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Shimano Inc ADR (SMNNY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US82455C1018
Industry
Leisure

Highlights

Market Cap
$9.16B
Enterprise Value
-$463.04B
EPS (TTM)
$39.56
PE Ratio
0.27
Total Revenue (TTM)
$470.30B
Gross Profit (TTM)
$168.04B
EBITDA (TTM)
$87.08B
Year Range
$9.36 - $15.16
ROA (TTM)
3.68%
ROE (TTM)
3.97%

Share Price Chart


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Shimano Inc ADR

Often compared with SMNNY:
SMNNY vs. BDX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Shimano Inc 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

Shimano Inc ADR (SMNNY) has returned 0.48% so far this year and -24.67% over the past 12 months.


Shimano Inc ADR

1D
3.45%
1M
-1.22%
YTD
0.48%
6M
-5.58%
1Y
-24.67%
3Y*
-14.89%
5Y*
-15.07%
10Y*

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 Sep 22, 2017, SMNNY's average daily return is +0.01%, while the average monthly return is +0.06%. At this rate, your investment would double in approximately 96.3 years.

Historically, 50% of months were positive and 50% were negative. The best month was May 2020 with a return of +26.2%, while the worst month was Jul 2025 at -24.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SMNNY closed higher 50% of trading days. The best single day was Mar 17, 2020 with a return of +10.5%, while the worst single day was Jul 30, 2025 at -13.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.61%-6.34%-1.22%0.48%
20254.56%-3.07%3.61%-0.28%1.14%2.86%-24.41%1.40%0.33%-6.03%-0.10%0.10%-21.27%
2024-6.94%-3.48%7.73%8.98%0.31%-5.15%14.29%5.43%0.75%-21.73%-5.65%-2.80%-12.57%
202312.89%-12.43%11.50%-10.52%0.78%6.86%-9.54%-2.79%-8.66%8.04%5.76%0.78%-1.75%
2022-16.34%3.98%-1.68%-22.13%-1.40%-3.82%-0.89%5.91%-11.56%-1.53%11.20%-8.59%-41.31%
20210.55%-4.86%6.13%-4.27%-0.81%4.92%7.18%15.11%-0.26%-4.92%-1.15%-2.87%13.64%

Benchmark Metrics

Shimano Inc ADR has an annualized alpha of -4.74%, beta of 0.49, and R² of 0.09 versus S&P 500 Index. Calculated based on daily prices since September 25, 2017.

  • This stock participated in 85.85% of S&P 500 Index downside but only 33.95% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.49 may look defensive, but with R² of 0.09 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 0.09 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
-4.74%
Beta
0.49
0.09
Upside Capture
33.95%
Downside Capture
85.85%

Return for Risk

Risk / Return Rank

SMNNY ranks 15 for risk / return — in the bottom 15% 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.


SMNNY Risk / Return Rank: 1515
Overall Rank
SMNNY Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
SMNNY Sortino Ratio Rank: 1414
Sortino Ratio Rank
SMNNY Omega Ratio Rank: 1313
Omega Ratio Rank
SMNNY Calmar Ratio Rank: 1717
Calmar Ratio Rank
SMNNY Martin Ratio Rank: 2020
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 Shimano Inc ADR (SMNNY) and compare them to a chosen benchmark (S&P 500 Index).


SMNNYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.72

0.90

-1.62

Sortino ratio

Return per unit of downside risk

-0.80

1.39

-2.19

Omega ratio

Gain probability vs. loss probability

0.89

1.21

-0.32

Calmar ratio

Return relative to maximum drawdown

-0.69

1.40

-2.09

Martin ratio

Return relative to average drawdown

-1.11

6.61

-7.72

Explore SMNNY risk-adjusted metrics in detail

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

Dividends

Dividend History

Shimano Inc ADR provided a 1.09% dividend yield over the last twelve months, with an annual payout of $0.11 per share.


0.75%0.80%0.85%0.90%0.95%1.00%1.05%1.10%$0.00$0.02$0.04$0.06$0.08$0.10$0.1220242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.11$0.11$0.10

Dividend yield

1.09%1.09%0.76%

Monthly Dividends

The table displays the monthly dividend distributions for Shimano Inc 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$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.00$0.11
2024$0.10$0.10

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 Shimano Inc 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 Shimano Inc ADR was 70.39%, occurring on Nov 20, 2025. The portfolio has not yet recovered.

The current Shimano Inc ADR drawdown is 66.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.39%Sep 20, 20211049Nov 20, 2025
-26.92%Apr 24, 2019226Mar 16, 202039May 11, 2020265
-20.52%Sep 19, 201837Nov 8, 2018107Apr 16, 2019144
-15.07%Jan 26, 202178May 17, 202136Jul 8, 2021114
-14.9%Aug 6, 202057Oct 26, 20203Oct 29, 202060

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 Shimano Inc 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 Shimano Inc ADR is priced in the market compared to other companies in the Leisure 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 SMNNY, comparing it with other companies in the Leisure industry. Currently, SMNNY has a P/E ratio of 0.3. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SMNNY relative to other companies in the Leisure industry. Currently, SMNNY has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SMNNY in comparison with other companies in the Leisure industry. Currently, SMNNY has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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