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Emera Incorporated (EMA.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCA2908761018
CUSIP290876101
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market CapCA$13.62B
EPSCA$3.57
PE Ratio13.35
PEG Ratio2.40
Revenue (TTM)CA$7.56B
Gross Profit (TTM)CA$3.03B
EBITDA (TTM)CA$2.89B
Year RangeCA$42.36 - CA$57.00
Target PriceCA$53.25
Short %3.89%
Short Ratio5.70

Share Price Chart


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Compare to other instruments

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Emera Incorporated

Popular comparisons: EMA.TO vs. FTS.TO, EMA.TO vs. AEM.TO, EMA.TO vs. ^TNX, EMA.TO vs. CPX.TO, EMA.TO vs. TLT, EMA.TO vs. CU.TO, EMA.TO vs. SU.TO, EMA.TO vs. KEY.TO, EMA.TO vs. CNQ.TO, EMA.TO vs. T.TO

Performance

Performance Chart

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


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
5.06%
17.55%
EMA.TO (Emera Incorporated)
Benchmark (^GSPC)

S&P 500

Returns By Period

Emera Incorporated had a return of -6.38% year-to-date (YTD) and -15.32% in the last 12 months. Over the past 10 years, Emera Incorporated had an annualized return of 7.67%, while the S&P 500 had an annualized return of 10.37%, indicating that Emera Incorporated did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-6.38%5.06%
1 month-2.03%-3.23%
6 months5.06%17.14%
1 year-15.32%20.62%
5 years (annualized)3.09%11.54%
10 years (annualized)7.67%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.14%0.19%0.15%
2023-6.38%-2.71%5.00%5.47%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EMA.TO 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 EMA.TO is 1616
Emera Incorporated(EMA.TO)
The Sharpe Ratio Rank of EMA.TO is 1010Sharpe Ratio Rank
The Sortino Ratio Rank of EMA.TO is 1313Sortino Ratio Rank
The Omega Ratio Rank of EMA.TO is 1515Omega Ratio Rank
The Calmar Ratio Rank of EMA.TO is 1818Calmar Ratio Rank
The Martin Ratio Rank of EMA.TO is 2323Martin 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 Emera Incorporated (EMA.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EMA.TO
Sharpe ratio
The chart of Sharpe ratio for EMA.TO, currently valued at -0.87, compared to the broader market-2.00-1.000.001.002.003.00-0.87
Sortino ratio
The chart of Sortino ratio for EMA.TO, currently valued at -1.17, compared to the broader market-4.00-2.000.002.004.00-1.17
Omega ratio
The chart of Omega ratio for EMA.TO, currently valued at 0.86, compared to the broader market0.501.001.500.86
Calmar ratio
The chart of Calmar ratio for EMA.TO, currently valued at -0.56, compared to the broader market0.001.002.003.004.005.00-0.56
Martin ratio
The chart of Martin ratio for EMA.TO, currently valued at -1.13, compared to the broader market0.0010.0020.0030.00-1.13
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.76, compared to the broader market-2.00-1.000.001.002.003.001.76
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.57
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.001.002.003.004.005.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.04, compared to the broader market0.0010.0020.0030.007.04

Sharpe Ratio

The current Emera Incorporated Sharpe ratio is -0.87. 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
-0.87
2.36
EMA.TO (Emera Incorporated)
Benchmark (^GSPC)

Dividends

Dividend History

Emera Incorporated granted a 6.07% dividend yield in the last twelve months. The annual payout for that period amounted to CA$2.82 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendCA$2.82CA$2.79CA$2.68CA$2.58CA$2.48CA$2.38CA$2.28CA$2.13CA$2.00CA$1.66CA$1.48CA$1.41

Dividend yield

6.07%5.54%5.17%4.07%4.57%4.26%5.22%4.54%4.40%3.85%3.82%4.62%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024CA$0.72CA$0.00CA$0.00
2023CA$0.69CA$0.00CA$0.00CA$0.69CA$0.00CA$0.00CA$0.69CA$0.00CA$0.00CA$0.72CA$0.00CA$0.00
2022CA$0.66CA$0.00CA$0.00CA$0.66CA$0.00CA$0.00CA$0.66CA$0.00CA$0.00CA$0.69CA$0.00CA$0.00
2021CA$0.00CA$0.64CA$0.00CA$0.64CA$0.00CA$0.00CA$0.64CA$0.00CA$0.00CA$0.66CA$0.00CA$0.00
2020CA$0.61CA$0.00CA$0.00CA$0.61CA$0.00CA$0.00CA$0.61CA$0.00CA$0.00CA$0.64CA$0.00CA$0.00
2019CA$0.59CA$0.00CA$0.00CA$0.59CA$0.00CA$0.00CA$0.59CA$0.00CA$0.00CA$0.61CA$0.00CA$0.00
2018CA$0.57CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00CA$0.59CA$0.00CA$0.00
2017CA$0.52CA$0.00CA$0.00CA$0.52CA$0.00CA$0.00CA$0.52CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00
2016CA$0.48CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.52CA$0.00CA$0.00CA$0.52CA$0.00CA$0.00
2015CA$0.39CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00
2014CA$0.36CA$0.00CA$0.00CA$0.36CA$0.00CA$0.00CA$0.36CA$0.00CA$0.00CA$0.39CA$0.00CA$0.00
2013CA$0.35CA$0.00CA$0.00CA$0.35CA$0.00CA$0.00CA$0.35CA$0.00CA$0.00CA$0.36CA$0.00CA$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.1%
Emera Incorporated has a dividend yield of 6.07%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%94.8%
Emera Incorporated has a payout ratio of 94.78%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-21.12%
-3.14%
EMA.TO (Emera Incorporated)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Emera Incorporated. 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 Emera Incorporated was 29.73%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

The current Emera Incorporated drawdown is 21.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.73%Feb 24, 202021Mar 23, 2020271Apr 21, 2021292
-26.95%May 25, 2022354Oct 20, 2023
-20.93%Sep 2, 200832Oct 16, 2008246Oct 8, 2009278
-20.66%May 1, 201394Sep 13, 2013262Sep 30, 2014356
-18.96%Dec 7, 2017212Oct 12, 201879Feb 5, 2019291

Volatility

Volatility Chart

The current Emera Incorporated volatility is 2.52%, 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
2.52%
3.10%
EMA.TO (Emera Incorporated)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Emera Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
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