- ISIN
- US78663S2014
- Sector
- Technology
- Industry
- Software - Application
Highlights
- Market Cap
- $10.17B
- Enterprise Value
- $12.19B
- EPS (TTM)
- £3.03
- PE Ratio
- 10.57
- PEG Ratio
- 0.79
- Total Revenue (TTM)
- £5.07B
- Gross Profit (TTM)
- £4.66B
- EBITDA (TTM)
- £1.27B
- Year Range
- $41.99 - $68.98
- ROA (TTM)
- 18.42%
- ROE (TTM)
- 333.85%
Share Price Chart
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Performance
SGPYY Performance Chart
Sage Group PLC ADR (SGPYY) is down 25.2% since the beginning of the year. At $42 per share, SGPYY is trading 38.4% below its 52-week high of $69. Investors who bought $1,000 worth of SGPYY shares 5 years ago would now be looking at an investment worth $1,209.
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Returns By Period
Sage Group PLC ADR (SGPYY) has returned -25.20% so far this year and -35.39% over the past 12 months. Over the last ten years, SGPYY has returned 4.92% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Sage Group PLC ADR
- 1D
- -0.16%
- 1M
- -10.40%
- YTD
- -25.20%
- 6M
- -25.89%
- 1Y
- -35.39%
- 3Y*
- 0.51%
- 5Y*
- 3.87%
- 10Y*
- 4.92%
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%
SGPYY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, SGPYY's average daily return is +0.05%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.86% | -15.45% | 1.65% | 8.04% | -5.61% | -6.37% | -25.20% | ||||||
| 2025 | 5.29% | -2.35% | -3.35% | 5.79% | -0.96% | 5.74% | -6.62% | -8.65% | 0.79% | 2.67% | -5.64% | 1.26% | -7.16% |
| 2024 | 3.25% | 4.00% | 1.96% | -9.07% | -12.05% | 6.75% | 3.09% | -5.81% | 2.82% | -9.08% | 33.99% | -5.02% | 7.97% |
| 2023 | 7.92% | -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% |
| 2021 | 3.42% | -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 7.44%, beta of 0.44, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.
- This stock participated in 101.61% of S&P 500 Index downside but only 96.04% of its upside - more exposed to losses than it benefited from rallies.
- 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
- 7.44%
- Beta
- 0.44
- R²
- 0.08
- Upside Capture
- 96.04%
- Downside Capture
- 101.61%
Return for Risk
Risk / Return Rank
SGPYY ranks 4 for risk / return — in the bottom 4% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sage Group PLC ADR (SGPYY) 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.
| SGPYY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.25 | ||
| Sortino ratioReturn per unit of downside risk | -4.46 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.37 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | 2.78 | -3.72 |
| Martin ratioReturn relative to average drawdown | -1.57 | 12.44 | -14.00 |
Dividends
Dividend History
Sage Group PLC ADR provided a 2.84% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.20 | $1.08 | $1.00 | $0.90 | $0.93 | $0.90 | $0.77 | $0.75 | $0.76 | $0.64 | $1.47 | $0.68 |
Dividend yield | 2.84% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $1.20 | ||||||
| 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 2.84%, which is quite average when compared to the overall market.
Payout Ratio
Sage Group PLC ADR has a payout ratio of 57.46%, 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 37.39%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.33%Nov 2008 | 1y 1mo | 2y 2mo | 3y 4moSep 2007 - Feb 2011 |
COVID crash2020 | -42.85%Mar 2020 | 2y 1mo | 1y 7mo | 3y 9moJan 2018 - Nov 2021 |
Bear market2022 | -38.61%Jun 2022 | 5mo 12d | 1y 14d | 1y 5moJan 2022 - Jun 2023 |
2026 bear market2026 | -38.41%Feb 2026 | 8mo 15d | — | 1y 10dJun 2025 - now |
2017 bear market2017 | -23.18%Jan 2017 | 4mo 19d | 7mo 21d | 1y 5dSep 2016 - Sep 2017 |
Drawdown Indicators
| SGPYY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.33% | -56.78% | -1.55% |
Max Drawdown (1Y)Largest decline over 1 year | -38.04% | -9.10% | -28.94% |
Max Drawdown (3Y)Largest decline over 3 years | -38.41% | -18.90% | -19.51% |
Max Drawdown (5Y)Largest decline over 5 years | -38.61% | -25.43% | -13.18% |
Max Drawdown (10Y)Largest decline over 10 years | -42.85% | -33.92% | -8.93% |
Current DrawdownCurrent decline from peak | -37.39% | -1.80% | -35.59% |
Average DrawdownAverage peak-to-trough decline | -14.68% | -10.71% | -3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.63% | 2.03% | +20.60% |
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.
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SGPYY, comparing it with other companies in the Software - Application industry. Currently, SGPYY has a P/E ratio of 10.6. 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 SGPYY compared to other companies in the Software - Application industry. SGPYY currently has a PEG ratio of 0.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SGPYY relative to other companies in the Software - Application industry. Currently, SGPYY has a P/S ratio of 1.5. 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 SGPYY in comparison with other companies in the Software - Application industry. Currently, SGPYY has a P/B value of 34.9. 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 | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
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Income | — |
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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 | — |
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