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DOLE vs. IGM.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DOLE vs. IGM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dole plc (DOLE) and IGM Financial Inc. (IGM.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

DOLE is traded in USD, while IGM.TO is traded in CAD. To make them comparable, the IGM.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, DOLE achieves a -6.19% return, which is significantly lower than IGM.TO's 30.45% return.


DOLE

1D
2.12%
1M
-6.05%
YTD
-6.19%
6M
-4.15%
1Y
3.13%
3Y*
2.79%
5Y*
10Y*

IGM.TO

1D
1.07%
1M
3.25%
YTD
30.45%
6M
39.45%
1Y
89.38%
3Y*
31.82%
5Y*
15.85%
10Y*
13.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DOLE vs. IGM.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DOLE
Dole plc
-6.19%13.36%12.83%30.80%-25.25%-10.65%
IGM.TO
IGM Financial Inc.
30.45%47.72%28.02%0.72%-17.24%4.69%

Correlation

The correlation between DOLE and IGM.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2021

0.21

Fundamentals

Market Cap

DOLE:

$1.34B

IGM.TO:

CA$19.18B

EPS

DOLE:

$0.96

IGM.TO:

CA$4.86

PE Ratio

DOLE:

14.50

IGM.TO:

16.73

PEG Ratio

DOLE:

0.99

IGM.TO:

3.13

PS Ratio

DOLE:

0.14

IGM.TO:

5.01

PB Ratio

DOLE:

0.97

IGM.TO:

2.14

Total Revenue (TTM)

DOLE:

$9.42B

IGM.TO:

CA$3.84B

Gross Profit (TTM)

DOLE:

$717.11M

IGM.TO:

CA$1.57B

EBITDA (TTM)

DOLE:

$332.26M

IGM.TO:

CA$1.66B

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Return for Risk

DOLE vs. IGM.TO — Risk / Return Rank

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

DOLE
DOLE Risk / Return Rank: 4545
Overall Rank
DOLE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
DOLE Sortino Ratio Rank: 4040
Sortino Ratio Rank
DOLE Omega Ratio Rank: 4040
Omega Ratio Rank
DOLE Calmar Ratio Rank: 4747
Calmar Ratio Rank
DOLE Martin Ratio Rank: 4848
Martin Ratio Rank

IGM.TO
IGM.TO Risk / Return Rank: 9898
Overall Rank
IGM.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
IGM.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
IGM.TO Omega Ratio Rank: 9898
Omega Ratio Rank
IGM.TO Calmar Ratio Rank: 9797
Calmar Ratio Rank
IGM.TO Martin Ratio Rank: 9999
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.

DOLE vs. IGM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dole plc (DOLE) and IGM Financial Inc. (IGM.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.


DOLEIGM.TODifference
Sharpe ratioReturn per unit of total volatility

-3.80

Sortino ratioReturn per unit of downside risk

-4.64

Omega ratioGain probability vs. loss probability

1.04

1.68

-0.64

Calmar ratioReturn relative to maximum drawdown

0.20

8.07

-7.87

Martin ratioReturn relative to average drawdown

0.41

35.34

-34.94

DOLE vs. IGM.TO - Sharpe Ratio Comparison

The current DOLE Sharpe Ratio is 0.12, which is lower than the IGM.TO Sharpe Ratio of 3.92. The chart below compares the historical Sharpe Ratios of DOLE and IGM.TO, 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


DOLEIGM.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

3.92

-3.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.29

-0.26

Drawdowns

DOLE vs. IGM.TO - Drawdown Comparison

The maximum DOLE drawdown since its inception was -55.66%, smaller than the maximum IGM.TO drawdown of -64.73%. Use the drawdown chart below to compare losses from any high point for DOLE and IGM.TO.


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Drawdown Indicators


DOLEIGM.TODifference

Max Drawdown

Largest peak-to-trough decline

-55.66%

-64.73%

+9.07%

Max Drawdown (1Y)

Largest decline over 1 year

-15.88%

-11.14%

-4.74%

Max Drawdown (3Y)

Largest decline over 3 years

-27.70%

-29.04%

+1.34%

Max Drawdown (5Y)

Largest decline over 5 years

-39.23%

Max Drawdown (10Y)

Largest decline over 10 years

-53.98%

Current Drawdown

Current decline from peak

-15.44%

-0.01%

-15.43%

Average Drawdown

Average peak-to-trough decline

-21.51%

-20.46%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.73%

2.55%

+5.18%

Volatility

DOLE vs. IGM.TO - Volatility Comparison

Dole plc (DOLE) has a higher volatility of 9.09% compared to IGM Financial Inc. (IGM.TO) at 5.56%. This indicates that DOLE's price experiences larger fluctuations and is considered to be riskier than IGM.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOLEIGM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.09%

5.56%

+3.53%

Volatility (6M)

Calculated over the trailing 6-month period

16.55%

19.03%

-2.48%

Volatility (1Y)

Calculated over the trailing 1-year period

25.86%

22.91%

+2.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.59%

22.14%

+7.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.59%

23.71%

+5.88%

Dividends

DOLE vs. IGM.TO - Dividend Comparison

DOLE's dividend yield for the trailing twelve months is around 1.82%, less than IGM.TO's 2.84% yield.


PositionTTM20252024202320222021202020192018201720162015
DOLE
Dole plc
1.82%2.23%2.36%2.60%3.32%0.60%0.00%0.00%0.00%0.00%0.00%0.00%
IGM.TO
IGM Financial Inc.
2.84%3.64%4.90%6.43%5.96%4.93%6.52%6.04%7.25%5.14%5.91%8.07%

Financials

DOLE vs. IGM.TO - Financials Comparison

This section allows you to compare key financial metrics between Dole plc and IGM Financial 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B20222023202420252026
2.34B
925.05M
(DOLE) Total Revenue
(IGM.TO) Total Revenue
Please note, different currencies. DOLE values in USD, IGM.TO values in CAD

DOLE vs. IGM.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Dole plc and IGM Financial Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
7.9%
55.1%
Portfolio components
DOLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dole plc reported a gross profit of 184.99M and revenue of 2.34B. Therefore, the gross margin over that period was 7.9%.

IGM.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IGM Financial Inc. reported a gross profit of 509.55M and revenue of 925.05M. Therefore, the gross margin over that period was 55.1%.

DOLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dole plc reported an operating income of 61.96M and revenue of 2.34B, resulting in an operating margin of 2.7%.

IGM.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IGM Financial Inc. reported an operating income of 330.21M and revenue of 925.05M, resulting in an operating margin of 35.7%.

DOLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dole plc reported a net income of 80.10M and revenue of 2.34B, resulting in a net margin of 3.4%.

IGM.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IGM Financial Inc. reported a net income of 283.82M and revenue of 925.05M, resulting in a net margin of 30.7%.


Frequently Asked Questions


DOLE and IGM.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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