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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-09-08), Jungheinrich AG's 3-Year Sortino Ratio is -0.16.
Jungheinrich AG (LTS:0EXP) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-year period. 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.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
Jungheinrich AG 3-Year Sortino Ratio Related Terms
LTS:0EXP vs GEV, ETN, PH: 3-Year Sortino Ratio Comparison
For the Specialty Industrial Machinery subindustry, Jungheinrich AG's 3-Year Sortino Ratio, along with its competitors' market caps and 3-Year Sortino 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.
Jungheinrich AG 3-Year Sortino Ratio vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Jungheinrich AG's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Jungheinrich AG's 3-Year Sortino Ratio falls into.
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
Jungheinrich AG (LTS:0EXP) has a 3-Year Sortino Ratio of -0.16 as of Sep. 08, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Jungheinrich AG and its competitors.
Is Jungheinrich AG's 3-Year Sortino Ratio too high?
Jungheinrich AG's current 3-Year Sortino Ratio is -0.16. Overall, Jungheinrich AG has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jungheinrich AG's 3-Year Sortino Ratio compare to GEV and ETN?
Jungheinrich AG's 3-Year Sortino Ratio of -0.16 can be compared against companies in the Industrial Products industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for an Industrial Products company?
A good 3-Year Sortino Ratio depends on the Industrial Products industry context. However, 3-Year Sortino 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 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Jungheinrich AG and its competitors. Jungheinrich AG's current 3-Year Sortino Ratio is -0.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jungheinrich AG stock overvalued right now?
Based on GuruFocus' analysis, Jungheinrich AG (LTS:0EXP) is currently considered Modestly Undervalued. The stock's GF Value™ is €30.42, compared to a current price of €26.44 — trading 13.1% below its estimated fair value. The current 3-Year Sortino Ratio is -0.16. Jungheinrich AG's overall GF Score™ is 83/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For Jungheinrich AG (LTS:0EXP), the current 3-Year Sortino Ratio is -0.16 as of Sep. 08, 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 Jungheinrich AG (LTS:0EXP) Overvalued in 2026?
Based on GuruFocus' analysis, Jungheinrich AG stock appears to be undervalued.
The current stock price of €26.44 is trading 13.1% below its estimated GF Value™ of €30.42.
GuruFocus considers Jungheinrich AG to be Modestly Undervalued.
Key valuation signals for LTS:0EXP:
3-Year Sortino Ratio: -0.16
GF Value™: €30.42 vs. price of €26.44 (13.1% below fair value)
No single metric tells the full story. See the LTS:0EXP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Jungheinrich AG provides material-handling equipment, automation, and matching services. The company is engaged in the development, production, and sale of new material handling equipment and the planning and realization of automation projects, the short-term rental of new and used material handling equipment, the refurbishment and sale of used forklifts as well as after-sales services. The company also supplies stacker cranes and load-handling equipment and creates fully automated intralogistics workflows with a range of automated warehouse systems, mobile robots, and software. The company's reportable segments are Intralogistics, which generates key revenue, and Financial Services.
83GF Score
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