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Ermenegildo Zegna N.V. (ZGN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

NL0015000PB5

Sector

Consumer Cyclical

IPO Date

Dec 20, 2021

Highlights

Market Cap

$1.90B

EPS (TTM)

$0.42

PE Ratio

17.88

Total Revenue (TTM)

$960.12M

Gross Profit (TTM)

$637.44M

EBITDA (TTM)

$117.27M

Year Range

$7.13 - $15.09

Target Price

$10.61

Short %

3.24%

Short Ratio

3.52

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.


Popular comparisons:
ZGN vs. TPR ZGN vs. EME ZGN vs. CPR.MI
Popular comparisons:
ZGN vs. TPR ZGN vs. EME ZGN vs. CPR.MI

Performance

Performance Chart

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


-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
-15.16%
29.83%
ZGN (Ermenegildo Zegna N.V.)
Benchmark (^GSPC)

Returns By Period

Ermenegildo Zegna N.V. had a return of -23.17% year-to-date (YTD) and -23.17% in the last 12 months.


ZGN

YTD

-23.17%

1M

14.60%

6M

-24.98%

1Y

-23.17%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.36%17.31%2.45%-16.04%0.16%-3.90%-3.48%-6.46%-6.91%-22.76%6.45%-23.17%
20239.46%14.49%4.76%-5.20%-11.99%11.42%26.26%-5.61%-7.08%-20.11%3.15%0.87%12.34%
2022-2.29%-5.57%9.10%-6.82%4.17%3.03%5.14%-6.91%4.98%1.95%0.27%-4.73%0.74%
2021-2.42%-2.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ZGN is 24, meaning it’s performing worse than 76% of other 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 ZGN is 2424
Overall Rank
The Sharpe Ratio Rank of ZGN is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of ZGN is 2121
Sortino Ratio Rank
The Omega Ratio Rank of ZGN is 2121
Omega Ratio Rank
The Calmar Ratio Rank of ZGN is 2424
Calmar Ratio Rank
The Martin Ratio Rank of ZGN is 3333
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 Ermenegildo Zegna N.V. (ZGN) 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 ZGN, currently valued at -0.55, compared to the broader market-4.00-2.000.002.00-0.552.10
The chart of Sortino ratio for ZGN, currently valued at -0.56, compared to the broader market-4.00-2.000.002.004.00-0.562.80
The chart of Omega ratio for ZGN, currently valued at 0.93, compared to the broader market0.501.001.502.000.931.39
The chart of Calmar ratio for ZGN, currently valued at -0.41, compared to the broader market0.002.004.006.00-0.413.09
The chart of Martin ratio for ZGN, currently valued at -0.78, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.7813.49
ZGN
^GSPC

The current Ermenegildo Zegna N.V. Sharpe ratio is -0.55. 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 Ermenegildo Zegna N.V. 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.55
2.10
ZGN (Ermenegildo Zegna N.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Ermenegildo Zegna N.V. provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.13 per share.


1.00%1.20%1.40%1.60%1.80%$0.00$0.05$0.10$0.15$0.2020222023
Dividends
Dividend Yield
PeriodTTM20232022
Dividend$0.13$0.21$0.09

Dividend yield

1.48%1.81%0.90%

Monthly Dividends

The table displays the monthly dividend distributions for Ermenegildo Zegna N.V.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.13
2023$0.00$0.10$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.21
2022$0.09$0.00$0.00$0.00$0.00$0.00$0.09

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.5%
Ermenegildo Zegna N.V. has a dividend yield of 1.48%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%30.8%
Ermenegildo Zegna N.V. has a payout ratio of 30.77%, which is quite average when compared to the overall market. This suggests that Ermenegildo Zegna N.V. 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%JulyAugustSeptemberOctoberNovemberDecember
-44.51%
-2.62%
ZGN (Ermenegildo Zegna N.V.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ermenegildo Zegna N.V.. 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 Ermenegildo Zegna N.V. was 54.86%, occurring on Nov 6, 2024. The portfolio has not yet recovered.

The current Ermenegildo Zegna N.V. drawdown is 44.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.86%Aug 14, 2023312Nov 6, 2024
-26.2%Dec 23, 202150Mar 7, 2022229Feb 2, 2023279
-19.16%Feb 16, 202371May 30, 202328Jul 11, 202399
-5.05%Feb 10, 20232Feb 13, 20232Feb 15, 20234
-3.75%Jul 14, 20235Jul 20, 20235Jul 27, 202310

Volatility

Volatility Chart

The current Ermenegildo Zegna N.V. volatility is 10.88%, 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%JulyAugustSeptemberOctoberNovemberDecember
10.88%
3.79%
ZGN (Ermenegildo Zegna N.V.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ermenegildo Zegna N.V..


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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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Disclaimer

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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