(INC) S.A. - Performance -9.7% in 12m
Compare INC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-23.03%
#48 in Group
Rel. Strength
34.17%
#5254 in Universe
Total Return 12m
-9.73%
#42 in Group
Total Return 5y
6.42%
#45 in Group
P/E -
(?) Percentile in Group
P/E Forward 12.1
36th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -10.43%
7th Percentile in Group
12m Total Return: INC (-9.7%) vs XLF (22.7%)

5y Drawdown (Underwater) Chart

Top Performers in Investment Banking & Brokerage
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 |
---|---|---|---|---|---|---|---|---|
LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: INC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for INC
Total Return (including Dividends) | INC | XLF | S&P 500 |
---|---|---|---|
1 Month | -7.20% | -2.11% | -0.87% |
3 Months | 31.82% | -4.92% | -7.58% |
12 Months | -9.73% | 22.69% | 11.88% |
5 Years | 6.42% | 144.89% | 110.33% |
Trend Score (consistency of price movement) | INC | XLF | S&P 500 |
1 Month | -25.0% | 27.8% | 23% |
3 Months | -7.90% | -81% | -88.5% |
12 Months | -19.2% | 83.7% | 55.1% |
5 Years | -69.1% | 75.1% | 84.1% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
1 Month | #46 | -5.20% | -6.39% |
3 Month | #4 | 38.6% | 42.6% |
12 Month | #42 | -26.4% | -19.3% |
5 Years | #48 | -56.5% | -49.4% |
FAQs
Does INC S.A. outperforms the market?
No,
over the last 12 months INC made -9.73%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months INC made 31.82%, while XLF made -4.92%.
Over the last 3 months INC made 31.82%, while XLF made -4.92%.
Performance Comparison INC vs Indeces and Sectors
INC vs. Indices INC is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -7.30% | -6.33% | 22.4% | -21.6% |
US NASDAQ 100 | QQQ | -8.33% | -8.60% | 22.0% | -22.4% |
US Dow Jones Industrial 30 | DIA | -6.36% | -4.02% | 22.5% | -18.9% |
German DAX 40 | DAX | -6.07% | -8.52% | 2.86% | -34.4% |
Shanghai Shenzhen CSI 300 | CSI 300 | -3.34% | -4.38% | 25.4% | -15.7% |
Hongkong Hang Seng | HSI | -6.31% | -7.26% | 20.5% | -23.6% |
India NIFTY 50 | INDA | -4.46% | -11.3% | 22.1% | -12.8% |
Brasil Bovespa | EWZ | -6.50% | -11.8% | 18.7% | -3.91% |
INC vs. Sectors INC is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -7.55% | -6.15% | 16.3% | -33.7% |
Consumer Discretionary | XLY | -7.38% | -7.10% | 19.9% | -23.1% |
Consumer Staples | XLP | -3.80% | -7.40% | 17.1% | -20.9% |
Energy | XLE | -2.82% | 6.66% | 28.2% | 1.36% |
Financial | XLF | -5.91% | -5.09% | 14.8% | -32.4% |
Health Care | XLV | -7.22% | -3.41% | 24.1% | -11.5% |
Industrial | XLI | -7.72% | -7.31% | 21.7% | -19.3% |
Materials | XLB | -6.69% | -4.77% | 29.8% | -6.21% |
Real Estate | XLRE | -5.78% | -5.89% | 23.3% | -27.8% |
Technology | XLK | -9.75% | -8.89% | 25.7% | -17.5% |
Utilities | XLU | -4.46% | -7.26% | 20.3% | -31.6% |
Aerospace & Defense | XAR | -8.25% | -13.6% | 8.85% | -36.3% |
Biotech | XBI | -8.60% | -9.48% | 35.0% | -7.90% |
Homebuilder | XHB | -6.61% | -4.93% | 37.2% | -2.70% |
Retail | XRT | -5.73% | -6.64% | 28.0% | -6.99% |