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BCE-PB.TO vs. EMA-PC.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BCE-PB.TO vs. EMA-PC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BCE Inc. (BCE-PB.TO) and Emera Incorporated (EMA-PC.TO). The values are adjusted to include any dividend payments, if applicable.

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BCE-PB.TO vs. EMA-PC.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BCE-PB.TO
BCE Inc.
2.43%30.12%-1.08%11.56%-7.15%53.16%-4.00%-6.06%-9.72%37.38%
EMA-PC.TO
Emera Incorporated
1.29%15.47%23.62%16.61%-18.92%44.17%3.84%-7.46%-8.81%17.30%

Fundamentals

Returns By Period

In the year-to-date period, BCE-PB.TO achieves a 2.43% return, which is significantly higher than EMA-PC.TO's 1.29% return. Both investments have delivered pretty close results over the past 10 years, with BCE-PB.TO having a 10.18% annualized return and EMA-PC.TO not far behind at 10.16%.


BCE-PB.TO

1D
0.00%
1M
-1.00%
YTD
2.43%
6M
8.62%
1Y
26.64%
3Y*
12.80%
5Y*
12.21%
10Y*
10.18%

EMA-PC.TO

1D
-0.47%
1M
0.16%
YTD
1.29%
6M
4.70%
1Y
14.12%
3Y*
17.69%
5Y*
8.96%
10Y*
10.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BCE Inc.

Emera Incorporated

Return for Risk

BCE-PB.TO vs. EMA-PC.TO — Risk / Return Rank

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

BCE-PB.TO
BCE-PB.TO Risk / Return Rank: 9191
Overall Rank
BCE-PB.TO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BCE-PB.TO Sortino Ratio Rank: 9292
Sortino Ratio Rank
BCE-PB.TO Omega Ratio Rank: 9696
Omega Ratio Rank
BCE-PB.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
BCE-PB.TO Martin Ratio Rank: 9191
Martin Ratio Rank

EMA-PC.TO
EMA-PC.TO Risk / Return Rank: 7979
Overall Rank
EMA-PC.TO Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
EMA-PC.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
EMA-PC.TO Omega Ratio Rank: 8282
Omega Ratio Rank
EMA-PC.TO Calmar Ratio Rank: 6969
Calmar Ratio Rank
EMA-PC.TO Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCE-PB.TO vs. EMA-PC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BCE Inc. (BCE-PB.TO) and Emera Incorporated (EMA-PC.TO). 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.


BCE-PB.TOEMA-PC.TODifference

Sharpe ratio

Return per unit of total volatility

2.46

1.47

+0.99

Sortino ratio

Return per unit of downside risk

3.14

2.05

+1.08

Omega ratio

Gain probability vs. loss probability

1.57

1.31

+0.26

Calmar ratio

Return relative to maximum drawdown

2.94

1.53

+1.41

Martin ratio

Return relative to average drawdown

12.05

8.57

+3.47

BCE-PB.TO vs. EMA-PC.TO - Sharpe Ratio Comparison

The current BCE-PB.TO Sharpe Ratio is 2.46, which is higher than the EMA-PC.TO Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of BCE-PB.TO and EMA-PC.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BCE-PB.TOEMA-PC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

1.47

+0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.11

0.60

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.61

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.33

-0.08

Correlation

The correlation between BCE-PB.TO and EMA-PC.TO is 0.25, 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.


Dividends

BCE-PB.TO vs. EMA-PC.TO - Dividend Comparison

BCE-PB.TO's dividend yield for the trailing twelve months is around 5.84%, less than EMA-PC.TO's 6.36% yield.


TTM20252024202320222021202020192018201720162015
BCE-PB.TO
BCE Inc.
5.84%6.14%10.23%9.43%5.66%2.96%4.95%6.42%5.16%3.58%4.40%5.05%
EMA-PC.TO
Emera Incorporated
6.36%6.34%6.85%6.29%6.29%4.83%6.60%6.40%5.02%4.22%4.73%5.20%

Drawdowns

BCE-PB.TO vs. EMA-PC.TO - Drawdown Comparison

The maximum BCE-PB.TO drawdown since its inception was -54.96%, which is greater than EMA-PC.TO's maximum drawdown of -45.60%. Use the drawdown chart below to compare losses from any high point for BCE-PB.TO and EMA-PC.TO.


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Drawdown Indicators


BCE-PB.TOEMA-PC.TODifference

Max Drawdown

Largest peak-to-trough decline

-54.96%

-45.60%

-9.36%

Max Drawdown (1Y)

Largest decline over 1 year

-9.24%

-9.71%

+0.47%

Max Drawdown (5Y)

Largest decline over 5 years

-14.53%

-26.10%

+11.57%

Max Drawdown (10Y)

Largest decline over 10 years

-54.96%

-45.60%

-9.36%

Current Drawdown

Current decline from peak

-2.12%

-0.51%

-1.61%

Average Drawdown

Average peak-to-trough decline

-12.32%

-9.07%

-3.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

1.73%

+0.52%

Volatility

BCE-PB.TO vs. EMA-PC.TO - Volatility Comparison

BCE Inc. (BCE-PB.TO) has a higher volatility of 1.70% compared to Emera Incorporated (EMA-PC.TO) at 1.46%. This indicates that BCE-PB.TO's price experiences larger fluctuations and is considered to be riskier than EMA-PC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BCE-PB.TOEMA-PC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.70%

1.46%

+0.24%

Volatility (6M)

Calculated over the trailing 6-month period

5.34%

5.19%

+0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

10.89%

9.68%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.07%

14.99%

-3.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.57%

16.82%

-1.25%

Financials

BCE-PB.TO vs. EMA-PC.TO - Financials Comparison

This section allows you to compare key financial metrics between BCE Inc. and Emera Incorporated. 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


1.00B1.50B2.00B2.50BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.54B
(BCE-PB.TO) Total Revenue
(EMA-PC.TO) Total Revenue
Values in CAD except per share items