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

Company Info

ISIN

CA1367178326

Sector

Utilities

Highlights

Market Cap

$5.18B

EPS (TTM)

$1.11

PE Ratio

22.78

Total Revenue (TTM)

$3.74B

Gross Profit (TTM)

$1.99B

EBITDA (TTM)

$1.71B

Year Range

$20.43 - $31.32

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:
CDUAF vs. FRT CDUAF vs. AMZA CDUAF vs. ABBV CDUAF vs. NNN CDUAF vs. VOO CDUAF vs. CPX.TO
Popular comparisons:
CDUAF vs. FRT CDUAF vs. AMZA CDUAF vs. ABBV CDUAF vs. NNN CDUAF vs. VOO CDUAF vs. CPX.TO

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.


-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.07%
12.14%
CDUAF (Canadian Utilities Limited)
Benchmark (^GSPC)

Returns By Period

Canadian Utilities Limited had a return of 12.11% year-to-date (YTD) and 19.89% in the last 12 months. Over the past 10 years, Canadian Utilities Limited had an annualized return of 1.18%, while the S&P 500 had an annualized return of 11.16%, indicating that Canadian Utilities Limited did not perform as well as the benchmark.


CDUAF

YTD

12.11%

1M

-1.89%

6M

14.26%

1Y

19.89%

5Y (annualized)

2.37%

10Y (annualized)

1.18%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.74%-1.40%0.49%-0.35%2.61%-5.09%8.80%8.94%5.19%-3.60%12.11%
20231.58%-2.83%5.13%3.63%-6.95%-3.05%-2.68%-3.90%-10.90%0.33%6.43%7.96%-6.81%
20220.14%-3.45%10.58%-1.97%6.67%-5.81%8.51%-4.48%-14.69%1.19%3.50%0.63%-1.87%
20210.88%-1.72%12.70%6.21%2.65%-4.46%5.86%-2.20%-5.24%8.33%-6.39%8.12%25.18%
20201.70%-2.09%-19.28%1.93%-0.22%0.10%6.73%-0.75%-4.50%-2.71%8.48%-2.34%-14.69%
201912.26%4.14%3.85%-0.28%3.83%0.68%-3.79%7.08%3.28%-1.87%1.98%2.03%37.50%
2018-1.60%-8.26%1.50%-5.33%-3.68%4.41%-2.78%-0.75%-0.52%-1.21%-0.98%-2.23%-19.91%
20174.55%-2.69%7.16%0.68%3.39%7.21%-1.24%-1.76%-0.06%-2.09%-0.09%-0.73%14.57%
201610.48%-2.95%15.50%2.70%6.31%-5.98%2.68%-2.67%-1.25%1.35%-7.29%2.51%20.84%
2015-5.80%-0.09%-3.99%2.37%-7.70%-2.94%-4.19%-1.04%-3.82%-1.52%-3.09%-6.45%-32.53%
20141.19%4.24%3.55%1.98%-2.39%3.99%-3.82%0.98%-3.29%0.57%3.30%-1.94%8.19%
20137.71%-0.86%3.02%3.55%-5.25%0.52%-3.18%-10.40%6.68%7.02%-6.50%-2.07%-1.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CDUAF is 66, 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 CDUAF is 6666
Combined Rank
The Sharpe Ratio Rank of CDUAF is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of CDUAF is 6363
Sortino Ratio Rank
The Omega Ratio Rank of CDUAF is 6262
Omega Ratio Rank
The Calmar Ratio Rank of CDUAF is 6666
Calmar Ratio Rank
The Martin Ratio Rank of CDUAF is 6969
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for CDUAF, currently valued at 0.87, compared to the broader market-4.00-2.000.002.004.000.872.54
The chart of Sortino ratio for CDUAF, currently valued at 1.34, compared to the broader market-4.00-2.000.002.004.001.343.40
The chart of Omega ratio for CDUAF, currently valued at 1.17, compared to the broader market0.501.001.502.001.171.47
The chart of Calmar ratio for CDUAF, currently valued at 0.58, compared to the broader market0.002.004.006.000.583.66
The chart of Martin ratio for CDUAF, currently valued at 3.21, compared to the broader market0.0010.0020.0030.003.2116.26
CDUAF
^GSPC

The current Canadian Utilities Limited Sharpe ratio is 0.87. 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 Canadian Utilities Limited 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-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.87
2.54
CDUAF (Canadian Utilities Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Canadian Utilities Limited provided a 5.19% dividend yield over the last twelve months, with an annual payout of $1.32 per share.


3.00%3.50%4.00%4.50%5.00%5.50%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.32$1.33$1.37$1.41$1.30$1.28$0.95$1.17$0.97$0.95$0.97$1.44

Dividend yield

5.19%5.53%5.03%4.85%5.32%4.24%4.15%3.95%3.61%4.11%2.73%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.34$0.00$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$1.32
2023$0.00$0.34$0.00$0.00$0.33$0.00$0.00$0.34$0.00$0.00$0.33$0.00$1.33
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$1.37
2021$0.00$0.34$0.00$0.00$0.36$0.00$0.00$0.35$0.00$0.00$0.36$0.00$1.41
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$1.30
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$1.28
2018$0.00$0.32$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.03$0.00$0.95
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$1.17
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$0.97
2015$0.00$0.25$0.00$0.00$0.24$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.95
2014$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.23$0.00$0.97
2013$0.49$0.00$0.00$0.49$0.00$0.00$0.23$0.00$0.00$0.23$0.00$1.44

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.2%
Canadian Utilities Limited has a dividend yield of 5.19%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%114.5%
Canadian Utilities Limited has a payout ratio of 114.45%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-10.28%
-0.88%
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 10.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.92%Dec 28, 200572Apr 9, 2009134Nov 11, 2010206
-42.72%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 4.55%, 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%8.00%JuneJulyAugustSeptemberOctoberNovember
4.55%
3.96%
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

0.0

Valuation

The Valuation section provides an assessment of the market value of Canadian Utilities Limited compared to its peers in the Utilities - Diversified industry.


PE Ratio
10.020.030.040.050.022.8
The chart displays the price to earnings (P/E) ratio for CDUAF in comparison to other companies of the Utilities - Diversified industry. Currently, CDUAF has a PE value of 22.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
2.04.06.08.00.0
The chart displays the price to earnings to growth (PEG) ratio for CDUAF in comparison to other companies of the Utilities - Diversified industry. Currently, CDUAF has a PEG value of 0.0. 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 Canadian Utilities Limited.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items