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FRU.TO vs. BIR.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FRU.TO vs. BIR.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Freehold Royalties Ltd. (FRU.TO) and Birchcliff Energy Ltd. (BIR.TO). The values are adjusted to include any dividend payments, if applicable.

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FRU.TO vs. BIR.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRU.TO
Freehold Royalties Ltd.
15.56%28.81%0.98%-6.86%45.15%135.56%-23.25%-4.51%-37.74%3.37%
BIR.TO
Birchcliff Energy Ltd.
2.70%40.38%0.78%-31.82%49.92%266.82%-28.72%-11.42%-29.00%-52.19%

Fundamentals

Market Cap

FRU.TO:

CA$2.85B

BIR.TO:

CA$2.11B

EPS

FRU.TO:

CA$0.56

BIR.TO:

CA$0.24

PE Ratio

FRU.TO:

31.07

BIR.TO:

32.24

PEG Ratio

FRU.TO:

1.31

BIR.TO:

0.26

PS Ratio

FRU.TO:

9.10

BIR.TO:

2.99

PB Ratio

FRU.TO:

2.85

BIR.TO:

0.94

Total Revenue (TTM)

FRU.TO:

CA$313.46M

BIR.TO:

CA$699.57M

Gross Profit (TTM)

FRU.TO:

CA$193.18M

BIR.TO:

CA$353.46M

EBITDA (TTM)

FRU.TO:

CA$258.03M

BIR.TO:

CA$383.56M

Returns By Period

In the year-to-date period, FRU.TO achieves a 15.56% return, which is significantly higher than BIR.TO's 2.70% return. Over the past 10 years, FRU.TO has outperformed BIR.TO with an annualized return of 12.33%, while BIR.TO has yielded a comparatively lower 9.42% annualized return.


FRU.TO

1D
-0.23%
1M
-1.25%
YTD
15.56%
6M
29.74%
1Y
46.30%
3Y*
14.44%
5Y*
26.83%
10Y*
12.33%

BIR.TO

1D
-2.18%
1M
12.00%
YTD
2.70%
6M
34.44%
1Y
16.37%
3Y*
6.00%
5Y*
28.02%
10Y*
9.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FRU.TO vs. BIR.TO — Risk / Return Rank

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

FRU.TO
FRU.TO Risk / Return Rank: 8888
Overall Rank
FRU.TO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
FRU.TO Sortino Ratio Rank: 8484
Sortino Ratio Rank
FRU.TO Omega Ratio Rank: 8989
Omega Ratio Rank
FRU.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
FRU.TO Martin Ratio Rank: 9191
Martin Ratio Rank

BIR.TO
BIR.TO Risk / Return Rank: 5555
Overall Rank
BIR.TO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BIR.TO Sortino Ratio Rank: 5353
Sortino Ratio Rank
BIR.TO Omega Ratio Rank: 5151
Omega Ratio Rank
BIR.TO Calmar Ratio Rank: 5656
Calmar Ratio Rank
BIR.TO Martin Ratio Rank: 5555
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.

FRU.TO vs. BIR.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Freehold Royalties Ltd. (FRU.TO) and Birchcliff Energy Ltd. (BIR.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.


FRU.TOBIR.TODifference

Sharpe ratio

Return per unit of total volatility

1.91

0.51

+1.40

Sortino ratio

Return per unit of downside risk

2.32

0.89

+1.44

Omega ratio

Gain probability vs. loss probability

1.37

1.11

+0.26

Calmar ratio

Return relative to maximum drawdown

2.90

0.64

+2.26

Martin ratio

Return relative to average drawdown

11.65

1.23

+10.42

FRU.TO vs. BIR.TO - Sharpe Ratio Comparison

The current FRU.TO Sharpe Ratio is 1.91, which is higher than the BIR.TO Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of FRU.TO and BIR.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FRU.TOBIR.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.91

0.51

+1.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.70

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.19

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.01

+0.38

Correlation

The correlation between FRU.TO and BIR.TO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FRU.TO vs. BIR.TO - Dividend Comparison

FRU.TO's dividend yield for the trailing twelve months is around 5.70%, more than BIR.TO's 1.57% yield.


TTM20252024202320222021202020192018201720162015
FRU.TO
Freehold Royalties Ltd.
5.70%7.11%8.44%7.89%6.13%4.21%5.74%8.72%7.62%4.13%3.81%9.21%
BIR.TO
Birchcliff Energy Ltd.
1.57%1.61%7.38%13.84%2.86%0.39%2.32%4.02%3.29%2.27%5.34%0.00%

Drawdowns

FRU.TO vs. BIR.TO - Drawdown Comparison

The maximum FRU.TO drawdown since its inception was -86.93%, smaller than the maximum BIR.TO drawdown of -99.49%. Use the drawdown chart below to compare losses from any high point for FRU.TO and BIR.TO.


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Drawdown Indicators


FRU.TOBIR.TODifference

Max Drawdown

Largest peak-to-trough decline

-86.93%

-99.49%

+12.56%

Max Drawdown (1Y)

Largest decline over 1 year

-15.89%

-26.43%

+10.54%

Max Drawdown (5Y)

Largest decline over 5 years

-28.41%

-57.04%

+28.63%

Max Drawdown (10Y)

Largest decline over 10 years

-81.39%

-93.47%

+12.08%

Current Drawdown

Current decline from peak

-3.34%

-22.81%

+19.47%

Average Drawdown

Average peak-to-trough decline

-22.80%

-57.24%

+34.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.95%

13.72%

-9.77%

Volatility

FRU.TO vs. BIR.TO - Volatility Comparison

The current volatility for Freehold Royalties Ltd. (FRU.TO) is 6.68%, while Birchcliff Energy Ltd. (BIR.TO) has a volatility of 8.96%. This indicates that FRU.TO experiences smaller price fluctuations and is considered to be less risky than BIR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRU.TOBIR.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.68%

8.96%

-2.28%

Volatility (6M)

Calculated over the trailing 6-month period

14.16%

22.20%

-8.04%

Volatility (1Y)

Calculated over the trailing 1-year period

24.37%

32.04%

-7.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.60%

40.66%

-11.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.64%

50.55%

-14.91%

Financials

FRU.TO vs. BIR.TO - Financials Comparison

This section allows you to compare key financial metrics between Freehold Royalties Ltd. and Birchcliff Energy Ltd.. 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


0.00100.00M200.00M300.00M400.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
69.76M
188.05M
(FRU.TO) Total Revenue
(BIR.TO) Total Revenue
Values in CAD except per share items

FRU.TO vs. BIR.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Freehold Royalties Ltd. and Birchcliff Energy Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
57.1%
29.4%
Portfolio components
FRU.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Freehold Royalties Ltd. reported a gross profit of 39.81M and revenue of 69.76M. Therefore, the gross margin over that period was 57.1%.

BIR.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Birchcliff Energy Ltd. reported a gross profit of 55.30M and revenue of 188.05M. Therefore, the gross margin over that period was 29.4%.

FRU.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Freehold Royalties Ltd. reported an operating income of 30.80M and revenue of 69.76M, resulting in an operating margin of 44.2%.

BIR.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Birchcliff Energy Ltd. reported an operating income of 41.73M and revenue of 188.05M, resulting in an operating margin of 22.2%.

FRU.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Freehold Royalties Ltd. reported a net income of 14.08M and revenue of 69.76M, resulting in a net margin of 20.2%.

BIR.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Birchcliff Energy Ltd. reported a net income of 27.17M and revenue of 188.05M, resulting in a net margin of 14.5%.