87%17.29%
1 year-1.47%23.80%
5 years (annualized)6.64%11.47%
10 years (annualized)-1.27%10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20245.88%-9.28%2.07%-6.94%
20233.64%-16.58%11.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PDCO is 44, suggesting that the investment has average results relative to the market 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 PDCO is 4444
Patterson Companies, Inc.(PDCO)
The Sharpe Ratio Rank of PDCO is 4646Sharpe Ratio Rank
The Sortino Ratio Rank of PDCO is 4040Sortino Ratio Rank
The Omega Ratio Rank of PDCO is 4141Omega Ratio Rank
The Calmar Ratio Rank of PDCO is 4646Calmar Ratio Rank
The Martin Ratio Rank of PDCO is 4646Martin 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 Patterson Companies, Inc. (PDCO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


PDCO
Sharpe ratio
The chart of Sharpe ratio for PDCO, currently valued at -0.03, compared to the broader market-2.00-1.000.001.002.003.004.00-0.03
Sortino ratio
The chart of Sortino ratio for PDCO, currently valued at 0.19, compared to the broader market-4.00-2.000.002.004.006.000.19
Omega ratio
The chart of Omega ratio for PDCO, currently valued at 1.03, compared to the broader market0.501.001.501.03
Calmar ratio
The chart of Calmar ratio for PDCO, currently valued at -0.02, compared to the broader market0.002.004.006.00-0.02
Martin ratio
The chart of Martin ratio for PDCO, currently valued at -0.06, compared to the broader market-10.000.0010.0020.0030.00-0.06
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-2.00-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market-10.000.0010.0020.0030.007.61

Sharpe Ratio

The current Patterson Companies, Inc. Sharpe ratio is -0.03. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Patterson Companies, Inc. 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 Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
-0.03
1.97
PDCO (Patterson Companies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Patterson Companies, Inc. granted a 4.09% dividend yield in the last twelve months. The annual payout for that period amounted to $1.04 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.04$1.04$1.04$1.04$1.04$1.04$1.04$1.02$0.94$0.86$0.76$0.48

Dividend yield

4.09%3.66%3.71%3.54%3.51%5.08%5.29%2.82%2.29%1.90%1.58%1.17%

Monthly Dividends

The table displays the monthly dividend distributions for Patterson Companies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.26$0.00$0.00$0.26
2023$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2022$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2021$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2020$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2019$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2018$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2017$0.24$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2016$0.22$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00
2015$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00
2014$0.16$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00
2013$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.1%
Patterson Companies, Inc. has a dividend yield of 4.09%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%44.6%
Patterson Companies, Inc. has a payout ratio of 44.64%, which is quite average when compared to the overall market. This suggests that Patterson Companies, Inc. 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-32.35%
-3.62%
PDCO (Patterson Companies, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Patterson Companies, Inc.. 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 Patterson Companies, Inc. was 70.34%, occurring on Apr 6, 2020. The portfolio has not yet recovered.

The current Patterson Companies, Inc. drawdown is 32.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.34%Aug 19, 20151166Apr 6, 2020
-69.45%May 25, 2005953Mar 9, 20091470Jan 8, 20152423
-37.24%Jul 2, 199623Aug 2, 1996240Jul 16, 1997263
-34.51%Oct 24, 2002121Apr 17, 200385Aug 19, 2003206
-33.67%Oct 1, 199999Feb 22, 200068May 30, 2000167

Volatility

Volatility Chart

The current Patterson Companies, Inc. volatility is 5.60%, 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.


0.00%5.00%10.00%15.00%20.00%December2024FebruaryMarchAprilMay
5.60%
4.05%
PDCO (Patterson Companies, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items