EQUEY vs. ELPC
EQUEY (Equatorial Energia SA ADR) and ELPC (Companhia Paranaense de Energia) are both stocks. Both are in the Utilities sector — EQUEY in Utilities - Regulated Electric, ELPC in Utilities - Diversified. Over the past year, EQUEY returned 13.74% vs 50.35% for ELPC. At a 0.23 correlation, their price movements are largely independent.
Performance
EQUEY vs. ELPC - Performance Comparison
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Returns By Period
In the year-to-date period, EQUEY achieves a 3.95% return, which is significantly lower than ELPC's 32.80% return.
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
- 1D
- 2.74%
- 1M
- -0.85%
- YTD
- 32.80%
- 6M
- 39.70%
- 1Y
- 50.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQUEY vs. ELPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EQUEY Equatorial Energia SA ADR | 3.95% | 85.47% | -43.28% | 0.00% |
ELPC Companhia Paranaense de Energia | 32.80% | 89.60% | -30.59% | 3.55% |
Correlation
The correlation between EQUEY and ELPC 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
EQUEY:
$9.19B
ELPC:
$2.16B
EQUEY:
R$1.23
ELPC:
R$14.65
EQUEY:
30.72
ELPC:
4.09
EQUEY:
0.93
ELPC:
0.41
EQUEY:
1.87
ELPC:
0.47
EQUEY:
R$50.67B
ELPC:
R$27.27B
EQUEY:
R$11.06B
ELPC:
R$6.94B
EQUEY:
R$8.74B
ELPC:
R$6.34B
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Return for Risk
EQUEY vs. ELPC — Risk / Return Rank
EQUEY
ELPC
EQUEY vs. ELPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equatorial Energia SA ADR (EQUEY) and Companhia Paranaense de Energia (ELPC). 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.
| EQUEY | ELPC | 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 | 1.14 | 1.22 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.88 | -2.30 |
| Martin ratioReturn relative to average drawdown | 1.44 | 7.88 | -6.44 |
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Drawdowns
EQUEY vs. ELPC - Drawdown Comparison
The maximum EQUEY drawdown since its inception was -69.01%, which is greater than ELPC's maximum drawdown of -31.85%. Use the drawdown chart below to compare losses from any high point for EQUEY and ELPC.
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Drawdown Indicators
| EQUEY | ELPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.01% | -31.85% | -37.16% |
Max Drawdown (1Y)Largest decline over 1 year | -23.80% | -17.54% | -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 | -23.80% | -13.14% | -10.66% |
Average DrawdownAverage peak-to-trough decline | -22.81% | -11.19% | -11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.58% | 6.41% | +3.17% |
Volatility
EQUEY vs. ELPC - Volatility Comparison
The current volatility for Equatorial Energia SA ADR (EQUEY) is 7.57%, while Companhia Paranaense de Energia (ELPC) has a volatility of 8.01%. This indicates that EQUEY experiences smaller price fluctuations and is considered to be less risky than ELPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQUEY | ELPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.57% | 8.01% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 25.25% | 30.13% | -4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.56% | 40.10% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.05% | 37.92% | +8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.09% | 37.92% | +36.17% |
Dividends
EQUEY vs. ELPC - Dividend Comparison
EQUEY's dividend yield for the trailing twelve months is around 3.70%, less than ELPC's 6.88% 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
EQUEY vs. ELPC - Financials Comparison
This section allows you to compare key financial metrics between Equatorial Energia SA ADR and Companhia Paranaense de Energia. 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
EQUEY vs. ELPC - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
EQUEY and ELPC 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, EQUEY dropped -69.01% vs ELPC's -31.85%.
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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