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

Key characteristics


ATOSR
YTD Return1.30%-2.92%
1Y Return1.27%-5.58%
3Y Return (Ann)7.17%-3.87%
5Y Return (Ann)4.64%-3.17%
10Y Return (Ann)11.25%5.98%
Sharpe Ratio0.09-0.32
Daily Std Dev16.25%19.45%
Max Drawdown-51.94%-45.00%
Current Drawdown-4.35%-18.83%

Fundamentals


ATOSR
Market Cap$17.42B$3.46B
EPS$6.63$4.00
PE Ratio17.4214.98
PEG Ratio2.742.40
Total Revenue (TTM)$4.06B$2.61B
Gross Profit (TTM)$2.17B$929.20M
EBITDA (TTM)$1.96B$747.10M

Correlation

-0.50.00.51.00.4

The correlation between ATO and SR is 0.40, 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.

Performance

ATO vs. SR - Performance Comparison

In the year-to-date period, ATO achieves a 1.30% return, which is significantly higher than SR's -2.92% return. Over the past 10 years, ATO has outperformed SR with an annualized return of 11.25%, while SR has yielded a comparatively lower 5.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%2024FebruaryMarchAprilMayJune
0.47%
-7.32%
ATO
SR

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Atmos Energy Corporation

Spire Inc.

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.


ATO
Sharpe ratio
The chart of Sharpe ratio for ATO, currently valued at 0.09, compared to the broader market-2.00-1.000.001.002.003.000.09
Sortino ratio
The chart of Sortino ratio for ATO, currently valued at 0.24, compared to the broader market-4.00-2.000.002.004.006.000.24
Omega ratio
The chart of Omega ratio for ATO, currently valued at 1.03, compared to the broader market0.501.001.502.001.03
Calmar ratio
The chart of Calmar ratio for ATO, currently valued at 0.08, compared to the broader market0.002.004.006.000.08
Martin ratio
The chart of Martin ratio for ATO, currently valued at 0.20, compared to the broader market0.0010.0020.0030.000.20
SR
Sharpe ratio
The chart of Sharpe ratio for SR, currently valued at -0.32, compared to the broader market-2.00-1.000.001.002.003.00-0.32
Sortino ratio
The chart of Sortino ratio for SR, currently valued at -0.33, compared to the broader market-4.00-2.000.002.004.006.00-0.33
Omega ratio
The chart of Omega ratio for SR, currently valued at 0.96, compared to the broader market0.501.001.502.000.96
Calmar ratio
The chart of Calmar ratio for SR, currently valued at -0.23, compared to the broader market0.002.004.006.00-0.23
Martin ratio
The chart of Martin ratio for SR, currently valued at -0.75, compared to the broader market0.0010.0020.0030.00-0.75

ATO vs. SR - Sharpe Ratio Comparison

The current ATO Sharpe Ratio is 0.09, which is higher than the SR Sharpe Ratio of -0.32. The chart below compares the 12-month rolling Sharpe Ratio of ATO and SR.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.502024FebruaryMarchAprilMayJune
0.09
-0.32
ATO
SR

Dividends

ATO vs. SR - Dividend Comparison

ATO's dividend yield for the trailing twelve months is around 2.73%, less than SR's 5.06% yield.


TTM20232022202120202019201820172016201520142013
ATO
Atmos Energy Corporation
2.73%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.
5.06%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%2024FebruaryMarchAprilMayJune
-4.35%
-18.83%
ATO
SR

Volatility

ATO vs. SR - Volatility Comparison

The current volatility for Atmos Energy Corporation (ATO) is 4.93%, while Spire Inc. (SR) has a volatility of 5.20%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%2024FebruaryMarchAprilMayJune
4.93%
5.20%
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