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ATO vs. SR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ATO and SR is 0.44, 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

ATO vs. SR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Atmos Energy Corporation (ATO) and Spire Inc. (SR). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
21.57%
16.48%
ATO
SR

Key characteristics

Sharpe Ratio

ATO:

1.78

SR:

0.58

Sortino Ratio

ATO:

2.53

SR:

0.95

Omega Ratio

ATO:

1.32

SR:

1.12

Calmar Ratio

ATO:

2.69

SR:

0.49

Martin Ratio

ATO:

8.72

SR:

2.49

Ulcer Index

ATO:

3.06%

SR:

4.68%

Daily Std Dev

ATO:

14.99%

SR:

19.91%

Max Drawdown

ATO:

-51.94%

SR:

-45.00%

Current Drawdown

ATO:

-7.75%

SR:

-8.03%

Fundamentals

Market Cap

ATO:

$21.97B

SR:

$3.94B

EPS

ATO:

$6.83

SR:

$4.19

PE Ratio

ATO:

20.70

SR:

16.30

PEG Ratio

ATO:

3.36

SR:

2.45

Total Revenue (TTM)

ATO:

$4.17B

SR:

$2.59B

Gross Profit (TTM)

ATO:

$2.08B

SR:

$965.50M

EBITDA (TTM)

ATO:

$2.09B

SR:

$789.10M

Returns By Period

In the year-to-date period, ATO achieves a 23.72% return, which is significantly higher than SR's 12.27% return. Over the past 10 years, ATO has outperformed SR with an annualized return of 12.56%, while SR has yielded a comparatively lower 6.33% annualized return.


ATO

YTD

23.72%

1M

-4.56%

6M

21.57%

1Y

26.06%

5Y*

7.15%

10Y*

12.56%

SR

YTD

12.27%

1M

-0.65%

6M

16.50%

1Y

11.63%

5Y*

-0.49%

10Y*

6.33%

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Risk-Adjusted Performance

ATO vs. SR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Atmos Energy Corporation (ATO) and Spire Inc. (SR). 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 ATO, currently valued at 1.78, compared to the broader market-4.00-2.000.002.001.780.58
The chart of Sortino ratio for ATO, currently valued at 2.53, compared to the broader market-4.00-2.000.002.004.002.530.95
The chart of Omega ratio for ATO, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.12
The chart of Calmar ratio for ATO, currently valued at 2.69, compared to the broader market0.002.004.006.002.690.49
The chart of Martin ratio for ATO, currently valued at 8.72, compared to the broader market-5.000.005.0010.0015.0020.0025.008.722.49
ATO
SR

The current ATO Sharpe Ratio is 1.78, which is higher than the SR Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of ATO and SR, 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
1.78
0.58
ATO
SR

Dividends

ATO vs. SR - Dividend Comparison

ATO's dividend yield for the trailing twelve months is around 2.35%, less than SR's 4.57% yield.


TTM20232022202120202019201820172016201520142013
ATO
Atmos Energy Corporation
2.35%2.61%2.48%2.44%2.46%1.92%2.14%2.14%2.31%2.52%2.69%3.13%
SR
Spire Inc.
4.57%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%3.35%3.77%

Drawdowns

ATO vs. SR - Drawdown Comparison

The maximum ATO drawdown since its inception was -51.94%, which is greater than SR's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for ATO and SR. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.75%
-8.03%
ATO
SR

Volatility

ATO vs. SR - Volatility Comparison

The current volatility for Atmos Energy Corporation (ATO) is 5.67%, while Spire Inc. (SR) has a volatility of 8.42%. This indicates that ATO experiences smaller price fluctuations and is considered to be less risky than SR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.67%
8.42%
ATO
SR

Financials

ATO vs. SR - Financials Comparison

This section allows you to compare key financial metrics between Atmos Energy Corporation and Spire 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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