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Roche Holding AG (RHHBY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7711951043

Sector

Healthcare

Highlights

Market Cap

$227.86B

EPS (TTM)

$1.87

PE Ratio

18.94

PEG Ratio

1.07

Year Range

$29.20 - $42.43

Target Price

$47.55

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:
RHHBY vs. BAYRY RHHBY vs. NNN RHHBY vs. SCHD RHHBY vs. CAH RHHBY vs. VTI RHHBY vs. XLV RHHBY vs. GSK RHHBY vs. UNH RHHBY vs. BLV RHHBY vs. VOO
Popular comparisons:
RHHBY vs. BAYRY RHHBY vs. NNN RHHBY vs. SCHD RHHBY vs. CAH RHHBY vs. VTI RHHBY vs. XLV RHHBY vs. GSK RHHBY vs. UNH RHHBY vs. BLV RHHBY vs. VOO

Performance

Performance Chart

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


0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
11.68%
12.14%
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Returns By Period

Roche Holding AG had a return of 1.54% year-to-date (YTD) and 10.31% in the last 12 months. Over the past 10 years, Roche Holding AG had an annualized return of 2.80%, while the S&P 500 had an annualized return of 11.16%, indicating that Roche Holding AG did not perform as well as the benchmark.


RHHBY

YTD

1.54%

1M

-9.95%

6M

11.01%

1Y

10.31%

5Y (annualized)

1.83%

10Y (annualized)

2.80%

^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 RHHBY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.01%-6.86%1.66%-6.58%7.34%8.31%16.84%4.49%-5.62%-2.85%1.54%
2023-0.00%-7.92%3.17%9.37%0.94%-3.51%1.31%-5.35%-7.37%-4.72%4.21%7.54%-4.02%
2022-5.94%-2.80%7.44%-6.54%-7.88%-1.95%-0.58%-2.48%0.45%1.77%-1.02%-4.33%-22.17%
2021-0.98%-5.32%1.75%0.37%7.49%7.38%2.70%4.06%-9.46%6.29%0.93%5.90%21.50%
20202.80%-4.57%4.91%7.15%-0.28%0.07%-0.65%1.39%-2.04%-6.59%2.08%7.40%11.22%
20197.14%4.05%2.47%-3.87%-0.54%6.75%-4.42%1.88%6.64%3.21%2.53%5.42%35.07%
2018-1.84%-6.74%2.78%-2.88%-3.56%3.06%11.00%0.95%-2.58%0.66%6.82%-4.16%2.16%
20175.01%1.54%8.71%2.09%5.14%-7.50%-0.31%0.15%0.79%-9.64%9.22%0.00%14.28%
2016-5.95%-1.14%-1.32%3.09%4.15%0.21%-2.61%-4.80%1.37%-7.41%-3.19%2.77%-14.53%
2015-0.68%1.10%4.02%4.36%7.19%-8.81%2.97%-5.41%-3.53%2.91%-1.24%2.93%4.72%
2014-2.28%11.90%1.27%-2.84%0.65%1.11%-2.61%0.51%1.31%-0.49%1.77%-9.26%-0.22%
20139.86%3.41%5.85%6.52%-0.13%-0.76%-0.90%1.55%8.46%2.68%1.02%0.21%44.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RHHBY is 52, 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 RHHBY is 5252
Combined Rank
The Sharpe Ratio Rank of RHHBY is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of RHHBY is 4848
Sortino Ratio Rank
The Omega Ratio Rank of RHHBY is 4747
Omega Ratio Rank
The Calmar Ratio Rank of RHHBY is 5252
Calmar Ratio Rank
The Martin Ratio Rank of RHHBY is 5454
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 Roche Holding AG (RHHBY) 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 RHHBY, currently valued at 0.43, compared to the broader market-4.00-2.000.002.004.000.432.54
The chart of Sortino ratio for RHHBY, currently valued at 0.74, compared to the broader market-4.00-2.000.002.004.000.743.40
The chart of Omega ratio for RHHBY, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.47
The chart of Calmar ratio for RHHBY, currently valued at 0.23, compared to the broader market0.002.004.006.000.233.66
The chart of Martin ratio for RHHBY, currently valued at 1.07, compared to the broader market0.0010.0020.0030.001.0716.26
RHHBY
^GSPC

The current Roche Holding AG Sharpe ratio is 0.43. 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 Roche Holding AG 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
0.43
2.54
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Dividends

Dividend History

Roche Holding AG provided a 3.95% dividend yield over the last twelve months, with an annual payout of $1.39 per share.


2.40%2.60%2.80%3.00%3.20%3.40%3.60%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.39$1.29$1.27$1.28$1.15$1.09$1.11$1.02$1.03$1.08$1.10$1.01

Dividend yield

3.95%3.55%3.23%2.47%2.63%2.69%3.58%3.22%3.62%3.14%3.23%2.88%

Monthly Dividends

The table displays the monthly dividend distributions for Roche Holding AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$1.39$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.39
2023$0.00$0.00$1.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.29
2022$0.00$0.00$1.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.27
2021$0.00$0.00$1.28$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.28
2020$0.00$0.00$1.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.15
2019$0.00$0.00$1.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.09
2018$0.00$0.00$1.11$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.11
2017$0.00$0.00$1.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.02
2016$0.00$0.00$1.03$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.03
2015$0.00$0.00$1.08$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.08
2014$0.00$0.00$1.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.10
2013$1.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.01

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.0%
Roche Holding AG has a dividend yield of 3.95%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%117.1%
Roche Holding AG has a payout ratio of 117.06%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-28.61%
-0.88%
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Roche Holding AG. 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 Roche Holding AG was 50.12%, occurring on Feb 26, 2014. Recovery took 1 trading session.

The current Roche Holding AG drawdown is 28.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.12%Feb 26, 20141Feb 26, 20141Feb 27, 20142
-45.82%Feb 29, 2008253Mar 2, 2009566May 27, 2011819
-40.81%Apr 11, 2022517May 2, 2024
-30.64%Jun 4, 2002196Mar 13, 200365Jun 16, 2003261
-27.29%Jun 1, 2015387Dec 8, 2016555Feb 26, 2019942

Volatility

Volatility Chart

The current Roche Holding AG volatility is 4.89%, 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%JuneJulyAugustSeptemberOctoberNovember
4.89%
3.96%
RHHBY (Roche Holding AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Roche Holding AG 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 Roche Holding AG compared to its peers in the Drug Manufacturers - General industry.


PE Ratio
200.0400.0600.0800.01,000.018.9
The chart displays the price to earnings (P/E) ratio for RHHBY in comparison to other companies of the Drug Manufacturers - General industry. Currently, RHHBY has a PE value of 18.9. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.01.1
The chart displays the price to earnings to growth (PEG) ratio for RHHBY in comparison to other companies of the Drug Manufacturers - General industry. Currently, RHHBY has a PEG value of 1.1. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Roche Holding AG.


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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