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ACO-X.TO vs. CU.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ACO-X.TO vs. CU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in ATCO Ltd (ACO-X.TO) and Canadian Utilities Limited (CU.TO). The values are adjusted to include any dividend payments, if applicable.

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ACO-X.TO vs. CU.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACO-X.TO
ATCO Ltd
21.52%23.29%28.83%-4.25%3.50%22.23%-23.55%33.41%-10.91%3.62%
CU.TO
Canadian Utilities Limited
15.58%28.76%15.61%-8.23%4.73%24.14%-16.53%31.01%-12.18%7.28%

Fundamentals

Market Cap

ACO-X.TO:

CA$7.64B

CU.TO:

CA$13.30B

EPS

ACO-X.TO:

CA$1.33

CU.TO:

CA$0.44

PE Ratio

ACO-X.TO:

51.06

CU.TO:

111.75

PS Ratio

ACO-X.TO:

1.49

CU.TO:

3.60

PB Ratio

ACO-X.TO:

1.69

CU.TO:

2.74

Total Revenue (TTM)

ACO-X.TO:

CA$5.14B

CU.TO:

CA$3.69B

Gross Profit (TTM)

ACO-X.TO:

CA$1.94B

CU.TO:

CA$914.00M

EBITDA (TTM)

ACO-X.TO:

CA$2.10B

CU.TO:

CA$1.83B

Returns By Period

In the year-to-date period, ACO-X.TO achieves a 21.52% return, which is significantly higher than CU.TO's 15.58% return. Over the past 10 years, ACO-X.TO has outperformed CU.TO with an annualized return of 9.74%, while CU.TO has yielded a comparatively lower 7.97% annualized return.


ACO-X.TO

1D
-0.19%
1M
3.87%
YTD
21.52%
6M
38.00%
1Y
39.94%
3Y*
21.37%
5Y*
15.07%
10Y*
9.74%

CU.TO

1D
0.04%
1M
3.01%
YTD
15.58%
6M
29.14%
1Y
36.49%
3Y*
14.92%
5Y*
13.27%
10Y*
7.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ACO-X.TO vs. CU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACO-X.TO
ACO-X.TO Risk / Return Rank: 9494
Overall Rank
ACO-X.TO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ACO-X.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
ACO-X.TO Omega Ratio Rank: 9393
Omega Ratio Rank
ACO-X.TO Calmar Ratio Rank: 9494
Calmar Ratio Rank
ACO-X.TO Martin Ratio Rank: 9494
Martin Ratio Rank

CU.TO
CU.TO Risk / Return Rank: 9595
Overall Rank
CU.TO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CU.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
CU.TO Omega Ratio Rank: 9595
Omega Ratio Rank
CU.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
CU.TO Martin Ratio Rank: 9696
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.

ACO-X.TO vs. CU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ATCO Ltd (ACO-X.TO) and Canadian Utilities Limited (CU.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ACO-X.TOCU.TODifference

Sharpe ratio

Return per unit of total volatility

2.64

2.68

-0.04

Sortino ratio

Return per unit of downside risk

3.53

3.68

-0.15

Omega ratio

Gain probability vs. loss probability

1.45

1.51

-0.05

Calmar ratio

Return relative to maximum drawdown

5.41

4.99

+0.43

Martin ratio

Return relative to average drawdown

14.59

19.35

-4.76

ACO-X.TO vs. CU.TO - Sharpe Ratio Comparison

The current ACO-X.TO Sharpe Ratio is 2.64, which is comparable to the CU.TO Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of ACO-X.TO and CU.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ACO-X.TOCU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.64

2.68

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.93

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.44

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.46

-0.19

Correlation

The correlation between ACO-X.TO and CU.TO is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ACO-X.TO vs. CU.TO - Dividend Comparison

ACO-X.TO's dividend yield for the trailing twelve months is around 2.99%, less than CU.TO's 3.76% yield.


TTM20252024202320222021202020192018201720162015
ACO-X.TO
ATCO Ltd
2.99%3.58%4.12%4.92%4.36%4.20%4.77%3.25%3.91%2.92%2.55%2.78%
CU.TO
Canadian Utilities Limited
3.76%4.29%5.20%5.63%4.85%4.80%5.60%4.32%5.02%3.83%3.59%3.69%

Drawdowns

ACO-X.TO vs. CU.TO - Drawdown Comparison

The maximum ACO-X.TO drawdown since its inception was -84.73%, which is greater than CU.TO's maximum drawdown of -40.15%. Use the drawdown chart below to compare losses from any high point for ACO-X.TO and CU.TO.


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Drawdown Indicators


ACO-X.TOCU.TODifference

Max Drawdown

Largest peak-to-trough decline

-84.73%

-40.15%

-44.58%

Max Drawdown (1Y)

Largest decline over 1 year

-7.53%

-7.68%

+0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-26.84%

-27.67%

+0.83%

Max Drawdown (10Y)

Largest decline over 10 years

-48.31%

-40.15%

-8.16%

Current Drawdown

Current decline from peak

-0.79%

-0.63%

-0.16%

Average Drawdown

Average peak-to-trough decline

-30.20%

-9.31%

-20.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

1.98%

+0.81%

Volatility

ACO-X.TO vs. CU.TO - Volatility Comparison

ATCO Ltd (ACO-X.TO) has a higher volatility of 4.47% compared to Canadian Utilities Limited (CU.TO) at 3.76%. This indicates that ACO-X.TO's price experiences larger fluctuations and is considered to be riskier than CU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACO-X.TOCU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

3.76%

+0.71%

Volatility (6M)

Calculated over the trailing 6-month period

10.52%

9.93%

+0.59%

Volatility (1Y)

Calculated over the trailing 1-year period

15.21%

13.74%

+1.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.61%

14.36%

+1.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.56%

18.40%

+2.16%

Financials

ACO-X.TO vs. CU.TO - Financials Comparison

This section allows you to compare key financial metrics between ATCO Ltd and Canadian Utilities Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


800.00M900.00M1.00B1.10B1.20B1.30B1.40BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.39B
971.00M
(ACO-X.TO) Total Revenue
(CU.TO) Total Revenue
Values in CAD except per share items

ACO-X.TO vs. CU.TO - Profitability Comparison

The chart below illustrates the profitability comparison between ATCO Ltd and Canadian Utilities Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-4.0%
-17.0%
Portfolio components
ACO-X.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ATCO Ltd reported a gross profit of -55.00M and revenue of 1.39B. Therefore, the gross margin over that period was -4.0%.

CU.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Canadian Utilities Limited reported a gross profit of -165.00M and revenue of 971.00M. Therefore, the gross margin over that period was -17.0%.

ACO-X.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ATCO Ltd reported an operating income of -278.00M and revenue of 1.39B, resulting in an operating margin of -20.0%.

CU.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Canadian Utilities Limited reported an operating income of -353.00M and revenue of 971.00M, resulting in an operating margin of -36.4%.

ACO-X.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ATCO Ltd reported a net income of -143.00M and revenue of 1.39B, resulting in a net margin of -10.3%.

CU.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Canadian Utilities Limited reported a net income of -328.00M and revenue of 971.00M, resulting in a net margin of -33.8%.