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Canadian Utilities Limited (CU.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Canadian Utilities Limited (CU.TO)

Equity · Currency in CAD · Last updated Nov 14, 2024

Company Info

ISINCA1367178326
CUSIP136717832
SectorUtilities
IndustryUtilities - Diversified

Highlights

Market CapCA$7.10B
EPS (TTM)CA$1.97
PE Ratio17.48
PEG Ratio3.47
Total Revenue (TTM)CA$2.93B
Gross Profit (TTM)CA$1.09B
EBITDA (TTM)CA$1.00B
Year RangeCA$28.18 - CA$36.62
Target PriceCA$37.20
Short %4.61%
Short Ratio2.98

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: CU.TO vs. FTS.TO, CU.TO vs. CPX.TO, CU.TO vs. EMA.TO, CU.TO vs. H.TO, CU.TO vs. INE.TO, CU.TO vs. CNQ.TO, CU.TO vs. ENB, CU.TO vs. FTS, CU.TO vs. ENB.TO, CU.TO vs. DUK

Performance

Performance Chart

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

-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
10.52%
16.02%
CU.TO (Canadian Utilities Limited)
Benchmark (^GSPC)

Returns By Period

Canadian Utilities Limited had a return of 13.61% year-to-date (YTD) and 15.38% in the last 12 months. Over the past 10 years, Canadian Utilities Limited had an annualized return of 3.33%, while the S&P 500 had an annualized return of 11.39%, indicating that Canadian Utilities Limited did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date13.61%25.48%
1 month-2.48%2.14%
6 months10.52%12.76%
1 year15.38%33.14%
5 years (annualized)2.31%13.96%
10 years (annualized)3.33%11.39%

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.53%-0.26%0.95%-0.23%2.47%-4.92%9.41%6.63%5.62%-0.72%13.61%
20230.90%-2.03%5.23%4.01%-5.86%-5.87%-4.28%-1.12%-10.37%2.23%5.23%4.90%-8.22%
20220.65%-3.25%8.56%0.78%5.13%-4.34%7.97%-2.02%-10.58%0.89%2.75%-0.38%4.68%
20211.67%-3.41%12.02%4.12%0.97%-1.80%6.25%-1.10%-4.42%5.04%-3.14%6.97%24.14%
20203.40%-0.86%-15.31%0.95%-1.43%2.30%1.66%-3.47%-2.99%-1.95%5.64%-4.16%-16.48%
20197.85%4.87%4.26%1.23%4.36%-2.99%-2.76%8.25%1.56%-1.64%2.79%0.28%31.00%
2018-2.67%-5.88%1.48%-4.91%-2.60%5.50%-2.26%-0.95%0.03%-1.67%1.54%0.00%-12.18%
20172.35%-2.56%9.01%1.00%4.84%1.93%-5.04%-0.75%-0.44%0.54%1.13%-4.18%7.29%
201613.12%-9.10%11.67%-0.72%1.34%3.26%7.37%-5.68%-1.54%3.54%-6.92%2.32%17.29%
20152.98%-0.68%-4.28%-1.43%-5.05%-2.60%2.14%-0.19%-0.71%-4.74%-4.36%-2.09%-19.42%
20146.25%4.14%4.95%-1.56%-2.42%1.91%-2.07%0.62%-0.05%-0.41%3.31%2.38%17.93%
20135.99%1.98%3.54%2.99%-8.21%-3.01%3.63%-10.07%3.69%8.13%-5.25%-1.11%0.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CU.TO is 72, 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 CU.TO is 7272
Combined Rank
The Sharpe Ratio Rank of CU.TO is 7777Sharpe Ratio Rank
The Sortino Ratio Rank of CU.TO is 7272Sortino Ratio Rank
The Omega Ratio Rank of CU.TO is 6868Omega Ratio Rank
The Calmar Ratio Rank of CU.TO is 7070Calmar Ratio Rank
The Martin Ratio Rank of CU.TO is 7474Martin 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 (CU.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

