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Fortis Inc (FTS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
CA3495531079
CUSIP
349553107
Sector
Utilities
IPO Date
Jan 4, 2016

Highlights

Market Cap
$33.97B
Enterprise Value
$71.79B
EPS (TTM)
$3.12
PE Ratio
17.90
PEG Ratio
2.61
Total Revenue (TTM)
$11.34B
Gross Profit (TTM)
$6.40B
EBITDA (TTM)
$5.35B
Year Range
$43.28 - $58.78
Target Price
$50.86
ROA (TTM)
2.24%
ROE (TTM)
7.05%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Fortis Inc (FTS) has returned 8.31% so far this year and 26.79% over the past 12 months. Over the last ten years, FTS has returned 10.23% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Fortis Inc

1D
-0.48%
1M
-2.97%
YTD
8.31%
6M
11.84%
1Y
26.79%
3Y*
14.12%
5Y*
9.49%
10Y*
10.23%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 4, 2016, FTS's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, your investment would double in approximately 5.5 years.

Historically, 58% of months were positive and 42% were negative. The best month was Mar 2016 with a return of +13.3%, while the worst month was Sep 2022 at -13.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FTS closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +11.2%, while the worst single day was Mar 12, 2020 at -12.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.68%8.72%-2.97%8.31%
20252.53%3.96%3.87%8.62%-0.45%-2.25%2.60%2.47%2.01%-1.01%5.50%-1.12%29.62%
2024-2.43%-2.77%2.41%-0.56%2.87%-2.88%7.72%6.21%3.27%-4.86%4.81%-6.96%5.81%
20232.77%-2.85%7.48%3.24%-3.32%2.45%-1.07%-7.07%-3.09%4.58%2.34%2.62%7.38%
2022-1.53%-2.72%8.03%-1.72%4.66%-6.14%-0.02%-5.84%-13.87%2.66%4.43%-0.62%-13.69%
2021-0.96%-3.83%12.65%2.84%3.30%-3.11%2.51%1.93%-3.25%0.41%-1.76%11.45%22.73%

Benchmark Metrics

Fortis Inc has an annualized alpha of 6.88%, beta of 0.51, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.60%) than losses (26.39%) — typical of diversified or defensive assets.
  • Beta of 0.51 may look defensive, but with R² of 0.22 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.88%
Beta
0.51
0.22
Upside Capture
50.60%
Downside Capture
26.39%

Return for Risk

Risk / Return Rank

FTS ranks 88 for risk / return — in the top 88% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FTS Risk / Return Rank: 8888
Overall Rank
FTS Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FTS Sortino Ratio Rank: 8888
Sortino Ratio Rank
FTS Omega Ratio Rank: 8484
Omega Ratio Rank
FTS Calmar Ratio Rank: 9191
Calmar Ratio Rank
FTS Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fortis Inc (FTS) and compare them to a chosen benchmark (S&P 500 Index).


FTSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.84

0.90

+0.94

Sortino ratio

Return per unit of downside risk

2.64

1.39

+1.26

Omega ratio

Gain probability vs. loss probability

1.33

1.21

+0.11

Calmar ratio

Return relative to maximum drawdown

4.16

1.40

+2.76

Martin ratio

Return relative to average drawdown

10.72

6.61

+4.12

Explore FTS risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fortis Inc provided a 3.25% dividend yield over the last twelve months, with an annual payout of $1.81 per share.


3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$1.81$1.78$1.92$1.85$1.80$1.64$1.45$1.38$1.12$1.63$1.53

Dividend yield

3.25%3.42%4.62%4.50%4.48%3.40%3.54%3.31%3.35%4.43%4.94%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.47$0.00$0.47
2025$0.00$0.43$0.00$0.00$0.44$0.00$0.00$0.45$0.00$0.00$0.46$0.00$1.78
2024$0.00$0.44$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.62$0.00$1.92
2023$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.59$0.00$1.85
2022$0.00$0.42$0.00$0.00$0.54$0.00$0.00$0.41$0.00$0.00$0.43$0.00$1.80
2021$0.00$0.40$0.00$0.00$0.42$0.00$0.00$0.40$0.00$0.00$0.43$0.00$1.64

Dividend Yield & Payout


Dividend Yield

Fortis Inc has a dividend yield of 3.25%, which is quite average when compared to the overall market.

Payout Ratio

Fortis Inc has a payout ratio of 52.04%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 34.36%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.

The current Fortis Inc drawdown is 4.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.36%Feb 19, 202024Mar 23, 2020247Mar 16, 2021271
-29.96%Apr 7, 2022130Oct 12, 2022607Mar 17, 2025737
-16.06%Nov 27, 2017138Jun 14, 2018185Mar 12, 2019323
-14.02%Jul 7, 201692Nov 14, 2016102Apr 12, 2017194
-13.81%Feb 8, 20164Feb 11, 201616Mar 7, 201620

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Valuation

The Valuation section provides an overview of how Fortis Inc is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for FTS, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, FTS has a P/E ratio of 17.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for FTS compared to other companies in the Utilities - Regulated Electric industry. FTS currently has a PEG ratio of 2.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FTS relative to other companies in the Utilities - Regulated Electric industry. Currently, FTS has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for FTS in comparison with other companies in the Utilities - Regulated Electric industry. Currently, FTS has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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