- ISIN
- US84473L1052
- Sector
- Basic Materials
- Industry
- Other Industrial Metals & Mining
Highlights
- Market Cap
- $13.13B
- Enterprise Value
- $13.51B
- EPS (TTM)
- $0.45
- PE Ratio
- 32.64
- PEG Ratio
- 0.01
- Total Revenue (TTM)
- $10.93B
- Gross Profit (TTM)
- $5.33B
- EBITDA (TTM)
- $2.56B
- Year Range
- $8.07 - $17.50
- ROA (TTM)
- 2.91%
- ROE (TTM)
- 4.35%
Share Price Chart
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Performance
SOUHY Performance Chart
South32 ADR (SOUHY) is up 24.9% since the beginning of the year. At $15 per share, SOUHY is trading 16.7% below its 52-week high of $18. Investors who bought $1,000 worth of SOUHY shares 5 years ago would now be looking at an investment worth $1,628.
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Returns By Period
South32 ADR (SOUHY) has returned 24.88% so far this year and 61.33% over the past 12 months. Over the last ten years, SOUHY has had an annualized return of 13.29%, just under the S&P 500 Index benchmark’s 13.88%.
South32 ADR
- 1D
- -1.47%
- 1M
- -5.56%
- YTD
- 24.88%
- 6M
- 26.70%
- 1Y
- 61.33%
- 3Y*
- 8.29%
- 5Y*
- 10.24%
- 10Y*
- 13.29%
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%
SOUHY Monthly Returns History
Based on dividend-adjusted daily data since Jun 3, 2015, SOUHY's average daily return is +0.07%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 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% | -1.98% | 17.03% | -15.98% | 24.88% | ||||||
| 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 0.92%, beta of 1.21, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since June 03, 2015.
- This stock participated in 107.31% of S&P 500 Index downside but only 92.40% 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
- 0.92%
- Beta
- 1.21
- R²
- 0.28
- Upside Capture
- 92.40%
- Downside Capture
- 107.31%
Return for Risk
Risk / Return Rank
SOUHY ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for South32 ADR (SOUHY) 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.
| SOUHY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.11 | 2.78 | +0.33 |
| Martin ratioReturn relative to average drawdown | 7.51 | 12.44 | -4.93 |
Dividends
Dividend History
South32 ADR provided a 2.23% 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 | 2.23% | 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 | $0.00 | $0.00 | $0.00 | $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 2.23%, 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 16.58%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -66.83%Mar 2020 | 2y 1mo | 1y 7mo | 3y 8moJan 2018 - Oct 2021 |
2016 bear market2016 | -63.47%Jan 2016 | 7mo 20d | 7mo 29d | 1y 3moJun 2015 - Sep 2016 |
2025 selloff2025 | -57.07%Apr 2025 | 3y 5d | 1y 1mo | 4y 1moApr 2022 - May 2026 |
2026 correction2026 | -16.58%Jun 2026 | 19d | — | 20d 5hJun 2026 - now |
2017 correction2017 | -16.47%Feb 2017 | 2mo 18d | 1mo 9d | 3mo 27dDec 2016 - Apr 2017 |
Drawdown Indicators
| SOUHY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.83% | -56.78% | -10.05% |
Max Drawdown (1Y)Largest decline over 1 year | -19.81% | -9.10% | -10.71% |
Max Drawdown (3Y)Largest decline over 3 years | -41.56% | -18.90% | -22.66% |
Max Drawdown (5Y)Largest decline over 5 years | -57.07% | -25.43% | -31.64% |
Max Drawdown (10Y)Largest decline over 10 years | -66.83% | -33.92% | -32.91% |
Current DrawdownCurrent decline from peak | -16.58% | -1.80% | -14.78% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -10.71% | -15.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.19% | 2.03% | +6.16% |
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 32.6. 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 1.4. 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 | — |
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