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

Performance

CDUAF vs. NWN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Canadian Utilities Limited (CDUAF) and Northwest Natural Holding Company (NWN). The values are adjusted to include any dividend payments, if applicable.

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CDUAF vs. NWN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CDUAF
Canadian Utilities Limited
14.02%35.10%6.34%-6.25%-1.87%25.16%-14.69%37.49%-19.67%15.55%
NWN
Northwest Natural Holding Company
15.07%23.75%6.77%-14.45%1.49%10.26%-35.52%25.46%4.48%2.82%

Fundamentals

EPS

CDUAF:

$0.33

NWN:

$3.69

PE Ratio

CDUAF:

104.69

NWN:

14.41

PS Ratio

CDUAF:

2.75

NWN:

1.14

Total Revenue (TTM)

CDUAF:

$3.47B

NWN:

$1.27B

Gross Profit (TTM)

CDUAF:

$1.40B

NWN:

$309.31M

EBITDA (TTM)

CDUAF:

$1.75B

NWN:

$454.27M

Returns By Period

In the year-to-date period, CDUAF achieves a 14.02% return, which is significantly lower than NWN's 15.07% return. Over the past 10 years, CDUAF has outperformed NWN with an annualized return of 7.51%, while NWN has yielded a comparatively lower 3.71% annualized return.


CDUAF

1D
0.09%
1M
0.63%
YTD
14.02%
6M
28.65%
1Y
44.27%
3Y*
13.95%
5Y*
11.17%
10Y*
7.51%

NWN

1D
-0.75%
1M
0.34%
YTD
15.07%
6M
20.99%
1Y
30.26%
3Y*
8.83%
5Y*
4.54%
10Y*
3.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CDUAF vs. NWN — Risk / Return Rank

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

CDUAF
CDUAF Risk / Return Rank: 9595
Overall Rank
CDUAF Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
CDUAF Sortino Ratio Rank: 9494
Sortino Ratio Rank
CDUAF Omega Ratio Rank: 9494
Omega Ratio Rank
CDUAF Calmar Ratio Rank: 9494
Calmar Ratio Rank
CDUAF Martin Ratio Rank: 9696
Martin Ratio Rank

NWN
NWN Risk / Return Rank: 8383
Overall Rank
NWN Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
NWN Sortino Ratio Rank: 8181
Sortino Ratio Rank
NWN Omega Ratio Rank: 8181
Omega Ratio Rank
NWN Calmar Ratio Rank: 8787
Calmar Ratio Rank
NWN Martin Ratio Rank: 8181
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. NWN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Canadian Utilities Limited (CDUAF) and Northwest Natural Holding Company (NWN). 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.


CDUAFNWNDifference

Sharpe ratio

Return per unit of total volatility

2.50

1.59

+0.91

Sortino ratio

Return per unit of downside risk

3.41

2.11

+1.30

Omega ratio

Gain probability vs. loss probability

1.48

1.29

+0.19

Calmar ratio

Return relative to maximum drawdown

5.37

3.10

+2.27

Martin ratio

Return relative to average drawdown

18.94

6.27

+12.66

CDUAF vs. NWN - Sharpe Ratio Comparison

The current CDUAF Sharpe Ratio is 2.50, which is higher than the NWN Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of CDUAF and NWN, 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


CDUAFNWNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.50

1.59

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.20

+0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.13

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.32

-0.24

Correlation

The correlation between CDUAF and NWN is 0.17, 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

CDUAF vs. NWN - Dividend Comparison

CDUAF's dividend yield for the trailing twelve months is around 3.79%, more than NWN's 3.69% yield.


TTM20252024202320222021202020192018201720162015
CDUAF
Canadian Utilities Limited
3.79%4.21%5.47%6.05%5.03%4.85%5.32%4.24%4.49%4.82%4.82%5.11%
NWN
Northwest Natural Holding Company
3.69%4.20%4.94%4.99%4.06%3.94%4.16%2.58%3.13%3.16%3.13%3.68%

Drawdowns

CDUAF vs. NWN - Drawdown Comparison

The maximum CDUAF drawdown since its inception was -71.22%, which is greater than NWN's maximum drawdown of -46.27%. Use the drawdown chart below to compare losses from any high point for CDUAF and NWN.


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Drawdown Indicators


CDUAFNWNDifference

Max Drawdown

Largest peak-to-trough decline

-71.22%

-46.27%

-24.95%

Max Drawdown (1Y)

Largest decline over 1 year

-8.25%

-9.85%

+1.60%

Max Drawdown (5Y)

Largest decline over 5 years

-31.94%

-32.09%

+0.15%

Max Drawdown (10Y)

Largest decline over 10 years

-41.92%

-46.27%

+4.35%

Current Drawdown

Current decline from peak

-21.02%

-10.59%

-10.43%

Average Drawdown

Average peak-to-trough decline

-40.10%

-12.13%

-27.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

4.87%

-2.53%

Volatility

CDUAF vs. NWN - Volatility Comparison

The current volatility for Canadian Utilities Limited (CDUAF) is 3.97%, while Northwest Natural Holding Company (NWN) has a volatility of 4.72%. This indicates that CDUAF experiences smaller price fluctuations and is considered to be less risky than NWN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CDUAFNWNDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.97%

4.72%

-0.75%

Volatility (6M)

Calculated over the trailing 6-month period

11.54%

12.83%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

17.80%

19.09%

-1.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.29%

22.54%

-3.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.36%

28.06%

-1.70%

Financials

CDUAF vs. NWN - Financials Comparison

This section allows you to compare key financial metrics between Canadian Utilities Limited and Northwest Natural Holding Company. 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


200.00M400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
970.21M
370.88M
(CDUAF) Total Revenue
(NWN) Total Revenue
Values in USD except per share items

CDUAF vs. NWN - Profitability Comparison

The chart below illustrates the profitability comparison between Canadian Utilities Limited and Northwest Natural Holding Company 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-17.0%
0
Portfolio components
CDUAF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Canadian Utilities Limited reported a gross profit of -164.87M and revenue of 970.21M. Therefore, the gross margin over that period was -17.0%.

NWN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Northwest Natural Holding Company reported a gross profit of 0.00 and revenue of 370.88M. 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 Apr 2026, Canadian Utilities Limited reported an operating income of -352.71M and revenue of 970.21M, resulting in an operating margin of -36.4%.

NWN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Northwest Natural Holding Company reported an operating income of 84.94M and revenue of 370.88M, resulting in an operating margin of 22.9%.

CDUAF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Canadian Utilities Limited reported a net income of -327.73M and revenue of 970.21M, resulting in a net margin of -33.8%.

NWN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Northwest Natural Holding Company reported a net income of 45.00M and revenue of 370.88M, resulting in a net margin of 12.1%.