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IPO Date
Apr 9, 2020

Highlights

Market Cap
$5.15B
Enterprise Value
$5.67B
EPS (TTM)
$3.02
PE Ratio
47.40
PEG Ratio
0.07
Total Revenue (TTM)
$1.33B
Gross Profit (TTM)
$640.21M
EBITDA (TTM)
$548.04M
Year Range
$37.89 - $174.60
Target Price
$157.75
ROA (TTM)
2.70%
ROE (TTM)
5.37%
Avg. Volume (1M)
703K
Avg. Volume Value (1M)
$101.94M

Share Price Chart


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Performance

SPHR Performance Chart

Sphere Entertainment Co. (SPHR) is up 50.7% since the beginning of the year. At $143 per share, SPHR is trading 18.0% below its 52-week high of $175. Investors who bought $1,000 worth of SPHR shares 5 years ago would now be looking at an investment worth $4,433.


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Benchmark

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Returns By Period

Sphere Entertainment Co. (SPHR) has returned 50.66% so far this year and 251.88% over the past 12 months.


Sphere Entertainment Co.

1D
-3.42%
1M
-12.54%
6M
49.98%
YTD
50.66%
1Y
251.88%
3Y*
51.46%
5Y*
34.69%
10Y*
ALL TIME*
19.65%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPHR Monthly Returns History

Based on dividend-adjusted daily data since Apr 9, 2020, SPHR's average daily return is +0.12%, while the average monthly return is +2.66%. At this rate, an investment would double in approximately 2.2 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jul 2023 with a return of +55.0%, while the worst month was Mar 2025 at -25.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SPHR closed higher 49% of trading days. The best single day was Feb 12, 2026 with a return of +22.1%, while the worst single day was Dec 5, 2023 at -15.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.45%24.60%-1.35%21.34%-2.79%24.95%-17.21%50.66%
202515.58%-6.37%-25.01%-16.72%38.35%10.88%2.99%5.25%37.10%10.24%23.53%12.40%135.81%
20244.18%22.39%13.35%-20.82%-6.07%-3.95%26.87%4.77%-5.19%-5.36%-1.58%-2.02%18.73%
202316.28%15.76%-2.41%3.14%-15.17%14.75%54.98%-17.41%5.99%-11.44%3.98%-0.76%63.49%
20220.70%10.63%6.32%-12.08%-7.45%-22.38%10.66%-4.59%-20.64%11.20%-1.86%-6.55%-36.07%
2021-15.51%21.43%-24.10%10.77%-1.52%-5.89%-16.68%14.62%-9.38%-3.03%-6.17%6.38%-33.04%

Benchmark Metrics

Sphere Entertainment Co. has an annualized alpha of 11.53%, beta of 1.16, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since April 09, 2020.

  • This stock captured 162.36% of S&P 500 Index gains and 153.10% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.15 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
11.53%
Beta
1.16
0.15
Upside Capture
162.36%
Downside Capture
153.10%

Return for Risk

Risk / Return Rank

SPHR ranks 98 for risk / return — above 98% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


SPHR Risk / Return Rank: 9898
Overall Rank
SPHR Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
SPHR Sortino Ratio Rank: 9898
Sortino Ratio Rank
SPHR Omega Ratio Rank: 9797
Omega Ratio Rank
SPHR Calmar Ratio Rank: 9999
Calmar Ratio Rank
SPHR Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Sphere Entertainment Co. (SPHR) 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.


SPHRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+3.04

Sortino ratioReturn per unit of downside risk

+2.78

Omega ratioGain probability vs. loss probability

1.54

1.25

+0.29

Calmar ratioReturn relative to maximum drawdown

10.21

2.00

+8.21

Martin ratioReturn relative to average drawdown

36.28

8.49

+27.78

Dividends

Dividend History


Sphere Entertainment Co. doesn't pay dividends

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 Sphere Entertainment Co.. 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 Sphere Entertainment Co. was 65.73%, occurring on Dec 12, 2022. Recovery took 685 trading sessions.

The current Sphere Entertainment Co. drawdown is 17.21%.


Drawdown

Fall

Recovery

Underwater

Related event

-65.73%Dec 2022
1y 9mo2y 9mo
4y 6moMar 2021 - Sep 2025
Bear market2022
-36.11%Aug 2020
4mo 14d4mo 11d
8mo 25dApr 2020 - Dec 2020
-22.96%Jul 2026
22d
1mo 2dJul 2026 - now
-15.51%Jan 2021
25d28d
1mo 23dJan 2021 - Feb 2021
-12.31%May 2026
7d21d
28dMay 2026 - Jun 2026

Drawdown Indicators


SPHRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.73%

-56.78%

-8.95%

Max Drawdown (1Y)

Largest decline over 1 year

-22.96%

-9.10%

-13.86%

Max Drawdown (3Y)

Largest decline over 3 years

-52.29%

-18.90%

-33.39%

Max Drawdown (5Y)

Largest decline over 5 years

-52.29%

-25.43%

-26.86%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-17.21%

-1.58%

-15.63%

Average Drawdown

Average peak-to-trough decline

-29.34%

-10.70%

-18.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.51%

2.14%

+4.37%

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 Sphere Entertainment Co. 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 Sphere Entertainment Co. is priced in the market compared to other companies in the Entertainment 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 SPHR, comparing it with other companies in the Entertainment industry. Currently, SPHR has a P/E ratio of 47.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SPHR compared to other companies in the Entertainment industry. SPHR currently has a PEG ratio of 0.1. 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 SPHR relative to other companies in the Entertainment industry. Currently, SPHR has a P/S ratio of 4.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

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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