- ISIN
- US8666331009
- Sector
- Consumer Cyclical
- Industry
- Department Stores
Highlights
- Market Cap
- $1.50B
- Enterprise Value
- $1.62B
- EPS (TTM)
- -CN¥0.12
- Total Revenue (TTM)
- CN¥99.38B
- Gross Profit (TTM)
- CN¥22.42B
- EBITDA (TTM)
- CN¥4.74B
- Year Range
- $1.30 - $3.10
- ROA (TTM)
- -0.23%
- ROE (TTM)
- -0.67%
Share Price Chart
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Performance
SURRY Performance Chart
Sun Art Retail Group Ltd ADR (SURRY) is down 15.3% since the beginning of the year. At $2 per share, SURRY is trading 49.4% below its 52-week high of $3. Investors who bought $1,000 worth of SURRY shares 5 years ago would now be looking at an investment worth $294.
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Returns By Period
Sun Art Retail Group Ltd ADR (SURRY) has returned -15.33% so far this year and -39.17% over the past 12 months. Over the last ten years, SURRY has returned -9.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
Sun Art Retail Group Ltd ADR
- 1D
- 0.00%
- 1M
- 4.00%
- YTD
- -15.33%
- 6M
- -34.09%
- 1Y
- -39.17%
- 3Y*
- -3.55%
- 5Y*
- -21.70%
- 10Y*
- -9.55%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
SURRY Monthly Returns History
Based on dividend-adjusted daily data since May 22, 2013, SURRY's average daily return is +0.01%, while the average monthly return is +0.01%. At this rate, an investment would double in approximately 577.7 years.
Historically, 44% of months were positive and 56% were negative. The best month was Nov 2022 with a return of +66.4%, while the worst month was Jan 2025 at -44.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SURRY closed higher 17% of trading days. The best single day was Sep 25, 2024 with a return of +51.9%, while the worst single day was Jan 2, 2025 at -28.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.33% | 0.00% | 0.00% | -9.87% | -6.57% | 4.00% | -15.33% | ||||||
| 2025 | -44.19% | 21.05% | -7.49% | 7.14% | 0.00% | 33.33% | 0.00% | -1.00% | -20.10% | 3.58% | -5.49% | -4.13% | -33.71% |
| 2024 | -19.63% | 7.63% | 42.55% | -5.47% | 15.26% | -10.96% | -17.44% | -5.95% | 35.71% | 30.69% | 8.52% | 25.44% | 124.29% |
| 2023 | 22.57% | -5.63% | -1.08% | 2.19% | -35.39% | 3.13% | 17.08% | -18.61% | -4.10% | 0.00% | -17.12% | -11.41% | -47.72% |
| 2022 | 7.87% | -8.68% | 2.75% | -15.01% | 0.00% | 3.47% | -12.20% | 2.03% | -27.08% | -29.05% | 66.44% | 28.63% | -11.67% |
| 2021 | 8.40% | -14.84% | 0.88% | 0.98% | -19.70% | 1.08% | -2.20% | -20.03% | -21.38% | 31.74% | -33.11% | -7.18% | -61.60% |
Benchmark Metrics
Sun Art Retail Group Ltd ADR has an annualized alpha of 1.50%, beta of 0.04, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 22, 2013.
- This stock participated in 76.42% of S&P 500 Index downside but only -5.24% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.04 may look defensive, but with R2 of 0.00 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 0.00 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
- 1.50%
- Beta
- 0.04
- R²
- 0.00
- Upside Capture
- -5.24%
- Downside Capture
- 76.42%
Return for Risk
Risk / Return Rank
SURRY ranks 12 for risk / return — in the bottom 12% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sun Art Retail Group Ltd ADR (SURRY) 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.
| SURRY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.41 | ||
| Sortino ratioReturn per unit of downside risk | -3.04 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.32 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 2.46 | -3.32 |
| Martin ratioReturn relative to average drawdown | -1.39 | 10.92 | -12.31 |
Dividends
Dividend History
Sun Art Retail Group Ltd ADR provided a 27.67% dividend yield over the last twelve months, with an annual payout of $0.43 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.33 | $0.24 | $0.06 | $0.06 | $0.15 | $0.17 | $0.16 | $0.18 | $0.54 | $0.47 | $0.18 |
Dividend yield | 27.67% | 16.58% | 7.27% | 3.53% | 1.80% | 4.00% | 1.73% | 1.29% | 1.81% | 5.06% | 5.43% | 2.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Sun Art Retail Group 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 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.11 | $0.00 | $0.33 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.22 | $0.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
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 Sun Art Retail Group 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 Sun Art Retail Group Ltd ADR was 91.76%, occurring on Jan 16, 2024. The portfolio has not yet recovered.
The current Sun Art Retail Group Ltd ADR drawdown is 87.10%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 bear market2024 | -91.76%Jan 2024 | 3y 6mo | — | 5y 11moJul 2020 - now |
2016 bear market2016 | -67.18%Jan 2016 | 2y 2mo | 2y 4mo | 4y 7moNov 2013 - Jun 2018 |
2019 bear market2019 | -40.92%May 2019 | 10mo 8d | 11mo | 1y 9moJul 2018 - Mar 2020 |
2020 pullback2020 | -9.82%Jun 2020 | 4d | 17d | 21dMay 2020 - Jun 2020 |
2013 pullback2013 | -6.32%Jul 2013 | 12d | 8d | 20dJun 2013 - Jul 2013 |
Drawdown Indicators
| SURRY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.76% | -56.78% | -34.98% |
Max Drawdown (1Y)Largest decline over 1 year | -45.63% | -9.10% | -36.53% |
Max Drawdown (3Y)Largest decline over 3 years | -53.94% | -18.90% | -35.04% |
Max Drawdown (5Y)Largest decline over 5 years | -81.33% | -25.43% | -55.90% |
Max Drawdown (10Y)Largest decline over 10 years | -91.76% | -33.92% | -57.84% |
Current DrawdownCurrent decline from peak | -87.10% | -3.21% | -83.89% |
Average DrawdownAverage peak-to-trough decline | -50.48% | -10.71% | -39.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.24% | 2.04% | +26.20% |
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 Sun Art Retail Group 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 Sun Art Retail Group 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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SURRY relative to other companies in the Department Stores industry. Currently, SURRY has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SURRY in comparison with other companies in the Department Stores industry. Currently, SURRY has a P/B value of 0.6. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
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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