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Ultragenyx Pharmaceutical Inc. (RARE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US90400D1081

CUSIP

90400D108

Sector

Healthcare

IPO Date

Jan 31, 2014

Highlights

Market Cap

$4.28B

EPS (TTM)

-$6.35

PEG Ratio

-0.24

Total Revenue (TTM)

$522.75M

Gross Profit (TTM)

$433.15M

EBITDA (TTM)

-$461.55M

Year Range

$37.02 - $60.37

Target Price

$92.43

Short %

3.95%

Short Ratio

5.09

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:
RARE vs. IOVA RARE vs. SANA
Popular comparisons:
RARE vs. IOVA RARE vs. SANA

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%JuneJulyAugustSeptemberOctoberNovember
14.08%
12.14%
RARE (Ultragenyx Pharmaceutical Inc.)
Benchmark (^GSPC)

Returns By Period

Ultragenyx Pharmaceutical Inc. had a return of -3.76% year-to-date (YTD) and 20.44% in the last 12 months. Over the past 10 years, Ultragenyx Pharmaceutical Inc. had an annualized return of 0.24%, while the S&P 500 had an annualized return of 11.16%, indicating that Ultragenyx Pharmaceutical Inc. did not perform as well as the benchmark.


RARE

YTD

-3.76%

1M

-16.01%

6M

15.34%

1Y

20.44%

5Y (annualized)

3.54%

10Y (annualized)

0.24%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.76%17.25%-9.73%-8.89%-5.64%2.39%9.54%26.12%-2.17%-8.21%-3.76%
2023-2.16%-1.85%-9.87%8.90%13.03%-6.54%-6.53%-14.68%-3.10%-0.70%9.75%23.09%3.22%
2022-16.84%-3.73%7.87%-2.66%-33.65%27.21%-10.69%-10.49%-13.17%-2.29%-10.28%27.63%-44.90%
20210.12%2.13%-19.56%-1.95%-8.89%-6.25%-16.28%20.62%-6.34%-6.95%-10.36%11.78%-39.25%
202023.04%6.72%-20.77%36.01%13.29%14.26%-0.08%8.83%-3.37%22.28%17.95%16.78%224.12%
201913.43%30.05%8.14%-4.84%-16.77%15.60%-5.10%-9.61%-21.46%-6.17%-1.22%7.72%-1.77%
201815.03%-10.38%6.65%-0.29%43.98%5.01%2.91%7.10%-9.90%-36.53%10.77%-18.99%-6.25%
20176.68%13.42%-20.33%-5.00%-16.37%15.34%6.78%-13.96%-6.66%-13.46%9.55%-8.14%-34.03%
2016-49.95%8.62%3.80%6.81%8.10%-33.09%29.38%4.17%7.62%-16.85%32.72%-10.19%-37.32%
201532.41%-6.59%14.41%-9.12%54.17%17.69%18.11%-7.70%-13.72%3.16%-1.04%14.10%155.65%
201431.98%-12.32%-20.68%-3.15%19.52%-2.65%22.11%6.07%-16.94%-7.28%0.67%3.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RARE is 54, suggesting that the investment has average results relative to other stocks 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 RARE is 5454
Combined Rank
The Sharpe Ratio Rank of RARE is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of RARE is 5353
Sortino Ratio Rank
The Omega Ratio Rank of RARE is 5050
Omega Ratio Rank
The Calmar Ratio Rank of RARE is 5353
Calmar Ratio Rank
The Martin Ratio Rank of RARE is 5656
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 Ultragenyx Pharmaceutical Inc. (RARE) 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 RARE, currently valued at 0.44, compared to the broader market-4.00-2.000.002.004.000.442.54
The chart of Sortino ratio for RARE, currently valued at 0.93, compared to the broader market-4.00-2.000.002.004.000.933.40
The chart of Omega ratio for RARE, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.47
The chart of Calmar ratio for RARE, currently valued at 0.23, compared to the broader market0.002.004.006.000.233.66
The chart of Martin ratio for RARE, currently valued at 1.31, compared to the broader market0.0010.0020.0030.001.3116.26
RARE
^GSPC

The current Ultragenyx Pharmaceutical Inc. Sharpe ratio is 0.44. 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 Ultragenyx Pharmaceutical 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-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.44
2.54
RARE (Ultragenyx Pharmaceutical Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Ultragenyx Pharmaceutical Inc. doesn't pay dividends

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.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-74.06%
-0.88%
RARE (Ultragenyx Pharmaceutical Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ultragenyx Pharmaceutical 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 Ultragenyx Pharmaceutical Inc. was 82.11%, occurring on Oct 18, 2023. The portfolio has not yet recovered.

The current Ultragenyx Pharmaceutical Inc. drawdown is 74.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.11%Dec 24, 2020708Oct 18, 2023
-74.79%Jul 21, 20151172Mar 16, 2020186Dec 8, 20201358
-49.59%Mar 13, 201448May 20, 2014232Apr 22, 2015280
-18.98%Apr 27, 20154Apr 30, 20158May 12, 201512
-14.6%Feb 3, 20143Feb 5, 20145Feb 12, 20148

Volatility

Volatility Chart

The current Ultragenyx Pharmaceutical Inc. volatility is 11.11%, 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%JuneJulyAugustSeptemberOctoberNovember
11.11%
3.96%
RARE (Ultragenyx Pharmaceutical Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ultragenyx Pharmaceutical Inc..


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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