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Algonquin Power & Utilities Corp. (AQN.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Algonquin Power & Utilities Corp. (AQN.TO)

Equity · Currency in CAD · Last updated Nov 4, 2024

Company Info

ISINCA0158571053
CUSIP015857105
SectorUtilities
IndustryUtilities - Renewable

Highlights

Market CapCA$5.09B
EPS (TTM)CA$0.22
PE Ratio30.18
PEG Ratio1.41
Total Revenue (TTM)CA$2.00B
Gross Profit (TTM)CA$1.51B
EBITDA (TTM)CA$824.49M
Year RangeCA$6.59 - CA$9.08
Target PriceCA$8.31
Short %1.66%
Short Ratio5.00

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: AQN.TO vs. ENB.TO, AQN.TO vs. WCP.TO, AQN.TO vs. AEP, AQN.TO vs. UGI, AQN.TO vs. FE, AQN.TO vs. CMS, AQN.TO vs. NI, AQN.TO vs. NOVA, AQN.TO vs. DTE, AQN.TO vs. XYL

Performance

Performance Chart

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

-30.00%-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-25.80%
12.90%
AQN.TO (Algonquin Power & Utilities Corp.)
Benchmark (^GSPC)

Returns By Period

Algonquin Power & Utilities Corp. had a return of -17.70% year-to-date (YTD) and -11.33% in the last 12 months. Over the past 10 years, Algonquin Power & Utilities Corp. had an annualized return of 1.38%, while the S&P 500 had an annualized return of 10.96%, indicating that Algonquin Power & Utilities Corp. did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date-17.70%20.10%
1 month-7.00%-0.39%
6 months-24.06%11.72%
1 year-11.33%31.44%
5 years (annualized)-13.62%13.30%
10 years (annualized)1.38%10.96%

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.66%-0.50%9.40%-1.75%1.90%-4.93%7.21%-15.20%2.00%-8.93%-17.70%
20239.98%7.42%10.30%1.59%-0.69%-3.32%-0.64%-5.97%-20.44%-13.18%19.91%1.17%-0.51%
2022-0.66%1.05%6.91%-4.07%-1.07%-4.72%3.53%0.73%-15.04%-0.07%-32.63%-10.76%-48.35%
20211.72%-7.51%2.01%-0.40%-6.61%0.84%7.63%-1.46%-4.14%-3.93%-3.08%6.90%-8.90%
202010.29%0.69%-6.04%1.85%-0.10%-7.80%5.30%-2.16%8.13%4.45%0.74%3.93%19.23%
20195.68%0.62%4.12%1.73%3.14%1.80%3.59%5.84%5.33%-0.28%2.99%-0.40%39.70%
2018-4.98%-5.02%1.82%-2.11%1.04%1.90%0.63%5.79%0.05%-1.65%7.31%-1.36%2.70%
2017-0.70%6.72%6.51%1.81%8.04%-1.23%-2.35%1.65%-1.57%4.70%2.75%0.12%29.05%
20165.41%-9.48%5.65%0.83%6.57%2.99%2.69%-3.03%0.42%0.85%-6.08%3.65%9.52%
20154.98%1.09%-7.43%5.02%-0.71%-2.91%2.35%2.09%-2.16%6.89%2.48%6.79%18.93%
2014-0.68%-1.92%10.31%1.03%2.54%2.93%-1.46%11.59%-1.12%3.95%5.22%0.65%37.15%
20137.16%4.23%-1.60%6.99%-2.89%-5.11%-3.73%-3.44%-4.71%6.15%0.74%9.53%12.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AQN.TO is 29, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AQN.TO is 2929
Combined Rank
The Sharpe Ratio Rank of AQN.TO is 3131Sharpe Ratio Rank
The Sortino Ratio Rank of AQN.TO is 2525Sortino Ratio Rank
The Omega Ratio Rank of AQN.TO is 2525Omega Ratio Rank
The Calmar Ratio Rank of AQN.TO is 3434Calmar Ratio Rank
The Martin Ratio Rank of AQN.TO is 3232Martin 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 Algonquin Power & Utilities Corp. (AQN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

