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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.


-0.50.00.51.0
Correlation: 0.4

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.

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%NovemberDecember2025FebruaryMarchApril
8,073.16%
3,043.94%
ATO
SR

Key characteristics

Sharpe Ratio

ATO:

2.21

SR:

1.79

Sortino Ratio

ATO:

3.08

SR:

2.39

Omega Ratio

ATO:

1.39

SR:

1.33

Calmar Ratio

ATO:

3.55

SR:

1.69

Martin Ratio

ATO:

9.73

SR:

9.51

Ulcer Index

ATO:

3.61%

SR:

3.74%

Daily Std Dev

ATO:

15.89%

SR:

19.85%

Max Drawdown

ATO:

-51.94%

SR:

-45.00%

Current Drawdown

ATO:

0.00%

SR:

0.00%

Fundamentals

Market Cap

ATO:

$24.65B

SR:

$4.61B

EPS

ATO:

$6.98

SR:

$4.01

PE Ratio

ATO:

22.25

SR:

19.72

PEG Ratio

ATO:

2.57

SR:

2.45

Total Revenue (TTM)

ATO:

$2.54B

SR:

$1.38B

Gross Profit (TTM)

ATO:

$1.50B

SR:

$796.50M

EBITDA (TTM)

ATO:

$1.45B

SR:

$412.30M

Returns By Period

In the year-to-date period, ATO achieves a 12.15% return, which is significantly lower than SR's 17.79% return. Over the past 10 years, ATO has outperformed SR with an annualized return of 13.39%, while SR has yielded a comparatively lower 8.11% annualized return.


ATO

YTD

12.15%

1M

3.70%

6M

12.85%

1Y

36.11%

5Y*

13.42%

10Y*

13.39%

SR

YTD

17.79%

1M

3.90%

6M

24.25%

1Y

36.98%

5Y*

7.02%

10Y*

8.11%

*Annualized

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Risk-Adjusted Performance

ATO vs. SR — Risk-Adjusted Performance Rank

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

ATO
The Risk-Adjusted Performance Rank of ATO is 9595
Overall Rank
The Sharpe Ratio Rank of ATO is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of ATO is 9595
Sortino Ratio Rank
The Omega Ratio Rank of ATO is 9393
Omega Ratio Rank
The Calmar Ratio Rank of ATO is 9898
Calmar Ratio Rank
The Martin Ratio Rank of ATO is 9494
Martin Ratio Rank

SR
The Risk-Adjusted Performance Rank of SR is 9292
Overall Rank
The Sharpe Ratio Rank of SR is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of SR is 8989
Sortino Ratio Rank
The Omega Ratio Rank of SR is 9090
Omega Ratio Rank
The Calmar Ratio Rank of SR is 9292
Calmar Ratio Rank
The Martin Ratio Rank of SR is 9494
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.

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 2.21, compared to the broader market-2.00-1.000.001.002.003.00
ATO: 2.21
SR: 1.79
The chart of Sortino ratio for ATO, currently valued at 3.08, compared to the broader market-6.00-4.00-2.000.002.004.00
ATO: 3.08
SR: 2.39
The chart of Omega ratio for ATO, currently valued at 1.39, compared to the broader market0.501.001.502.00
ATO: 1.39
SR: 1.33
The chart of Calmar ratio for ATO, currently valued at 3.55, compared to the broader market0.001.002.003.004.005.00
ATO: 3.55
SR: 1.69
The chart of Martin ratio for ATO, currently valued at 9.73, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
ATO: 9.73
SR: 9.51

The current ATO Sharpe Ratio is 2.21, which is comparable to the SR Sharpe Ratio of 1.79. 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 Ratio0.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
2.21
1.79
ATO
SR

Dividends

ATO vs. SR - Dividend Comparison

ATO's dividend yield for the trailing twelve months is around 2.16%, less than SR's 3.90% yield.


TTM20242023202220212020201920182017201620152014
ATO
Atmos Energy Corporation
2.16%2.36%2.61%2.48%2.44%2.46%1.92%2.14%2.14%2.31%2.52%2.69%
SR
Spire Inc.
3.90%4.50%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%3.35%

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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril00
ATO
SR

Volatility

ATO vs. SR - Volatility Comparison

Atmos Energy Corporation (ATO) has a higher volatility of 4.42% compared to Spire Inc. (SR) at 3.28%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%NovemberDecember2025FebruaryMarchApril
4.42%
3.28%
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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