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Olympia Financial Group Inc. (OLY.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Olympia Financial Group Inc. (OLY.TO)

Equity · Currency in CAD · Last updated Nov 5, 2024

Company Info

ISINCA6814721065
CUSIP681472106
SectorFinancial Services
IndustryAsset Management

Highlights

Market CapCA$234.02M
EPS (TTM)CA$9.48
PE Ratio10.26
Total Revenue (TTM)CA$77.79M
Gross Profit (TTM)CA$73.20M
EBITDA (TTM)CA$26.02M
Year RangeCA$80.05 - CA$117.53
Target PriceCA$133.86
Short %0.14%
Short Ratio0.37

Share Price Chart

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Compare to other instruments

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

Popular comparisons: OLY.TO vs. FFH.TO, OLY.TO vs. DOL.TO, OLY.TO vs. SBC.TO, OLY.TO vs. TVK.TO

Performance

Performance Chart

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

-20.00%-10.00%0.00%10.00%20.00%JuneJulyAugustSeptemberOctoberNovember
-8.15%
12.17%
OLY.TO (Olympia Financial Group Inc.)
Benchmark (^GSPC)

Returns By Period

Olympia Financial Group Inc. had a return of 6.31% year-to-date (YTD) and 21.25% in the last 12 months. Over the past 10 years, Olympia Financial Group Inc. had an annualized return of 18.08%, outperforming the S&P 500 benchmark which had an annualized return of 10.92%.

PeriodReturnBenchmark
Year-To-Date6.31%19.77%
1 month-1.79%-0.67%
6 months-8.15%10.27%
1 year21.25%31.07%
5 years (annualized)23.13%13.22%
10 years (annualized)18.08%10.92%

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
202413.77%8.21%-9.49%5.10%-6.32%-8.46%5.31%7.74%-4.94%-2.11%6.31%
20230.00%6.94%19.24%4.97%-16.55%-5.53%5.16%19.45%-0.26%-0.55%3.83%7.18%46.34%
20225.58%4.57%-0.62%3.32%11.01%9.53%-1.27%0.34%1.06%-4.05%16.82%0.39%55.28%
20211.71%3.57%8.91%7.19%2.99%-4.19%-0.18%4.71%-3.21%3.58%-3.40%0.06%22.89%
20203.54%3.07%-21.44%-5.49%0.42%-3.96%-17.89%25.40%0.20%0.71%2.25%0.58%-18.35%
201911.03%-0.12%19.39%7.55%-7.51%4.61%-0.45%-19.33%11.51%0.85%-3.67%17.51%40.85%
20184.71%5.99%-0.56%-2.48%25.13%3.94%0.77%1.55%14.75%-10.65%3.59%-13.14%32.13%
201714.19%6.87%-3.64%3.98%1.56%5.96%11.42%-5.26%4.35%0.50%1.97%-9.66%34.20%
2016-11.01%-1.95%4.48%-4.95%1.28%1.37%17.13%-1.87%-2.31%6.66%2.40%6.22%15.86%
20150.91%-7.21%-2.91%-7.42%-2.32%0.94%1.17%-9.19%-4.25%7.25%-0.79%-0.25%-22.52%
2014-0.59%3.08%-4.77%1.85%-1.24%-4.45%-3.77%-1.51%0.00%-4.03%-5.93%1.54%-18.52%
20130.50%-0.37%-0.12%0.62%0.75%-2.59%1.27%-0.00%8.12%6.36%-1.63%-10.50%1.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OLY.TO is 59, 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 OLY.TO is 5959
Combined Rank
The Sharpe Ratio Rank of OLY.TO is 6161Sharpe Ratio Rank
The Sortino Ratio Rank of OLY.TO is 5353Sortino Ratio Rank
The Omega Ratio Rank of OLY.TO is 5252Omega Ratio Rank
The Calmar Ratio Rank of OLY.TO is 7171Calmar Ratio Rank
The Martin Ratio Rank of OLY.TO is 5757Martin 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 Olympia Financial Group Inc. (OLY.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

OLY.TO
Sharpe ratio
The chart of Sharpe ratio for OLY.TO, currently valued at 0.65, compared to the broader market-4.00-2.000.002.000.65
Sortino ratio
The chart of Sortino ratio for OLY.TO, currently valued at 1.06, compared to the broader market-4.00-2.000.002.004.001.06
Omega ratio
The chart of Omega ratio for OLY.TO, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for OLY.TO, currently valued at 0.84, compared to the broader market0.002.004.006.000.84
Martin ratio
The chart of Martin ratio for OLY.TO, currently valued at 1.67, compared to the broader market-10.000.0010.0020.0030.001.67
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.67, compared to the broader market-4.00-2.000.002.002.67
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.55, compared to the broader market-4.00-2.000.002.004.003.55
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.501.001.502.001.50
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.45, compared to the broader market0.002.004.006.003.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.04, compared to the broader market-10.000.0010.0020.0030.0017.04

Sharpe Ratio

The current Olympia Financial Group Inc. Sharpe ratio is 0.65. 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 Olympia Financial Group 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
0.65
3.06
OLY.TO (Olympia Financial Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Olympia Financial Group Inc. provided a 6.16% dividend yield over the last twelve months, with an annual payout of CA$5.99 per share. The company has been increasing its dividends for 3 consecutive years.

