Highlights
- Market Cap
- $13.62B
- Enterprise Value
- $14.00B
- EPS (TTM)
- $0.45
- PE Ratio
- 33.87
- PEG Ratio
- 0.01
- Total Revenue (TTM)
- $10.93B
- Gross Profit (TTM)
- $5.33B
- EBITDA (TTM)
- $2.56B
- Year Range
- $7.52 - $16.89
- ROA (TTM)
- 2.91%
- ROE (TTM)
- 4.35%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in South32 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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Returns By Period
South32 ADR (SOUHY) has returned 29.57% so far this year and 53.66% over the past 12 months. Looking at the last ten years, SOUHY has achieved an annualized return of 14.60%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
South32 ADR
- 1D
- 0.73%
- 1M
- -6.90%
- YTD
- 29.57%
- 6M
- 69.05%
- 1Y
- 53.66%
- 3Y*
- 3.46%
- 5Y*
- 10.92%
- 10Y*
- 14.60%
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%
Monthly Returns
Based on dividend-adjusted daily data since Jun 3, 2015, SOUHY's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, your investment would double in approximately 4.3 years.
Historically, 53% of months were positive and 47% were negative. The best month was Jan 2026 with a return of +32.6%, while the worst month was Jun 2022 at -23.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SOUHY closed higher 50% of trading days. The best single day was Mar 13, 2020 with a return of +21.2%, while the worst single day was Mar 9, 2020 at -20.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 32.57% | 4.98% | -6.90% | 29.57% | |||||||||
| 2025 | -1.91% | 7.58% | -7.22% | -14.92% | 13.59% | -2.66% | -1.89% | -5.46% | 4.18% | 14.02% | 2.81% | 11.30% | 16.11% |
| 2024 | -3.80% | -11.81% | 1.78% | 17.30% | 16.07% | -8.25% | -17.07% | 4.87% | 23.44% | -7.17% | 1.59% | -13.38% | -5.38% |
| 2023 | 16.78% | -9.31% | 2.99% | -4.28% | -9.02% | -1.95% | 4.54% | -16.45% | -0.20% | -0.65% | -6.16% | 12.12% | -15.14% |
| 2022 | -6.18% | 26.33% | 11.77% | -12.45% | 6.27% | -23.37% | 0.59% | 2.65% | -9.99% | -3.55% | 22.11% | -1.51% | 1.80% |
| 2021 | 2.10% | 10.08% | 1.35% | 2.04% | 5.45% | -5.04% | 0.05% | 4.36% | 10.67% | 8.52% | -7.11% | 16.95% | 58.54% |
Benchmark Metrics
South32 ADR has an annualized alpha of 2.62%, beta of 1.21, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since June 04, 2015.
- This stock participated in 100.44% of S&P 500 Index downside but only 92.55% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.28 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
- 2.62%
- Beta
- 1.21
- R²
- 0.28
- Upside Capture
- 92.55%
- Downside Capture
- 100.44%
Return for Risk
Risk / Return Rank
SOUHY ranks 77 for risk / return — better than 77% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for South32 ADR (SOUHY) and compare them to a chosen benchmark (S&P 500 Index).
| SOUHY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.90 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.39 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.40 | +0.42 |
Martin ratioReturn relative to average drawdown | 5.18 | 6.61 | -1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SOUHY risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
South32 ADR provided a 2.15% dividend yield over the last twelve months, with an annual payout of $0.33 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.30 | $0.18 | $0.41 | $1.29 | $0.34 | $0.10 | $0.44 | $0.62 | $0.46 | $0.05 |
Dividend yield | 2.15% | 2.54% | 1.67% | 3.59% | 9.37% | 2.31% | 1.06% | 4.72% | 5.29% | 3.40% | 0.46% |
Monthly Dividends
The table displays the monthly dividend distributions for South32 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 | $0.00 | $0.00 | $0.20 | $0.20 | |||||||||
| 2025 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2024 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2023 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2022 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.00 | $1.29 |
| 2021 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.34 |
Dividend Yield & Payout
Dividend Yield
South32 ADR has a dividend yield of 2.15%, which is quite average when compared to the overall market.
Payout Ratio
South32 ADR has a payout ratio of 106.79%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 South32 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 South32 ADR was 66.83%, occurring on Mar 18, 2020. Recovery took 398 trading sessions.
The current South32 ADR drawdown is 11.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.83% | Jan 30, 2018 | 537 | Mar 18, 2020 | 398 | Oct 14, 2021 | 935 |
| -63.47% | Jun 4, 2015 | 159 | Jan 20, 2016 | 166 | Sep 15, 2016 | 325 |
| -57.07% | Apr 4, 2022 | 756 | Apr 8, 2025 | — | — | — |
| -16.47% | Dec 8, 2016 | 53 | Feb 24, 2017 | 27 | Apr 4, 2017 | 80 |
| -14.91% | Apr 6, 2017 | 54 | Jun 22, 2017 | 16 | Jul 17, 2017 | 70 |
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 South32 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 South32 ADR is priced in the market compared to other companies in the Other Industrial Metals & Mining 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 SOUHY, comparing it with other companies in the Other Industrial Metals & Mining industry. Currently, SOUHY has a P/E ratio of 33.9. 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 SOUHY compared to other companies in the Other Industrial Metals & Mining industry. SOUHY currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SOUHY relative to other companies in the Other Industrial Metals & Mining industry. Currently, SOUHY has a P/S ratio of 1.2. 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 SOUHY in comparison with other companies in the Other Industrial Metals & Mining industry. Currently, SOUHY has a P/B value of 1.5. 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 | |
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Income | — |
Income Before Tax | — |
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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 | — |