Swire Pacific Ltd (SWRAY)

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Swire Pacific Ltd (SWRAY) is up 38.3% since the beginning of the year. At $11 per share, SWRAY is trading 10.8% below its 52-week high of $12. Investors who bought $1,000 worth of SWRAY shares 5 years ago would now be looking at an investment worth $2,150.

Swire Pacific Ltd (SWRAY) has returned 38.31% so far this year and 33.47% over the past 12 months. Over the last ten years, SWRAY has returned 5.61% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, SWRAY's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.

Historically, 54% of months were positive and 46% were negative. The best month was May 2009 with a return of +32.1%, while the worst month was Mar 2020 at -29.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SWRAY closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +24.6%, while the worst single day was Oct 6, 2008 at -16.3%.

Swire Pacific Ltd has an annualized alpha of 3.35%, beta of 0.64, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.

• This stock participated in 75.82% of S&P 500 Index downside but only 64.06% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.64 may look defensive, but with R2 of 0.17 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 0.17 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.

SWRAY ranks 79 for risk / return — better than 79% 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.

The table below present risk-adjusted performance metrics for Swire Pacific Ltd (SWRAY) and compare them to S&P 500 Index.

Swire Pacific Ltd provided a 4.50% dividend yield over the last twelve months, with an annual payout of $0.49 per share.

The table displays the monthly dividend distributions for Swire Pacific Ltd. 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 Swire Pacific Ltd. 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 Swire Pacific Ltd was 64.58%, occurring on Oct 27, 2008. Recovery took 475 trading sessions.

The current Swire Pacific Ltd drawdown is 7.46%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Swire Pacific Ltd 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 Swire Pacific Ltd is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.