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Umicore SA (UMI.BR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINBE0974320526
SectorIndustrials
IndustryPollution & Treatment Controls

Highlights

Market Cap€5.05B
EPS€1.60
PE Ratio13.13
PEG Ratio2.11
Revenue (TTM)€18.27B
Gross Profit (TTM)€1.67B
EBITDA (TTM)€894.20M
Year Range€19.08 - €30.53
Target Price€26.50

Share Price Chart


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Umicore SA

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Umicore SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%400.00%600.00%800.00%1,000.00%OctoberNovemberDecember2024FebruaryMarch
824.24%
366.84%
UMI.BR (Umicore SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

Umicore SA had a return of -18.71% year-to-date (YTD) and -30.17% in the last 12 months. Over the past 10 years, Umicore SA had an annualized return of 3.12%, while the S&P 500 had an annualized return of 10.96%, indicating that Umicore SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-18.71%10.04%
1 month4.22%3.53%
6 months-6.81%22.79%
1 year-30.17%32.16%
5 years (annualized)-10.64%13.15%
10 years (annualized)3.12%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-14.98%-8.88%
2023-8.13%-8.26%-0.00%9.27%1.51%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Umicore SA (UMI.BR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
UMI.BR
Umicore SA
-1.08
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Umicore SA Sharpe ratio is -1.08. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-1.08
2.75
UMI.BR (Umicore SA)
Benchmark (^GSPC)

Dividends

Dividend History

Umicore SA granted a 3.95% dividend yield in the last twelve months. The annual payout for that period amounted to €0.80 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€0.80€0.80€0.80€0.75€0.25€0.78€0.73€0.51€0.65€0.50€0.50€0.50

Dividend yield

3.95%3.21%2.33%2.10%0.64%1.79%2.08%1.30%2.40%2.59%3.00%2.95%

Monthly Dividends

The table displays the monthly dividend distributions for Umicore SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00
2023€0.00€0.00€0.00€0.00€0.55€0.00€0.00€0.25€0.00€0.00€0.00€0.00
2022€0.00€0.00€0.00€0.00€0.55€0.00€0.00€0.25€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€0.50€0.00€0.00€0.25€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.25€0.00€0.00€0.00€0.00
2019€0.00€0.00€0.00€0.40€0.00€0.00€0.00€0.38€0.00€0.00€0.00€0.00
2018€0.00€0.00€0.00€0.38€0.00€0.00€0.00€0.35€0.00€0.00€0.00€0.00
2017€0.00€0.00€0.00€0.35€0.00€0.00€0.00€0.16€0.00€0.00€0.00€0.00
2016€0.00€0.00€0.00€0.35€0.00€0.00€0.00€0.30€0.00€0.00€0.00€0.00
2015€0.00€0.00€0.00€0.25€0.00€0.00€0.00€0.00€0.25€0.00€0.00€0.00
2014€0.00€0.00€0.00€0.00€0.25€0.00€0.00€0.00€0.25€0.00€0.00€0.00
2013€0.25€0.00€0.00€0.00€0.25€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.0%
Umicore SA has a dividend yield of 3.95%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%82.5%
Umicore SA has a payout ratio of 82.47%, 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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-64.29%
0
UMI.BR (Umicore SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Umicore SA. 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 Umicore SA was 72.32%, occurring on Nov 20, 2008. Recovery took 484 trading sessions.

The current Umicore SA drawdown is 64.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.32%May 22, 2008131Nov 20, 2008484Oct 13, 2010615
-71.46%Jul 8, 1997376Jan 7, 19991549Feb 9, 20051925
-65.96%Aug 16, 2021655Feb 29, 2024
-51.4%Jul 31, 2018242Jul 11, 2019464May 5, 2021706
-35.63%Dec 24, 2010201Oct 4, 2011102Feb 24, 2012303

Volatility

Volatility Chart

The current Umicore SA volatility is 8.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2024FebruaryMarch
8.71%
2.79%
UMI.BR (Umicore SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Umicore SA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items