Pennon Group PLC ADR (PEGRY)

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

Pennon Group PLC ADR (PEGRY) has returned 3.09% so far this year and 29.38% over the past 12 months.

Based on dividend-adjusted daily data since Sep 22, 2017, PEGRY's average daily return is +0.08%, while the average monthly return is +1.40%. At this rate, your investment would double in approximately 4.2 years.

Historically, 48% of months were positive and 52% were negative. The best month was Jul 2021 with a return of +112.8%, while the worst month was Sep 2022 at -18.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PEGRY closed higher 37% of trading days. The best single day was Jul 21, 2021 with a return of +47.7%, while the worst single day was Mar 20, 2020 at -13.7%.

Pennon Group PLC ADR has an annualized alpha of 16.53%, beta of 0.40, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since September 26, 2017.

• This stock participated in 88.91% of S&P 500 Index downside but only 83.40% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.40 may look defensive, but with R² of 0.02 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 0.02 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.

PEGRY ranks 69 for risk / return — better than 69% 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.

The table below present risk-adjusted performance metrics for Pennon Group PLC ADR (PEGRY) and compare them to a chosen benchmark (S&P 500 Index).

Pennon Group PLC ADR provided a 5.54% dividend yield over the last twelve months, with an annual payout of $0.78 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Pennon Group PLC ADR. 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 Pennon Group PLC 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 Pennon Group PLC ADR was 64.05%, occurring on Jan 14, 2025. The portfolio has not yet recovered.

The current Pennon Group PLC ADR drawdown is 42.60%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Pennon Group PLC ADR 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 Pennon Group PLC ADR is priced in the market compared to other companies in the Utilities - Regulated Water industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.