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CPX.TO vs. TA.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CPX.TO vs. TA.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Capital Power Corporation (CPX.TO) and TransAlta Corporation (TA.TO). The values are adjusted to include any dividend payments, if applicable.

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CPX.TO vs. TA.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPX.TO
Capital Power Corporation
12.54%-3.64%77.90%-13.28%23.39%18.96%8.92%37.12%16.05%12.44%
TA.TO
TransAlta Corporation
5.74%-13.24%88.48%-7.32%-12.42%47.57%6.20%69.12%-23.22%2.43%

Fundamentals

Market Cap

CPX.TO:

CA$10.28B

TA.TO:

CA$5.43B

EPS

CPX.TO:

CA$1.04

TA.TO:

-CA$0.46

PS Ratio

CPX.TO:

3.06

TA.TO:

2.29

PB Ratio

CPX.TO:

2.33

TA.TO:

11.89

Total Revenue (TTM)

CPX.TO:

CA$3.32B

TA.TO:

CA$2.41B

Gross Profit (TTM)

CPX.TO:

-CA$173.00M

TA.TO:

CA$732.00M

EBITDA (TTM)

CPX.TO:

CA$697.00M

TA.TO:

CA$638.00M

Returns By Period

In the year-to-date period, CPX.TO achieves a 12.54% return, which is significantly higher than TA.TO's 5.74% return. Over the past 10 years, CPX.TO has outperformed TA.TO with an annualized return of 20.58%, while TA.TO has yielded a comparatively lower 14.01% annualized return.


CPX.TO

1D
1.20%
1M
2.90%
YTD
12.54%
6M
2.02%
1Y
42.55%
3Y*
22.44%
5Y*
18.18%
10Y*
20.58%

TA.TO

1D
3.10%
1M
-2.45%
YTD
5.74%
6M
-3.12%
1Y
38.31%
3Y*
17.78%
5Y*
10.52%
10Y*
14.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CPX.TO vs. TA.TO — Risk / Return Rank

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

CPX.TO
CPX.TO Risk / Return Rank: 7878
Overall Rank
CPX.TO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CPX.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
CPX.TO Omega Ratio Rank: 7878
Omega Ratio Rank
CPX.TO Calmar Ratio Rank: 7777
Calmar Ratio Rank
CPX.TO Martin Ratio Rank: 7373
Martin Ratio Rank

TA.TO
TA.TO Risk / Return Rank: 6767
Overall Rank
TA.TO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
TA.TO Sortino Ratio Rank: 6767
Sortino Ratio Rank
TA.TO Omega Ratio Rank: 6767
Omega Ratio Rank
TA.TO Calmar Ratio Rank: 6565
Calmar Ratio Rank
TA.TO Martin Ratio Rank: 6262
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.

CPX.TO vs. TA.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Power Corporation (CPX.TO) and TransAlta Corporation (TA.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.


CPX.TOTA.TODifference

Sharpe ratio

Return per unit of total volatility

1.46

0.97

+0.49

Sortino ratio

Return per unit of downside risk

1.94

1.47

+0.47

Omega ratio

Gain probability vs. loss probability

1.26

1.20

+0.06

Calmar ratio

Return relative to maximum drawdown

1.87

1.08

+0.78

Martin ratio

Return relative to average drawdown

3.81

2.16

+1.65

CPX.TO vs. TA.TO - Sharpe Ratio Comparison

The current CPX.TO Sharpe Ratio is 1.46, which is higher than the TA.TO Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of CPX.TO and TA.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


CPX.TOTA.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

0.97

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.33

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

0.44

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

Correlation

The correlation between CPX.TO and TA.TO is 0.44, 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.


Dividends

CPX.TO vs. TA.TO - Dividend Comparison

CPX.TO's dividend yield for the trailing twelve months is around 3.09%, more than TA.TO's 1.42% yield.


TTM20252024202320222021202020192018201720162015
CPX.TO
Capital Power Corporation
3.09%4.59%3.98%6.32%4.87%5.38%5.68%5.40%6.51%6.60%6.50%7.93%
TA.TO
TransAlta Corporation
1.42%1.47%1.18%2.00%1.69%1.32%1.75%1.72%2.86%2.15%2.15%14.66%

Drawdowns

CPX.TO vs. TA.TO - Drawdown Comparison

The maximum CPX.TO drawdown since its inception was -47.38%, smaller than the maximum TA.TO drawdown of -100.01%. Use the drawdown chart below to compare losses from any high point for CPX.TO and TA.TO.


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Drawdown Indicators


CPX.TOTA.TODifference

Max Drawdown

Largest peak-to-trough decline

-47.38%

-100.01%

+52.63%

Max Drawdown (1Y)

Largest decline over 1 year

-21.94%

-34.12%

+12.18%

Max Drawdown (5Y)

Largest decline over 5 years

-33.75%

-44.20%

+10.45%

Max Drawdown (10Y)

Largest decline over 10 years

-47.38%

-50.61%

+3.23%

Current Drawdown

Current decline from peak

-9.40%

-100.00%

+90.60%

Average Drawdown

Average peak-to-trough decline

-9.60%

-99.53%

+89.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.73%

17.12%

-6.39%

Volatility

CPX.TO vs. TA.TO - Volatility Comparison

The current volatility for Capital Power Corporation (CPX.TO) is 8.47%, while TransAlta Corporation (TA.TO) has a volatility of 11.78%. This indicates that CPX.TO experiences smaller price fluctuations and is considered to be less risky than TA.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPX.TOTA.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.47%

11.78%

-3.31%

Volatility (6M)

Calculated over the trailing 6-month period

21.13%

30.21%

-9.08%

Volatility (1Y)

Calculated over the trailing 1-year period

29.40%

39.67%

-10.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.15%

31.68%

-7.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.65%

32.03%

-6.38%

Financials

CPX.TO vs. TA.TO - Financials Comparison

This section allows you to compare key financial metrics between Capital Power Corporation and TransAlta 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


400.00M600.00M800.00M1.00B1.20B1.40BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
979.00M
599.00M
(CPX.TO) Total Revenue
(TA.TO) Total Revenue
Values in CAD except per share items

CPX.TO vs. TA.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Capital Power Corporation and TransAlta Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-20.3%
23.0%
Portfolio components
CPX.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Capital Power Corporation reported a gross profit of -199.00M and revenue of 979.00M. Therefore, the gross margin over that period was -20.3%.

TA.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, TransAlta Corporation reported a gross profit of 138.00M and revenue of 599.00M. Therefore, the gross margin over that period was 23.0%.

CPX.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Capital Power Corporation reported an operating income of -257.00M and revenue of 979.00M, resulting in an operating margin of -26.3%.

TA.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, TransAlta Corporation reported an operating income of -90.00M and revenue of 599.00M, resulting in an operating margin of -15.0%.

CPX.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Capital Power Corporation reported a net income of -13.00M and revenue of 979.00M, resulting in a net margin of -1.3%.

TA.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, TransAlta Corporation reported a net income of -36.00M and revenue of 599.00M, resulting in a net margin of -6.0%.