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

Fortis Inc. (FTS.TO)

Equity · Currency in CAD · Last updated Nov 14, 2024

Company Info

ISINCA3495531079
CUSIP349553107
SectorUtilities
IndustryUtilities - Regulated Electric

Highlights

Market CapCA$30.70B
EPS (TTM)CA$3.23
PE Ratio19.11
PEG Ratio3.01
Total Revenue (TTM)CA$11.44B
Gross Profit (TTM)CA$5.63B
EBITDA (TTM)CA$3.83B
Year RangeCA$49.99 - CA$62.47
Target PriceCA$61.18
Short %1.19%
Short Ratio4.93

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.

Popular comparisons: FTS.TO vs. EMA.TO, FTS.TO vs. CU.TO, FTS.TO vs. T.TO, FTS.TO vs. VDY.TO, FTS.TO vs. AEM.TO, FTS.TO vs. AQN.TO, FTS.TO vs. SCHD, FTS.TO vs. NEE, FTS.TO vs. SO, FTS.TO vs. BIP-UN.TO

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%JuneJulyAugustSeptemberOctoberNovember
12.44%
16.02%
FTS.TO (Fortis Inc.)
Benchmark (^GSPC)

Returns By Period

Fortis Inc. had a return of 16.65% year-to-date (YTD) and 14.03% in the last 12 months. Over the past 10 years, Fortis Inc. had an annualized return of 8.99%, while the S&P 500 had an annualized return of 11.39%, indicating that Fortis Inc. did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date16.65%25.48%
1 month3.11%2.14%
6 months12.44%12.76%
1 year14.03%33.14%
5 years (annualized)6.82%13.96%
10 years (annualized)8.99%11.39%

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.05%-1.88%2.27%1.01%1.91%-2.46%8.56%3.76%3.63%-1.99%16.65%
20230.90%-0.21%6.39%3.55%-3.12%-0.02%-1.54%-4.73%-2.64%6.73%-0.23%0.28%4.76%
2022-1.06%-2.93%6.46%1.10%2.92%-4.61%-0.59%-3.37%-9.42%1.28%2.96%0.07%-7.86%
2021-0.54%-4.32%11.29%0.55%0.91%0.09%3.12%3.04%-2.79%-1.96%1.27%10.44%21.81%
20207.13%-5.12%-0.09%-0.61%-0.81%-2.60%5.66%-3.50%4.35%-3.32%0.29%-0.55%0.04%
20192.97%2.23%4.09%0.26%4.02%1.29%0.60%6.55%1.89%-2.30%-4.04%3.54%22.71%
2018-5.75%-2.50%3.72%-0.90%-2.89%1.42%1.78%0.87%-1.97%3.87%7.12%-1.39%2.74%
20170.92%1.65%4.60%0.79%1.02%2.50%-0.26%1.39%-1.99%6.10%0.86%-2.93%15.29%
20168.82%-6.89%8.53%-2.24%4.03%6.46%-0.96%-3.77%2.28%4.65%-8.41%3.55%15.17%
20157.57%-4.76%-2.53%1.79%-2.42%-7.64%6.76%-3.86%6.95%-0.84%-1.58%1.44%-0.44%
20140.56%1.08%2.91%2.16%2.06%-0.22%3.33%0.87%3.28%7.05%10.59%-4.06%33.06%
20131.23%-1.93%1.46%2.34%-4.68%-2.48%0.31%-5.08%3.10%3.64%-3.00%-2.25%-7.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FTS.TO is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of FTS.TO is 7171
Combined Rank
The Sharpe Ratio Rank of FTS.TO is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of FTS.TO is 7070Sortino Ratio Rank
The Omega Ratio Rank of FTS.TO is 6666Omega Ratio Rank
The Calmar Ratio Rank of FTS.TO is 7474Calmar Ratio Rank
The Martin Ratio Rank of FTS.TO is 7373Martin 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 1.18, compared to the broader market-4.00-2.000.002.004.001.18
Sortino ratio
The chart of Sortino ratio for FTS.TO, currently valued at 1.79, compared to the broader market-4.00-2.000.002.004.006.001.79
Omega ratio
The chart of Omega ratio for FTS.TO, currently valued at 1.21, compared to the broader market0.501.001.502.001.21
Calmar ratio
The chart of Calmar ratio for FTS.TO, currently valued at 1.02, compared to the broader market0.002.004.006.001.02
Martin ratio
The chart of Martin ratio for FTS.TO, currently valued at 4.49, compared to the broader market0.0010.0020.0030.004.49
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Fortis Inc. Sharpe ratio is 1.18. This value is calculated based on the past 1 year 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 Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.18
3.29
FTS.TO (Fortis Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Fortis Inc. provided a 3.83% dividend yield over the last twelve months, with an annual payout of CA$2.36 per share. The company has been increasing its dividends for 18 consecutive years.

