- ISIN
- US82510E2090
- Sector
- Consumer Cyclical
- Industry
- Department Stores
Highlights
- Market Cap
- $9.85B
- Enterprise Value
- $12.68B
- EPS (TTM)
- ZAR 25.83
- PE Ratio
- 11.54
- PEG Ratio
- 0.99
- Total Revenue (TTM)
- ZAR 502.65B
- Gross Profit (TTM)
- ZAR 110.65B
- EBITDA (TTM)
- ZAR 40.01B
- Year Range
- $14.33 - $18.50
- ROA (TTM)
- 10.25%
- ROE (TTM)
- 45.72%
Share Price Chart
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Performance
SRGHY Performance Chart
Shoprite Holdings Ltd ADR (SRGHY) is up 10.8% since the beginning of the year. At $18 per share, SRGHY is trading just below its 52-week high of $19. Investors who bought $1,000 worth of SRGHY shares 5 years ago would now be looking at an investment worth $1,953.
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Returns By Period
Shoprite Holdings Ltd ADR (SRGHY) has returned 10.84% so far this year and 21.58% over the past 12 months. Over the last ten years, SRGHY has returned 7.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Shoprite Holdings Ltd ADR
- 1D
- -0.72%
- 1M
- 2.01%
- YTD
- 10.84%
- 6M
- 13.79%
- 1Y
- 21.58%
- 3Y*
- 18.82%
- 5Y*
- 14.33%
- 10Y*
- 7.81%
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%
SRGHY Monthly Returns History
Based on dividend-adjusted daily data since Sep 23, 2009, SRGHY's average daily return is +0.05%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.
Historically, 53% of months were positive and 47% were negative. The best month was Apr 2011 with a return of +38.0%, while the worst month was Dec 2013 at -55.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SRGHY closed higher 46% of trading days. The best single day was Apr 6, 2011 with a return of +35.2%, while the worst single day was Dec 5, 2013 at -52.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.72% | -1.65% | 2.06% | 1.45% | 5.56% | 2.38% | 10.84% | ||||||
| 2025 | 1.10% | -5.31% | 1.86% | 2.72% | 6.17% | -2.18% | -6.70% | 2.02% | 8.01% | 4.92% | -5.82% | 4.47% | 10.41% |
| 2024 | -0.27% | -7.43% | -3.96% | 3.66% | -1.67% | 17.85% | 7.57% | 3.85% | 0.41% | -0.31% | -6.14% | -4.22% | 7.08% |
| 2023 | 8.87% | -13.82% | 7.17% | -3.17% | -23.06% | 30.07% | 19.69% | -4.60% | -8.09% | 1.51% | 7.65% | 7.72% | 20.39% |
| 2022 | 3.89% | 8.58% | 9.76% | -10.83% | -3.90% | -13.49% | 11.65% | 1.95% | -11.19% | 14.46% | 8.58% | -14.31% | -1.19% |
| 2021 | 0.36% | -7.38% | 21.96% | -6.47% | 11.16% | -1.77% | 0.14% | 16.76% | -3.67% | 0.38% | 2.25% | 7.10% | 43.36% |
Benchmark Metrics
Shoprite Holdings Ltd ADR has an annualized alpha of 0.55%, beta of 0.82, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since September 23, 2009.
- This stock participated in 69.45% of S&P 500 Index downside but only 40.45% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.12 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
- 0.55%
- Beta
- 0.82
- R²
- 0.12
- Upside Capture
- 40.45%
- Downside Capture
- 69.45%
Return for Risk
Risk / Return Rank
SRGHY ranks 67 for risk / return — better than 67% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Shoprite Holdings Ltd ADR (SRGHY) 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.
| SRGHY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.78 | -0.82 |
| Martin ratioReturn relative to average drawdown | 4.51 | 12.44 | -7.93 |
Dividends
Dividend History
Shoprite Holdings Ltd ADR provided a 2.53% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.46 | $0.44 | $0.40 | $0.35 | $0.36 | $0.37 | $0.21 | $0.15 | $0.26 | $0.27 | $0.42 | $0.22 |
Dividend yield | 2.53% | 2.63% | 2.59% | 2.39% | 2.89% | 2.84% | 2.19% | 1.71% | 1.95% | 1.53% | 3.37% | 2.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Shoprite Holdings Ltd 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 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | ||||||
| 2025 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2024 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.40 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.37 |
Dividend Yield & Payout
Dividend Yield
Shoprite Holdings Ltd ADR has a dividend yield of 2.53%, which is quite average when compared to the overall market.
Payout Ratio
Shoprite Holdings Ltd ADR has a payout ratio of 57.24%, which is quite average when compared to the overall market. This suggests that Shoprite Holdings Ltd 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Shoprite Holdings Ltd 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 Shoprite Holdings Ltd ADR was 87.27%, occurring on May 14, 2020. The portfolio has not yet recovered.
The current Shoprite Holdings Ltd ADR drawdown is 49.01%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2020 bear market2020 | -87.27%May 2020 | 7y 4mo | — | 13y 5moJan 2013 - now |
2010 correction2010 | -16.74%May 2010 | 1mo 7d | 26d | 2mo 3dApr 2010 - Jun 2010 |
2011 correction2011 | -15.94%Sep 2011 | 13d | 2mo 9d | 2mo 22dSep 2011 - Nov 2011 |
2012 correction2012 | -15.23%May 2012 | 1mo 20d | 27d | 2mo 17dApr 2012 - Jun 2012 |
2011 correction2011 | -14.02%Aug 2011 | 3mo 8d | 1mo 1d | 4mo 9dMay 2011 - Sep 2011 |
Drawdown Indicators
| SRGHY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.27% | -56.78% | -30.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -9.10% | -1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -27.61% | -18.90% | -8.71% |
Max Drawdown (5Y)Largest decline over 5 years | -42.62% | -25.43% | -17.19% |
Max Drawdown (10Y)Largest decline over 10 years | -76.05% | -33.92% | -42.13% |
Current DrawdownCurrent decline from peak | -49.01% | -1.80% | -47.21% |
Average DrawdownAverage peak-to-trough decline | -52.86% | -10.71% | -42.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 2.03% | +2.77% |
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 Shoprite Holdings Ltd 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 Shoprite Holdings Ltd ADR is priced in the market compared to other companies in the Department Stores 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 SRGHY, comparing it with other companies in the Department Stores industry. Currently, SRGHY has a P/E ratio of 11.5. 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 SRGHY compared to other companies in the Department Stores industry. SRGHY currently has a PEG ratio of 1.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SRGHY relative to other companies in the Department Stores industry. Currently, SRGHY has a P/S ratio of 0.3. 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 SRGHY in comparison with other companies in the Department Stores industry. Currently, SRGHY has a P/B value of 5.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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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