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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 (2026-08-27), Uniper SE's 3-Year Sortino Ratio is -0.87.
Uniper SE (OTCPK:UNPRF) 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.
Uniper SE 3-Year Sortino Ratio Related Terms
UNPRF vs ATO, NI, UGI: 3-Year Sortino Ratio Comparison
For the Utilities - Regulated Gas subindustry, Uniper SE'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.
Uniper SE 3-Year Sortino Ratio vs Utilities - Regulated Industry
For the Utilities - Regulated industry and Utilities sector, Uniper SE's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Uniper SE'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.
Uniper SE (UNPRF) has a 3-Year Sortino Ratio of -0.87 as of Aug. 27, 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 Uniper SE and its competitors.
Is Uniper SE's 3-Year Sortino Ratio too high?
Uniper SE's current 3-Year Sortino Ratio is -0.87. Overall, Uniper SE has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Uniper SE's 3-Year Sortino Ratio compare to ATO and NI?
Uniper SE's 3-Year Sortino Ratio of -0.87 can be compared against companies in the Utilities - Regulated 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 Utilities - Regulated company?
A good 3-Year Sortino Ratio depends on the Utilities - Regulated 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 Uniper SE and its competitors. Uniper SE's current 3-Year Sortino Ratio is -0.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Uniper SE stock overvalued right now?
Based on GuruFocus' analysis, Uniper SE (UNPRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $42.82, compared to a current price of $54.80 — trading 28% above its estimated fair value. The current 3-Year Sortino Ratio is -0.87. Uniper SE's overall GF Score™ is 65/100 with 4 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 Uniper SE (UNPRF), the current 3-Year Sortino Ratio is -0.87 as of Aug. 27, 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 Uniper SE (UNPRF) Overvalued in 2026?
Based on GuruFocus' analysis, Uniper SE stock appears to be overvalued.
The current stock price of $54.80 is trading 28% above its estimated GF Value™ of $42.82.
GuruFocus considers Uniper SE to be Modestly Overvalued.
Key valuation signals for UNPRF:
3-Year Sortino Ratio: -0.87
GF Value™: $42.82 vs. price of $54.80 (28% above fair value)
No single metric tells the full story. See the UNPRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Uniper SE is a Germany-based energy generation and energy trading company. The firm operates through three segments: Flexible Generation, Greener commodities, and Green Generation. The Green Generation segment comprises emission-free power generation plants that the Uniper Group operates in Europe. The Flexible Generation segment comprises the power and heat generation plants that the Uniper Group operates in Europe to flexibly meet grid operators' requirements. The Greener Commodities segment bundles the energy trading and optimization activities and forms the commercial interface between the Uniper Group and the globally traded markets for energy and the major customers. The majority of revenue is derived from the Greener Commodities segment.
65GF Score
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