(IBS) Ibersol SGPS - Performance 37.2% in 12m
Compare IBS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
88.67%
#3 in Group
Rel. Strength
86.86%
#1051 in Universe
Total Return 12m
37.20%
#15 in Group
Total Return 5y
182.32%
#11 in Group
P/E 23.9
53th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 20.3%
98th Percentile in Group
12m Total Return: IBS (37.2%) vs XLY (8.5%)
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 |
7.49% | 35.4% | 275% | 21.9 | 17.9 | 1.88 | 45.0% | 8.37% |
| TXRH NASDAQ Texas Roadhouse |
-5.48% | 9.94% | 301% | 24.7 | 22.7 | 1.89 | 73.0% | 17.1% |
| EAT NYSE Brinker International |
8.33% | 248% | 904% | 26.2 | 15.1 | 1.11 | 40.0% | 37.4% |
| ARMK NYSE Aramark Holdings |
-10.6% | 4.38% | 131% | 26.8 | 18.5 | 1.57 | 63.3% | 34.8% |
| PBPB NASDAQ Potbelly |
-16.4% | -20.7% | 131% | 6.73 | - | 1.9 | 75.0% | 22.7% |
| CAKE NASDAQ The Cheesecake Factory |
1.27% | 46.7% | 177% | 14.3 | 12.4 | 1.03 | 23.3% | 6.78% |
| QSR TO Restaurant Brands |
-8.57% | -7.87% | 59.8% | 20.9 | 12.6 | 1.15 | 55.6% | 40.5% |
| QSR NYSE Restaurant Brands |
-5.49% | -7.46% | 70.4% | 19.8 | 12 | 1.15 | 29.0% | 10.7% |
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 | 1.36% | -5.63% | -6.90% |
| 3 Months | 15.80% | -18.89% | -11.64% |
| 12 Months | 37.20% | 8.54% | 6.50% |
| 5 Years | 182.32% | 74.01% | 101.06% |
| Trend Score (consistency of price movement) | IBS | XLY | S&P 500 |
| 1 Month | -28.1% | -72.1% | -74.5% |
| 3 Months | 70.1% | -93.8% | -88.2% |
| 12 Months | 96.7% | 74.1% | 66.1% |
| 5 Years | 93.8% | 55.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #23 | 7.41% | 8.88% |
| 3 Month | #10 | 42.8% | 31.1% |
| 12 Month | #15 | 26.4% | 28.8% |
| 5 Years | #13 | 62.2% | 40.4% |
FAQs
Does IBS Ibersol SGPS outperforms the market?
Yes,
over the last 12 months IBS made 37.20%, while its related Sector, the Consumer Discretionary (XLY) made 8.54%.
Over the last 3 months IBS made 15.80%, while XLY made -18.89%.
Over the last 3 months IBS made 15.80%, while XLY made -18.89%.
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 | 2.41% | 8.26% | 32.9% | 30.7% |
| US NASDAQ 100 | QQQ | 3.23% | 9.23% | 33.1% | 32.3% |
| US Dow Jones Industrial 30 | DIA | 3.80% | 7.78% | 32.6% | 31.8% |
| German DAX 40 | DAX | -0.39% | 9.87% | 15.8% | 18.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.65% | 9.33% | 26.0% | 31.2% |
| Hongkong Hang Seng | HSI | -1.43% | 12.0% | 29.4% | 20.3% |
| India NIFTY 50 | INDA | -0.68% | -4.34% | 30.4% | 33.9% |
| Brasil Bovespa | EWZ | -1.50% | 6.01% | 30.9% | 46.9% |
IBS vs. Sectors IBS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.08% | 8.34% | 23.7% | 23.1% |
| Consumer Discretionary | XLY | 4.09% | 6.99% | 30.1% | 28.7% |
| Consumer Staples | XLP | -0.42% | -0.67% | 22.8% | 22.7% |
| Energy | XLE | -3.11% | 11.3% | 32.4% | 47.8% |
| Financial | XLF | 1.15% | 5.99% | 25.1% | 17.8% |
| Health Care | XLV | 2.32% | 8.69% | 34.2% | 37.8% |
| Industrial | XLI | 1.29% | 6.82% | 32.9% | 32.2% |
| Materials | XLB | -0.53% | 8.17% | 40.0% | 44.7% |
| Real Estate | XLRE | -2.63% | 4.85% | 31.2% | 20.1% |
| Technology | XLK | 3.54% | 11.7% | 39.7% | 39.5% |
| Utilities | XLU | -0.38% | 2.47% | 26.9% | 12.1% |
| Aerospace & Defense | XAR | 0.42% | 2.0% | 23.4% | 13.1% |
| Biotech | XBI | -3.27% | 15.4% | 47.4% | 47.4% |
| Homebuilder | XHB | 2.20% | 8.72% | 50.4% | 46.4% |
| Retail | XRT | 2.11% | 4.83% | 38.0% | 41.6% |