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ALE vs. D
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ALE and D is 0.45, 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.


-0.50.00.51.00.4

Performance

ALE vs. D - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALLETE, Inc. (ALE) and Dominion Energy, Inc. (D). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
5.24%
8.88%
ALE
D

Key characteristics

Sharpe Ratio

ALE:

0.80

D:

0.71

Sortino Ratio

ALE:

1.30

D:

1.15

Omega Ratio

ALE:

1.18

D:

1.14

Calmar Ratio

ALE:

0.47

D:

0.35

Martin Ratio

ALE:

3.13

D:

3.44

Ulcer Index

ALE:

3.52%

D:

4.65%

Daily Std Dev

ALE:

13.81%

D:

22.69%

Max Drawdown

ALE:

-73.95%

D:

-52.20%

Current Drawdown

ALE:

-8.61%

D:

-31.69%

Fundamentals

Market Cap

ALE:

$3.74B

D:

$45.02B

EPS

ALE:

$3.12

D:

$2.71

PE Ratio

ALE:

20.73

D:

19.77

PEG Ratio

ALE:

2.22

D:

2.02

Total Revenue (TTM)

ALE:

$1.57B

D:

$14.25B

Gross Profit (TTM)

ALE:

$300.30M

D:

$7.58B

EBITDA (TTM)

ALE:

$467.20M

D:

$6.99B

Returns By Period

In the year-to-date period, ALE achieves a 10.55% return, which is significantly lower than D's 18.49% return. Over the past 10 years, ALE has outperformed D with an annualized return of 5.51%, while D has yielded a comparatively lower 0.55% annualized return.


ALE

YTD

10.55%

1M

0.09%

6M

5.24%

1Y

11.63%

5Y*

-0.45%

10Y*

5.51%

D

YTD

18.49%

1M

-6.95%

6M

8.88%

1Y

18.03%

5Y*

-4.43%

10Y*

0.55%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

ALE vs. D - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ALLETE, Inc. (ALE) and Dominion Energy, Inc. (D). 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.


Sharpe ratio
The chart of Sharpe ratio for ALE, currently valued at 0.80, compared to the broader market-4.00-2.000.002.000.800.71
The chart of Sortino ratio for ALE, currently valued at 1.30, compared to the broader market-4.00-2.000.002.004.001.301.15
The chart of Omega ratio for ALE, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.14
The chart of Calmar ratio for ALE, currently valued at 0.47, compared to the broader market0.002.004.006.000.470.35
The chart of Martin ratio for ALE, currently valued at 3.13, compared to the broader market0.0010.0020.003.133.44
ALE
D

The current ALE Sharpe Ratio is 0.80, which is comparable to the D Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of ALE and D, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.80
0.71
ALE
D

Dividends

ALE vs. D - Dividend Comparison

ALE's dividend yield for the trailing twelve months is around 4.37%, less than D's 5.04% yield.


TTM20232022202120202019201820172016201520142013
ALE
ALLETE, Inc.
4.37%4.43%4.03%3.80%3.99%2.90%2.94%2.88%3.24%3.97%3.55%3.81%
D
Dominion Energy, Inc.
5.04%5.68%4.35%3.21%4.59%4.43%4.67%3.74%3.66%3.83%3.12%3.48%

Drawdowns

ALE vs. D - Drawdown Comparison

The maximum ALE drawdown since its inception was -73.95%, which is greater than D's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for ALE and D. For additional features, visit the drawdowns tool.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-8.61%
-31.69%
ALE
D

Volatility

ALE vs. D - Volatility Comparison

The current volatility for ALLETE, Inc. (ALE) is 1.44%, while Dominion Energy, Inc. (D) has a volatility of 4.73%. This indicates that ALE experiences smaller price fluctuations and is considered to be less risky than D based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
1.44%
4.73%
ALE
D

Financials

ALE vs. D - Financials Comparison

This section allows you to compare key financial metrics between ALLETE, Inc. and Dominion Energy, Inc.. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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