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GRT-UN.TO vs. IGM.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GRT-UN.TO vs. IGM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Granite Real Estate Investment Trust (GRT-UN.TO) and IGM Financial Inc. (IGM.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, GRT-UN.TO achieves a 19.72% return, which is significantly lower than IGM.TO's 32.86% return. Both investments have delivered pretty close results over the past 10 years, with GRT-UN.TO having a 14.48% annualized return and IGM.TO not far ahead at 14.85%.


GRT-UN.TO

1D
0.22%
1M
3.25%
YTD
19.72%
6M
28.31%
1Y
41.14%
3Y*
9.94%
5Y*
7.55%
10Y*
14.48%

IGM.TO

1D
1.09%
1M
5.42%
YTD
32.86%
6M
40.45%
1Y
92.94%
3Y*
33.72%
5Y*
19.16%
10Y*
14.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GRT-UN.TO vs. IGM.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GRT-UN.TO
Granite Real Estate Investment Trust
19.72%22.80%-4.30%15.18%-31.88%40.16%22.56%29.65%14.45%15.87%
IGM.TO
IGM Financial Inc.
32.86%40.97%38.86%-1.67%-12.00%39.16%-0.02%27.73%-25.10%22.04%

Correlation

The correlation between GRT-UN.TO and IGM.TO is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.37

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

0.39

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

0.30

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2006

0.23

The correlation between GRT-UN.TO and IGM.TO shifts across timeframes, from 0.23 (all time) to 0.39 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

GRT-UN.TO:

CA$5.83B

IGM.TO:

CA$19.18B

EPS

GRT-UN.TO:

CA$6.39

IGM.TO:

CA$4.86

PE Ratio

GRT-UN.TO:

15.07

IGM.TO:

16.73

PEG Ratio

GRT-UN.TO:

0.93

IGM.TO:

3.13

PS Ratio

GRT-UN.TO:

9.32

IGM.TO:

5.01

PB Ratio

GRT-UN.TO:

1.04

IGM.TO:

2.14

Total Revenue (TTM)

GRT-UN.TO:

CA$629.87M

IGM.TO:

CA$3.84B

Gross Profit (TTM)

GRT-UN.TO:

CA$517.51M

IGM.TO:

CA$1.57B

EBITDA (TTM)

GRT-UN.TO:

CA$513.85M

IGM.TO:

CA$1.66B

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Return for Risk

GRT-UN.TO vs. IGM.TO — Risk / Return Rank

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

GRT-UN.TO
GRT-UN.TO Risk / Return Rank: 8888
Overall Rank
GRT-UN.TO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
GRT-UN.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
GRT-UN.TO Omega Ratio Rank: 8888
Omega Ratio Rank
GRT-UN.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
GRT-UN.TO Martin Ratio Rank: 8989
Martin Ratio Rank

IGM.TO
IGM.TO Risk / Return Rank: 9898
Overall Rank
IGM.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
IGM.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
IGM.TO Omega Ratio Rank: 9898
Omega Ratio Rank
IGM.TO Calmar Ratio Rank: 9797
Calmar Ratio Rank
IGM.TO Martin Ratio Rank: 9999
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.

GRT-UN.TO vs. IGM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Granite Real Estate Investment Trust (GRT-UN.TO) and IGM Financial Inc. (IGM.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.


GRT-UN.TOIGM.TODifference
Sharpe ratioReturn per unit of total volatility

-2.00

Sortino ratioReturn per unit of downside risk

-2.30

Omega ratioGain probability vs. loss probability

1.37

1.73

-0.36

Calmar ratioReturn relative to maximum drawdown

3.20

8.69

-5.49

Martin ratioReturn relative to average drawdown

10.28

38.48

-28.20

GRT-UN.TO vs. IGM.TO - Sharpe Ratio Comparison

The current GRT-UN.TO Sharpe Ratio is 2.15, which is lower than the IGM.TO Sharpe Ratio of 4.15. The chart below compares the historical Sharpe Ratios of GRT-UN.TO and IGM.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


GRT-UN.TOIGM.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

4.15

-2.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.92

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.67

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.37

-0.04

Drawdowns

GRT-UN.TO vs. IGM.TO - Drawdown Comparison

The maximum GRT-UN.TO drawdown since its inception was -87.48%, which is greater than IGM.TO's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for GRT-UN.TO and IGM.TO.