CU.TO
Sharpe ratio
The chart of Sharpe ratio for CU.TO, currently valued at 1.30, compared to the broader market-4.00-2.000.002.004.001.30
Sortino ratio
The chart of Sortino ratio for CU.TO, currently valued at 1.93, compared to the broader market-4.00-2.000.002.004.006.001.93
Omega ratio
The chart of Omega ratio for CU.TO, currently valued at 1.23, compared to the broader market0.501.001.502.001.23
Calmar ratio
The chart of Calmar ratio for CU.TO, currently valued at 0.81, compared to the broader market0.002.004.006.000.81
Martin ratio
The chart of Martin ratio for CU.TO, currently valued at 4.75, compared to the broader market0.0010.0020.0030.004.75
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Canadian Utilities Limited Sharpe ratio is 1.30. 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-1.000.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.30
3.29
CU.TO (Canadian Utilities Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Canadian Utilities Limited provided a 5.25% dividend yield over the last twelve months, with an annual payout of CA$1.80 per share. The company has been increasing its dividends for 10 consecutive years.

1.00%2.00%3.00%4.00%5.00%6.00%CA$0.00CA$0.50CA$1.00CA$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.80CA$1.80CA$1.76CA$1.76CA$1.76CA$1.69CA$1.57CA$1.43CA$1.30CA$1.18CA$1.07CA$0.49

Dividend yield

5.25%5.64%4.80%4.80%5.66%4.32%5.02%3.82%3.59%3.69%2.62%1.36%

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
2024CA$0.45CA$0.00CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$1.80
2023CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$1.80
2022CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$1.76
2021CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$1.76
2020CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$0.00CA$0.44CA$0.00CA$1.76
2019CA$0.00CA$0.42CA$0.00CA$0.00CA$0.42CA$0.00CA$0.00CA$0.42CA$0.00CA$0.00CA$0.42CA$0.00CA$1.69
2018CA$0.00CA$0.39CA$0.00CA$0.00CA$0.39CA$0.00CA$0.00CA$0.39CA$0.00CA$0.00CA$0.39CA$0.00CA$1.57
2017CA$0.00CA$0.36CA$0.00CA$0.00CA$0.36CA$0.00CA$0.00CA$0.36CA$0.00CA$0.00CA$0.36CA$0.00CA$1.43
2016CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$0.00CA$0.33CA$0.00CA$1.30
2015CA$0.00CA$0.30CA$0.00CA$0.00CA$0.30CA$0.00CA$0.00CA$0.30CA$0.00CA$0.00CA$0.30CA$0.00CA$1.18
2014CA$0.00CA$0.27CA$0.00CA$0.00CA$0.27CA$0.00CA$0.00CA$0.27CA$0.00CA$0.00CA$0.27CA$0.00CA$1.07
2013CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.24CA$0.00CA$0.00CA$0.24CA$0.00CA$0.49

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%5.3%
Canadian Utilities Limited has a dividend yield of 5.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%91.4%
Canadian Utilities Limited has a payout ratio of 91.37%, 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.

-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-6.59%
0
CU.TO (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 40.15%, occurring on Mar 23, 2020. Recovery took 511 trading sessions.

The current Canadian Utilities Limited drawdown is 6.59%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.15%Mar 6, 202012Mar 23, 2020511Apr 5, 2022523
-37.27%Nov 1, 2007375Apr 29, 2009411Dec 16, 2010786
-35.92%Mar 15, 1999211Jan 21, 2000221Dec 11, 2000432
-30.14%Jan 21, 2015224Dec 9, 2015362May 19, 2017586
-27.68%Aug 30, 2022275Oct 3, 2023———

Volatility

Volatility Chart

The current Canadian Utilities Limited volatility is 3.54%, 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%JuneJulyAugustSeptemberOctoberNovember
3.54%
4.13%
CU.TO (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
10.020.030.040.050.017.5
The chart displays the price to earnings (P/E) ratio for CU.TO in comparison to other companies of the Utilities - Diversified industry. Currently, CU.TO has a PE value of 17.5. 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
2.04.06.08.010.03.5
The chart displays the price to earnings to growth (PEG) ratio for CU.TO in comparison to other companies of the Utilities - Diversified industry. Currently, CU.TO has a PEG value of 3.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

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

Income Statement
Balance Sheet
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Quarterly
TTM
Revenue

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EBITDA

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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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Other Non-Operating Income (Expenses)

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Discontinued Operations

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Effect Of Accounting Charges

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Values in undefined except per share items