AQN.TO
Sharpe ratio
The chart of Sharpe ratio for AQN.TO, currently valued at -0.16, compared to the broader market-4.00-2.000.002.004.00-0.16
Sortino ratio
The chart of Sortino ratio for AQN.TO, currently valued at -0.03, compared to the broader market-4.00-2.000.002.004.00-0.03
Omega ratio
The chart of Omega ratio for AQN.TO, currently valued at 1.00, compared to the broader market0.501.001.502.001.00
Calmar ratio
The chart of Calmar ratio for AQN.TO, currently valued at -0.07, compared to the broader market0.002.004.006.00-0.07
Martin ratio
The chart of Martin ratio for AQN.TO, currently valued at -0.39, compared to the broader market0.0010.0020.0030.00-0.39
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.88, compared to the broader market-4.00-2.000.002.004.002.88
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.82, compared to the broader market-4.00-2.000.002.004.003.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.002.004.006.003.52
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.62, compared to the broader market0.0010.0020.0030.0018.62

Sharpe Ratio

The current Algonquin Power & Utilities Corp. Sharpe ratio is -0.16. 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 Algonquin Power & Utilities Corp. 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 Ratio-1.000.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
-0.16
3.26
AQN.TO (Algonquin Power & Utilities Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Algonquin Power & Utilities Corp. provided a 7.98% dividend yield over the last twelve months, with an annual payout of CA$0.53 per share.

4.00%6.00%8.00%10.00%CA$0.00CA$0.20CA$0.40CA$0.60CA$0.80CA$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$0.53CA$0.58CA$0.94CA$0.85CA$0.82CA$0.72CA$0.66CA$0.60CA$0.55CA$0.49CA$0.37CA$0.33

Dividend yield

7.98%6.94%10.66%4.65%3.91%3.95%4.82%4.27%4.82%4.50%3.83%4.53%

Monthly Dividends

The table displays the monthly dividend distributions for Algonquin Power & Utilities Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.09CA$0.00CA$0.00CA$0.39
2023CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.14CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.14CA$0.58
2022CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.23CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.25CA$0.94
2021CA$0.00CA$0.00CA$0.20CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.85
2020CA$0.00CA$0.00CA$0.20CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.20CA$0.82
2019CA$0.00CA$0.00CA$0.17CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.19CA$0.00CA$0.00CA$0.18CA$0.72
2018CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.17CA$0.00CA$0.00CA$0.17CA$0.00CA$0.00CA$0.17CA$0.66
2017CA$0.00CA$0.00CA$0.16CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.15CA$0.60
2016CA$0.00CA$0.00CA$0.13CA$0.00CA$0.00CA$0.14CA$0.00CA$0.00CA$0.14CA$0.00CA$0.00CA$0.14CA$0.55
2015CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.12CA$0.00CA$0.00CA$0.13CA$0.00CA$0.00CA$0.13CA$0.49
2014CA$0.00CA$0.00CA$0.09CA$0.00CA$0.00CA$0.09CA$0.00CA$0.00CA$0.10CA$0.00CA$0.00CA$0.10CA$0.37
2013CA$0.08CA$0.00CA$0.00CA$0.09CA$0.00CA$0.00CA$0.09CA$0.00CA$0.00CA$0.09CA$0.33

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%8.0%
Algonquin Power & Utilities Corp. has a dividend yield of 7.98%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%135.9%
Algonquin Power & Utilities Corp. has a payout ratio of 135.90%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.

-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-64.19%
-1.52%
AQN.TO (Algonquin Power & Utilities Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Algonquin Power & Utilities Corp.. 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 Algonquin Power & Utilities Corp. was 78.58%, occurring on Dec 19, 2008. Recovery took 895 trading sessions.

The current Algonquin Power & Utilities Corp. drawdown is 64.19%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.58%Sep 29, 2006561Dec 19, 2008895Jul 17, 20121456
-64.65%Feb 12, 2021674Oct 20, 2023———
-39.28%Dec 31, 1998291Mar 7, 2000185Dec 4, 2000476
-37.36%Mar 6, 202012Mar 23, 2020199Jan 7, 2021211
-24.62%May 13, 2013104Oct 9, 2013135Apr 24, 2014239

Volatility

Volatility Chart

The current Algonquin Power & Utilities Corp. volatility is 6.34%, 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.

0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
6.34%
3.36%
AQN.TO (Algonquin Power & Utilities Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Valuation

The Valuation section provides an assessment of the market value of Algonquin Power & Utilities Corp. compared to its peers in the Utilities - Renewable industry.

PE Ratio
100.0200.0300.0400.030.2
The chart displays the price to earnings (P/E) ratio for AQN.TO in comparison to other companies of the Utilities - Renewable industry. Currently, AQN.TO has a PE value of 30.2. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.01.4
The chart displays the price to earnings to growth (PEG) ratio for AQN.TO in comparison to other companies of the Utilities - Renewable industry. Currently, AQN.TO has a PEG value of 1.4. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Algonquin Power & Utilities Corp..

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Income Statement

Income Statement
Balance Sheet
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Values in undefined except per share items