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Enerplus Corporation (ERF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCA2927661025
CUSIP292766102
SectorEnergy
IndustryOil & Gas E&P

Highlights

Market Cap$4.08B
EPS$1.79
PE Ratio11.17
PEG Ratio0.10
Revenue (TTM)$1.48B
Gross Profit (TTM)$1.67B
EBITDA (TTM)$868.37M
Year Range$13.41 - $20.97
Target Price$21.20
Short %1.02%
Short Ratio0.92

Share Price Chart


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Enerplus Corporation

Popular comparisons: ERF vs. CPG

Performance

Performance Chart

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


200.00%400.00%600.00%800.00%1,000.00%December2024FebruaryMarchAprilMay
897.36%
287.75%
ERF (Enerplus Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Enerplus Corporation had a return of 30.86% year-to-date (YTD) and 40.00% in the last 12 months. Over the past 10 years, Enerplus Corporation had an annualized return of 1.93%, while the S&P 500 had an annualized return of 10.99%, indicating that Enerplus Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date30.86%11.18%
1 month-0.25%5.60%
6 months23.92%17.48%
1 year40.00%26.33%
5 years (annualized)21.13%13.16%
10 years (annualized)1.93%10.99%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.35%22.11%11.29%-0.41%30.86%
20230.57%-10.59%-8.89%3.82%-7.26%4.70%15.55%2.69%3.04%-4.08%-5.85%-3.28%-11.81%
20229.36%10.46%-0.38%-3.62%21.61%-10.85%5.52%10.73%-8.05%22.16%7.66%-5.00%68.78%
2021-0.40%55.86%3.67%7.34%22.51%9.77%-13.35%-4.48%35.14%18.38%0.01%12.08%244.78%
2020-28.37%-14.76%-65.71%83.03%-0.12%5.51%-12.11%7.16%-29.54%-1.20%39.22%23.54%-54.47%
201911.70%1.93%-4.56%8.89%-20.36%3.53%-11.98%-1.25%14.05%-18.85%2.77%15.31%-7.00%
201816.12%-2.66%1.97%3.18%5.24%3.26%3.71%-5.23%-0.18%-24.66%3.74%-19.34%-20.07%
2017-5.72%-1.26%-8.53%-10.35%9.53%3.01%11.18%-1.46%11.24%-7.01%-0.57%7.55%4.38%
2016-6.61%-8.10%36.27%40.15%-0.94%20.91%-9.02%16.71%-7.78%4.95%28.99%9.55%185.12%
20152.88%4.01%0.58%24.78%-23.32%-8.32%-28.67%2.55%-22.75%-2.27%5.55%-30.46%-61.73%
2014-0.09%10.12%1.48%11.34%2.54%11.37%-8.67%0.36%-16.56%-24.20%-8.28%-25.86%-44.03%
20134.52%1.50%8.44%-2.90%11.20%-4.54%11.11%2.22%0.39%4.64%7.25%-0.89%50.38%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ERF is 80, placing it in the top 20% of stocks on our website 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 ERF is 8080
ERF (Enerplus Corporation)
The Sharpe Ratio Rank of ERF is 8484Sharpe Ratio Rank
The Sortino Ratio Rank of ERF is 8181Sortino Ratio Rank
The Omega Ratio Rank of ERF is 7878Omega Ratio Rank
The Calmar Ratio Rank of ERF is 8080Calmar Ratio Rank
The Martin Ratio Rank of ERF is 7979Martin 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 Enerplus Corporation (ERF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ERF
Sharpe ratio
The chart of Sharpe ratio for ERF, currently valued at 1.47, compared to the broader market-2.00-1.000.001.002.003.004.001.47
Sortino ratio
The chart of Sortino ratio for ERF, currently valued at 2.17, compared to the broader market-4.00-2.000.002.004.006.002.17
Omega ratio
The chart of Omega ratio for ERF, currently valued at 1.27, compared to the broader market0.501.001.502.001.27
Calmar ratio
The chart of Calmar ratio for ERF, currently valued at 1.03, compared to the broader market0.002.004.006.001.03
Martin ratio
The chart of Martin ratio for ERF, currently valued at 4.67, compared to the broader market-10.000.0010.0020.0030.004.67
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.38, compared to the broader market-2.00-1.000.001.002.003.004.002.38
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.37, compared to the broader market-4.00-2.000.002.004.006.003.37
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.42, compared to the broader market0.501.001.502.001.42
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.94, compared to the broader market0.002.004.006.001.94
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.12, compared to the broader market-10.000.0010.0020.0030.009.12

Sharpe Ratio

The current Enerplus Corporation Sharpe ratio is 1.47. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Enerplus Corporation 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
1.47
2.38
ERF (Enerplus Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Enerplus Corporation granted a 1.20% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.24$0.23$0.18$0.12$0.09$0.09$0.09$0.09$0.12$0.50$1.06$1.05

Dividend yield

1.20%1.50%1.03%1.15%2.86%1.27%1.19%0.95%1.26%14.68%11.05%5.77%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.07$0.00$0.00$0.07
2023$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.23
2022$0.00$0.00$0.03$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.18
2021$0.01$0.01$0.01$0.01$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.12
2020$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.09
2019$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.09
2018$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.09
2017$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.09
2016$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.12
2015$0.07$0.07$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.02$0.02$0.50
2014$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.16$0.08$0.08$0.08$1.06
2013$0.09$0.09$0.09$0.09$0.09$0.09$0.17$0.00$0.09$0.09$0.09$0.08$1.05

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.2%
Enerplus Corporation has a dividend yield of 1.20%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%13.0%
Enerplus Corporation has a payout ratio of 13.02%, which is below the market average. This means Enerplus Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-12.20%
-0.09%
ERF (Enerplus Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Enerplus Corporation. 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 Enerplus Corporation was 94.75%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Enerplus Corporation drawdown is 12.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.75%May 22, 20082979Mar 23, 2020
-32.22%Aug 30, 200654Nov 14, 2006380May 21, 2008434
-24.71%May 22, 200186Sep 27, 2001153May 8, 2002239
-21.55%Mar 10, 200443May 10, 200451Jul 23, 200494
-15.65%Jan 13, 200417Feb 5, 200420Mar 5, 200437

Volatility

Volatility Chart

The current Enerplus Corporation volatility is 5.45%, 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%12.00%14.00%December2024FebruaryMarchAprilMay
5.45%
3.36%
ERF (Enerplus Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

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EBIT

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Net Income

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Other Non-Operating Income (Expenses)

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Minority Interest

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Values in undefined except per share items