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The Procter & Gamble Company (PG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7427181091

CUSIP

742718109

Sector

Consumer Defensive

IPO Date

Jan 1, 1970

Highlights

Market Cap

$401.13B

EPS (TTM)

$5.80

PE Ratio

29.37

PEG Ratio

3.60

Total Revenue (TTM)

$83.91B

Gross Profit (TTM)

$43.14B

EBITDA (TTM)

$22.14B

Year Range

$139.65 - $180.43

Target Price

$181.07

Short %

0.88%

Short Ratio

2.84

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:
PG vs. VOO PG vs. UL PG vs. MCD PG vs. KO PG vs. SPY PG vs. COST PG vs. SCHD PG vs. O PG vs. MA PG vs. NSRGY
Popular comparisons:
PG vs. VOO PG vs. UL PG vs. MCD PG vs. KO PG vs. SPY PG vs. COST PG vs. SCHD PG vs. O PG vs. MA PG vs. NSRGY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Procter & Gamble Company, 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%JulyAugustSeptemberOctoberNovemberDecember
2.11%
7.20%
PG (The Procter & Gamble Company)
Benchmark (^GSPC)

Returns By Period

The Procter & Gamble Company had a return of 18.33% year-to-date (YTD) and 20.49% in the last 12 months. Over the past 10 years, The Procter & Gamble Company had an annualized return of 9.26%, while the S&P 500 had an annualized return of 10.96%, indicating that The Procter & Gamble Company did not perform as well as the benchmark.


PG

YTD

18.33%

1M

-0.92%

6M

2.11%

1Y

20.49%

5Y*

8.86%

10Y*

9.26%

^GSPC (Benchmark)

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20247.91%1.15%2.08%1.23%0.82%0.23%-1.94%6.71%0.97%-4.07%8.52%18.33%
2023-5.47%-3.39%8.09%5.83%-8.88%6.48%3.65%-1.25%-5.49%3.51%2.33%-4.55%-0.86%
2022-1.38%-2.84%-1.98%5.66%-7.89%-2.77%-2.77%-0.70%-8.47%7.43%10.76%1.61%-5.05%
2021-7.30%-3.65%9.63%-0.85%1.07%0.06%6.07%0.11%-1.82%2.92%1.11%13.14%20.52%
20200.37%-9.14%-2.85%7.87%-1.65%3.15%10.35%5.50%0.48%-0.81%1.29%0.19%14.15%
20195.78%2.16%5.58%3.06%-3.35%6.55%8.35%1.86%3.45%0.74%-1.97%2.33%39.70%
2018-5.31%-9.06%0.97%-7.91%1.15%6.68%4.55%2.56%0.34%7.49%6.57%-2.74%3.57%
20175.01%3.96%-1.34%-2.06%0.87%-1.07%5.03%1.60%-1.40%-4.39%4.23%2.10%12.69%
20163.77%-1.71%2.52%-1.86%1.15%4.48%1.88%2.01%2.79%-2.54%-5.00%1.96%9.36%
2015-6.81%1.00%-3.75%-2.19%-1.41%-0.19%-1.17%-7.86%1.80%7.13%-2.02%6.11%-9.97%
2014-5.17%2.66%2.47%3.24%-2.13%-2.72%-0.83%7.49%0.76%5.01%3.62%0.73%15.42%
201311.61%1.36%1.16%0.35%-0.01%0.30%5.08%-3.00%-2.95%7.66%4.30%-3.34%23.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 84, PG is among the top 16% of 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 PG is 8484
Overall Rank
The Sharpe Ratio Rank of PG is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of PG is 7979
Sortino Ratio Rank
The Omega Ratio Rank of PG is 7979
Omega Ratio Rank
The Calmar Ratio Rank of PG is 9191
Calmar Ratio Rank
The Martin Ratio Rank of PG is 8787
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 The Procter & Gamble Company (PG) 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 PG, currently valued at 1.24, compared to the broader market-4.00-2.000.002.001.241.83
The chart of Sortino ratio for PG, currently valued at 1.77, compared to the broader market-4.00-2.000.002.004.001.772.46
The chart of Omega ratio for PG, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.34
The chart of Calmar ratio for PG, currently valued at 2.10, compared to the broader market0.002.004.006.002.102.72
The chart of Martin ratio for PG, currently valued at 7.16, compared to the broader market0.0010.0020.007.1611.89
PG
^GSPC

The current The Procter & Gamble Company Sharpe ratio is 1.24. 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 The Procter & Gamble Company 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.24
1.83
PG (The Procter & Gamble Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Procter & Gamble Company provided a 2.34% dividend yield over the last twelve months, with an annual payout of $3.96 per share. The company has been increasing its dividends for 20 consecutive years.


2.00%2.20%2.40%2.60%2.80%3.00%3.20%3.40%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.96$3.74$3.61$3.40$3.12$2.96$2.84$2.74$2.67$2.63$2.53$2.37

Dividend yield

2.34%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.32%2.78%2.91%

Monthly Dividends

The table displays the monthly dividend distributions for The Procter & Gamble Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.94$0.00$0.00$1.01$0.00$0.00$1.01$0.00$0.00$1.01$0.00$0.00$3.96
2023$0.91$0.00$0.00$0.94$0.00$0.00$0.94$0.00$0.00$0.94$0.00$0.00$3.74
2022$0.87$0.00$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.91$0.00$0.00$3.61
2021$0.79$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$3.40
2020$0.75$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$3.12
2019$0.72$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$2.96
2018$0.69$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$2.84
2017$0.67$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$2.74
2016$0.66$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$2.67
2015$0.64$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$2.63
2014$0.60$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$2.53
2013$0.56$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$2.37

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.3%
The Procter & Gamble Company has a dividend yield of 2.34%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%59.2%
The Procter & Gamble Company has a payout ratio of 59.22%, which is quite average when compared to the overall market. This suggests that The Procter & Gamble Company 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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.85%
-3.66%
PG (The Procter & Gamble Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Procter & Gamble Company. 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 The Procter & Gamble Company was 54.23%, occurring on Mar 10, 2000. Recovery took 1043 trading sessions.

The current The Procter & Gamble Company drawdown is 5.85%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.23%Jan 12, 200041Mar 10, 20001043May 6, 20041084
-41.03%Jan 22, 1973430Oct 3, 19741904Apr 19, 19822334
-40.23%Oct 6, 198710Oct 19, 1987387May 1, 1989397
-39.01%Dec 13, 2007310Mar 9, 2009707Dec 23, 20111017
-30.15%Feb 13, 197071May 26, 1970115Nov 5, 1970186

Volatility

Volatility Chart

The current The Procter & Gamble Company volatility is 4.60%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.60%
3.62%
PG (The Procter & Gamble Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Procter & Gamble Company 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 The Procter & Gamble Company compared to its peers in the Household & Personal Products industry.


PE Ratio
50.0100.0150.0200.0250.0300.029.4
The chart displays the price to earnings (P/E) ratio for PG in comparison to other companies of the Household & Personal Products industry. Currently, PG has a PE value of 29.4. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.040.050.03.6
The chart displays the price to earnings to growth (PEG) ratio for PG in comparison to other companies of the Household & Personal Products industry. Currently, PG has a PEG value of 3.6. 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 The Procter & Gamble Company.


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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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