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ATO vs. BIPC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


ATOBIPC
YTD Return3.29%3.40%
1Y Return9.50%-17.01%
3Y Return (Ann)9.15%-7.19%
Sharpe Ratio0.64-0.46
Daily Std Dev17.16%34.12%
Max Drawdown-51.94%-48.51%
Current Drawdown-2.47%-26.20%

Fundamentals


ATOBIPC
Market Cap$17.58B$4.54B
EPS$6.26$0.84
PE Ratio18.6240.70
Revenue (TTM)$3.95B$2.50B
Gross Profit (TTM)$2.06B$1.34B
EBITDA (TTM)$1.78B$2.02B

Correlation

0.32
-1.001.00

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.


20.00%40.00%60.00%80.00%100.00%OctoberNovemberDecember2024FebruaryMarch
32.71%
91.26%
ATO
BIPC

Compare stocks, funds, or ETFs


Atmos Energy Corporation

Brookfield Infrastructure Corporation

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ATO
Atmos Energy Corporation
0.64
BIPC
Brookfield Infrastructure Corporation
-0.46

ATO vs. BIPC - Sharpe Ratio Comparison

The current ATO Sharpe Ratio is 0.64, which is higher than the BIPC Sharpe Ratio of -0.46. The chart below compares the 12-month rolling Sharpe Ratio of ATO and BIPC.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00OctoberNovemberDecember2024FebruaryMarch
0.64
-0.46
ATO
BIPC

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.


TTM20232022202120202019201820172016201520142013
ATO
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%
BIPC
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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.47%
-26.20%
ATO
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.


5.00%10.00%15.00%20.00%OctoberNovemberDecember2024FebruaryMarch
3.80%
7.27%
ATO
BIPC