ELPC vs. EQUEY
ELPC (Companhia Paranaense de Energia) and EQUEY (Equatorial Energia SA ADR) are both stocks. Both are in the Utilities sector — ELPC in Utilities - Diversified, EQUEY in Utilities - Regulated Electric. Over the past year, ELPC returned 50.35% vs 13.74% for EQUEY. At a 0.23 correlation, their price movements are largely independent.
Performance
ELPC vs. EQUEY - Performance Comparison
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Returns By Period
In the year-to-date period, ELPC achieves a 32.80% return, which is significantly higher than EQUEY's 3.95% return.
ELPC
- 1D
- 2.74%
- 1M
- -0.85%
- YTD
- 32.80%
- 6M
- 39.70%
- 1Y
- 50.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQUEY
- 1D
- -2.04%
- 1M
- -2.69%
- YTD
- 3.95%
- 6M
- 7.83%
- 1Y
- 13.74%
- 3Y*
- 9.43%
- 5Y*
- 9.84%
- 10Y*
- 12.38%
ELPC vs. EQUEY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ELPC Companhia Paranaense de Energia | 32.80% | 89.60% | -30.59% | 3.55% |
EQUEY Equatorial Energia SA ADR | 3.95% | 85.47% | -43.28% | 0.00% |
Correlation
The correlation between ELPC and EQUEY is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2023 | 0.23 |
Fundamentals
ELPC:
$2.16B
EQUEY:
$9.19B
ELPC:
R$14.65
EQUEY:
R$1.23
ELPC:
4.09
EQUEY:
30.72
ELPC:
0.41
EQUEY:
0.93
ELPC:
0.47
EQUEY:
1.87
ELPC:
R$27.27B
EQUEY:
R$50.67B
ELPC:
R$6.94B
EQUEY:
R$11.06B
ELPC:
R$6.34B
EQUEY:
R$8.74B
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Return for Risk
ELPC vs. EQUEY — Risk / Return Rank
ELPC
EQUEY
ELPC vs. EQUEY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Companhia Paranaense de Energia (ELPC) and Equatorial Energia SA ADR (EQUEY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ELPC | EQUEY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 0.58 | +2.30 |
| Martin ratioReturn relative to average drawdown | 7.88 | 1.44 | +6.44 |
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Drawdowns
ELPC vs. EQUEY - Drawdown Comparison
The maximum ELPC drawdown since its inception was -31.85%, smaller than the maximum EQUEY drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for ELPC and EQUEY.
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Drawdown Indicators
| ELPC | EQUEY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.85% | -69.01% | +37.16% |
Max Drawdown (1Y)Largest decline over 1 year | -17.54% | -23.80% | +6.26% |
Max Drawdown (3Y)Largest decline over 3 years | — | -43.61% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.01% | — |
Current DrawdownCurrent decline from peak | -13.14% | -23.80% | +10.66% |
Average DrawdownAverage peak-to-trough decline | -11.19% | -22.81% | +11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 9.58% | -3.17% |
Volatility
ELPC vs. EQUEY - Volatility Comparison
Companhia Paranaense de Energia (ELPC) has a higher volatility of 8.01% compared to Equatorial Energia SA ADR (EQUEY) at 7.57%. This indicates that ELPC's price experiences larger fluctuations and is considered to be riskier than EQUEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ELPC | EQUEY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.01% | 7.57% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 30.13% | 25.25% | +4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.10% | 44.56% | -4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.92% | 46.05% | -8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.92% | 74.09% | -36.17% |
Dividends
ELPC vs. EQUEY - Dividend Comparison
ELPC's dividend yield for the trailing twelve months is around 6.88%, more than EQUEY's 3.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELPC Companhia Paranaense de Energia | 6.88% | 2.86% | 5.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQUEY Equatorial Energia SA ADR | 3.70% | 5.81% | 3.09% | 1.11% | 2.33% | 3.16% | 2.41% | 0.80% | 1.86% | 1.30% | 1.35% | 1.16% |
Financials
ELPC vs. EQUEY - Financials Comparison
This section allows you to compare key financial metrics between Companhia Paranaense de Energia and Equatorial Energia SA ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ELPC vs. EQUEY - Profitability Comparison
ELPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Companhia Paranaense de Energia reported a gross profit of 1.73B and revenue of 6.94B. Therefore, the gross margin over that period was 24.9%.
EQUEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equatorial Energia SA ADR reported a gross profit of 3.13B and revenue of 12.51B. Therefore, the gross margin over that period was 25.0%.
ELPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Companhia Paranaense de Energia reported an operating income of 1.44B and revenue of 6.94B, resulting in an operating margin of 20.7%.
EQUEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equatorial Energia SA ADR reported an operating income of 2.25B and revenue of 12.51B, resulting in an operating margin of 17.9%.
ELPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Companhia Paranaense de Energia reported a net income of 679.09M and revenue of 6.94B, resulting in a net margin of 9.8%.
EQUEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equatorial Energia SA ADR reported a net income of 416.52M and revenue of 12.51B, resulting in a net margin of 3.3%.
Frequently Asked Questions
ELPC and EQUEY have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ELPC has higher volatility (8.01%) compared to EQUEY (7.57%). In terms of maximum drawdown, ELPC dropped -31.85% vs EQUEY's -69.01%.
ELPC currently has the higher Sharpe Ratio (1.26 vs 0.31), 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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