3.20%3.40%3.60%3.80%4.00%4.20%CA$0.00CA$0.50CA$1.00CA$1.50CA$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$2.36CA$2.30CA$2.19CA$2.07CA$1.95CA$1.83CA$1.73CA$1.63CA$1.53CA$1.40CA$1.28CA$1.24

Dividend yield

3.83%4.22%4.04%3.38%3.75%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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.00CA$0.59CA$0.00CA$0.00CA$0.59CA$0.00CA$0.00CA$0.59CA$0.00CA$0.00CA$0.00CA$1.77
2023CA$0.00CA$0.57CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00CA$0.57CA$0.00CA$0.00CA$0.59CA$0.00CA$2.30
2022CA$0.00CA$0.54CA$0.00CA$0.00CA$0.54CA$0.00CA$0.00CA$0.54CA$0.00CA$0.00CA$0.57CA$0.00CA$2.19
2021CA$0.00CA$0.51CA$0.00CA$0.00CA$0.51CA$0.00CA$0.00CA$0.51CA$0.00CA$0.00CA$0.54CA$0.00CA$2.07
2020CA$0.00CA$0.48CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.48CA$0.00CA$0.00CA$0.51CA$0.00CA$1.95
2019CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.45CA$0.00CA$0.00CA$0.48CA$0.00CA$1.83
2018CA$0.00CA$0.43CA$0.00CA$0.00CA$0.43CA$0.00CA$0.00CA$0.43CA$0.00CA$0.00CA$0.45CA$0.00CA$1.73
2017CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.40CA$0.00CA$0.00CA$0.43CA$0.00CA$1.63
2016CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.38CA$0.00CA$0.00CA$0.40CA$0.00CA$1.53
2015CA$0.00CA$0.34CA$0.00CA$0.00CA$0.34CA$0.00CA$0.00CA$0.34CA$0.00CA$0.00CA$0.38CA$0.00CA$1.40
2014CA$0.00CA$0.32CA$0.00CA$0.00CA$0.32CA$0.00CA$0.00CA$0.32CA$0.00CA$0.32CA$0.00CA$0.00CA$1.28
2013CA$0.31CA$0.00CA$0.00CA$0.31CA$0.00CA$0.00CA$0.31CA$0.00CA$0.00CA$0.31CA$0.00CA$1.24

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%3.8%
Fortis Inc. has a dividend yield of 3.83%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%75.4%
Fortis Inc. has a payout ratio of 75.39%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.

-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.79%
0
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 41.48%, occurring on Mar 15, 2000. Recovery took 486 trading sessions.

The current Fortis Inc. drawdown is 0.79%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.48%Mar 11, 1998497Mar 15, 2000486Feb 26, 2002983
-28.27%Feb 19, 202024Mar 23, 2020307Jun 10, 2021331
-27.3%Feb 5, 2008173Oct 10, 2008293Dec 10, 2009466
-24.01%May 25, 202297Oct 12, 2022464Aug 16, 2024561
-19.83%Feb 7, 199489Jun 21, 1994514Jul 22, 1996603

Volatility

Volatility Chart

The current Fortis Inc. volatility is 4.16%, 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%JuneJulyAugustSeptemberOctoberNovember
4.16%
4.13%
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

Valuation

The Valuation section provides an assessment of the market value of Fortis Inc. compared to its peers in the Utilities - Regulated Electric industry.

PE Ratio
20.040.060.080.0100.019.1
The chart displays the price to earnings (P/E) ratio for FTS.TO in comparison to other companies of the Utilities - Regulated Electric industry. Currently, FTS.TO has a PE value of 19.1. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.03.0
The chart displays the price to earnings to growth (PEG) ratio for FTS.TO in comparison to other companies of the Utilities - Regulated Electric industry. Currently, FTS.TO has a PEG value of 3.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Fortis Inc..

Loading data...

Income Statement

Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly
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