ATO vs. SR
Compare and contrast key facts about Atmos Energy Corporation (ATO) and Spire Inc. (SR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATO or SR.
Key characteristics
| ATO | SR | |
|---|---|---|
| YTD Return | 2.76% | -3.54% |
| 1Y Return | -0.16% | -12.68% |
| 5Y Return (Ann) | 7.83% | 2.29% |
| 10Y Return (Ann) | 13.01% | 7.20% |
| Sharpe Ratio | 0.02 | -0.50 |
| Daily Std Dev | 23.90% | 25.25% |
| Max Drawdown | -51.94% | -42.14% |
Fundamentals
| ATO | SR | |
|---|---|---|
| Market Cap | $16.59B | $3.45B |
| EPS | $5.82 | $4.66 |
| PE Ratio | 20.49 | 14.09 |
| PEG Ratio | 2.68 | 3.04 |
| Revenue (TTM) | $4.56B | $2.70B |
| Gross Profit (TTM) | $1.81B | $825.00M |
| EBITDA (TTM) | $1.58B | $705.50M |
Correlation
The correlation between ATO and SR is 0.40, 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.
ATO vs. SR - Performance Comparison
In the year-to-date period, ATO achieves a 2.76% return, which is significantly lower than SR's -3.54% return. Over the past 10 years, ATO has outperformed SR with an annualized return of 13.01%, while SR has yielded a comparatively lower 7.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ATO vs. SR - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 3.75%, less than SR's 5.32% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 3.75% | 2.51% | 2.53% | 2.63% | 2.10% | 2.38% | 2.43% | 2.68% | 3.01% | 3.30% | 3.95% | 5.15% |
SR Spire Inc. | 5.32% | 4.07% | 4.25% | 4.30% | 3.27% | 3.60% | 3.43% | 3.84% | 4.03% | 4.44% | 5.18% | 6.19% |
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 | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 0.02 | ||||
SR Spire Inc. | -0.50 |
ATO vs. SR - Drawdown Comparison
The maximum ATO drawdown for the period was -11.03%, higher than the maximum SR drawdown of -17.40%. The drawdown chart below compares losses from any high point along the way for ATO and SR
ATO vs. SR - Volatility Comparison
Atmos Energy Corporation (ATO) has a higher volatility of 6.18% compared to Spire Inc. (SR) at 5.69%. This indicates that ATO's price experiences larger fluctuations and is considered to be riskier than SR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.