PortfoliosLab logoPortfoliosLab logo
ISIN
US86317T1034

Highlights

Market Cap
$20.70B
Enterprise Value
$20.96B
EPS (TTM)
CHF 0.47
PE Ratio
22.60
PEG Ratio
8.18
Total Revenue (TTM)
CHF 5.10B
Gross Profit (TTM)
CHF 3.57B
EBITDA (TTM)
CHF 1.97B
Year Range
$9.44 - $14.11
ROA (TTM)
19.45%
ROE (TTM)
34.38%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

SAUHY Performance Chart

Straumann Holding AG ADR (SAUHY) is up 13.4% since the beginning of the year. At $13 per share, SAUHY is trading 7.4% below its 52-week high of $14. Investors who bought $1,000 worth of SAUHY shares 5 years ago would now be looking at an investment worth $172.


Loading charts...

S&P 500 Index

Returns By Period

Straumann Holding AG ADR (SAUHY) has returned 13.44% so far this year and 5.47% over the past 12 months.


Straumann Holding AG ADR

1D
-0.49%
1M
14.75%
YTD
13.44%
6M
11.99%
1Y
5.47%
3Y*
-4.41%
5Y*
-29.68%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAUHY Monthly Returns History

Based on dividend-adjusted daily data since Sep 25, 2017, SAUHY's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, an investment would double in approximately 9.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +23.4%, while the worst month was Apr 2022 at -85.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SAUHY closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +16.7%, while the worst single day was Apr 28, 2022 at -79.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.49%0.50%-14.00%5.42%12.45%8.02%13.44%
202514.54%-5.47%-10.68%1.22%6.52%0.39%-6.48%-4.13%-7.57%17.32%-10.16%2.92%-5.91%
2024-5.00%3.46%0.38%-14.42%-3.41%-4.61%2.98%16.34%9.34%-19.42%-0.92%-4.16%-22.01%
202315.12%1.00%13.07%0.73%-2.62%12.21%1.04%-8.82%-14.88%-8.15%17.06%17.38%43.22%
2022-23.41%-3.24%-0.41%-85.12%8.81%-6.44%11.29%-17.80%-17.83%4.10%23.40%-2.50%-89.47%
2021-6.60%7.55%3.25%15.25%10.05%2.75%16.05%4.12%-7.47%13.14%3.52%1.14%79.03%

Benchmark Metrics

Straumann Holding AG ADR has an annualized alpha of -4.95%, beta of 0.82, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since September 25, 2017.

  • This stock participated in 184.53% of S&P 500 Index downside but only 134.62% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-4.95%
Beta
0.82
0.11
Upside Capture
134.62%
Downside Capture
184.53%

Return for Risk

Risk / Return Rank

SAUHY ranks 45 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SAUHY Risk / Return Rank: 4545
Overall Rank
SAUHY Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
SAUHY Sortino Ratio Rank: 4444
Sortino Ratio Rank
SAUHY Omega Ratio Rank: 4242
Omega Ratio Rank
SAUHY Calmar Ratio Rank: 4747
Calmar Ratio Rank
SAUHY Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Straumann Holding AG ADR (SAUHY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SAUHYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.87

Sortino ratioReturn per unit of downside risk

-2.25

Omega ratioGain probability vs. loss probability

1.06

1.37

-0.31

Calmar ratioReturn relative to maximum drawdown

0.17

2.78

-2.61

Martin ratioReturn relative to average drawdown

0.34

12.44

-12.10

Dividends

Dividend History

Straumann Holding AG ADR provided a 0.96% dividend yield over the last twelve months, with an annual payout of $0.13 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.10$0.20$0.30$0.402019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.13$0.06$0.13$0.09$0.36$0.31$0.17$0.15

Dividend yield

0.96%0.56%1.06%0.54%3.22%0.28%0.28%0.30%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.13$0.00$0.00$0.13
2025$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06
2024$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13
2023$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09
2022$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36
2021$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31

Dividend Yield & Payout


Dividend Yield

Straumann Holding AG ADR has a dividend yield of 0.96%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Straumann Holding AG ADR has a payout ratio of 40.03%, which is quite average when compared to the overall market. This suggests that Straumann Holding AG ADR 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Straumann Holding AG ADR. 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 Straumann Holding AG ADR was 92.19%, occurring on Sep 29, 2022. The portfolio has not yet recovered.

The current Straumann Holding AG ADR drawdown is 88.05%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-92.19%Sep 2022
10mo 23d
4y 7moNov 2021 - now
COVID crash2020
-45.59%Mar 2020
27d6mo 22d
7mo 19dFeb 2020 - Oct 2020
Rate-hike selloffLate 2018
-28.69%Dec 2018
3mo 26d3mo 5d
7mo 1dAug 2018 - Mar 2019
2018 bear market2018
-20.05%Apr 2018
2mo 2d3mo 14d
5mo 16dFeb 2018 - Jul 2018
2019 correction2019
-15.91%Aug 2019
2mo 8d2mo 3d
4mo 11dJun 2019 - Oct 2019

Drawdown Indicators


SAUHYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-92.19%

-56.78%

-35.41%

Max Drawdown (1Y)

Largest decline over 1 year

-31.50%

-9.10%

-22.40%

Max Drawdown (3Y)

Largest decline over 3 years

-43.87%

-18.90%

-24.97%

Max Drawdown (5Y)

Largest decline over 5 years

-92.19%

-25.43%

-66.76%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-88.05%

-1.80%

-86.25%

Average Drawdown

Average peak-to-trough decline

-48.06%

-10.71%

-37.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.95%

2.03%

+13.92%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Straumann Holding AG ADR 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 overview of how Straumann Holding AG ADR is priced in the market compared to other companies in the Medical Instruments & Supplies industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for SAUHY, comparing it with other companies in the Medical Instruments & Supplies industry. Currently, SAUHY has a P/E ratio of 22.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SAUHY compared to other companies in the Medical Instruments & Supplies industry. SAUHY currently has a PEG ratio of 8.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SAUHY relative to other companies in the Medical Instruments & Supplies industry. Currently, SAUHY has a P/S ratio of 3.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SAUHY in comparison with other companies in the Medical Instruments & Supplies industry. Currently, SAUHY has a P/B value of 7.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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
Portfolio Analyzer

Build a portfolio with SAUHY

Add Straumann Holding AG ADR to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with SAUHY