PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Fortis Inc (FTS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCA3495531079
CUSIP349553107
SectorUtilities
IndustryUtilities - Regulated Electric

Highlights

Market Cap$19.69B
EPS$2.28
PE Ratio17.50
PEG Ratio2.91
Revenue (TTM)$11.32B
Gross Profit (TTM)$4.41B
EBITDA (TTM)$4.99B
Year Range$35.52 - $44.40
Target Price$40.61
Short %0.71%
Short Ratio13.05

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fortis Inc

Popular comparisons: FTS vs. ACO-X.TO, FTS vs. CPX.TO, FTS vs. TAC, FTS vs. RNW.TO, FTS vs. INE.TO, FTS vs. BIPC.TO, FTS vs. BLX.TO, FTS vs. H.TO, FTS vs. SPY, FTS vs. AQN.TO

Performance

Performance Chart

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


300.00%400.00%500.00%600.00%700.00%December2024FebruaryMarchAprilMay
681.37%
378.54%
FTS (Fortis Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fortis Inc had a return of -0.64% year-to-date (YTD) and -7.93% in the last 12 months. Over the past 10 years, Fortis Inc had an annualized return of 7.65%, while the S&P 500 had an annualized return of 10.71%, indicating that Fortis Inc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.64%8.76%
1 month3.14%-0.28%
6 months2.07%18.36%
1 year-7.93%25.94%
5 years (annualized)5.60%12.51%
10 years (annualized)7.65%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.43%-2.77%2.41%-0.56%
20234.58%1.94%2.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FTS is 25, indicating that it is in the bottom 25% 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 FTS is 2525
FTS (Fortis Inc)
The Sharpe Ratio Rank of FTS is 2424Sharpe Ratio Rank
The Sortino Ratio Rank of FTS is 2121Sortino Ratio Rank
The Omega Ratio Rank of FTS is 2323Omega Ratio Rank
The Calmar Ratio Rank of FTS is 2727Calmar Ratio Rank
The Martin Ratio Rank of FTS is 2929Martin 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 Fortis Inc (FTS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FTS
Sharpe ratio
The chart of Sharpe ratio for FTS, currently valued at -0.47, compared to the broader market-2.00-1.000.001.002.003.00-0.47
Sortino ratio
The chart of Sortino ratio for FTS, currently valued at -0.55, compared to the broader market-4.00-2.000.002.004.006.00-0.55
Omega ratio
The chart of Omega ratio for FTS, currently valued at 0.94, compared to the broader market0.501.001.502.000.94
Calmar ratio
The chart of Calmar ratio for FTS, currently valued at -0.33, compared to the broader market0.002.004.006.00-0.33
Martin ratio
The chart of Martin ratio for FTS, currently valued at -0.82, compared to the broader market-10.000.0010.0020.0030.00-0.82
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.40, compared to the broader market-10.000.0010.0020.0030.008.40

Sharpe Ratio

The current Fortis Inc Sharpe ratio is -0.47. 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 Fortis Inc 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
-0.47
2.19
FTS (Fortis Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Fortis Inc granted a 4.22% dividend yield in the last twelve months. The annual payout for that period amounted to $1.70 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.70$1.69$1.67$1.63$1.47$1.37$1.34$1.25$1.15$1.44$1.16$1.21

Dividend yield

4.22%4.10%4.18%3.37%3.60%3.30%4.00%3.41%3.72%5.34%3.49%4.22%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.44$0.00$0.00
2023$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.43$0.00
2022$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.41$0.00$0.00$0.42$0.00
2021$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.41$0.00$0.00$0.42$0.00
2020$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.39$0.00
2019$0.00$0.34$0.00$0.00$0.33$0.00$0.00$0.34$0.00$0.00$0.36$0.00
2018$0.00$0.34$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.34$0.00
2017$0.00$0.31$0.00$0.00$0.30$0.00$0.00$0.32$0.00$0.00$0.33$0.00
2016$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.30$0.00
2015$0.00$0.27$0.00$0.00$0.62$0.00$0.00$0.26$0.00$0.00$0.28$0.00
2014$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.29$0.00$0.00
2013$0.31$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.2%
Fortis Inc has a dividend yield of 4.22%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%140.0%55.4%
Fortis Inc has a payout ratio of 55.40%, which is quite average when compared to the overall market. This suggests that Fortis Inc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-15.21%
-1.27%
FTS (Fortis Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fortis Inc. 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 Fortis Inc was 38.93%, occurring on Mar 16, 2009. Recovery took 33 trading sessions.

The current Fortis Inc drawdown is 15.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.93%Feb 11, 200865Mar 16, 200933Jan 7, 201098
-34.36%Feb 19, 202024Mar 23, 2020247Mar 16, 2021271
-30.13%Apr 7, 2022130Oct 12, 2022
-26.54%Dec 4, 2014196Jan 20, 201683Jun 8, 2016279
-20.95%May 7, 2013128Jan 30, 2014151Oct 29, 2014279

Volatility

Volatility Chart

The current Fortis Inc volatility is 4.54%, 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%December2024FebruaryMarchAprilMay
4.54%
4.08%
FTS (Fortis Inc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fortis Inc 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