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South32 ADR (SOUHY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US84473L1052

Sector

Basic Materials

Highlights

Market Cap

$10.47B

EPS (TTM)

-$0.26

PEG Ratio

7.32

Total Revenue (TTM)

$2.34B

Gross Profit (TTM)

-$35.84M

EBITDA (TTM)

$1.09B

Year Range

$9.01 - $13.04

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2025February
15.54%
9.31%
SOUHY (South32 ADR)
Benchmark (^GSPC)

Returns By Period

South32 ADR had a return of 10.10% year-to-date (YTD) and 25.88% in the last 12 months.


SOUHY

YTD

10.10%

1M

6.26%

6M

15.54%

1Y

25.88%

5Y*

9.96%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of SOUHY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.91%10.10%
2024-2.53%-13.26%2.10%19.11%13.25%-7.42%-17.98%6.27%22.28%-7.17%1.59%-13.38%-6.14%
202317.94%-8.52%1.67%-4.26%-10.39%-0.33%4.47%-15.78%0.91%-3.93%-2.84%11.26%-13.52%
2022-6.96%28.67%10.67%-10.08%5.81%-24.46%-1.87%7.01%-12.88%-1.37%16.95%0.76%1.24%
20212.25%10.05%0.46%3.94%3.97%-4.89%-0.75%5.11%11.62%5.15%-6.65%16.48%54.66%
2020-6.88%-19.01%-23.43%20.31%-2.45%10.79%5.18%5.12%-5.24%-2.50%24.05%7.78%2.56%
20199.14%8.07%-2.33%-11.28%-2.15%-2.98%-3.02%-17.81%0.82%-0.58%3.95%3.93%-16.24%
201814.16%-16.97%-0.19%11.66%0.50%-4.62%0.34%-6.59%14.99%-7.99%-12.19%4.18%-8.14%
20176.57%-9.67%11.88%-1.34%-5.13%4.89%13.22%0.26%13.21%1.02%-6.27%10.82%42.59%
2016-10.88%30.59%23.42%13.32%-11.11%6.34%17.97%2.89%31.78%3.16%4.67%-1.74%161.16%
20152.23%-18.86%-5.07%-15.07%-12.02%7.98%-17.90%-9.60%-52.84%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SOUHY is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SOUHY is 6363
Overall Rank
The Sharpe Ratio Rank of SOUHY is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of SOUHY is 6060
Sortino Ratio Rank
The Omega Ratio Rank of SOUHY is 5959
Omega Ratio Rank
The Calmar Ratio Rank of SOUHY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of SOUHY is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for South32 ADR (SOUHY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SOUHY, currently valued at 0.61, compared to the broader market-2.000.002.000.611.74
The chart of Sortino ratio for SOUHY, currently valued at 1.04, compared to the broader market-4.00-2.000.002.004.006.001.042.35
The chart of Omega ratio for SOUHY, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.32
The chart of Calmar ratio for SOUHY, currently valued at 0.46, compared to the broader market0.002.004.006.000.462.61
The chart of Martin ratio for SOUHY, currently valued at 1.69, compared to the broader market0.0010.0020.0030.001.6910.66
SOUHY
^GSPC

The current South32 ADR Sharpe ratio is 0.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of South32 ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.61
1.74
SOUHY (South32 ADR)
Benchmark (^GSPC)

Dividends

Dividend History

South32 ADR provided a 1.52% dividend yield over the last twelve months, with an annual payout of $0.18 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$1.20201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.18$0.18$0.41$1.29$0.13$0.16$0.48$0.68$0.50$0.05

Dividend yield

1.52%1.67%3.56%9.47%0.86%1.68%5.06%5.72%3.70%0.51%

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
2025$0.00$0.00$0.00
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$0.07$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.13
2020$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.16
2019$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.48
2018$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.68
2017$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.50
2016$0.05$0.00$0.00$0.00$0.05

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%1.5%
South32 ADR has a dividend yield of 1.52%, 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
200.0%400.0%600.0%800.0%1,000.0%45.6%
South32 ADR has a payout ratio of 45.58%, which is quite average when compared to the overall market. This suggests that South32 ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-35.27%
0
SOUHY (South32 ADR)
Benchmark (^GSPC)

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 67.38%, occurring on Jan 20, 2016. Recovery took 177 trading sessions.

The current South32 ADR drawdown is 35.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.38%May 22, 2015167Jan 20, 2016177Sep 30, 2016344
-66.47%Jan 30, 2018540Mar 23, 2020395Oct 14, 2021935
-49.52%Apr 4, 2022478Feb 28, 2024
-16.47%Dec 8, 201653Feb 24, 201727Apr 4, 201780
-14.95%Oct 19, 202130Nov 30, 202124Jan 4, 202254

Volatility

Volatility Chart

The current South32 ADR volatility is 11.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
11.96%
3.07%
SOUHY (South32 ADR)
Benchmark (^GSPC)

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for South32 ADR.


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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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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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