ATO vs. BIPC
Compare and contrast key facts about Atmos Energy Corporation (ATO) and Brookfield Infrastructure Corporation (BIPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATO or BIPC.
Key characteristics
ATO | BIPC | |
---|---|---|
YTD Return | 3.29% | 3.40% |
1Y Return | 9.50% | -17.01% |
3Y Return (Ann) | 9.15% | -7.19% |
Sharpe Ratio | 0.64 | -0.46 |
Daily Std Dev | 17.16% | 34.12% |
Max Drawdown | -51.94% | -48.51% |
Current Drawdown | -2.47% | -26.20% |
Fundamentals
ATO | BIPC | |
---|---|---|
Market Cap | $17.58B | $4.54B |
EPS | $6.26 | $0.84 |
PE Ratio | 18.62 | 40.70 |
Revenue (TTM) | $3.95B | $2.50B |
Gross Profit (TTM) | $2.06B | $1.34B |
EBITDA (TTM) | $1.78B | $2.02B |
Correlation
The correlation between ATO and BIPC is 0.32, 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
ATO vs. BIPC - Performance Comparison
The year-to-date returns for both investments are quite close, with ATO having a 3.29% return and BIPC slightly higher at 3.40%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Risk-Adjusted Performance
ATO vs. BIPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Atmos Energy Corporation (ATO) and Brookfield Infrastructure Corporation (BIPC). 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 | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Atmos Energy Corporation | 0.64 | ||||
Brookfield Infrastructure Corporation | -0.46 |
Dividends
ATO vs. BIPC - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 2.60%, less than BIPC's 4.31% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Atmos Energy Corporation | 2.60% | 2.61% | 2.48% | 2.44% | 2.46% | 1.92% | 2.14% | 2.14% | 2.31% | 2.52% | 2.69% | 3.13% |
Brookfield Infrastructure Corporation | 4.31% | 4.34% | 3.70% | 2.99% | 2.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ATO vs. BIPC - Drawdown Comparison
The maximum ATO drawdown since its inception was -51.94%, which is greater than BIPC's maximum drawdown of -48.51%. The drawdown chart below compares losses from any high point along the way for ATO and BIPC
Volatility
ATO vs. BIPC - Volatility Comparison
The current volatility for Atmos Energy Corporation (ATO) is 3.80%, while Brookfield Infrastructure Corporation (BIPC) has a volatility of 7.27%. This indicates that ATO experiences smaller price fluctuations and is considered to be less risky than BIPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.