0.00%200,000.00%400,000.00%600,000.00%800,000.00%1,000,000.00%1,200,000.00%CA$0.00CA$100,000.00CA$200,000.00CA$300,000.00CA$400,000.00CA$500,000.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$5.99CA$4.30CA$2.69CA$2.24CA$2.06CA$2.59CA$2.42CA$2.37CA$2.15CA$100,001.95CA$400,000.00CA$500,000.00

Dividend yield

6.16%4.48%3.90%4.82%5.19%5.05%6.29%7.65%8.62%421,060.84%1,212,121.21%1,234,567.90%

Monthly Dividends

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.45CA$0.44CA$0.60CA$0.60CA$0.60CA$0.60CA$0.60CA$0.60CA$0.60CA$0.00CA$0.00CA$5.09
2023CA$0.26CA$0.26CA$0.33CA$0.33CA$0.33CA$0.34CA$0.34CA$0.33CA$0.44CA$0.43CA$0.44CA$0.46CA$4.30
2022CA$0.18CA$0.18CA$0.18CA$0.18CA$0.21CA$0.48CA$0.21CA$0.21CA$0.20CA$0.20CA$0.20CA$0.26CA$2.69
2021CA$0.18CA$0.18CA$0.18CA$0.23CA$0.19CA$0.19CA$0.18CA$0.18CA$0.18CA$0.19CA$0.18CA$0.18CA$2.24
2020CA$0.17CA$0.17CA$0.16CA$0.17CA$0.17CA$0.17CA$0.17CA$0.18CA$0.17CA$0.17CA$0.18CA$0.18CA$2.06
2019CA$0.20CA$0.20CA$0.23CA$0.23CA$0.23CA$0.23CA$0.23CA$0.23CA$0.23CA$0.23CA$0.17CA$0.18CA$2.59
2018CA$0.17CA$0.34CA$0.17CA$0.17CA$0.17CA$0.20CA$0.20CA$0.20CA$0.20CA$0.20CA$0.20CA$0.20CA$2.42
2017CA$0.50CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$0.17CA$2.37
2016CA$0.65CA$0.00CA$0.00CA$0.50CA$0.00CA$0.00CA$0.50CA$0.00CA$0.00CA$0.50CA$0.00CA$0.00CA$2.15
2015CA$100,000.00CA$0.00CA$0.00CA$0.65CA$0.00CA$0.00CA$0.65CA$0.00CA$0.00CA$0.65CA$0.00CA$0.00CA$100,001.95
2014CA$100,000.00CA$0.00CA$0.00CA$100,000.00CA$0.00CA$0.00CA$100,000.00CA$0.00CA$0.00CA$100,000.00CA$0.00CA$0.00CA$400,000.00
2013CA$100,000.00CA$0.00CA$0.00CA$100,000.00CA$0.00CA$0.00CA$100,000.00CA$0.00CA$0.00CA$100,000.00CA$0.00CA$100,000.00CA$500,000.00

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%6.2%
Olympia Financial Group Inc. has a dividend yield of 6.16%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%31.8%
Olympia Financial Group Inc. has a payout ratio of 31.78%, which is quite average when compared to the overall market. This suggests that Olympia Financial Group 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.

-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-16.16%
-2.15%
OLY.TO (Olympia Financial Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Olympia Financial Group 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 Olympia Financial Group Inc. was 56.10%, occurring on Feb 17, 2016. Recovery took 563 trading sessions.

The current Olympia Financial Group Inc. drawdown is 16.16%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.1%Oct 22, 2013583Feb 17, 2016563May 15, 20181146
-43.76%Mar 5, 2020101Jul 28, 2020195May 7, 2021296
-33.72%Jul 2, 2008278Aug 10, 2009330Dec 1, 2010608
-30.73%Apr 25, 202351Jul 6, 202327Aug 15, 202378
-28.57%Jun 12, 200610Aug 24, 200618Nov 28, 200628

Volatility

Volatility Chart

The current Olympia Financial Group Inc. volatility is 4.65%, 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%JuneJulyAugustSeptemberOctoberNovember
4.65%
3.32%
OLY.TO (Olympia Financial Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Olympia Financial Group 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 Olympia Financial Group Inc. compared to its peers in the Asset Management industry.

PE Ratio
100.0200.0300.0400.010.3
The chart displays the price to earnings (P/E) ratio for OLY.TO in comparison to other companies of the Asset Management industry. Currently, OLY.TO has a PE value of 10.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for OLY.TO in comparison to other companies of the Asset Management industry. Currently, OLY.TO has a PEG value of 0.0. 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 Olympia Financial Group Inc..

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Income Statement

Income Statement
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Values in undefined except per share items