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Fortis Inc. (FTS.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Fortis Inc. (FTS.TO)

Equity · Currency in CAD · Last updated Apr 17, 2024

Company Info

ISINCA3495531079
CUSIP349553107
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market CapCA$26.39B
EPSCA$3.10
PE Ratio17.26
PEG Ratio2.94
Revenue (TTM)CA$11.52B
Gross Profit (TTM)CA$4.41B
EBITDA (TTM)CA$4.92B
Year RangeCA$48.75 - CA$59.48
Target PriceCA$58.00
Short %1.19%
Short Ratio4.07

Share Price Chart

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Compare to other instruments

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Fortis Inc.

Popular comparisons: FTS.TO vs. EMA.TO, FTS.TO vs. VDY.TO, FTS.TO vs. T.TO, FTS.TO vs. CU.TO, FTS.TO vs. AEM.TO, FTS.TO vs. SCHD, FTS.TO vs. AQN.TO, FTS.TO vs. NEE, FTS.TO vs. SO, FTS.TO vs. ^TNX

Performance

Performance Chart

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

-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
-4.01%
17.02%
FTS.TO (Fortis Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fortis Inc. had a return of -4.78% year-to-date (YTD) and -10.03% in the last 12 months. Over the past 10 years, Fortis Inc. had an annualized return of 8.91%, while the S&P 500 had an annualized return of 10.50%, indicating that Fortis Inc. did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date-4.78%5.90%
1 month-4.61%-1.28%
6 months-4.01%15.51%
1 year-10.03%21.68%
5 years (annualized)4.45%11.74%
10 years (annualized)8.91%10.50%

Monthly Returns Heatmap

JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.05%-1.88%2.27%
2023-2.64%6.73%-0.23%0.28%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FTS.TO is 20, indicating that it is in the bottom 20% 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 FTS.TO is 2020
Fortis Inc.(FTS.TO)
The Sharpe Ratio Rank of FTS.TO is 1919Sharpe Ratio Rank
The Sortino Ratio Rank of FTS.TO is 1919Sortino Ratio Rank
The Omega Ratio Rank of FTS.TO is 2121Omega Ratio Rank
The Calmar Ratio Rank of FTS.TO is 2020Calmar Ratio Rank
The Martin Ratio Rank of FTS.TO is 2424Martin 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.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

FTS.TO
Sharpe ratio
The chart of Sharpe ratio for FTS.TO, currently valued at -0.64, compared to the broader market-2.00-1.000.001.002.003.00-0.64
Sortino ratio
The chart of Sortino ratio for FTS.TO, currently valued at -0.81, compared to the broader market-4.00-2.000.002.004.006.00-0.81
Omega ratio
The chart of Omega ratio for FTS.TO, currently valued at 0.91, compared to the broader market0.501.001.500.91
Calmar ratio
The chart of Calmar ratio for FTS.TO, currently valued at -0.54, compared to the broader market0.001.002.003.004.005.00-0.54
Martin ratio
The chart of Martin ratio for FTS.TO, currently valued at -1.11, compared to the broader market-10.000.0010.0020.0030.00-1.11
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market-10.000.0010.0020.0030.007.62

Sharpe Ratio

The current Fortis Inc. Sharpe ratio is -0.64. 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
-0.64
2.60
FTS.TO (Fortis Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Fortis Inc. granted a 4.50% dividend yield in the last twelve months. The annual payout for that period amounted to CA$2.31 per share.

PeriodTTM20232022202120202019201820172016201520142013
DividendCA$2.31CA$2.29CA$2.17CA$2.05CA$1.94CA$1.83CA$1.73CA$1.63CA$1.53CA$1.40CA$1.28CA$1.24

Dividend yield

4.50%4.19%4.01%3.36%3.73%3.39%3.79%3.52%3.68%3.73%3.29%4.07%

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
2024CA$0.00CA$0.59CA$0.00
2023CA$0.00CA$0.57CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00CA$0.59CA$0.00
2022CA$0.00CA$0.54CA$0.00CA$0.00CA$0.54CA$0.00CA$0.00CA$0.54CA$0.00CA$0.00CA$0.57CA$0.00
2021CA$0.00CA$0.51CA$0.00CA$0.00CA$0.51CA$0.00CA$0.00CA$0.51CA$0.00CA$0.00CA$0.54CA$0.00
2020CA$0.00CA$0.48CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.51CA$0.00
2019CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.48CA$0.00
2018CA$0.00CA$0.43CA$0.00CA$0.00CA$0.43CA$0.00CA$0.00CA$0.43CA$0.00CA$0.00CA$0.45CA$0.00
2017CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.43CA$0.00
2016CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.40CA$0.00
2015CA$0.00CA$0.34CA$0.00CA$0.00CA$0.34CA$0.00CA$0.00CA$0.34CA$0.00CA$0.00CA$0.38CA$0.00
2014CA$0.00CA$0.32CA$0.00CA$0.00CA$0.32CA$0.00CA$0.00CA$0.32CA$0.00CA$0.32CA$0.00CA$0.00
2013CA$0.31CA$0.00CA$0.00CA$0.31CA$0.00CA$0.00CA$0.31CA$0.00CA$0.00CA$0.31CA$0.00

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%20.0%4.5%
Fortis Inc. has a dividend yield of 4.50%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%74.8%
Fortis Inc. has a payout ratio of 74.76%, 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.

-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-15.28%
-1.92%
FTS.TO (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 35.48%, occurring on Mar 15, 2000. Recovery took 357 trading sessions.

The current Fortis Inc. drawdown is 15.28%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.48%Mar 11, 1998497Mar 15, 2000357Aug 20, 2001854
-28.27%Feb 19, 202024Mar 23, 2020307Jun 10, 2021331
-27.3%Feb 5, 2008173Oct 10, 2008293Dec 10, 2009466
-24.01%May 25, 202297Oct 12, 2022———
-17.48%Feb 7, 199489Jun 21, 1994183Mar 21, 1995272

Volatility

Volatility Chart

The current Fortis Inc. volatility is 2.91%, 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%7.00%NovemberDecember2024FebruaryMarchApril
2.91%
3.10%
FTS.TO (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

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Cost Of Revenue

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Gross Profit

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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