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

Performance

EXE.TO vs. ISMAY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Extendicare Inc. (EXE.TO) and Indra Sistemas SA (ISMAY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, EXE.TO achieves a 55.68% return, which is significantly higher than ISMAY's 16.15% return. Both investments have delivered pretty close results over the past 10 years, with EXE.TO having a 22.41% annualized return and ISMAY not far behind at 21.44%.


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%

ISMAY

1D
2.30%
1M
11.13%
YTD
16.15%
6M
17.44%
1Y
66.35%
3Y*
84.78%
5Y*
54.98%
10Y*
21.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXE.TO vs. ISMAY - 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%
ISMAY
Indra Sistemas SA
16.15%221.82%21.80%38.37%13.37%24.79%-24.70%13.12%-25.98%16.79%

Correlation

The correlation between EXE.TO and ISMAY is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

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

0.08

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

0.07

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2011

0.08

The correlation between EXE.TO and ISMAY shifts across timeframes, from 0.04 (10 years) to 0.14 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EXE.TO:

CA$3.18B

ISMAY:

$5.73B

EPS

EXE.TO:

CA$1.37

ISMAY:

$2.95

PE Ratio

EXE.TO:

24.08

ISMAY:

11.06

PEG Ratio

EXE.TO:

0.33

ISMAY:

0.87

PS Ratio

EXE.TO:

1.68

ISMAY:

0.89

PB Ratio

EXE.TO:

8.10

ISMAY:

3.11

Total Revenue (TTM)

EXE.TO:

CA$1.75B

ISMAY:

$5.63B

Gross Profit (TTM)

EXE.TO:

CA$553.60M

ISMAY:

$764.42M

EBITDA (TTM)

EXE.TO:

CA$205.13M

ISMAY:

$796.40M

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Return for Risk

EXE.TO vs. ISMAY — 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

ISMAY
ISMAY Risk / Return Rank: 7575
Overall Rank
ISMAY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
ISMAY Sortino Ratio Rank: 7474
Sortino Ratio Rank
ISMAY Omega Ratio Rank: 7272
Omega Ratio Rank
ISMAY Calmar Ratio Rank: 7575
Calmar Ratio Rank
ISMAY Martin Ratio Rank: 7777
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. ISMAY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Extendicare Inc. (EXE.TO) and Indra Sistemas SA (ISMAY). 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.TOISMAYDifference
Sharpe ratioReturn per unit of total volatility

+2.83

Sortino ratioReturn per unit of downside risk

+3.90

Omega ratioGain probability vs. loss probability

1.72

1.24

+0.48

Calmar ratioReturn relative to maximum drawdown

10.08

2.09

+7.99

Martin ratioReturn relative to average drawdown

29.11

5.34

+23.78

EXE.TO vs. ISMAY - Sharpe Ratio Comparison

The current EXE.TO Sharpe Ratio is 4.12, which is higher than the ISMAY Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of EXE.TO and ISMAY, 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.TOISMAYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.12

1.29

+2.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.66

1.19

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.51

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.29

+0.11

Drawdowns

EXE.TO vs. ISMAY - Drawdown Comparison

The maximum EXE.TO drawdown since its inception was -79.65%, which is greater than ISMAY's maximum drawdown of -64.70%. Use the drawdown chart below to compare losses from any high point for EXE.TO and ISMAY.


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Drawdown Indicators


EXE.TOISMAYDifference

Max Drawdown

Largest peak-to-trough decline

-79.65%

-64.70%

-14.95%

Max Drawdown (1Y)

Largest decline over 1 year

-13.76%

-31.85%

+18.09%

Max Drawdown (3Y)

Largest decline over 3 years

-22.07%

-31.85%

+9.78%

Max Drawdown (5Y)

Largest decline over 5 years

-22.07%

-39.29%

+17.22%

Max Drawdown (10Y)

Largest decline over 10 years

-46.29%

-62.44%

+16.15%

Current Drawdown

Current decline from peak

-3.75%

-13.20%

+9.45%

Average Drawdown

Average peak-to-trough decline

-20.42%

-28.77%

+8.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.76%

12.47%

-7.71%

Volatility

EXE.TO vs. ISMAY - Volatility Comparison

The current volatility for Extendicare Inc. (EXE.TO) is 11.51%, while Indra Sistemas SA (ISMAY) has a volatility of 12.27%. This indicates that EXE.TO experiences smaller price fluctuations and is considered to be less risky than ISMAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXE.TOISMAYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.51%

12.27%

-0.76%

Volatility (6M)

Calculated over the trailing 6-month period

23.69%

42.85%

-19.16%

Volatility (1Y)

Calculated over the trailing 1-year period

33.72%

51.84%

-18.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.17%

46.47%

-22.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.67%

42.71%

-17.04%

Dividends

EXE.TO vs. ISMAY - Dividend Comparison

EXE.TO's dividend yield for the trailing twelve months is around 1.55%, more than ISMAY's 0.44% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
ISMAY
Indra Sistemas SA
0.44%0.51%1.59%1.77%1.43%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

EXE.TO vs. ISMAY - Financials Comparison

This section allows you to compare key financial metrics between Extendicare Inc. and Indra Sistemas SA. 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


500.00M1.00B1.50B2.00B2.50B20222023202420252026
465.22M
1.36B
(EXE.TO) Total Revenue
(ISMAY) Total Revenue
Please note, different currencies. EXE.TO values in CAD, ISMAY values in USD

EXE.TO vs. ISMAY - Profitability Comparison

The chart below illustrates the profitability comparison between Extendicare Inc. and Indra Sistemas SA 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%
4.5%
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%.

ISMAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Indra Sistemas SA reported a gross profit of 60.38M and revenue of 1.36B. Therefore, the gross margin over that period was 4.5%.

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%.

ISMAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Indra Sistemas SA reported an operating income of 121.97M and revenue of 1.36B, resulting in an operating margin of 9.0%.

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%.

ISMAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Indra Sistemas SA reported a net income of 77.35M and revenue of 1.36B, resulting in a net margin of 5.7%.


Frequently Asked Questions


EXE.TO and ISMAY have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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