- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
Highlights
- Market Cap
- $730.46B
- Enterprise Value
- $722.33B
- EPS (TTM)
- €0.10
- PE Ratio
- 297.36
- PEG Ratio
- 2.85
- Total Revenue (TTM)
- €40.31B
- Gross Profit (TTM)
- €7.60B
- EBITDA (TTM)
- €4.88B
- Year Range
- $31.57 - $44.64
- ROA (TTM)
- 3.61%
- ROE (TTM)
- 20.80%
- Avg. Volume (1M)
- 895K
- Avg. Volume Value (1M)
- $31.57M
Share Price Chart
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Performance
SMERY Performance Chart
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Returns By Period
Siemens Energy AG Sponsored ADR
- 1D
- -0.44%
- 1M
- -6.08%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.05%
- 1M
- 0.73%
- 6M
- 7.18%
- YTD
- 8.28%
- 1Y
- 16.48%
- 3Y*
- 17.51%
- 5Y*
- 10.93%
- 10Y*
- 13.07%
- ALL TIME*
- 8.07%
SMERY Monthly Returns History
Based on dividend-adjusted daily data since Jan 30, 2026, SMERY's average daily return is +0.05%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.
Historically, 43% of months were positive and 57% were negative. The best month was Apr 2026 with a return of +25.9%, while the worst month was Mar 2026 at -13.1%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 1 months.
On a daily basis, SMERY closed higher 51% of trading days. The best single day was Jun 11, 2026 with a return of +10.0%, while the worst single day was Mar 3, 2026 at -7.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.44% | 14.79% | -13.05% | 25.92% | -11.37% | 1.28% | -10.49% | -1.49% |
Benchmark Metrics
Siemens Energy AG Sponsored ADR has an annualized alpha of -20.24%, beta of 2.59, and R2 of 0.41 versus S&P 500 Index. Calculated based on daily prices since January 30, 2026.
- This stock participated in 136.26% of S&P 500 Index downside but only 64.27% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.41 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -20.24%
- Beta
- 2.59
- R²
- 0.41
- Upside Capture
- 64.27%
- Downside Capture
- 136.26%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Siemens Energy AG Sponsored ADR (SMERY) 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.
| SMERY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.82 | — |
| Martin ratioReturn relative to average drawdown | — | 7.79 | — |
Dividends
Dividend History
Siemens Energy AG Sponsored ADR provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.16 per share.
| Period | TTM |
|---|---|
| Dividend | $0.16 |
Dividend yield | 0.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Siemens Energy AG Sponsored 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 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
Dividend Yield & Payout
Dividend Yield
Siemens Energy AG Sponsored ADR has a dividend yield of 0.48%, 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
Siemens Energy AG Sponsored ADR has a payout ratio of 27.16%, which is quite average when compared to the overall market. This suggests that Siemens Energy AG Sponsored 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 Siemens Energy AG Sponsored 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 Siemens Energy AG Sponsored ADR was 28.05%, occurring on Jun 10, 2026. The portfolio has not yet recovered.
The current Siemens Energy AG Sponsored ADR drawdown is 23.00%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-28.05%Jun 2026 | 1mo 14d | — | 2mo 29dApr 2026 - now | — |
-19.04%Mar 2026 | 1mo 2d | 15d | 1mo 17dFeb 2026 - Apr 2026 | — |
-4.63%Feb 2026 | 0s | 5d | 5dFeb 2026 - Feb 2026 | — |
-4.16%Apr 2026 | 6d | 1d | 7dApr 2026 - Apr 2026 | — |
-2.44%Jan 2026 | 0s | 3d | 3dJan 2026 - Feb 2026 | — |
Drawdown Indicators
| SMERY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.05% | -56.78% | +28.73% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -23.00% | -2.60% | -20.40% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -10.70% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.12% | — |
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 Siemens Energy AG Sponsored 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 Siemens Energy AG Sponsored ADR is priced in the market compared to other companies in the Specialty Industrial Machinery 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 SMERY, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, SMERY has a P/E ratio of 297.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SMERY compared to other companies in the Specialty Industrial Machinery industry. SMERY currently has a PEG ratio of 2.8. 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 SMERY relative to other companies in the Specialty Industrial Machinery industry. Currently, SMERY has a P/S ratio of 16.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SMERY in comparison with other companies in the Specialty Industrial Machinery industry. Currently, SMERY has a P/B value of 60.7. 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 | — |
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