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ISIN
US84473L1052

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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South32 ADR

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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202632.57%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%
202316.78%-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%
20212.10%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
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.


SOUHY Risk / Return Rank: 8282
Overall Rank
SOUHY Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
SOUHY Sortino Ratio Rank: 8080
Sortino Ratio Rank
SOUHY Omega Ratio Rank: 7878
Omega Ratio Rank
SOUHY Calmar Ratio Rank: 8484
Calmar Ratio Rank
SOUHY Martin Ratio Rank: 8383
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 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.


SOUHYBenchmarkDifference
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.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 1mo1y 7mo
3y 8moJan 2018 - Oct 2021
2016 bear market2016
-63.47%Jan 2016
7mo 20d7mo 29d
1y 3moJun 2015 - Sep 2016
2025 selloff2025
-57.07%Apr 2025
3y 5d1y 1mo
4y 1moApr 2022 - May 2026
2026 correction2026
-16.58%Jun 2026
19d
20d 5hJun 2026 - now
2017 correction2017
-16.47%Feb 2017
2mo 18d1mo 9d
3mo 27dDec 2016 - Apr 2017

Drawdown Indicators


SOUHYBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-16.58%

-1.80%

-14.78%

Average Drawdown

Average peak-to-trough decline

-26.53%

-10.71%

-15.82%

Ulcer Index

Depth 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.


Annual
Quarterly

0.0

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

Values in undefined except per share items
Portfolio Analyzer

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