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

Performance

ISMAY vs. EXE.TO - Performance Comparison

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

Loading charts...

Different Trading Currencies

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

Returns By Period

In the year-to-date period, ISMAY achieves a 7.10% return, which is significantly lower than EXE.TO's 47.97% return. Over the past 10 years, ISMAY has underperformed EXE.TO with an annualized return of 19.25%, while EXE.TO has yielded a comparatively higher 20.50% annualized return.


ISMAY

1D
-1.81%
1M
5.04%
YTD
7.10%
6M
10.11%
1Y
45.18%
3Y*
78.39%
5Y*
50.02%
10Y*
19.25%

EXE.TO

1D
2.91%
1M
2.78%
YTD
47.97%
6M
53.29%
1Y
122.59%
3Y*
70.42%
5Y*
34.77%
10Y*
20.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISMAY vs. EXE.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ISMAY
Indra Sistemas SA
7.10%237.22%12.29%41.74%6.62%24.86%-22.87%17.99%-31.73%25.27%
EXE.TO
Extendicare Inc.
47.97%118.10%42.67%22.02%-10.30%18.13%-13.21%47.98%-31.83%3.95%

Correlation

The correlation between ISMAY and EXE.TO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.09

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

0.09

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

0.09

Correlation (All Time)
Calculated using the full available price history since Sep 25, 2012

0.12

Fundamentals

Market Cap

ISMAY:

$5.38B

EXE.TO:

CA$3.07B

EPS

ISMAY:

$2.95

EXE.TO:

CA$1.37

PE Ratio

ISMAY:

10.39

EXE.TO:

23.17

PEG Ratio

ISMAY:

0.82

EXE.TO:

0.32

PS Ratio

ISMAY:

0.84

EXE.TO:

1.62

PB Ratio

ISMAY:

2.92

EXE.TO:

7.80

Total Revenue (TTM)

ISMAY:

$5.63B

EXE.TO:

CA$1.75B

Gross Profit (TTM)

ISMAY:

$764.42M

EXE.TO:

CA$553.60M

EBITDA (TTM)

ISMAY:

$796.40M

EXE.TO:

CA$205.13M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ISMAY vs. EXE.TO — Risk / Return Rank

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

ISMAY
ISMAY Risk / Return Rank: 6767
Overall Rank
ISMAY Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ISMAY Sortino Ratio Rank: 6565
Sortino Ratio Rank
ISMAY Omega Ratio Rank: 6363
Omega Ratio Rank
ISMAY Calmar Ratio Rank: 6767
Calmar Ratio Rank
ISMAY Martin Ratio Rank: 7070
Martin Ratio Rank

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

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

This table presents a comparison of risk-adjusted performance metrics for Indra Sistemas SA (ISMAY) and Extendicare Inc. (EXE.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.


ISMAYEXE.TODifference
Sharpe ratioReturn per unit of total volatility

-2.77

Sortino ratioReturn per unit of downside risk

-3.81

Omega ratioGain probability vs. loss probability

1.18

1.65

-0.47

Calmar ratioReturn relative to maximum drawdown

1.39

8.15

-6.76

Martin ratioReturn relative to average drawdown

3.65

23.42

-19.77

ISMAY vs. EXE.TO - Sharpe Ratio Comparison

The current ISMAY Sharpe Ratio is 0.87, which is lower than the EXE.TO Sharpe Ratio of 3.64. The chart below compares the historical Sharpe Ratios of ISMAY and EXE.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.


Loading charts...

Sharpe Ratios by Period


ISMAYEXE.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.87

3.64

-2.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.08

1.34

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.74

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.51

-0.29

Drawdowns

ISMAY vs. EXE.TO - Drawdown Comparison

The maximum ISMAY drawdown since its inception was -72.02%, which is greater than EXE.TO's maximum drawdown of -51.40%. Use the drawdown chart below to compare losses from any high point for ISMAY and EXE.TO.


Loading charts...

Drawdown Indicators


ISMAYEXE.TODifference

Max Drawdown

Largest peak-to-trough decline

-72.02%

-51.40%

-20.62%

Max Drawdown (1Y)

Largest decline over 1 year

-32.72%

-15.13%

-17.59%

Max Drawdown (3Y)

Largest decline over 3 years

-32.72%

-26.34%

-6.38%

Max Drawdown (5Y)

Largest decline over 5 years

-42.93%

-30.46%

-12.47%

Max Drawdown (10Y)

Largest decline over 10 years

-63.96%

-51.40%

-12.56%

Current Drawdown

Current decline from peak

-20.08%

-8.37%

-11.71%

Average Drawdown

Average peak-to-trough decline

-38.03%

-13.81%

-24.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.44%

5.25%

+7.19%

Volatility

ISMAY vs. EXE.TO - Volatility Comparison

Indra Sistemas SA (ISMAY) and Extendicare Inc. (EXE.TO) have volatilities of 14.38% and 15.02%, 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.


Loading charts...

Volatility by Period


ISMAYEXE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

14.38%

15.02%

-0.64%

Volatility (6M)

Calculated over the trailing 6-month period

42.99%

24.26%

+18.73%

Volatility (1Y)

Calculated over the trailing 1-year period

52.73%

33.89%

+18.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.64%

26.03%

+20.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.78%

27.84%

+14.94%

Dividends

ISMAY vs. EXE.TO - Dividend Comparison

ISMAY's dividend yield for the trailing twelve months is around 0.47%, less than EXE.TO's 1.61% yield.


PositionTTM20252024202320222021202020192018201720162015
EXE.TO
Extendicare Inc.
1.61%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
0.47%0.51%1.59%1.77%1.43%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ISMAY vs. EXE.TO - Financials Comparison

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


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

ISMAY vs. EXE.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Indra Sistemas SA and Extendicare Inc. 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
4.5%
12.7%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


ISMAY and EXE.TO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for ISMAY and EXE.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer