(IBS) Ibersol SGPS - Performance 41.5% in 12m
Compare IBS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
89.15%
#5 in Group
Rel. Strength
87.95%
#962 in Universe
Total Return 12m
41.51%
#15 in Group
Total Return 5y
204.84%
#10 in Group
P/E 24.8
58th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 19.4%
70th Percentile in Group
12m Total Return: IBS (41.5%) vs XLY (14.7%)
5y Drawdown (Underwater) Chart
Top Performers in Restaurants
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DRI NYSE Darden Restaurants |
-3.93% | 36.8% | 227% | 22.4 | 18.6 | 1.95 | 52.1% | 20% |
| TXRH NASDAQ Texas Roadhouse |
-1.29% | 7.7% | 288% | 25.5 | 22.9 | 1.91 | 80.5% | 27% |
| PBPB NASDAQ Potbelly |
-15.4% | -18% | 178% | 6.28 | - | 1.9 | 63.9% | 43% |
| EAT NYSE Brinker International |
-13.8% | 137% | 551% | 27.8 | 16 | 1.11 | 62.6% | 89% |
| ARMK NYSE Aramark Holdings |
-5.54% | 7.4% | 91% | 25.3 | 17 | 1.57 | 49.5% | 34% |
| CAKE NASDAQ The Cheesecake Factory |
-5.31% | 46.1% | 163% | 15 | 12.9 | 1.08 | 49.1% | 14.4% |
| QSR TO Restaurant Brands |
-6.01% | -8.1% | 48.9% | 19.8 | 12.1 | 1.58 | 33.6% | 9.93% |
| QSR NYSE Restaurant Brands |
-2.86% | -7.74% | 58.2% | 19.8 | 12.1 | 1.18 | 10.3% | 5.03% |
Performance Comparison: IBS vs XLY vs S&P 500
XLY (Consumer Discretionary ETF) is the Sector Benchmark for IBS
| Total Return (including Dividends) | IBS | XLY | S&P 500 |
|---|---|---|---|
| 1 Month | 6.16% | -0.59% | -0.45% |
| 3 Months | 9.93% | -13.18% | -6.29% |
| 12 Months | 41.51% | 14.67% | 13.04% |
| 5 Years | 204.84% | 83.05% | 111.82% |
| Trend Score (consistency of price movement) | IBS | XLY | S&P 500 |
| 1 Month | 74.1% | 41.2% | 47.5% |
| 3 Months | 81.5% | -82.4% | -87.3% |
| 12 Months | 96.7% | 66.8% | 54.3% |
| 5 Years | 93.8% | 54.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #17 | 7.38% | 7.40% |
| 3 Month | #11 | 27.3% | 18.1% |
| 12 Month | #16 | 25.7% | 27.3% |
| 5 Years | #11 | 67.5% | 44.9% |
FAQs
Does IBS Ibersol SGPS outperforms the market?
Yes,
over the last 12 months IBS made 41.51%, while its related Sector, the Consumer Discretionary (XLY) made 14.67%.
Over the last 3 months IBS made 9.93%, while XLY made -13.18%.
Over the last 3 months IBS made 9.93%, while XLY made -13.18%.
Performance Comparison IBS vs Indeces and Sectors
IBS vs. Indices IBS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.84% | 6.61% | 27.6% | 28.5% |
| US NASDAQ 100 | QQQ | -1.76% | 4.26% | 26.9% | 26.5% |
| US Dow Jones Industrial 30 | DIA | -0.30% | 9.01% | 28.4% | 32.2% |
| German DAX 40 | DAX | -0.48% | 6.38% | 9.51% | 16.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.81% | 9.37% | 31.3% | 36.5% |
| Hongkong Hang Seng | HSI | -0.44% | 7.68% | 27.1% | 28.6% |
| India NIFTY 50 | INDA | 1.68% | 1.28% | 27.7% | 38.6% |
| Brasil Bovespa | EWZ | 0.79% | 3.33% | 21.9% | 48.3% |
IBS vs. Sectors IBS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.99% | 6.76% | 21.6% | 18.1% |
| Consumer Discretionary | XLY | -0.87% | 6.75% | 26.4% | 26.8% |
| Consumer Staples | XLP | 1.22% | 6.98% | 23.5% | 30.6% |
| Energy | XLE | 3.42% | 20.2% | 32.7% | 50.8% |
| Financial | XLF | 0.27% | 8.17% | 20.7% | 18.8% |
| Health Care | XLV | 1.86% | 10.8% | 32.8% | 42.7% |
| Industrial | XLI | -1.16% | 5.86% | 26.6% | 30.8% |
| Materials | XLB | 0.97% | 9.38% | 35.4% | 46.0% |
| Real Estate | XLRE | -0.73% | 7.26% | 27.4% | 23.2% |
| Technology | XLK | -2.40% | 3.73% | 30.6% | 31.1% |
| Utilities | XLU | 0.44% | 6.06% | 23.2% | 20.7% |
| Aerospace & Defense | XAR | -1.87% | -0.82% | 13.7% | 14.0% |
| Biotech | XBI | -0.68% | 0.61% | 42.9% | 46.9% |
| Homebuilder | XHB | 0.43% | 8.24% | 42.6% | 47.7% |
| Retail | XRT | 0.40% | 7.32% | 33.6% | 43.0% |