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Yue Yuen Industrial Holdings (YUEIY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9884151054

Sector

Consumer Cyclical

Highlights

Market Cap

$3.28B

EPS (TTM)

$1.46

PE Ratio

7.00

Total Revenue (TTM)

$4.02B

Gross Profit (TTM)

$975.09M

EBITDA (TTM)

$334.57M

Year Range

$4.67 - $12.49

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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


0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
23.09%
10.30%
YUEIY (Yue Yuen Industrial Holdings)
Benchmark (^GSPC)

Returns By Period

Yue Yuen Industrial Holdings had a return of -8.75% year-to-date (YTD) and 122.98% in the last 12 months. Over the past 10 years, Yue Yuen Industrial Holdings had an annualized return of 0.32%, while the S&P 500 had an annualized return of 11.31%, indicating that Yue Yuen Industrial Holdings did not perform as well as the benchmark.


YUEIY

YTD

-8.75%

1M

-0.20%

6M

25.97%

1Y

122.98%

5Y*

0.18%

10Y*

0.32%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of YUEIY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-5.71%-8.75%
2024-15.13%11.69%33.77%27.04%8.33%5.36%-15.54%6.11%9.76%12.69%3.75%3.90%119.71%
202316.65%-9.78%-4.66%6.50%-12.48%6.54%2.07%-5.91%-6.54%1.86%-2.10%-3.46%-13.90%
20220.75%0.25%-4.46%-8.71%0.55%-10.53%2.12%12.27%-11.22%-20.52%22.88%12.41%-11.44%
20212.53%1.77%12.60%3.02%1.27%-6.20%-18.21%1.10%0.05%5.27%-18.64%-3.55%-21.41%
2020-5.54%-13.57%-36.39%4.85%-10.90%12.52%4.41%5.20%-3.25%0.74%28.27%1.96%-23.57%
20196.74%-1.53%2.27%-6.06%-13.84%3.57%2.37%-8.74%8.87%3.06%4.88%-0.19%-1.12%
201814.92%-5.15%-7.29%-28.25%8.55%-4.26%-4.77%3.06%2.19%-1.56%6.24%10.07%-12.99%
20170.81%1.72%5.59%0.57%4.03%4.16%-0.51%4.90%-1.22%0.79%-6.79%9.94%25.63%
20161.09%3.46%-3.38%6.18%6.33%4.75%2.75%4.80%-1.78%-7.64%-5.44%0.76%11.23%
20153.24%4.30%-8.94%7.69%-9.66%0.37%-2.89%10.15%4.77%-1.05%-0.73%-6.37%-1.31%
2014-7.47%-0.99%6.37%-5.10%0.21%11.65%0.39%-7.68%-0.81%10.55%6.93%0.54%13.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 93, YUEIY is among the top 7% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of YUEIY is 9393
Overall Rank
The Sharpe Ratio Rank of YUEIY is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of YUEIY is 9494
Sortino Ratio Rank
The Omega Ratio Rank of YUEIY is 9292
Omega Ratio Rank
The Calmar Ratio Rank of YUEIY is 8989
Calmar Ratio Rank
The Martin Ratio Rank of YUEIY is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Yue Yuen Industrial Holdings (YUEIY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for YUEIY, currently valued at 2.25, compared to the broader market-2.000.002.002.251.74
The chart of Sortino ratio for YUEIY, currently valued at 3.44, compared to the broader market-4.00-2.000.002.004.006.003.442.35
The chart of Omega ratio for YUEIY, currently valued at 1.43, compared to the broader market0.501.001.502.001.431.32
The chart of Calmar ratio for YUEIY, currently valued at 1.82, compared to the broader market0.002.004.006.001.822.61
The chart of Martin ratio for YUEIY, currently valued at 12.61, compared to the broader market0.0010.0020.0030.0012.6110.66
YUEIY
^GSPC

The current Yue Yuen Industrial Holdings Sharpe ratio is 2.25. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Yue Yuen Industrial Holdings with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
2.25
1.74
YUEIY (Yue Yuen Industrial Holdings)
Benchmark (^GSPC)

Dividends

Dividend History

Yue Yuen Industrial Holdings provided a 6.90% dividend yield over the last twelve months, with an annual payout of $0.71 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.71$0.71$0.57$0.38$0.00$0.45$0.96$0.96$3.14$0.77$0.77$0.71

Dividend yield

6.90%6.29%10.38%5.46%0.00%4.25%6.48%5.98%15.98%4.26%4.55%3.94%

Monthly Dividends

The table displays the monthly dividend distributions for Yue Yuen Industrial Holdings. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.71
2023$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.57
2022$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.38
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.45
2019$0.00$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.26$0.00$0.00$0.00$0.96
2018$0.00$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.26$0.00$0.00$0.00$0.96
2017$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$2.49$0.00$0.00$0.00$3.14
2016$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.77
2015$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.26$0.00$0.00$0.00$0.77
2014$0.48$0.00$0.00$0.23$0.00$0.00$0.00$0.71

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%6.9%
Yue Yuen Industrial Holdings has a dividend yield of 6.90%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%48.4%
Yue Yuen Industrial Holdings has a payout ratio of 48.42%, which is quite average when compared to the overall market. This suggests that Yue Yuen Industrial Holdings strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-36.42%
0
YUEIY (Yue Yuen Industrial Holdings)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Yue Yuen Industrial Holdings. 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 Yue Yuen Industrial Holdings was 73.33%, occurring on Oct 31, 2022. The portfolio has not yet recovered.

The current Yue Yuen Industrial Holdings drawdown is 36.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.33%Jan 23, 20181011Oct 31, 2022
-37.25%Sep 28, 2010209Sep 26, 2011121Mar 20, 2012330
-30.61%Mar 23, 2012309Jun 24, 2013247Jun 17, 2014556
-23.68%Apr 17, 200920May 14, 200948Jul 23, 200968
-22.73%Dec 30, 20086Jan 21, 200910Mar 23, 200916

Volatility

Volatility Chart

The current Yue Yuen Industrial Holdings volatility is 16.42%, 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%20.00%SeptemberOctoberNovemberDecember2025February
16.42%
3.07%
YUEIY (Yue Yuen Industrial Holdings)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Yue Yuen Industrial Holdings compared to its peers in the Footwear & Accessories industry.


PE Ratio
20.040.060.080.0100.07.0
The chart displays the price to earnings (P/E) ratio for YUEIY in comparison to other companies of the Footwear & Accessories industry. Currently, YUEIY has a PE value of 7.0. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-60.0-40.0-20.00.020.00.0
The chart displays the price to earnings to growth (PEG) ratio for YUEIY in comparison to other companies of the Footwear & Accessories industry. Currently, YUEIY has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Yue Yuen Industrial Holdings.


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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

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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