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AQNB vs. ET
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AQNB and ET is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AQNB vs. ET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Algonquin Power & Utilities Cor (AQNB) and Energy Transfer LP (ET). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%December2025FebruaryMarchAprilMay
43.36%
103.77%
AQNB
ET

Key characteristics

Sharpe Ratio

AQNB:

1.34

ET:

0.56

Sortino Ratio

AQNB:

1.89

ET:

0.97

Omega Ratio

AQNB:

1.28

ET:

1.13

Calmar Ratio

AQNB:

2.44

ET:

0.65

Martin Ratio

AQNB:

4.77

ET:

2.13

Ulcer Index

AQNB:

1.95%

ET:

7.51%

Daily Std Dev

AQNB:

6.96%

ET:

27.32%

Max Drawdown

AQNB:

-42.64%

ET:

-87.81%

Current Drawdown

AQNB:

-2.42%

ET:

-16.26%

Fundamentals

PS Ratio

AQNB:

0.00

ET:

0.67

PB Ratio

AQNB:

0.00

ET:

1.63

Total Revenue (TTM)

AQNB:

$1.58B

ET:

$61.04B

Gross Profit (TTM)

AQNB:

$571.29M

ET:

$10.60B

EBITDA (TTM)

AQNB:

$561.33M

ET:

$11.63B

Returns By Period

In the year-to-date period, AQNB achieves a 1.86% return, which is significantly higher than ET's -9.89% return.


AQNB

YTD

1.86%

1M

0.84%

6M

2.36%

1Y

9.27%

5Y*

5.26%

10Y*

N/A

ET

YTD

-9.89%

1M

10.99%

6M

3.30%

1Y

15.15%

5Y*

28.06%

10Y*

1.39%

*Annualized

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Risk-Adjusted Performance

AQNB vs. ET — Risk-Adjusted Performance Rank

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

AQNB
The Risk-Adjusted Performance Rank of AQNB is 8888
Overall Rank
The Sharpe Ratio Rank of AQNB is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of AQNB is 8484
Sortino Ratio Rank
The Omega Ratio Rank of AQNB is 8686
Omega Ratio Rank
The Calmar Ratio Rank of AQNB is 9595
Calmar Ratio Rank
The Martin Ratio Rank of AQNB is 8686
Martin Ratio Rank

ET
The Risk-Adjusted Performance Rank of ET is 7171
Overall Rank
The Sharpe Ratio Rank of ET is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of ET is 6565
Sortino Ratio Rank
The Omega Ratio Rank of ET is 6666
Omega Ratio Rank
The Calmar Ratio Rank of ET is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ET is 7474
Martin 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.

AQNB vs. ET - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Algonquin Power & Utilities Cor (AQNB) and Energy Transfer LP (ET). 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.


The current AQNB Sharpe Ratio is 1.34, which is higher than the ET Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of AQNB and ET, 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 Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
1.33
0.56
AQNB
ET

Dividends

AQNB vs. ET - Dividend Comparison

AQNB's dividend yield for the trailing twelve months is around 8.34%, less than ET's 9.29% yield.


TTM20242023202220212020201920182017201620152014
AQNB
Algonquin Power & Utilities Cor
8.34%7.76%6.43%7.28%5.71%5.52%3.33%0.00%0.00%0.00%0.00%0.00%
ET
Energy Transfer LP
9.29%6.51%8.96%7.33%7.44%17.28%9.51%9.24%6.66%5.90%7.42%2.61%

Drawdowns

AQNB vs. ET - Drawdown Comparison

The maximum AQNB drawdown since its inception was -42.64%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for AQNB and ET. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-2.42%
-16.26%
AQNB
ET

Volatility

AQNB vs. ET - Volatility Comparison

The current volatility for Algonquin Power & Utilities Cor (AQNB) is 1.72%, while Energy Transfer LP (ET) has a volatility of 12.80%. This indicates that AQNB experiences smaller price fluctuations and is considered to be less risky than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
1.72%
12.80%
AQNB
ET

Financials

AQNB vs. ET - Financials Comparison

This section allows you to compare key financial metrics between Algonquin Power & Utilities Cor and Energy Transfer LP. 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


0.005.00B10.00B15.00B20.00B25.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
584.83M
19.54B
(AQNB) Total Revenue
(ET) Total Revenue
Values in USD except per share items

AQNB vs. ET - Profitability Comparison

The chart below illustrates the profitability comparison between Algonquin Power & Utilities Cor and Energy Transfer LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
35.1%
21.0%
(AQNB) Gross Margin
(ET) Gross Margin
AQNB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Algonquin Power & Utilities Cor reported a gross profit of 205.19M and revenue of 584.83M. Therefore, the gross margin over that period was 35.1%.

ET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Energy Transfer LP reported a gross profit of 4.10B and revenue of 19.54B. Therefore, the gross margin over that period was 21.0%.

AQNB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Algonquin Power & Utilities Cor reported an operating income of 105.89M and revenue of 584.83M, resulting in an operating margin of 18.1%.

ET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Energy Transfer LP reported an operating income of 2.28B and revenue of 19.54B, resulting in an operating margin of 11.7%.

AQNB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Algonquin Power & Utilities Cor reported a net income of -186.44M and revenue of 584.83M, resulting in a net margin of -31.9%.

ET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Energy Transfer LP reported a net income of 1.08B and revenue of 19.54B, resulting in a net margin of 5.5%.