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AltaGas Ltd. (ALA.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCA0213611001
CUSIP021361100
SectorUtilities
IndustryUtilities—Regulated Gas

Highlights

Market CapCA$8.61B
EPSCA$2.26
PE Ratio12.89
PEG Ratio1.92
Revenue (TTM)CA$13.00B
Gross Profit (TTM)CA$2.95B
EBITDA (TTM)CA$1.40B
Year RangeCA$20.90 - CA$29.63
Target PriceCA$33.00
Short %2.47%
Short Ratio3.38

Share Price Chart


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AltaGas Ltd.

Popular comparisons: ALA.TO vs. AVA, ALA.TO vs. TLT, ALA.TO vs. ^TNX, ALA.TO vs. SPY

Performance

Performance Chart

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


200.00%400.00%600.00%800.00%1,000.00%OctoberNovemberDecember2024FebruaryMarch
1,074.90%
246.90%
ALA.TO (AltaGas Ltd.)
Benchmark (^GSPC)

S&P 500

Returns By Period

AltaGas Ltd. had a return of 8.65% year-to-date (YTD) and 40.55% in the last 12 months. Over the past 10 years, AltaGas Ltd. had an annualized return of 1.37%, while the S&P 500 had an annualized return of 10.89%, indicating that AltaGas Ltd. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date8.65%10.16%
1 month6.70%3.47%
6 months15.67%22.20%
1 year40.55%30.45%
5 years (annualized)16.58%13.16%
10 years (annualized)1.37%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.47%4.08%
20231.50%-0.35%-1.11%7.14%1.83%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for AltaGas Ltd. (ALA.TO) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ALA.TO
AltaGas Ltd.
2.27
^GSPC
S&P 500
2.79

Sharpe Ratio

The current AltaGas Ltd. Sharpe ratio is 2.27. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
2.27
3.17
ALA.TO (AltaGas Ltd.)
Benchmark (^GSPC)

Dividends

Dividend History

AltaGas Ltd. granted a 3.80% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.14 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.14CA$1.12CA$1.06CA$1.00CA$0.96CA$0.96CA$2.09CA$2.12CA$2.03CA$1.89CA$1.69CA$1.49

Dividend yield

3.80%4.03%4.53%3.66%5.15%4.85%15.02%7.39%5.99%6.10%3.90%3.66%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024CA$0.00CA$0.00
2023CA$0.00CA$0.00CA$0.28CA$0.00CA$0.00CA$0.28CA$0.00CA$0.00CA$0.28CA$0.00CA$0.00CA$0.28
2022CA$0.00CA$0.00CA$0.27CA$0.00CA$0.00CA$0.27CA$0.00CA$0.00CA$0.27CA$0.00CA$0.00CA$0.27
2021CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08
2020CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08
2019CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08
2018CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.08
2017CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18
2016CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18
2015CA$0.15CA$0.15CA$0.15CA$0.15CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.17CA$0.17CA$0.17
2014CA$0.13CA$0.13CA$0.13CA$0.13CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15
2013CA$0.12CA$0.12CA$0.12CA$0.12CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.8%
AltaGas Ltd. has a dividend yield of 3.80%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%60.2%
AltaGas Ltd. has a payout ratio of 60.19%, which is quite average when compared to the overall market. This suggests that AltaGas 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.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-3.09%
-0.12%
ALA.TO (AltaGas Ltd.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the AltaGas 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 AltaGas Ltd. was 74.98%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current AltaGas Ltd. drawdown is 3.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.98%Aug 20, 20141404Mar 23, 2020
-57.35%Aug 12, 1999263Nov 16, 2000366Jun 24, 2002629
-49.76%Jun 18, 2008181Mar 9, 2009393Sep 30, 2010574
-26.67%Jul 2, 200241Aug 28, 2002126Feb 27, 2003167
-21.23%Sep 13, 200527Oct 20, 200531Dec 2, 200558

Volatility

Volatility Chart

The current AltaGas Ltd. volatility is 4.01%, 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%OctoberNovemberDecember2024FebruaryMarch
4.01%
2.50%
ALA.TO (AltaGas Ltd.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Cost Of Revenue

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Operating Expenses

Selling, General & Admin Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items