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CDUAF vs. MAIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CDUAF vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Canadian Utilities Limited (CDUAF) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CDUAF achieves a 18.15% return, which is significantly higher than MAIN's -12.19% return. Over the past 10 years, CDUAF has underperformed MAIN with an annualized return of 7.36%, while MAIN has yielded a comparatively higher 12.92% annualized return.


CDUAF

1D
1.70%
1M
2.20%
YTD
18.15%
6M
22.00%
1Y
34.32%
3Y*
15.92%
5Y*
9.80%
10Y*
7.36%

MAIN

1D
-0.08%
1M
-7.81%
YTD
-12.19%
6M
-7.82%
1Y
-1.26%
3Y*
17.66%
5Y*
12.71%
10Y*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CDUAF vs. MAIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CDUAF
Canadian Utilities Limited
18.15%35.10%6.34%-6.25%-1.87%25.16%-14.69%37.49%-19.67%15.55%
MAIN
Main Street Capital Corporation
-12.19%10.74%47.30%28.22%-11.37%48.31%-19.54%36.88%-8.27%16.62%

Correlation

The correlation between CDUAF and MAIN is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Oct 10, 2007

0.11

The correlation between CDUAF and MAIN shifts across timeframes, from -0.16 (1 year) to 0.14 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CDUAF:

$9.82B

MAIN:

$4.68B

EPS

CDUAF:

$0.29

MAIN:

$5.22

PE Ratio

CDUAF:

123.88

MAIN:

9.89

PS Ratio

CDUAF:

2.83

MAIN:

6.57

PB Ratio

CDUAF:

1.96

MAIN:

1.51

Total Revenue (TTM)

CDUAF:

$3.46B

MAIN:

$704.17M

Gross Profit (TTM)

CDUAF:

$1.39B

MAIN:

$499.08M

EBITDA (TTM)

CDUAF:

$1.76B

MAIN:

$396.90M

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Return for Risk

CDUAF vs. MAIN — Risk / Return Rank

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

CDUAF
CDUAF Risk / Return Rank: 9090
Overall Rank
CDUAF Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
CDUAF Sortino Ratio Rank: 8787
Sortino Ratio Rank
CDUAF Omega Ratio Rank: 8888
Omega Ratio Rank
CDUAF Calmar Ratio Rank: 9494
Calmar Ratio Rank
CDUAF Martin Ratio Rank: 9393
Martin Ratio Rank

MAIN
MAIN Risk / Return Rank: 3535
Overall Rank
MAIN Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
MAIN Sortino Ratio Rank: 3131
Sortino Ratio Rank
MAIN Omega Ratio Rank: 3232
Omega Ratio Rank
MAIN Calmar Ratio Rank: 3636
Calmar Ratio Rank
MAIN Martin Ratio Rank: 3636
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.

CDUAF vs. MAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Canadian Utilities Limited (CDUAF) and Main Street Capital Corporation (MAIN). 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.


CDUAFMAINDifference

Sharpe ratio

Return per unit of total volatility

2.17

-0.05

+2.22

Sortino ratio

Return per unit of downside risk

2.99

0.10

+2.89

Omega ratio

Gain probability vs. loss probability

1.41

1.01

+0.40

Calmar ratio

Return relative to maximum drawdown

6.43

-0.11

+6.54

Martin ratio

Return relative to average drawdown

15.85

-0.24

+16.09

CDUAF vs. MAIN - Sharpe Ratio Comparison

The current CDUAF Sharpe Ratio is 2.17, which is higher than the MAIN Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of CDUAF and MAIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CDUAFMAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.17

-0.05

+2.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.59

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.48

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.56

-0.47

Drawdowns

CDUAF vs. MAIN - Drawdown Comparison

The maximum CDUAF drawdown since its inception was -71.22%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for CDUAF and MAIN.


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Drawdown Indicators


CDUAFMAINDifference

Max Drawdown

Largest peak-to-trough decline

-71.22%

-64.53%

-6.69%

Max Drawdown (1Y)

Largest decline over 1 year

-5.35%

-22.43%

+17.08%

Max Drawdown (3Y)

Largest decline over 3 years

-22.43%

-22.43%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-31.94%

-27.06%

-4.88%

Max Drawdown (10Y)

Largest decline over 10 years

-41.92%

-64.53%

+22.61%

Current Drawdown

Current decline from peak

-18.16%

-19.40%

+1.24%

Average Drawdown

Average peak-to-trough decline

-39.91%

-7.29%

-32.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.17%

10.64%

-8.47%

Volatility

CDUAF vs. MAIN - Volatility Comparison

The current volatility for Canadian Utilities Limited (CDUAF) is 6.38%, while Main Street Capital Corporation (MAIN) has a volatility of 8.73%. This indicates that CDUAF experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CDUAFMAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.38%

8.73%

-2.35%

Volatility (6M)

Calculated over the trailing 6-month period

11.44%

20.27%

-8.83%

Volatility (1Y)

Calculated over the trailing 1-year period

15.91%

24.79%

-8.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.04%

21.54%

-2.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.57%

27.29%

-1.72%

Dividends

CDUAF vs. MAIN - Dividend Comparison

CDUAF's dividend yield for the trailing twelve months is around 3.71%, less than MAIN's 8.30% yield.


PositionTTM20252024202320222021202020192018201720162015
CDUAF
Canadian Utilities Limited
3.71%4.21%5.47%6.05%5.03%4.85%5.32%4.24%4.49%4.82%4.82%5.11%
MAIN
Main Street Capital Corporation
8.30%7.00%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.49%7.42%9.15%

Financials

CDUAF vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between Canadian Utilities Limited and Main Street Capital Corporation. 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
1.08B
140.11M
(CDUAF) Total Revenue
(MAIN) Total Revenue
Values in USD except per share items

CDUAF vs. MAIN - Profitability Comparison

The chart below illustrates the profitability comparison between Canadian Utilities Limited and Main Street Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
70.2%
0
Portfolio components
CDUAF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a gross profit of 761.00M and revenue of 1.08B. Therefore, the gross margin over that period was 70.2%.

MAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a gross profit of 0.00 and revenue of 140.11M. Therefore, the gross margin over that period was 0.0%.

CDUAF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported an operating income of 393.00M and revenue of 1.08B, resulting in an operating margin of 36.3%.

MAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported an operating income of 0.00 and revenue of 140.11M, resulting in an operating margin of 0.0%.

CDUAF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a net income of 224.00M and revenue of 1.08B, resulting in a net margin of 20.7%.

MAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a net income of 90.82M and revenue of 140.11M, resulting in a net margin of 64.8%.


Frequently Asked Questions


CDUAF and MAIN have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MAIN has higher volatility (8.73%) compared to CDUAF (6.38%). In terms of maximum drawdown, CDUAF dropped -71.22% vs MAIN's -64.53%.

CDUAF currently has the higher Sharpe Ratio (2.17 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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