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Canadian Utilities Limited (CDUAF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCA1367178326
SectorUtilities
IndustryUtilities—Diversified

Highlights

Market Cap$4.48B
EPS$1.69
PE Ratio12.96
Revenue (TTM)$3.80B
Gross Profit (TTM)$2.73B
EBITDA (TTM)$1.76B
Year Range$20.04 - $28.39
Target Price$232.75

Share Price Chart


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Compare to other instruments

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Canadian Utilities Limited

Popular comparisons: CDUAF vs. FRT, CDUAF vs. AMZA, CDUAF vs. ABBV

Performance

Performance Chart

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


100.00%150.00%200.00%250.00%300.00%350.00%NovemberDecember2024FebruaryMarchApril
133.72%
334.90%
CDUAF (Canadian Utilities Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

Canadian Utilities Limited had a return of -6.10% year-to-date (YTD) and -21.70% in the last 12 months. Over the past 10 years, Canadian Utilities Limited had an annualized return of -0.91%, while the S&P 500 had an annualized return of 10.55%, indicating that Canadian Utilities Limited did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-6.10%6.33%
1 month-2.07%-2.81%
6 months9.53%21.13%
1 year-21.70%24.56%
5 years (annualized)0.71%11.55%
10 years (annualized)-0.91%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.74%-1.40%0.49%
2023-10.90%0.33%6.42%7.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CDUAF is 16, indicating that it is in the bottom 16% 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 CDUAF is 1616
Canadian Utilities Limited(CDUAF)
The Sharpe Ratio Rank of CDUAF is 1010Sharpe Ratio Rank
The Sortino Ratio Rank of CDUAF is 1212Sortino Ratio Rank
The Omega Ratio Rank of CDUAF is 1414Omega Ratio Rank
The Calmar Ratio Rank of CDUAF is 1717Calmar Ratio Rank
The Martin Ratio Rank of CDUAF is 2727Martin 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 Canadian Utilities Limited (CDUAF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


CDUAF
Sharpe ratio
The chart of Sharpe ratio for CDUAF, currently valued at -0.84, compared to the broader market-2.00-1.000.001.002.003.00-0.84
Sortino ratio
The chart of Sortino ratio for CDUAF, currently valued at -1.15, compared to the broader market-4.00-2.000.002.004.006.00-1.15
Omega ratio
The chart of Omega ratio for CDUAF, currently valued at 0.86, compared to the broader market0.501.001.500.86
Calmar ratio
The chart of Calmar ratio for CDUAF, currently valued at -0.57, compared to the broader market0.001.002.003.004.005.006.00-0.57
Martin ratio
The chart of Martin ratio for CDUAF, currently valued at -0.97, compared to the broader market0.0010.0020.0030.00-0.97
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Canadian Utilities Limited Sharpe ratio is -0.84. 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
-0.84
1.91
CDUAF (Canadian Utilities Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Canadian Utilities Limited granted a 5.98% dividend yield in the last twelve months. The annual payout for that period amounted to $1.33 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.33$1.33$1.37$1.41$1.30$1.27$0.95$1.17$0.98$0.95$0.97$1.44

Dividend yield

5.98%5.52%5.03%4.85%5.31%4.23%4.15%3.95%3.62%4.11%2.74%4.28%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.34$0.00$0.00
2023$0.00$0.34$0.00$0.00$0.33$0.00$0.00$0.34$0.00$0.00$0.32$0.00
2022$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.33$0.00
2021$0.00$0.34$0.00$0.00$0.36$0.00$0.00$0.35$0.00$0.00$0.35$0.00
2020$0.00$0.33$0.00$0.00$0.31$0.00$0.00$0.33$0.00$0.00$0.33$0.00
2019$0.00$0.32$0.00$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2018$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.30$0.00$0.00$0.03$0.00
2017$0.00$0.27$0.00$0.00$0.26$0.00$0.00$0.36$0.00$0.00$0.28$0.00
2016$0.00$0.23$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.24$0.00
2015$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.22$0.00$0.00$0.23$0.00
2014$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.24$0.00$0.00$0.23$0.00
2013$0.49$0.00$0.00$0.49$0.00$0.00$0.23$0.00$0.00$0.23$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.0%
Canadian Utilities Limited has a dividend yield of 5.98%, 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%77.1%
Canadian Utilities Limited has a payout ratio of 77.11%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-24.86%
-3.48%
CDUAF (Canadian Utilities Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Canadian Utilities Limited. 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 Canadian Utilities Limited was 47.92%, occurring on Apr 9, 2009. Recovery took 134 trading sessions.

The current Canadian Utilities Limited drawdown is 24.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.92%Dec 28, 200572Apr 9, 2009134Nov 11, 2010206
-42.71%May 13, 2013444Jan 20, 2016768Feb 18, 20201212
-41.92%Feb 24, 202021Mar 23, 2020293May 24, 2021314
-31.94%Aug 2, 2022282Oct 3, 2023
-12.27%May 24, 202218Jun 17, 202225Jul 28, 202243

Volatility

Volatility Chart

The current Canadian Utilities Limited volatility is 5.17%, 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%NovemberDecember2024FebruaryMarchApril
5.17%
3.59%
CDUAF (Canadian Utilities Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Canadian Utilities Limited 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
Cash Flow
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Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

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R&D 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