- ISIN
- US9288541082
- Sector
- Industrials
Highlights
- Market Cap
- $67.74B
- Enterprise Value
- $98.11B
- EPS (TTM)
- SEK 16.17
- PE Ratio
- 19.74
- PEG Ratio
- 4.51
- Total Revenue (TTM)
- SEK 468.16B
- Gross Profit (TTM)
- SEK 114.67B
- EBITDA (TTM)
- SEK 70.74B
- Year Range
- $26.11 - $39.62
- ROA (TTM)
- 4.82%
- ROE (TTM)
- 17.25%
Share Price Chart
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Performance
VLVLY Performance Chart
Volvo AB ADR (VLVLY) is up 8.7% since the beginning of the year. At $33 per share, VLVLY is trading 15.9% below its 52-week high of $40. Investors who bought $1,000 worth of VLVLY shares 5 years ago would now be looking at an investment worth $1,879.
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Returns By Period
Volvo AB ADR (VLVLY) has returned 8.69% so far this year and 30.07% over the past 12 months. Looking at the last ten years, VLVLY has achieved an annualized return of 19.93%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Volvo AB ADR
- 1D
- -0.72%
- 1M
- -0.48%
- YTD
- 8.69%
- 6M
- 9.86%
- 1Y
- 30.07%
- 3Y*
- 25.75%
- 5Y*
- 13.45%
- 10Y*
- 19.93%
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%
VLVLY Monthly Returns History
Based on dividend-adjusted daily data since Jan 19, 2016, VLVLY's average daily return is +0.10%, while the average monthly return is +1.98%. At this rate, an investment would double in approximately 2.9 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +19.4%, while the worst month was Mar 2020 at -25.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, VLVLY closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -16.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 13.93% | 6.76% | -15.78% | 11.64% | -0.15% | -4.83% | 8.69% | ||||||
| 2025 | 13.71% | 11.94% | -4.71% | -1.53% | 2.51% | 1.37% | 1.46% | 7.50% | -6.62% | -4.15% | 8.95% | 6.61% | 40.70% |
| 2024 | -7.65% | 14.82% | 6.03% | -7.28% | 5.70% | -5.24% | 0.29% | 3.81% | -0.56% | -1.71% | -4.24% | -2.78% | -1.07% |
| 2023 | 9.78% | 0.74% | 3.06% | 6.50% | -10.21% | 12.32% | 6.47% | -8.80% | 2.14% | -3.80% | 16.96% | 12.32% | 53.43% |
| 2022 | -2.47% | -15.23% | -2.51% | -7.77% | 10.60% | -11.64% | 15.75% | -12.10% | -11.10% | 16.42% | 12.69% | -1.85% | -15.39% |
| 2021 | 5.48% | 4.47% | -0.97% | 2.86% | 8.16% | -4.14% | -2.73% | -3.77% | -1.26% | 4.57% | -7.73% | 7.18% | 11.22% |
Benchmark Metrics
Volvo AB ADR has an annualized alpha of 8.94%, beta of 1.09, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since January 19, 2016.
- This stock captured 133.00% of S&P 500 Index gains and 104.51% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.37 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 8.94%
- Beta
- 1.09
- R²
- 0.37
- Upside Capture
- 133.00%
- Downside Capture
- 104.51%
Return for Risk
Risk / Return Rank
VLVLY ranks 68 for risk / return — better than 68% 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 Volvo AB ADR (VLVLY) 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.
| VLVLY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.78 | -1.58 |
| Martin ratioReturn relative to average drawdown | 3.62 | 12.44 | -8.82 |
Dividends
Dividend History
Volvo AB ADR provided a 4.36% dividend yield over the last twelve months, with an annual payout of $1.45 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.45 | $1.68 | $1.72 | $1.31 | $1.38 | $2.94 | $1.31 | $1.08 | $0.53 | $0.36 | $0.37 |
Dividend yield | 4.36% | 5.27% | 7.14% | 5.04% | 7.66% | 12.75% | 5.59% | 6.50% | 4.10% | 1.94% | 3.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Volvo AB 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 | $1.45 | $0.00 | $0.00 | $1.45 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $1.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.68 |
| 2024 | $0.00 | $0.00 | $0.00 | $1.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 |
| 2023 | $0.00 | $0.00 | $0.00 | $1.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $1.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.80 | $0.00 | $1.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.94 |
Dividend Yield & Payout
Dividend Yield
Volvo AB ADR has a dividend yield of 4.36%, which is quite average when compared to the overall market.
Payout Ratio
Volvo AB ADR has a payout ratio of 118.31%, 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 Volvo AB 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 Volvo AB ADR was 50.35%, occurring on Mar 20, 2020. Recovery took 79 trading sessions.
The current Volvo AB ADR drawdown is 11.58%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -50.35%Mar 2020 | 2y 1mo | 3mo 26d | 2y 5moJan 2018 - Jul 2020 |
Bear market2022 | -43.38%Sep 2022 | 1y 3mo | 1y 2mo | 2y 5moJun 2021 - Nov 2023 |
2025 selloff2025 | -26.55%Apr 2025 | 29d | 4mo 16d | 5mo 15dMar 2025 - Aug 2025 |
2026 bear market2026 | -24.99%Mar 2026 | 1mo 6d | — | 4mo 11dFeb 2026 - now |
2016 bear market2016 | -23.79%Jun 2016 | 2mo 3d | 6mo 24d | 8mo 27dApr 2016 - Jan 2017 |
Drawdown Indicators
| VLVLY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.35% | -56.78% | +6.43% |
Max Drawdown (1Y)Largest decline over 1 year | -24.99% | -9.10% | -15.89% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -18.90% | -7.65% |
Max Drawdown (5Y)Largest decline over 5 years | -39.62% | -25.43% | -14.19% |
Max Drawdown (10Y)Largest decline over 10 years | -50.35% | -33.92% | -16.43% |
Current DrawdownCurrent decline from peak | -11.58% | -1.80% | -9.78% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -10.71% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.34% | 2.03% | +6.31% |
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 Volvo AB 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 Volvo AB ADR is priced in the market compared to other companies in the Farm & Heavy Construction Machinery 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 VLVLY, comparing it with other companies in the Farm & Heavy Construction Machinery industry. Currently, VLVLY has a P/E ratio of 19.7. 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 VLVLY compared to other companies in the Farm & Heavy Construction Machinery industry. VLVLY currently has a PEG ratio of 4.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for VLVLY relative to other companies in the Farm & Heavy Construction Machinery industry. Currently, VLVLY has a P/S ratio of 1.4. 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 VLVLY in comparison with other companies in the Farm & Heavy Construction Machinery industry. Currently, VLVLY has a P/B value of 3.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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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