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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 Apr 23, 2024

Company Info

ISINCA0467894006
SectorUtilities
IndustryUtilities—Diversified

Highlights

Market CapCA$4.13B
EPSCA$3.82
PE Ratio9.57
Revenue (TTM)CA$4.74B
Gross Profit (TTM)CA$3.12B
EBITDA (TTM)CA$1.97B
Year RangeCA$32.06 - CA$43.37
Target PriceCA$45.86
Short %3.45%
Short Ratio4.24

Share Price Chart

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ATCO Ltd

Popular comparisons: ACO-X.TO vs. FTS

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.

0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
9.89%
17.61%
ACO-X.TO (ATCO Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

ATCO Ltd had a return of -4.57% year-to-date (YTD) and -14.88% in the last 12 months. Over the past 10 years, ATCO Ltd had an annualized return of -0.43%, while the S&P 500 had an annualized return of 10.42%, indicating that ATCO Ltd did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date-4.57%5.05%
1 month-3.75%-4.27%
6 months9.16%18.82%
1 year-14.88%21.22%
5 years (annualized)-0.37%11.38%
10 years (annualized)-0.43%10.42%

Monthly Returns Heatmap

JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.77%0.16%1.45%
2023-6.58%3.34%4.22%5.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ACO-X.TO is 17, indicating that it is in the bottom 17% of the market 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 1717
ATCO Ltd(ACO-X.TO)
The Sharpe Ratio Rank of ACO-X.TO is 99Sharpe Ratio Rank
The Sortino Ratio Rank of ACO-X.TO is 1212Sortino Ratio Rank
The Omega Ratio Rank of ACO-X.TO is 1515Omega Ratio Rank
The Calmar Ratio Rank of ACO-X.TO is 2020Calmar Ratio Rank
The Martin Ratio Rank of ACO-X.TO is 2828Martin 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 -0.89, compared to the broader market-2.00-1.000.001.002.003.00-0.89
Sortino ratio
The chart of Sortino ratio for ACO-X.TO, currently valued at -1.24, compared to the broader market-4.00-2.000.002.004.00-1.24
Omega ratio
The chart of Omega ratio for ACO-X.TO, currently valued at 0.87, compared to the broader market0.501.001.500.87
Calmar ratio
The chart of Calmar ratio for ACO-X.TO, currently valued at -0.51, compared to the broader market0.001.002.003.004.005.00-0.51
Martin ratio
The chart of Martin ratio for ACO-X.TO, currently valued at -1.00, compared to the broader market0.0010.0020.0030.00-1.00
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current ATCO Ltd Sharpe ratio is -0.89. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.89
2.28
ACO-X.TO (ATCO Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

ATCO Ltd granted a 5.26% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.92 per share.

PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.92CA$1.90CA$1.85CA$1.79CA$1.74CA$1.62CA$1.51CA$1.31CA$1.14CA$0.99CA$0.86CA$0.75

Dividend yield

5.26%4.92%4.36%4.22%4.77%3.25%3.90%2.91%2.55%2.77%1.80%1.61%

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.

JanFebMarAprMayJunJulAugSepOctNovDec
2024CA$0.00CA$0.49CA$0.00
2023CA$0.00CA$0.00CA$0.48CA$0.00CA$0.48CA$0.00CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.48
2022CA$0.00CA$0.00CA$0.46CA$0.00CA$0.00CA$0.46CA$0.00CA$0.46CA$0.00CA$0.00CA$0.46CA$0.00
2021CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45
2020CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44
2019CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40
2018CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38
2017CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33
2016CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.29CA$0.00CA$0.00CA$0.29
2015CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25
2014CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22
2013CA$0.19CA$0.00CA$0.00CA$0.19CA$0.00CA$0.00CA$0.19CA$0.00CA$0.00CA$0.19

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%5.3%
ATCO Ltd has a dividend yield of 5.26%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%50.2%
ATCO Ltd has a payout ratio of 50.21%, 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.

-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-19.67%
-3.64%
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 84.73%, occurring on Jul 16, 1982. Recovery took 3727 trading sessions.

The current ATCO Ltd drawdown is 19.67%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.73%Sep 18, 1980447Jul 16, 19823727Sep 15, 19974174
-48.31%Feb 24, 202021Mar 23, 2020———
-46.92%Nov 15, 2007319Feb 23, 2009456Dec 15, 2010775
-37.21%Apr 29, 2014410Dec 14, 2015321Mar 27, 2017731
-34.38%Aug 6, 1999152Mar 13, 2000189Dec 11, 2000341

Volatility

Volatility Chart

The current ATCO Ltd volatility is 3.49%, 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%7.00%NovemberDecember2024FebruaryMarchApril
3.49%
3.14%
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

Income Statement

Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly
TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items