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Peugeot Invest SA (PEUG.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

FR0000064784

Sector

Financial Services

Highlights

Market Cap

€1.81B

EPS (TTM)

€4.51

PE Ratio

16.19

Total Revenue (TTM)

€327.89M

Gross Profit (TTM)

€316.70M

EBITDA (TTM)

€307.18M

Year Range

€67.10 - €116.08

Target Price

€115.00

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.


Popular comparisons:
PEUG.PA vs. STLA PEUG.PA vs. IWDA.AS PEUG.PA vs. VWRL.AS
Popular comparisons:
PEUG.PA vs. STLA PEUG.PA vs. IWDA.AS PEUG.PA vs. VWRL.AS

Performance

Performance Chart

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


-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-12.00%
17.58%
PEUG.PA (Peugeot Invest SA)
Benchmark (^GSPC)

Returns By Period

Peugeot Invest SA had a return of -0.68% year-to-date (YTD) and -24.52% in the last 12 months. Over the past 10 years, Peugeot Invest SA had an annualized return of 3.92%, while the S&P 500 had an annualized return of 11.21%, indicating that Peugeot Invest SA did not perform as well as the benchmark.


PEUG.PA

YTD

-0.68%

1M

3.71%

6M

-12.00%

1Y

-24.52%

5Y*

-3.66%

10Y*

3.92%

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.60%-0.68%
2024-1.38%3.20%13.37%-9.57%2.45%-14.64%-6.79%-3.23%-5.56%-0.78%-7.38%3.98%-25.72%
20236.52%9.28%-4.63%12.55%-9.02%3.76%4.89%-4.10%-2.82%-8.21%6.76%3.58%17.02%
2022-3.87%-7.05%2.35%-6.00%2.70%-19.01%14.57%-11.81%-11.56%7.89%6.35%0.34%-26.43%
2021-3.91%3.74%17.92%0.90%4.12%-0.87%-5.29%7.08%4.00%0.84%-5.47%8.77%33.85%
2020-7.69%-6.04%-36.92%8.96%9.18%2.45%-1.64%4.25%5.53%-5.79%27.53%8.61%-5.85%
201914.46%4.58%-2.29%9.59%-10.91%5.58%-2.85%-5.66%18.34%2.73%0.76%-2.07%32.55%
20184.09%-4.21%0.20%0.00%5.00%2.52%8.51%-1.39%3.18%-11.13%-9.34%-14.77%-18.48%
201711.70%2.42%8.89%-3.26%8.70%-3.88%0.58%-2.95%19.54%-0.72%-5.67%2.98%41.71%
2016-12.12%-4.62%15.96%2.07%2.98%-7.25%7.62%4.89%-5.63%0.00%-3.73%12.02%8.86%
201517.32%16.95%1.11%6.17%6.33%-5.24%-1.84%-8.05%-8.06%9.85%2.18%0.00%38.24%
20141.84%10.14%0.08%4.00%-1.41%-4.22%7.41%0.00%1.60%-4.80%2.85%0.50%18.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PEUG.PA is 10, meaning it’s performing worse than 90% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PEUG.PA is 1010
Overall Rank
The Sharpe Ratio Rank of PEUG.PA is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of PEUG.PA is 66
Sortino Ratio Rank
The Omega Ratio Rank of PEUG.PA is 88
Omega Ratio Rank
The Calmar Ratio Rank of PEUG.PA is 1111
Calmar Ratio Rank
The Martin Ratio Rank of PEUG.PA is 2222
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 Peugeot Invest SA (PEUG.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 PEUG.PA, currently valued at -1.02, compared to the broader market-2.000.002.004.00-1.021.59
The chart of Sortino ratio for PEUG.PA, currently valued at -1.40, compared to the broader market-6.00-4.00-2.000.002.004.00-1.402.16
The chart of Omega ratio for PEUG.PA, currently valued at 0.83, compared to the broader market0.501.001.502.000.831.29
The chart of Calmar ratio for PEUG.PA, currently valued at -0.61, compared to the broader market0.002.004.006.00-0.612.40
The chart of Martin ratio for PEUG.PA, currently valued at -1.01, compared to the broader market0.0010.0020.0030.00-1.029.79
PEUG.PA
^GSPC

The current Peugeot Invest SA Sharpe ratio is -1.02. 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 Peugeot Invest 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-1.02
1.86
PEUG.PA (Peugeot Invest SA)
Benchmark (^GSPC)

Dividends

Dividend History

Peugeot Invest SA provided a 4.48% dividend yield over the last twelve months, with an annual payout of €3.25 per share. The company has been increasing its dividends for 9 consecutive years.


2.00%2.50%3.00%3.50%4.00%4.50%€0.00€0.50€1.00€1.50€2.00€2.50€3.00€3.502015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend€3.25€3.25€2.85€2.65€2.35€2.15€2.15€2.00€1.80€1.60€1.20

Dividend yield

4.48%4.45%2.81%2.98%1.90%2.27%2.07%2.49%1.79%2.21%1.76%

Monthly Dividends

The table displays the monthly dividend distributions for Peugeot Invest 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€3.25€0.00€0.00€0.00€0.00€0.00€0.00€0.00€3.25
2023€0.00€0.00€0.00€0.00€2.85€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.85
2022€0.00€0.00€0.00€0.00€2.65€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.65
2021€0.00€0.00€0.00€0.00€2.35€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.35
2020€0.00€0.00€0.00€0.00€2.15€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.15
2019€0.00€0.00€0.00€0.00€2.15€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.15
2018€0.00€0.00€0.00€0.00€2.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.00
2017€0.00€0.00€0.00€0.00€1.80€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.80
2016€0.00€0.00€0.00€0.00€1.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.60
2015€1.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.5%
Peugeot Invest SA has a dividend yield of 4.48%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%72.1%
Peugeot Invest SA has a payout ratio of 72.06%, which is quite average when compared to the overall market. This suggests that Peugeot Invest 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-40.87%
-1.03%
PEUG.PA (Peugeot Invest SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Peugeot Invest 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 Peugeot Invest SA was 82.09%, occurring on Mar 9, 2009. Recovery took 2195 trading sessions.

The current Peugeot Invest SA drawdown is 40.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.09%Jul 10, 2007426Mar 9, 20092195Sep 29, 20172621
-62.63%Sep 24, 2018382Mar 23, 2020261Mar 30, 2021643
-55.73%Mar 11, 1994379Dec 18, 1995544Feb 24, 1998923
-54.8%Jun 18, 199879Oct 8, 1998320Jan 17, 2000399
-45.11%Jan 14, 2022741Dec 3, 2024

Volatility

Volatility Chart

The current Peugeot Invest SA volatility is 7.57%, 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%12.00%14.00%SeptemberOctoberNovemberDecember2025February
7.57%
4.05%
PEUG.PA (Peugeot Invest SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Peugeot Invest 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 Peugeot Invest SA compared to its peers in the Asset Management industry.


PE Ratio
50.0100.0150.0200.0250.0300.016.2
The chart displays the price to earnings (P/E) ratio for PEUG.PA in comparison to other companies of the Asset Management industry. Currently, PEUG.PA has a PE value of 16.2. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for PEUG.PA in comparison to other companies of the Asset Management industry. Currently, PEUG.PA has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Peugeot Invest 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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Disclaimer

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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