Dassault Aviation (MEX:AM) 1-Year Sharpe Ratio: -2.49 (As of Jul. 18, 2026)

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MEX:AM Dassault Aviation SA MEX:AM
81 GF Score
Price MXN5,709.86
GF Value MXN7,467.95
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Dassault Aviation 1-Year Sharpe Ratio?

Dassault Aviation MEX:AM 81 1-Year Sharpe Ratio is -2.49 as of Jul. 18, 2026. GuruFocus rates MEX:AM with a GF Score™ of 81/100 and a GF Value™ of MXN7,467.95 (Modestly Undervalued). The stock has 3 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-18), Dassault Aviation's 1-Year Sharpe Ratio is -2.49.

Dassault Aviation  (MEX:AM) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Dassault Aviation 1-Year Sharpe Ratio Related Terms

MEX:AM vs SPCX, GE, RTX: 1-Year Sharpe Ratio Comparison

For the Aerospace & Defense subindustry, Dassault Aviation's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Dassault Aviation 1-Year Sharpe Ratio vs Aerospace & Defense Industry

For the Aerospace & Defense industry and Industrials sector, Dassault Aviation's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Dassault Aviation's 1-Year Sharpe Ratio falls into.


MEX:AM
81GF Score
Dassault Aviation SA MEX:AM
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Dassault Aviation 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of -2.49 mean?
Dassault Aviation (MEX:AM) has a 1-Year Sharpe Ratio of -2.49 as of Jul. 18, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Dassault Aviation and its competitors.
Is Dassault Aviation's 1-Year Sharpe Ratio too high?
Dassault Aviation's current 1-Year Sharpe Ratio is -2.49. Overall, Dassault Aviation has a GF Score™ of 81/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Dassault Aviation's 1-Year Sharpe Ratio compare to SPCX and GE?
Dassault Aviation's 1-Year Sharpe Ratio of -2.49 can be compared against companies in the Aerospace & Defense industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Aerospace & Defense company?
A good 1-Year Sharpe Ratio depends on the Aerospace & Defense industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Dassault Aviation and its competitors. Dassault Aviation's current 1-Year Sharpe Ratio is -2.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Dassault Aviation stock overvalued right now?
Based on GuruFocus' analysis, Dassault Aviation (MEX:AM) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN7,467.95, compared to a current price of MXN5,709.86 — trading 23.5% below its estimated fair value. The current 1-Year Sharpe Ratio is -2.49. Dassault Aviation's overall GF Score™ is 81/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Dassault Aviation (MEX:AM), the current 1-Year Sharpe Ratio is -2.49 as of Jul. 18, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Dassault Aviation (MEX:AM) Overvalued in 2026?

Based on GuruFocus' analysis, Dassault Aviation stock appears to be undervalued. The current stock price of MXN5,709.86 is trading 23.5% below its estimated GF Value™ of MXN7,467.95. GuruFocus considers Dassault Aviation to be Modestly Undervalued.

Key valuation signals for MEX:AM:

  • 1-Year Sharpe Ratio: -2.49
  • GF Value™: MXN7,467.95 vs. price of MXN5,709.86 (23.5% below fair value)
  • GF Score™: 81/100 with 3 warning signs

No single metric tells the full story. See the MEX:AM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Dassault Aviation Business Description

Address 78, quai Marcel-Dassault, Cedex 300, Saint-Cloud, FRA, 92552
Dassault Aviation, controlled by the French Dassault Group, designs, builds, and maintains military fighter jets and is one of the largest manufacturers of business jets. It holds a 26.6% stake in defense electronics group Thales, whose earnings contribution accounts for roughly half of Dassault's adjusted net income. In 2025, Dassault Aviation generated EUR 7.4 billion in revenue with over 15,000 employees. About 63% of revenue comes from defense aircraft and services, while Falcon business jets generate the remaining 37%.
81GF Score

Get the complete analysis for MEX:AM

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN5,709.86
Price
MXN7,467.95
GF Value