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Drawdown Indicators


GRT-UN.TOIGM.TODifference

Max Drawdown

Largest peak-to-trough decline

-87.48%

-51.72%

-35.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.91%

-10.75%

-2.16%

Max Drawdown (3Y)

Largest decline over 3 years

-27.99%

-25.61%

-2.38%

Max Drawdown (5Y)

Largest decline over 5 years

-37.82%

-32.58%

-5.24%

Max Drawdown (10Y)

Largest decline over 10 years

-44.89%

-47.65%

+2.76%

Current Drawdown

Current decline from peak

-0.77%

0.00%

-0.77%

Average Drawdown

Average peak-to-trough decline

-16.98%

-13.11%

-3.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

2.45%

+1.56%

Volatility

GRT-UN.TO vs. IGM.TO - Volatility Comparison

Granite Real Estate Investment Trust (GRT-UN.TO) and IGM Financial Inc. (IGM.TO) have volatilities of 5.88% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GRT-UN.TOIGM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.88%

5.60%

+0.28%

Volatility (6M)

Calculated over the trailing 6-month period

14.87%

18.97%

-4.10%

Volatility (1Y)

Calculated over the trailing 1-year period

19.25%

22.50%

-3.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.88%

21.05%

+0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.44%

22.45%

-0.01%

Dividends

GRT-UN.TO vs. IGM.TO - Dividend Comparison

GRT-UN.TO's dividend yield for the trailing twelve months is around 3.61%, more than IGM.TO's 2.84% yield.


PositionTTM20252024202320222021202020192018201720162015
GRT-UN.TO
Granite Real Estate Investment Trust
3.61%4.18%4.74%4.21%4.50%2.86%3.43%4.25%5.69%5.31%5.42%1.62%
IGM.TO
IGM Financial Inc.
2.84%3.64%4.90%6.43%5.96%4.93%6.52%6.04%7.25%5.14%5.91%8.07%

Financials

GRT-UN.TO vs. IGM.TO - Financials Comparison

This section allows you to compare key financial metrics between Granite Real Estate Investment Trust and IGM Financial Inc.. 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


0.00500.00M1.00B1.50B20222023202420252026
165.83M
925.05M
(GRT-UN.TO) Total Revenue
(IGM.TO) Total Revenue
Values in CAD except per share items

GRT-UN.TO vs. IGM.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Granite Real Estate Investment Trust and IGM Financial Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
81.0%
55.1%
Portfolio components
GRT-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Granite Real Estate Investment Trust reported a gross profit of 134.27M and revenue of 165.83M. Therefore, the gross margin over that period was 81.0%.

IGM.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IGM Financial Inc. reported a gross profit of 509.55M and revenue of 925.05M. Therefore, the gross margin over that period was 55.1%.

GRT-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Granite Real Estate Investment Trust reported an operating income of 122.29M and revenue of 165.83M, resulting in an operating margin of 73.7%.

IGM.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IGM Financial Inc. reported an operating income of 330.21M and revenue of 925.05M, resulting in an operating margin of 35.7%.

GRT-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Granite Real Estate Investment Trust reported a net income of 91.25M and revenue of 165.83M, resulting in a net margin of 55.0%.

IGM.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IGM Financial Inc. reported a net income of 283.82M and revenue of 925.05M, resulting in a net margin of 30.7%.


Frequently Asked Questions


GRT-UN.TO and IGM.TO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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