Back to all assets

Fortive FTV

equity

Price History

$30.4$41.88$53.35$64.82
2016-07 · DCA start$30.4

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-36.1%-24.1%-12.0%0.0%
2016-072026-08 · -5.1%

Worst drawdown: −36%, peaking Apr 2019 and bottoming Mar 2020 — 25 months below the prior high before recovering.

DCA Backtest

Invested
$12,200
Value today
$15,551
Return
+27.5%
Months invested
122

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $14,620 today, so the real (inflation-adjusted) return is +6.4%.

Lump sum instead — $12,200 all at once in Jul 2016: $24,696 (+102.4%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Mar 2024): $3,319 on $3,000 invested (+10.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2016-07: +27.5%

About Fortive

Fortive Corporation is an American industrial technology conglomerate company headquartered in Everett, Washington. The company specializes in providing essential technologies for connected workflow solutions; designing, developing, manufacturing and distributing professional and engineered products, software and services. Their products and services are split into three strategic segments; Intelligent Operating Solutions, Precision Technologies, and Advanced Healthcare Solutions. As of December 2022, Fortive has over 18,000 employees in 60 countries worldwide. (Wikipedia)

It's a listed company categorised under industrials and industrial machinery & supplies & components, with a market cap of about $18.6B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (2.5/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/522.4
  • Max drawdown from ATH2/536.1
  • Beta vs S&P 5003/51.1
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5183.1m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.5/5 · weight 20%
  • Debt / equity2/50.58
  • Interest coverage (EBIT / interest)3/56.0
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/516.8
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.