- ISIN
- US78467K1079
- Sector
- Utilities
- Industry
- Utilities - Diversified
Highlights
- Market Cap
- $37.75B
- Enterprise Value
- $50.60B
- EPS (TTM)
- £2.08
- PE Ratio
- 11.34
- Total Revenue (TTM)
- £20.39B
- Gross Profit (TTM)
- £7.78B
- EBITDA (TTM)
- £6.60B
- Year Range
- $21.70 - $37.51
- ROA (TTM)
- 6.82%
- ROE (TTM)
- 15.41%
Share Price Chart
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Performance
SSEZY Performance Chart
SSE PLC ADR (SSEZY) is up 5.6% since the beginning of the year. At $31 per share, SSEZY is trading 16.6% below its 52-week high of $38. Investors who bought $1,000 worth of SSEZY shares 5 years ago would now be looking at an investment worth $1,844.
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Returns By Period
SSE PLC ADR (SSEZY) has returned 5.56% so far this year and 30.83% over the past 12 months. Over the last ten years, SSEZY has returned 11.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
SSE PLC ADR
- 1D
- 1.29%
- 1M
- -4.13%
- YTD
- 5.56%
- 6M
- 7.38%
- 1Y
- 30.83%
- 3Y*
- 14.88%
- 5Y*
- 13.02%
- 10Y*
- 11.90%
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%
SSEZY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, SSEZY's average daily return is +0.04%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 years.
Historically, 53% of months were positive and 47% were negative. The best month was Nov 2023 with a return of +18.6%, while the worst month was Oct 2008 at -21.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.
On a daily basis, SSEZY closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +24.0%, while the worst single day was Jun 24, 2016 at -17.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.85% | 9.68% | -4.20% | 3.13% | -12.88% | -0.92% | 5.56% | ||||||
| 2025 | 3.93% | -4.94% | 7.62% | 9.90% | 5.57% | 5.77% | -2.47% | -3.56% | -0.47% | 8.39% | 16.22% | 1.16% | 55.64% |
| 2024 | -8.97% | -4.04% | 2.36% | -0.05% | 7.39% | 0.79% | 9.26% | 2.38% | 2.26% | -11.82% | -0.52% | -11.74% | -14.33% |
| 2023 | 5.07% | -1.60% | 6.46% | 3.10% | 1.74% | 0.41% | -4.43% | -5.12% | -4.17% | 0.94% | 18.62% | 2.17% | 23.22% |
| 2022 | -0.89% | 5.93% | 0.09% | 0.61% | -4.05% | -11.73% | 13.48% | -11.11% | -11.72% | 5.69% | 15.70% | -0.34% | -2.83% |
| 2021 | 1.92% | -9.47% | 9.02% | 0.57% | 8.05% | -4.98% | -0.07% | 12.12% | -5.55% | 8.31% | -9.30% | 7.09% | 15.63% |
Benchmark Metrics
SSE PLC ADR has an annualized alpha of 3.30%, beta of 0.70, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.
- This stock participated in 73.59% of S&P 500 Index downside but only 65.77% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.70 may look defensive, but with R2 of 0.22 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 0.22 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
- 3.30%
- Beta
- 0.70
- R²
- 0.22
- Upside Capture
- 65.77%
- Downside Capture
- 73.59%
Return for Risk
Risk / Return Rank
SSEZY ranks 71 for risk / return — better than 71% 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 SSE PLC ADR (SSEZY) 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.
| SSEZY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.78 | -1.06 |
| Martin ratioReturn relative to average drawdown | 3.98 | 12.44 | -8.46 |
Dividends
Dividend History
SSE PLC ADR provided a 2.74% dividend yield over the last twelve months, with an annual payout of $0.86 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $1.12 | $0.76 | $1.19 | $1.10 | $1.11 | $1.04 | $1.20 | $1.22 | $1.50 | $2.77 | $1.32 |
Dividend yield | 2.74% | 3.79% | 3.82% | 4.93% | 5.34% | 4.97% | 5.10% | 6.28% | 8.83% | 8.43% | 14.56% | 5.92% |
Monthly Dividends
The table displays the monthly dividend distributions for SSE PLC 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $1.12 |
| 2024 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 |
| 2023 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 |
| 2022 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 |
| 2021 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 |
Dividend Yield & Payout
Dividend Yield
SSE PLC ADR has a dividend yield of 2.74%, which is quite average when compared to the overall market.
Payout Ratio
SSE PLC ADR has a payout ratio of 47.72%, which is quite average when compared to the overall market. This suggests that SSE PLC 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 SSE PLC 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 SSE PLC ADR was 54.69%, occurring on Mar 9, 2009. Recovery took 1112 trading sessions.
The current SSE PLC ADR drawdown is 16.05%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.69%Mar 2009 | 1y 2mo | 4y 5mo | 5y 8moDec 2007 - Aug 2013 |
COVID crash2020 | -42.77%Mar 2020 | 1mo 3d | 9mo 19d | 10mo 22dFeb 2020 - Jan 2021 |
Bear market2022 | -31.90%Oct 2022 | 4mo 21d | 5mo 26d | 10mo 17dMay 2022 - Apr 2023 |
Rate-hike selloffLate 2018 | -31.30%Dec 2018 | 3y 7mo | 12mo | 4y 6moMay 2015 - Dec 2019 |
2025 selloff2025 | -29.71%Feb 2025 | 4mo 26d | 5mo 4d | 10moSep 2024 - Jul 2025 |
Drawdown Indicators
| SSEZY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.69% | -56.78% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -18.01% | -9.10% | -8.91% |
Max Drawdown (3Y)Largest decline over 3 years | -29.71% | -18.90% | -10.81% |
Max Drawdown (5Y)Largest decline over 5 years | -31.90% | -25.43% | -6.47% |
Max Drawdown (10Y)Largest decline over 10 years | -42.77% | -33.92% | -8.85% |
Current DrawdownCurrent decline from peak | -16.05% | -1.80% | -14.25% |
Average DrawdownAverage peak-to-trough decline | -15.55% | -10.71% | -4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.76% | 2.03% | +5.73% |
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 SSE PLC 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 SSE PLC ADR is priced in the market compared to other companies in the Utilities - Diversified 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 SSEZY, comparing it with other companies in the Utilities - Diversified industry. Currently, SSEZY has a P/E ratio of 11.3. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SSEZY relative to other companies in the Utilities - Diversified industry. Currently, SSEZY has a P/S ratio of 1.3. 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 SSEZY in comparison with other companies in the Utilities - Diversified industry. Currently, SSEZY has a P/B value of 1.8. 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 | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
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Income | — |
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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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