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

Company Info

ISINUS0158578734
CUSIP15857873
SectorUtilities
IndustryUtilities—Renewable

Highlights

EPS$0.52
PE Ratio44.88
Revenue (TTM)$2.66B
Gross Profit (TTM)$1.05B
EBITDA (TTM)$954.73M
Year Range$16.55 - $26.77
Short %0.02%
Short Ratio0.06

Share Price Chart


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Compare to other instruments

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Algonquin Power & Utilities Corp.

Popular comparisons: AQNU vs. NEE, AQNU vs. ^TNX

Performance

Performance Chart

The chart shows the growth of an initial investment of $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.


-40.00%-20.00%0.00%20.00%December2024FebruaryMarchAprilMay
-36.85%
27.72%
AQNU (Algonquin Power & Utilities Corp.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Algonquin Power & Utilities Corp. had a return of 8.91% year-to-date (YTD) and -10.78% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date8.91%11.56%
1 month11.90%7.13%
6 months14.80%17.26%
1 year-10.78%26.92%
5 years (annualized)N/A13.56%
10 years (annualized)N/A10.87%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.98%-0.20%6.45%-0.37%8.91%
202313.32%4.39%9.57%1.34%0.88%-0.14%0.17%-6.03%-19.41%-13.43%21.17%2.86%8.32%
2022-1.08%0.37%7.44%-4.92%-0.49%-5.10%4.84%-0.73%-15.05%-0.55%-28.48%-8.89%-45.13%
2021-1.31%5.86%-2.25%-4.12%-0.41%-5.73%6.16%-2.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AQNU is 28, 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 AQNU is 2828
AQNU (Algonquin Power & Utilities Corp.)
The Sharpe Ratio Rank of AQNU is 2727Sharpe Ratio Rank
The Sortino Ratio Rank of AQNU is 2424Sortino Ratio Rank
The Omega Ratio Rank of AQNU is 2525Omega Ratio Rank
The Calmar Ratio Rank of AQNU is 3333Calmar Ratio Rank
The Martin Ratio Rank of AQNU is 3333Martin 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. (AQNU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AQNU
Sharpe ratio
The chart of Sharpe ratio for AQNU, currently valued at -0.34, compared to the broader market-2.00-1.000.001.002.003.004.00-0.34
Sortino ratio
The chart of Sortino ratio for AQNU, currently valued at -0.31, compared to the broader market-4.00-2.000.002.004.006.00-0.31
Omega ratio
The chart of Omega ratio for AQNU, currently valued at 0.96, compared to the broader market0.501.001.502.000.96
Calmar ratio
The chart of Calmar ratio for AQNU, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.18
Martin ratio
The chart of Martin ratio for AQNU, currently valued at -0.50, compared to the broader market-10.000.0010.0020.0030.00-0.50
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Algonquin Power & Utilities Corp. Sharpe ratio is -0.34. 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-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-0.34
2.34
AQNU (Algonquin Power & Utilities Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Algonquin Power & Utilities Corp. granted a 16.75% dividend yield in the last twelve months. The annual payout for that period amounted to $3.88 per share.


PeriodTTM202320222021
Dividend$3.88$3.88$3.21$2.02

Dividend yield

16.75%17.40%13.46%4.28%

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
2024$0.00$0.97$0.00$0.00$0.00$0.97
2023$0.00$0.97$0.00$0.00$0.97$0.00$0.00$0.97$0.00$0.00$0.97$0.00$3.88
2022$0.00$0.76$0.00$0.00$0.77$0.00$0.00$0.97$0.00$0.00$0.71$0.00$3.21
2021$0.17$0.00$0.88$0.00$0.00$0.97$0.00$2.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-40.29%
0
AQNU (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 56.32%, occurring on Oct 25, 2023. The portfolio has not yet recovered.

The current Algonquin Power & Utilities Corp. drawdown is 40.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.32%Apr 8, 2022389Oct 25, 2023
-12.55%Aug 3, 202185Dec 1, 202186Apr 5, 2022171
-1.39%Jul 19, 20211Jul 19, 20212Jul 21, 20213
-1.33%Jun 29, 20212Jun 30, 20212Jul 2, 20214
-1.11%Jul 7, 20212Jul 8, 20216Jul 16, 20218

Volatility

Volatility Chart

The current Algonquin Power & Utilities Corp. volatility is 7.60%, 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%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
7.60%
3.10%
AQNU (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

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Income Statement


Income Statement
Balance Sheet
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TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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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