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 | 2.25% | -0.65% |
| 1Y Return | 4.02% | -7.90% |
| 3Y Return (Ann) | 7.18% | -3.13% |
| 5Y Return (Ann) | 5.68% | -2.09% |
| 10Y Return (Ann) | 11.39% | 6.54% |
| Sharpe Ratio | 0.28 | -0.40 |
| Daily Std Dev | 16.99% | 20.61% |
| Max Drawdown | -51.94% | -45.00% |
| Current Drawdown | -3.45% | -16.94% |
Fundamentals
| ATO | SR | |
|---|---|---|
| Market Cap | $17.68B | $3.35B |
| EPS | $6.26 | $3.71 |
| PE Ratio | 18.72 | 16.42 |
| PEG Ratio | 2.74 | 2.40 |
| Revenue (TTM) | $3.95B | $2.61B |
| Gross Profit (TTM) | $2.06B | $887.90M |
| EBITDA (TTM) | $1.78B | $675.20M |
Correlation
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 2.25% return, which is significantly higher than SR's -0.65% return. Over the past 10 years, ATO has outperformed SR with an annualized return of 11.39%, while SR has yielded a comparatively lower 6.54% 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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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.
Dividends
ATO vs. SR - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 2.63%, less than SR's 4.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 2.63% | 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. | 4.82% | 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.
Volatility
ATO vs. SR - Volatility Comparison
The current volatility for Atmos Energy Corporation (ATO) is 4.86%, while Spire Inc. (SR) has a volatility of 5.68%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities