- ISIN
- US8707944018
- Sector
- Industrials
- Industry
- Conglomerates
Highlights
- Market Cap
- $2.33B
- Enterprise Value
- $100.26B
- EPS (TTM)
- $26.68
- PE Ratio
- 0.32
- PEG Ratio
- 0.00
- Total Revenue (TTM)
- $172.34B
- Gross Profit (TTM)
- $64.17B
- EBITDA (TTM)
- $29.80B
- Year Range
- $6.99 - $9.10
- ROA (TTM)
- 1.52%
- ROE (TTM)
- 2.80%
Share Price Chart
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Performance
SWRBY Performance Chart
Swire Pacific Ltd ADR (SWRBY) is up 18.4% since the beginning of the year. At $9 per share, SWRBY is trading 5.5% below its 52-week high of $9. Investors who bought $1,000 worth of SWRBY shares 5 years ago would now be looking at an investment worth $2,209.
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Returns By Period
Swire Pacific Ltd ADR (SWRBY) has returned 18.41% so far this year and 39.02% over the past 12 months. Over the last ten years, SWRBY has returned 6.68% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Swire Pacific Ltd ADR
- 1D
- 0.00%
- 1M
- 3.57%
- YTD
- 18.41%
- 6M
- 22.30%
- 1Y
- 39.02%
- 3Y*
- 29.11%
- 5Y*
- 17.18%
- 10Y*
- 6.68%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
SWRBY Monthly Returns History
Based on dividend-adjusted daily data since Jul 24, 2007, SWRBY's average daily return is +0.05%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 53% of months were positive and 47% were negative. The best month was Nov 2020 with a return of +27.0%, while the worst month was Nov 2008 at -34.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SWRBY closed higher 18% of trading days. The best single day was Mar 24, 2020 with a return of +22.0%, while the worst single day was Nov 6, 2008 at -34.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.81% | 4.30% | 0.71% | 0.96% | 3.57% | 0.00% | 18.41% | ||||||
| 2025 | -0.71% | -1.52% | -1.09% | 2.96% | -2.00% | 6.54% | 11.50% | -4.23% | -4.05% | 3.28% | 6.48% | -2.20% | 14.57% |
| 2024 | 2.04% | 5.18% | 8.41% | -5.68% | 7.60% | 1.01% | -1.34% | 0.96% | -2.04% | 4.22% | -0.01% | 4.79% | 27.10% |
| 2023 | -3.56% | -6.57% | -6.09% | 4.66% | -4.35% | 8.22% | 10.50% | 0.73% | -7.82% | -6.86% | 5.73% | 13.54% | 5.17% |
| 2022 | 0.10% | -4.42% | 8.73% | -2.64% | 5.38% | 0.24% | -4.55% | 25.67% | -2.60% | -14.80% | 21.01% | 17.20% | 51.01% |
| 2021 | 8.45% | 6.08% | 8.42% | 3.53% | 2.77% | -5.87% | -11.13% | 6.45% | -16.31% | 18.52% | -14.52% | 6.88% | 7.10% |
Benchmark Metrics
Swire Pacific Ltd ADR has an annualized alpha of 10.22%, beta of 0.19, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since July 25, 2007.
- This stock participated in 74.23% of S&P 500 Index downside but only 62.02% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.19 may look defensive, but with R2 of 0.01 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 0.01 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
- 10.22%
- Beta
- 0.19
- R²
- 0.01
- Upside Capture
- 62.02%
- Downside Capture
- 74.23%
Return for Risk
Risk / Return Rank
SWRBY ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Swire Pacific Ltd ADR (SWRBY) and compare them to S&P 500 Index.
| SWRBY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 2.39 | -1.11 |
Sortino ratioReturn per unit of downside risk | 1.91 | 3.25 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.43 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.15 | 3.11 | +0.04 |
Martin ratioReturn relative to average drawdown | 8.14 | 14.38 | -6.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Swire Pacific Ltd ADR provided a 5.65% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.44 | $0.42 | $1.42 | $0.35 | $0.26 | $0.28 | $0.36 | $0.26 | $0.26 | $0.98 | $0.47 |
Dividend yield | 5.65% | 5.78% | 5.94% | 24.27% | 5.00% | 5.18% | 5.83% | 4.88% | 3.03% | 3.33% | 11.77% | 4.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Swire Pacific 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 | $0.32 | $0.00 | $0.00 | $0.32 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.42 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $1.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.26 |
Dividend Yield & Payout
Dividend Yield
Swire Pacific Ltd ADR has a dividend yield of 5.65%, which means its dividend payment is significantly above the market average.
Payout Ratio
Swire Pacific Ltd ADR has a payout ratio of 126.57%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 Swire Pacific 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 Swire Pacific Ltd ADR was 59.86%, occurring on Oct 30, 2020. Recovery took 881 trading sessions.
The current Swire Pacific Ltd ADR drawdown is 1.76%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2020 bear market2020 | -59.86%Oct 2020 | 5y 5mo | 3y 6mo | 8y 11moMay 2015 - May 2024 |
Financial crisis2007–2009 | -56.48%Mar 2009 | 1y 4mo | 1y 6mo | 2y 10moNov 2007 - Sep 2010 |
2011 bear market2011 | -30.41%Sep 2011 | 8mo 26d | 1y 5mo | 2y 2moJan 2011 - Mar 2013 |
2025 selloff2025 | -26.44%Apr 2025 | 11d | 3mo 4d | 3mo 15dApr 2025 - Jul 2025 |
2014 correction2014 | -18.32%Feb 2014 | 8mo 7d | 6mo 14d | 1y 2moJun 2013 - Aug 2014 |
Drawdown Indicators
| SWRBY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.86% | -56.78% | -3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -9.10% | -3.35% |
Max Drawdown (3Y)Largest decline over 3 years | -26.44% | -18.90% | -7.54% |
Max Drawdown (5Y)Largest decline over 5 years | -26.44% | -25.43% | -1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -58.69% | -33.92% | -24.77% |
Current DrawdownCurrent decline from peak | -1.76% | 0.00% | -1.76% |
Average DrawdownAverage peak-to-trough decline | -19.52% | -10.72% | -8.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.81% | 1.97% | +2.84% |
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 Swire Pacific 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 Swire Pacific Ltd ADR 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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SWRBY, comparing it with other companies in the Conglomerates industry. Currently, SWRBY has a P/E ratio of 0.3. 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 SWRBY compared to other companies in the Conglomerates industry. SWRBY currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SWRBY relative to other companies in the Conglomerates industry. Currently, SWRBY has a P/S ratio of 0.0. 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 SWRBY in comparison with other companies in the Conglomerates industry. Currently, SWRBY has a P/B value of 0.0. 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
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EBITDA | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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