Spirax-Sarco Engineering PLC (SPXSY)

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Spirax-Sarco Engineering PLC (SPXSY) is up 1.1% since the beginning of the year. At $46 per share, SPXSY is trading 15.6% below its 52-week high of $54. Investors who bought $1,000 worth of SPXSY shares 5 years ago would now be looking at an investment worth $509.

Spirax-Sarco Engineering PLC (SPXSY) has returned 1.10% so far this year and 16.93% over the past 12 months.

Based on dividend-adjusted daily data since Feb 28, 2018, SPXSY's average daily return is +0.10%, while the average monthly return is +1.43%. At this rate, an investment would double in approximately 4.1 years.

Historically, 37% of months were positive and 63% were negative. The best month was May 2018 with a return of +84.0%, while the worst month was Jan 2022 at -22.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SPXSY closed higher 26% of trading days. The best single day was May 14, 2018 with a return of +84.0%, while the worst single day was Jan 21, 2022 at -18.5%.

Spirax-Sarco Engineering PLC has an annualized alpha of 21.33%, beta of 0.40, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since February 28, 2018.

• This stock participated in 146.64% of S&P 500 Index downside but only 131.48% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.40 may look defensive, but with R2 of 0.02 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.02 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.

SPXSY ranks 59 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Spirax-Sarco Engineering PLC provided a 2.50% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for Spirax-Sarco Engineering PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Spirax-Sarco Engineering PLC. 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 Spirax-Sarco Engineering PLC was 67.73%, occurring on Apr 7, 2025. The portfolio has not yet recovered.

The current Spirax-Sarco Engineering PLC drawdown is 56.57%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Spirax-Sarco Engineering PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Spirax-Sarco Engineering PLC is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.