Roche Holding AG (ROG.SW)
Company Info
Highlights
CHF 211.40B
CHF 13.25
19.81
1.14
CHF 58.79B
CHF 42.64B
CHF 15.92B
CHF 212.90 - CHF 288.20
CHF 305.06
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 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.
Returns By Period
Roche Holding AG had a return of 7.98% year-to-date (YTD) and 11.12% in the last 12 months. Over the past 10 years, Roche Holding AG had an annualized return of 1.96%, while the S&P 500 had an annualized return of 11.10%, indicating that Roche Holding AG did not perform as well as the benchmark.
ROG.SW
7.98%
-7.24%
6.92%
11.12%
-0.26%
1.96%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of ROG.SW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.06% | -6.13% | 3.14% | -3.96% | 4.71% | 8.01% | 14.55% | 0.49% | -5.78% | -1.00% | 7.98% | ||
| 2023 | -1.81% | -4.72% | -0.43% | 7.43% | 2.80% | -5.10% | -1.06% | -3.81% | -3.78% | -6.63% | 0.94% | 3.58% | -12.71% |
| 2022 | -5.86% | -1.98% | 7.54% | -1.11% | -9.93% | -2.41% | -0.99% | -0.00% | 2.55% | 2.81% | -7.44% | -5.62% | -21.33% |
| 2021 | -0.60% | -3.00% | 5.61% | -2.57% | 5.07% | 11.46% | 0.52% | 4.97% | -7.02% | 3.54% | 1.58% | 5.41% | 26.38% |
| 2020 | 3.28% | -4.50% | 4.65% | 6.81% | -0.82% | -1.31% | -3.73% | -0.13% | -0.17% | -6.47% | 1.46% | 3.33% | 1.56% |
| 2019 | 8.44% | 5.06% | 1.67% | -1.68% | -2.05% | 4.39% | -2.91% | 1.48% | 7.34% | 2.19% | 3.84% | 1.88% | 33.13% |
| 2018 | -6.92% | -4.42% | 3.68% | 0.80% | -4.44% | 4.50% | 10.20% | -0.93% | -1.27% | 3.09% | 5.71% | -6.06% | 2.47% |
| 2017 | 0.17% | 5.02% | 7.97% | 1.76% | 2.11% | -8.13% | 0.29% | -0.57% | 1.52% | -6.76% | 7.68% | -0.68% | 9.46% |
| 2016 | -4.52% | -2.61% | -4.98% | 2.45% | 7.59% | -1.84% | -3.36% | -3.11% | 0.50% | -5.60% | -0.35% | 2.60% | -13.18% |
| 2015 | -7.89% | 4.10% | 6.88% | 0.48% | 2.52% | -5.14% | 6.53% | -5.41% | -2.65% | 4.40% | 2.68% | 0.33% | 5.66% |
| 2014 | 0.04% | 8.86% | 0.61% | -2.64% | 2.13% | 0.38% | 0.08% | 1.13% | 5.75% | 0.21% | 2.01% | -6.74% | 11.60% |
| 2013 | 9.46% | 6.60% | 6.53% | 5.16% | 2.88% | -1.71% | -2.98% | 1.80% | 5.08% | 2.99% | 0.60% | -1.39% | 40.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ROG.SW is 56, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Roche Holding AG (ROG.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Roche Holding AG provided a 3.79% dividend yield over the last twelve months, with an annual payout of CHF 9.60 per share. The company has been increasing its dividends for 28 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 9.60 | CHF 9.50 | CHF 9.30 | CHF 9.10 | CHF 9.00 | CHF 8.70 | CHF 8.30 | CHF 8.20 | CHF 8.10 | CHF 8.00 | CHF 7.80 | CHF 7.35 |
Dividend yield | 3.79% | 3.89% | 3.20% | 2.40% | 2.91% | 2.77% | 3.41% | 3.33% | 3.48% | 2.89% | 2.89% | 2.95% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CHF 0.00 | CHF 0.00 | CHF 9.60 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 9.60 | |
| 2023 | CHF 0.00 | CHF 0.00 | CHF 9.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 9.50 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 9.30 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 9.30 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 9.10 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 9.10 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 9.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 9.00 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 8.70 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.70 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 8.30 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.30 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 8.20 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.20 |
| 2016 | CHF 0.00 | CHF 0.00 | CHF 8.10 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.10 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 8.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.00 |
| 2014 | CHF 0.00 | CHF 0.00 | CHF 7.80 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 7.80 |
| 2013 | CHF 7.35 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 7.35 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 58.88%, occurring on Mar 12, 2003. Recovery took 621 trading sessions.
The current Roche Holding AG drawdown is 31.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.88% | Nov 30, 1999 | 857 | Mar 12, 2003 | 621 | Jul 28, 2005 | 1478 |
| -46.25% | Jan 22, 2007 | 532 | Mar 2, 2009 | 979 | Jan 15, 2013 | 1511 |
| -42.26% | Apr 12, 2022 | 518 | May 2, 2024 | — | — | — |
| -23.11% | Mar 16, 1998 | 146 | Oct 5, 1998 | 66 | Jan 5, 1999 | 212 |
| -21.84% | Feb 20, 2020 | 16 | Mar 12, 2020 | 27 | Apr 22, 2020 | 43 |
Volatility
Volatility Chart
The current Roche Holding AG volatility is 5.33%, 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.
Financials
Financial Performance
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
The chart displays the price to earnings (P/E) ratio for ROG.SW in comparison to other companies of the Drug Manufacturers - General industry. Currently, ROG.SW has a PE value of 19.8. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for ROG.SW in comparison to other companies of the Drug Manufacturers - General industry. Currently, ROG.SW 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
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