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Sage Group PLC ADR (SGPYY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US78663S2014

Highlights

Total Revenue (TTM)
$4.67B
Gross Profit (TTM)
$4.28B
EBITDA (TTM)
$1.06B
Year Range
$41.99 - $69.79
ROA (TTM)
16.54%
ROE (TTM)
85.28%

Share Price Chart


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Sage Group PLC ADR

Often compared with SGPYY:
SGPYY vs. LSEG.L

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Sage Group PLC ADR (SGPYY) has returned -21.67% so far this year and -26.81% over the past 12 months. Over the last ten years, SGPYY has returned 4.50% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Sage Group PLC ADR

1D
2.68%
1M
1.65%
YTD
-21.67%
6M
-23.17%
1Y
-26.81%
3Y*
7.48%
5Y*
7.09%
10Y*
4.50%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 13, 2007, SGPYY's average daily return is +0.05%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2024 with a return of +34.0%, while the worst month was Oct 2008 at -31.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SGPYY closed higher 45% of trading days. The best single day was Nov 20, 2024 with a return of +18.2%, while the worst single day was Oct 28, 2008 at -36.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-8.86%-15.45%1.65%-21.67%
20255.29%-2.35%-3.35%5.79%-0.96%5.74%-6.62%-8.65%0.79%2.67%-5.64%1.26%-7.16%
20243.25%4.00%1.96%-9.07%-12.05%6.75%3.09%-5.81%2.82%-9.08%33.99%-5.02%7.97%
20237.92%-5.86%6.20%7.73%5.40%8.88%2.48%2.72%-2.26%-2.39%21.91%4.46%70.61%
2022-17.44%-3.17%-2.13%0.92%-9.87%-6.55%10.81%-1.89%-7.60%6.97%16.42%-7.25%-22.82%
20213.42%-1.07%5.91%4.10%10.42%-1.50%1.94%5.50%-5.25%-0.09%5.97%14.28%51.27%

Benchmark Metrics

Sage Group PLC ADR has an annualized alpha of 8.07%, beta of 0.44, and R² of 0.08 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.

  • Beta of 0.44 may look defensive, but with R² of 0.08 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.08 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
8.07%
Beta
0.44
0.08
Upside Capture
99.24%
Downside Capture
100.37%

Return for Risk

Risk / Return Rank

SGPYY ranks 9 for risk / return — in the bottom 9% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


SGPYY Risk / Return Rank: 99
Overall Rank
SGPYY Sharpe Ratio Rank: 44
Sharpe Ratio Rank
SGPYY Sortino Ratio Rank: 88
Sortino Ratio Rank
SGPYY Omega Ratio Rank: 88
Omega Ratio Rank
SGPYY Calmar Ratio Rank: 1616
Calmar Ratio Rank
SGPYY Martin Ratio Rank: 99
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 Sage Group PLC ADR (SGPYY) and compare them to a chosen benchmark (S&P 500 Index).


SGPYYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.98

0.90

-1.88

Sortino ratio

Return per unit of downside risk

-1.21

1.39

-2.60

Omega ratio

Gain probability vs. loss probability

0.84

1.21

-0.37

Calmar ratio

Return relative to maximum drawdown

-0.69

1.40

-2.09

Martin ratio

Return relative to average drawdown

-1.49

6.61

-8.10

Explore SGPYY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Sage Group PLC ADR provided a 2.60% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.17$1.08$1.00$0.90$0.93$0.90$0.77$0.75$0.76$0.64$1.47$0.68

Dividend yield

2.60%1.87%1.57%1.50%2.59%1.88%2.37%1.86%2.45%1.47%4.60%1.88%

Monthly Dividends

The table displays the monthly dividend distributions for Sage Group PLC ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.77$0.00$0.00$0.77
2025$0.69$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.08
2024$0.65$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.00
2023$0.58$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.00$0.90
2022$0.62$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.93
2021$0.61$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90

Dividend Yield & Payout


Dividend Yield

Sage Group PLC ADR has a dividend yield of 2.60%, which is quite average when compared to the overall market.

Payout Ratio

Sage Group PLC ADR has a payout ratio of 65.31%, which is quite average when compared to the overall market. This suggests that Sage Group PLC 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Sage Group PLC 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 Sage Group PLC ADR was 58.33%, occurring on Nov 21, 2008. Recovery took 545 trading sessions.

The current Sage Group PLC ADR drawdown is 34.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.33%Sep 25, 2007293Nov 21, 2008545Feb 1, 2011838
-42.85%Jan 24, 2018544Mar 23, 2020419Nov 17, 2021963
-38.61%Jan 3, 2022113Jun 14, 2022260Jun 28, 2023373
-38.41%Jun 13, 2025174Feb 23, 2026
-23.18%Sep 9, 201696Jan 26, 2017160Sep 14, 2017256

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sage Group PLC 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 Sage Group PLC ADR is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


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