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Highlights

Market Cap
$11.16B
Enterprise Value
$14.24B
EPS (TTM)
CN¥66.65
PE Ratio
10.35
PEG Ratio
0.39
Total Revenue (TTM)
CN¥81.09B
Gross Profit (TTM)
CN¥15.44B
EBITDA (TTM)
CN¥10.18B
Year Range
$65.09 - $119.79
ROA (TTM)
12.29%
ROE (TTM)
24.97%

Share Price Chart


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Performance

SOTGY Performance Chart

Sunny Optical Technology (Group) Company Limited (SOTGY) is up 23.9% since the beginning of the year. At $102 per share, SOTGY is trading 14.9% below its 52-week high of $120. Investors who bought $1,000 worth of SOTGY shares 5 years ago would now be looking at an investment worth $347.


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S&P 500 Index

Returns By Period

Sunny Optical Technology (Group) Company Limited (SOTGY) has returned 23.90% so far this year and 25.13% over the past 12 months.


Sunny Optical Technology (Group) Company Limited

1D
-0.95%
1M
9.59%
YTD
23.90%
6M
22.99%
1Y
25.13%
3Y*
4.33%
5Y*
-19.06%
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)

SOTGY Monthly Returns History

Based on dividend-adjusted daily data since Jul 23, 2018, SOTGY's average daily return is +0.04%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2022 with a return of +35.0%, while the worst month was Mar 2022 at -33.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SOTGY closed higher 49% of trading days. The best single day was Mar 16, 2022 with a return of +18.6%, while the worst single day was Aug 14, 2018 at -18.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.49%-7.36%-5.47%17.65%30.24%-3.33%23.90%
20253.55%22.09%-15.77%-10.51%-10.57%21.12%3.33%15.66%8.42%-16.86%-17.22%4.40%-3.91%
2024-32.75%5.98%-21.12%-5.97%16.34%10.20%-8.93%9.75%17.28%-9.00%25.37%6.97%-3.05%
202313.02%-14.57%4.46%-12.34%-9.70%6.42%-1.93%-16.95%-15.46%21.09%13.45%-4.48%-23.23%
2022-16.67%-9.12%-33.85%-8.13%7.13%6.41%-17.51%1.39%-30.61%-9.09%35.00%1.67%-62.01%
202122.12%-4.32%-8.97%5.87%5.18%23.39%-4.13%-0.52%-12.79%3.00%12.48%4.27%46.86%

Benchmark Metrics

Sunny Optical Technology (Group) Company Limited has an annualized alpha of -3.27%, beta of 0.97, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since July 23, 2018.

  • This stock participated in 116.67% of S&P 500 Index downside but only 48.39% 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
-3.27%
Beta
0.97
0.11
Upside Capture
48.39%
Downside Capture
116.67%

Return for Risk

Risk / Return Rank

SOTGY ranks 55 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.


SOTGY Risk / Return Rank: 5555
Overall Rank
SOTGY Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SOTGY Sortino Ratio Rank: 5757
Sortino Ratio Rank
SOTGY Omega Ratio Rank: 5353
Omega Ratio Rank
SOTGY Calmar Ratio Rank: 5555
Calmar Ratio Rank
SOTGY Martin Ratio Rank: 5353
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 Sunny Optical Technology (Group) Company Limited (SOTGY) 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.


SOTGYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.57

Sortino ratioReturn per unit of downside risk

-1.71

Omega ratioGain probability vs. loss probability

1.12

1.37

-0.25

Calmar ratioReturn relative to maximum drawdown

0.56

2.78

-2.23

Martin ratioReturn relative to average drawdown

0.99

12.44

-11.45

Dividends

Dividend History

Sunny Optical Technology (Group) Company Limited provided a 1.51% dividend yield over the last twelve months, with an annual payout of $1.54 per share.


0.40%0.60%0.80%1.00%1.20%$0.00$0.50$1.00$1.502019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$1.54$0.68$0.28$0.64$1.43$1.36$1.00$0.79

Dividend yield

1.51%0.82%0.32%0.70%1.20%0.43%0.46%0.46%

Monthly Dividends

The table displays the monthly dividend distributions for Sunny Optical Technology (Group) Company Limited. 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$0.00$1.54$1.54
2025$0.00$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.00$0.68
2024$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.28
2023$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2022$0.00$0.00$0.00$0.00$1.43$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.43
2021$0.00$0.00$0.00$0.00$1.36$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.36

Dividend Yield & Payout


Dividend Yield

Sunny Optical Technology (Group) Company Limited has a dividend yield of 1.51%, 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

Sunny Optical Technology (Group) Company Limited has a payout ratio of 10.62%, which is below the market average. This means Sunny Optical Technology (Group) Company Limited returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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 Sunny Optical Technology (Group) Company Limited. 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 Sunny Optical Technology (Group) Company Limited was 86.48%, occurring on Apr 24, 2024. The portfolio has not yet recovered.

The current Sunny Optical Technology (Group) Company Limited drawdown is 67.41%.


Related event

Drawdown

Fall

Recovery

Underwater

2024 bear market2024
-86.48%Apr 2024
2y 3mo
4y 5moDec 2021 - now
2019 bear market2019
-55.55%Jan 2019
5mo 15d11mo 6d
1y 4moJul 2018 - Dec 2019
COVID crash2020
-39.10%Mar 2020
3mo 2d3mo 23d
6mo 25dDec 2019 - Jul 2020
2021 bear market2021
-30.46%May 2021
2mo 25d1mo 11d
4mo 6dFeb 2021 - Jun 2021
2021 bear market2021
-23.88%Oct 2021
2mo 2d2mo 22d
4mo 24dAug 2021 - Dec 2021

Drawdown Indicators


SOTGYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-86.48%

-56.78%

-29.70%

Max Drawdown (1Y)

Largest decline over 1 year

-45.19%

-9.10%

-36.09%

Max Drawdown (3Y)

Largest decline over 3 years

-57.82%

-18.90%

-38.92%

Max Drawdown (5Y)

Largest decline over 5 years

-86.48%

-25.43%

-61.05%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-67.41%

-1.80%

-65.61%

Average Drawdown

Average peak-to-trough decline

-47.45%

-10.71%

-36.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.51%

2.03%

+23.48%

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 Sunny Optical Technology (Group) Company Limited 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 Sunny Optical Technology (Group) Company Limited is priced in the market compared to other companies in the Electronic Components 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 SOTGY, comparing it with other companies in the Electronic Components industry. Currently, SOTGY has a P/E ratio of 10.3. 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.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SOTGY compared to other companies in the Electronic Components industry. SOTGY currently has a PEG ratio of 0.4. 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 SOTGY relative to other companies in the Electronic Components industry. Currently, SOTGY has a P/S ratio of 0.9. 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 SOTGY in comparison with other companies in the Electronic Components industry. Currently, SOTGY has a P/B value of 2.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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
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