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ATCO Ltd (ACO-X.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

ATCO Ltd (ACO-X.TO)

Equity · Currency in CAD · Last updated Nov 12, 2024

Company Info

ISINCA0467894006
SectorUtilities
IndustryUtilities - Diversified

Highlights

Market CapCA$5.33B
EPS (TTM)CA$3.42
PE Ratio13.86
Total Revenue (TTM)CA$3.66B
Gross Profit (TTM)CA$2.36B
EBITDA (TTM)CA$1.75B
Year RangeCA$34.75 - CA$49.32
Target PriceCA$49.92
Short %3.45%
Short Ratio14.99

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons: ACO-X.TO vs. FTS, ACO-X.TO vs. FTS.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in ATCO Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
19.54%
17.11%
ACO-X.TO (ATCO Ltd)
Benchmark (^GSPC)

Returns By Period

ATCO Ltd had a return of 27.07% year-to-date (YTD) and 32.72% in the last 12 months. Over the past 10 years, ATCO Ltd had an annualized return of 4.03%, while the S&P 500 had an annualized return of 11.43%, indicating that ATCO Ltd did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date27.07%25.82%
1 month-1.06%3.20%
6 months19.54%14.94%
1 year32.72%35.92%
5 years (annualized)3.59%14.22%
10 years (annualized)4.03%11.43%

Monthly Returns

The table below presents the monthly returns of ACO-X.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.77%0.16%1.45%-0.37%6.50%-1.39%9.90%6.16%6.48%0.88%27.07%
2023-0.09%-0.07%3.55%3.35%-5.74%-5.49%-4.56%-0.90%-6.58%3.34%4.22%5.71%-4.26%
20220.28%-2.78%4.28%6.62%0.24%-2.90%7.32%-0.78%-8.71%-0.35%2.93%-1.60%3.50%
20210.33%1.39%13.73%1.13%3.41%1.80%2.55%-5.83%-3.27%3.37%-0.88%3.69%22.23%
20203.72%-2.98%-21.52%0.31%-0.72%4.94%3.50%-4.65%-2.09%-3.64%5.26%-5.48%-23.55%
20197.61%6.59%2.53%2.11%1.18%-4.22%-0.34%8.16%2.76%-4.50%8.83%-0.44%33.41%
2018-1.16%-5.04%-1.16%-6.11%1.44%3.98%-1.70%-2.21%-2.27%1.67%5.86%-4.10%-10.91%
20172.60%-0.96%14.76%-3.94%2.58%0.17%-8.48%-0.86%0.27%2.14%-1.50%-1.64%3.62%
20168.77%-7.62%10.35%4.33%5.32%5.68%8.58%-2.24%-2.53%0.86%-8.97%5.04%28.48%
20153.21%-1.95%-5.96%1.35%-4.85%-8.71%-0.61%1.15%-0.61%-4.72%-3.40%-0.36%-23.23%
20146.86%3.97%2.87%0.75%-3.33%0.40%-7.58%-2.11%-2.52%0.88%4.15%0.37%3.94%
20133.69%6.45%3.16%4.97%-3.62%-6.69%7.28%-6.96%3.63%8.28%0.43%-3.62%16.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ACO-X.TO is 88, placing it in the top 12% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of ACO-X.TO is 8888
Combined Rank
The Sharpe Ratio Rank of ACO-X.TO is 9090Sharpe Ratio Rank
The Sortino Ratio Rank of ACO-X.TO is 8989Sortino Ratio Rank
The Omega Ratio Rank of ACO-X.TO is 8686Omega Ratio Rank
The Calmar Ratio Rank of ACO-X.TO is 8383Calmar Ratio Rank
The Martin Ratio Rank of ACO-X.TO is 9090Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for ATCO Ltd (ACO-X.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

ACO-X.TO
Sharpe ratio
The chart of Sharpe ratio for ACO-X.TO, currently valued at 2.17, compared to the broader market-4.00-2.000.002.004.002.17
Sortino ratio
The chart of Sortino ratio for ACO-X.TO, currently valued at 3.10, compared to the broader market-4.00-2.000.002.004.006.003.10
Omega ratio
The chart of Omega ratio for ACO-X.TO, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ACO-X.TO, currently valued at 1.53, compared to the broader market0.002.004.006.001.53
Martin ratio
The chart of Martin ratio for ACO-X.TO, currently valued at 12.34, compared to the broader market0.0010.0020.0030.0012.34
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market-4.00-2.000.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market-4.00-2.000.002.004.006.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market0.501.001.502.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.002.004.006.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0010.0020.0030.0020.05

Sharpe Ratio

The current ATCO Ltd Sharpe ratio is 2.17. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of ATCO Ltd with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.17
3.41
ACO-X.TO (ATCO Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

ATCO Ltd provided a 4.10% dividend yield over the last twelve months, with an annual payout of CA$1.95 per share. The company has been increasing its dividends for 16 consecutive years.

1.00%2.00%3.00%4.00%5.00%CA$0.00CA$0.50CA$1.00CA$1.50CA$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.95CA$1.90CA$1.85CA$1.79CA$1.74CA$1.62CA$1.51CA$1.31CA$1.14CA$0.99CA$0.86CA$0.38

Dividend yield

4.10%4.92%4.36%4.20%4.77%3.25%3.90%2.91%2.55%2.77%1.80%0.80%

Monthly Dividends

The table displays the monthly dividend distributions for ATCO Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.00CA$0.49CA$0.00CA$0.00CA$0.49CA$0.00CA$0.00CA$0.00CA$0.49CA$0.00CA$0.00CA$1.47
2023CA$0.00CA$0.00CA$0.48CA$0.00CA$0.48CA$0.00CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.48CA$1.90
2022CA$0.00CA$0.00CA$0.46CA$0.00CA$0.00CA$0.46CA$0.00CA$0.46CA$0.00CA$0.00CA$0.46CA$0.00CA$1.85
2021CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$1.79
2020CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$1.74
2019CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$1.62
2018CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$1.51
2017CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$1.31
2016CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.29CA$1.14
2015CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25CA$0.99
2014CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.86
2013CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.19CA$0.00CA$0.00CA$0.19CA$0.38

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%4.1%
ATCO Ltd has a dividend yield of 4.10%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%58.8%
ATCO Ltd has a payout ratio of 58.76%, which is quite average when compared to the overall market. This suggests that ATCO Ltd strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.54%
0
ACO-X.TO (ATCO Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ATCO Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ATCO Ltd was 89.31%, occurring on Jan 26, 1995. Recovery took 2462 trading sessions.

The current ATCO Ltd drawdown is 3.54%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.31%Sep 18, 19803515Jan 26, 19952462Jul 4, 20045977
-75.7%Jul 5, 200411Jul 19, 20042211Apr 30, 20132222
-48.31%Feb 24, 202021Mar 23, 20201110Aug 23, 20241131
-37.21%Apr 29, 2014410Dec 14, 2015321Mar 27, 2017731
-29.39%Mar 30, 2017389Oct 17, 2018233Sep 20, 2019622

Volatility

Volatility Chart

The current ATCO Ltd volatility is 4.04%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.04%
4.35%
ACO-X.TO (ATCO Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of ATCO Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for ATCO Ltd.

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Income Statement

Income Statement
Balance Sheet
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Quarterly
TTM
Revenue

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EBIT

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Net Income

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Discontinued Operations

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Effect Of Accounting Charges

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Interest Income

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Values in undefined except per share items