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EXE.TO vs. BDI.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EXE.TO vs. BDI.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Extendicare Inc. (EXE.TO) and Black Diamond Group Limited (BDI.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXE.TO achieves a 55.68% return, which is significantly higher than BDI.TO's 33.12% return. Over the past 10 years, EXE.TO has outperformed BDI.TO with an annualized return of 22.41%, while BDI.TO has yielded a comparatively lower 14.55% annualized return.


EXE.TO

1D
0.37%
1M
-1.27%
YTD
55.68%
6M
45.62%
1Y
137.90%
3Y*
73.39%
5Y*
39.77%
10Y*
22.41%

BDI.TO

1D
2.96%
1M
11.84%
YTD
33.12%
6M
39.83%
1Y
110.66%
3Y*
48.77%
5Y*
35.15%
10Y*
14.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXE.TO vs. BDI.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXE.TO
Extendicare Inc.
55.68%108.12%54.90%19.31%-3.86%17.26%-14.91%40.94%-26.10%-2.76%
BDI.TO
Black Diamond Group Limited
33.12%58.01%16.69%71.38%10.69%63.73%26.51%2.87%-12.55%-44.51%

Correlation

The correlation between EXE.TO and BDI.TO is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.03

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

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2006

0.12

The correlation between EXE.TO and BDI.TO shifts across timeframes, from 0.03 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EXE.TO:

CA$3.18B

BDI.TO:

CA$1.36B

EPS

EXE.TO:

CA$1.37

BDI.TO:

CA$0.48

PE Ratio

EXE.TO:

24.08

BDI.TO:

40.91

PEG Ratio

EXE.TO:

0.33

BDI.TO:

3.00

PS Ratio

EXE.TO:

1.68

BDI.TO:

2.67

PB Ratio

EXE.TO:

8.10

BDI.TO:

3.34

Total Revenue (TTM)

EXE.TO:

CA$1.75B

BDI.TO:

CA$484.67M

Gross Profit (TTM)

EXE.TO:

CA$553.60M

BDI.TO:

CA$177.39M

EBITDA (TTM)

EXE.TO:

CA$205.13M

BDI.TO:

CA$130.40M

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Return for Risk

EXE.TO vs. BDI.TO — Risk / Return Rank

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

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

BDI.TO
BDI.TO Risk / Return Rank: 9696
Overall Rank
BDI.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
BDI.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
BDI.TO Omega Ratio Rank: 9696
Omega Ratio Rank
BDI.TO Calmar Ratio Rank: 9595
Calmar Ratio Rank
BDI.TO Martin Ratio Rank: 9696
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.

EXE.TO vs. BDI.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Extendicare Inc. (EXE.TO) and Black Diamond Group Limited (BDI.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.


EXE.TOBDI.TODifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.99

Omega ratioGain probability vs. loss probability

1.72

1.58

+0.14

Calmar ratioReturn relative to maximum drawdown

10.08

6.77

+3.31

Martin ratioReturn relative to average drawdown

29.11

20.20

+8.91

EXE.TO vs. BDI.TO - Sharpe Ratio Comparison

The current EXE.TO Sharpe Ratio is 4.12, which is comparable to the BDI.TO Sharpe Ratio of 3.88. The chart below compares the historical Sharpe Ratios of EXE.TO and BDI.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


EXE.TOBDI.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.12

3.88

+0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.66

1.05

+0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.32

+0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.33

+0.07

Drawdowns

EXE.TO vs. BDI.TO - Drawdown Comparison

The maximum EXE.TO drawdown since its inception was -79.65%, smaller than the maximum BDI.TO drawdown of -96.61%. Use the drawdown chart below to compare losses from any high point for EXE.TO and BDI.TO.


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Drawdown Indicators


EXE.TOBDI.TODifference

Max Drawdown

Largest peak-to-trough decline

-79.65%

-96.61%

+16.96%

Max Drawdown (1Y)

Largest decline over 1 year

-13.76%

-16.44%

+2.68%

Max Drawdown (3Y)

Largest decline over 3 years

-22.07%

-23.39%

+1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-22.07%

-37.07%

+15.00%

Max Drawdown (10Y)

Largest decline over 10 years

-46.29%

-82.04%

+35.75%

Current Drawdown

Current decline from peak

-3.75%

-26.77%

+23.02%

Average Drawdown

Average peak-to-trough decline

-20.42%

-50.03%

+29.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.76%

5.50%

-0.74%

Volatility

EXE.TO vs. BDI.TO - Volatility Comparison

Extendicare Inc. (EXE.TO) has a higher volatility of 11.51% compared to Black Diamond Group Limited (BDI.TO) at 10.10%. This indicates that EXE.TO's price experiences larger fluctuations and is considered to be riskier than BDI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXE.TOBDI.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.51%

10.10%

+1.41%

Volatility (6M)

Calculated over the trailing 6-month period

23.69%

19.85%

+3.84%

Volatility (1Y)

Calculated over the trailing 1-year period

33.72%

28.73%

+4.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.17%

33.70%

-9.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.67%

45.43%

-19.76%

Dividends

EXE.TO vs. BDI.TO - Dividend Comparison

EXE.TO's dividend yield for the trailing twelve months is around 1.55%, more than BDI.TO's 0.82% yield.


PositionTTM20252024202320222021202020192018201720162015
BDI.TO
Black Diamond Group Limited
0.82%1.02%1.33%1.10%1.35%0.56%0.00%0.00%0.00%7.32%7.74%12.40%
EXE.TO
Extendicare Inc.
1.55%2.34%4.52%6.59%7.32%6.58%7.23%5.69%7.56%5.25%4.86%4.97%

Financials

EXE.TO vs. BDI.TO - Financials Comparison

This section allows you to compare key financial metrics between Extendicare Inc. and Black Diamond Group Limited. 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


100.00M200.00M300.00M400.00M500.00M20222023202420252026
465.22M
129.98M
(EXE.TO) Total Revenue
(BDI.TO) Total Revenue
Values in CAD except per share items

EXE.TO vs. BDI.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Extendicare Inc. and Black Diamond Group Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
12.7%
29.8%
Portfolio components
EXE.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Extendicare Inc. reported a gross profit of 58.87M and revenue of 465.22M. Therefore, the gross margin over that period was 12.7%.

BDI.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Black Diamond Group Limited reported a gross profit of 38.79M and revenue of 129.98M. Therefore, the gross margin over that period was 29.8%.

EXE.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Extendicare Inc. reported an operating income of 42.70M and revenue of 465.22M, resulting in an operating margin of 9.2%.

BDI.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Black Diamond Group Limited reported an operating income of 13.44M and revenue of 129.98M, resulting in an operating margin of 10.3%.

EXE.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Extendicare Inc. reported a net income of 40.73M and revenue of 465.22M, resulting in a net margin of 8.8%.

BDI.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Black Diamond Group Limited reported a net income of 2.67M and revenue of 129.98M, resulting in a net margin of 2.1%.


Frequently Asked Questions


EXE.TO and BDI.TO have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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