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ALE vs. D
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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Returns By Period

Over the past 10 years, ALE has outperformed D with an annualized return of 5.06%, while D has yielded a comparatively lower 3.29% annualized return.


ALE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.37%
1Y
5.13%
3Y*
7.20%
5Y*
3.37%
10Y*
5.06%

D

1D
-1.52%
1M
5.03%
YTD
14.05%
6M
12.57%
1Y
20.57%
3Y*
14.91%
5Y*
1.34%
10Y*
3.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALE vs. D - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALE
ALLETE, Inc.
0.00%8.35%10.89%-0.65%1.49%11.19%-20.47%9.62%5.60%19.38%
D
Dominion Energy, Inc.
14.05%13.96%20.43%-19.13%-19.12%8.12%-5.35%21.50%-7.59%9.91%

Correlation

The correlation between ALE and D is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Oct 4, 1984

0.44

Over the past year, the correlation between ALE and D has dropped to 0.14 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.

Fundamentals

EPS

ALE:

$2.85

D:

$3.67

PE Ratio

ALE:

23.83

D:

17.83

PEG Ratio

ALE:

198.23

D:

0.96

PS Ratio

ALE:

2.63

D:

2.40

Total Revenue (TTM)

ALE:

$1.50B

D:

$17.45B

Gross Profit (TTM)

ALE:

$416.20M

D:

$6.03B

EBITDA (TTM)

ALE:

$474.50M

D:

$7.08B

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Return for Risk

ALE vs. D — Risk / Return Rank

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

ALE
ALE Risk / Return Rank: 7575
Overall Rank
ALE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ALE Sortino Ratio Rank: 7979
Sortino Ratio Rank
ALE Omega Ratio Rank: 8484
Omega Ratio Rank
ALE Calmar Ratio Rank: 6565
Calmar Ratio Rank
ALE Martin Ratio Rank: 7676
Martin Ratio Rank

D
D Risk / Return Rank: 7171
Overall Rank
D Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
D Sortino Ratio Rank: 6767
Sortino Ratio Rank
D Omega Ratio Rank: 6464
Omega Ratio Rank
D Calmar Ratio Rank: 7575
Calmar Ratio Rank
D Martin Ratio Rank: 7777
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.

ALE vs. D - Risk-Adjusted Trends 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.


ALEDDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.65

Omega ratioGain probability vs. loss probability

1.36

1.20

+0.16

Calmar ratioReturn relative to maximum drawdown

1.23

2.11

-0.88

Martin ratioReturn relative to average drawdown

5.27

5.75

-0.47

ALE vs. D - Sharpe Ratio Comparison

The current ALE Sharpe Ratio is 1.06, which is comparable to the D Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of ALE and D, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ALEDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.00

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.06

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.14

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.49

-0.09

Drawdowns

ALE vs. D - Drawdown Comparison

The maximum ALE drawdown since its inception was -48.82%, smaller than the maximum D drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for ALE and D.


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Drawdown Indicators


ALEDDifference

Max Drawdown

Largest peak-to-trough decline

-48.82%

-52.20%

+3.38%

Max Drawdown (1Y)

Largest decline over 1 year

-4.96%

-9.77%

+4.81%

Max Drawdown (3Y)

Largest decline over 3 years

-18.49%

-26.41%

+7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-30.13%

-52.20%

+22.07%

Max Drawdown (10Y)

Largest decline over 10 years

-42.22%

-52.20%

+9.98%

Current Drawdown

Current decline from peak

-0.66%

-9.76%

+9.10%

Average Drawdown

Average peak-to-trough decline

-12.07%

-9.58%

-2.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

3.62%

-2.55%

Volatility

ALE vs. D - Volatility Comparison

The current volatility for ALLETE, Inc. (ALE) is 0.00%, while Dominion Energy, Inc. (D) has a volatility of 11.08%. 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.


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Volatility by Period


ALEDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

11.08%

-11.08%

Volatility (6M)

Calculated over the trailing 6-month period

0.83%

16.48%

-15.65%

Volatility (1Y)

Calculated over the trailing 1-year period

5.80%

20.73%

-14.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.47%

22.82%

-4.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.89%

23.72%

+0.17%

Dividends

ALE vs. D - Dividend Comparison

ALE's dividend yield for the trailing twelve months is around 1.08%, less than D's 4.08% yield.


PositionTTM20252024202320222021202020192018201720162015
ALE
ALLETE, Inc.
1.08%3.23%4.35%4.43%4.03%3.80%3.99%2.90%2.94%2.88%3.24%3.97%
D
Dominion Energy, Inc.
4.08%4.56%4.96%5.68%4.35%3.21%4.59%4.43%4.67%3.74%3.66%3.83%

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


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
375.00M
5.02B
(ALE) Total Revenue
(D) Total Revenue
Values in USD except per share items

ALE vs. D - Profitability Comparison

The chart below illustrates the profitability comparison between ALLETE, Inc. and Dominion Energy, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
12.3%
0
Portfolio components
ALE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ALLETE, Inc. reported a gross profit of 46.20M and revenue of 375.00M. Therefore, the gross margin over that period was 12.3%.

D - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dominion Energy, Inc. reported a gross profit of 0.00 and revenue of 5.02B. Therefore, the gross margin over that period was 0.0%.

ALE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ALLETE, Inc. reported an operating income of 29.60M and revenue of 375.00M, resulting in an operating margin of 7.9%.

D - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dominion Energy, Inc. reported an operating income of 1.39B and revenue of 5.02B, resulting in an operating margin of 27.7%.

ALE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ALLETE, Inc. reported a net income of 27.10M and revenue of 375.00M, resulting in a net margin of 7.2%.

D - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dominion Energy, Inc. reported a net income of 690.00K and revenue of 5.02B, resulting in a net margin of 0.0%.


Frequently Asked Questions


ALE and D have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

D has higher volatility (11.08%) compared to ALE (0.00%). In terms of maximum drawdown, ALE dropped -48.82% vs D's -52.20%.

ALE currently has the higher Sharpe Ratio (1.06 vs 1.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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