Iberdrola IBE

equity

Price History

1999-12 · DCA start€2.95

Time underwater

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

1999-122026-08 · -7.4%

Worst drawdown: −74%, peaking Oct 2007 and bottoming Jun 2012 — 156 months below the prior high before recovering.

DCA Backtest

Start month

Monthly amount (EUR)

Invested: €32,100
Value today: €108,063
Return: +236.6%
Months invested: 321

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be €43,119 today, so the real (inflation-adjusted) return is +150.6%.

Lump sum instead — €32,100 all at once in Dec 1999: €219,649 (+584.3%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (May 2026): €388.66 on €400 invested (-2.8%).

⚠ 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.

	J	F	M	A	M	J	J	A	S	O	N	D
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026

Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1999-12: +236.6%

About Iberdrola

Iberdrola, S.A. is a Spanish multinational electric utility company based in Bilbao, Spain. It has around 40,000 employees and serves around 30 million customers. (Wikipedia)

It's a listed company categorised under utilities.

It rates Medium-Low Risk at 2.2/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5) and sector / regulatory (3.0/5).

Scoring well: governance at 1.0/5.

Not yet researched: concentration. 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(2.2/5)90% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%

Annualised volatility (3yr)2/515.1
Max drawdown from ATH4/573.8
Beta vs S&P 5001/50.10

Liquidity1.0/5 · weight 15%

Avg daily $ volume1/5176.6m
Float % of shares outstandingnot yet researched

Leverage / Financial2.5/5 · weight 20%

Debt / equity2/51.1
Interest coverage (EBIT / interest)3/54.0

Earnings Quality3.0/5 · weight 15%

3yr EPS volatility3/523.5

Concentrationunrated · weight 10%

Largest customer, % of revenuenot yet researched
Geographic revenue concentrationnot yet researched

Governance1.0/5 · weight 10%

Board independence %not yet researched
Share structure1/5single class
Litigation / audit historynot yet researched

Sector / Regulatory3.0/5 · weight 10%

Sector regulatory exposure3/5elevated

Linked Assets

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