KEN vs. SR
KEN (Kenon Holdings Ltd.) and SR (Spire Inc.) are both stocks. Both are in the Utilities sector — KEN in Utilities - Regulated Electric, SR in Utilities - Regulated Gas. Over the past 10 years, KEN returned 43.50%/yr vs 6.11%/yr for SR. At a 0.07 correlation, their price movements are largely independent.
Performance
KEN vs. SR - Performance Comparison
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Returns By Period
In the year-to-date period, KEN achieves a 28.36% return, which is significantly higher than SR's -1.04% return. Over the past 10 years, KEN has outperformed SR with an annualized return of 43.50%, while SR has yielded a comparatively lower 6.11% annualized return.
KEN
- 1D
- -5.81%
- 1M
- -9.66%
- YTD
- 28.36%
- 6M
- 35.84%
- 1Y
- 135.91%
- 3Y*
- 65.33%
- 5Y*
- 35.58%
- 10Y*
- 43.50%
SR
- 1D
- -1.19%
- 1M
- -10.25%
- YTD
- -1.04%
- 6M
- -1.39%
- 1Y
- 12.25%
- 3Y*
- 12.24%
- 5Y*
- 6.84%
- 10Y*
- 6.11%
KEN vs. SR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KEN Kenon Holdings Ltd. | 28.36% | 126.18% | 62.44% | -19.16% | -23.73% | 93.65% | 57.17% | 50.73% | 23.06% | 85.88% |
SR Spire Inc. | -1.04% | 27.08% | 14.12% | -5.26% | 9.81% | 5.86% | -20.18% | 15.81% | 1.74% | 19.88% |
Correlation
The correlation between KEN and SR 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 | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2015 | 0.07 |
Fundamentals
KEN:
$4.32B
SR:
$4.80B
KEN:
$1.54
SR:
$6.06
KEN:
52.77
SR:
13.38
KEN:
4.26
SR:
1.94
KEN:
2.88
SR:
1.40
KEN:
$1.01B
SR:
$2.47B
KEN:
$166.82M
SR:
$1.81B
KEN:
$339.95M
SR:
$721.80M
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Return for Risk
KEN vs. SR — Risk / Return Rank
KEN
SR
KEN vs. SR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kenon Holdings Ltd. (KEN) and Spire Inc. (SR). 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.
| KEN | SR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.87 | ||
| Sortino ratioReturn per unit of downside risk | +2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.13 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 8.75 | 0.81 | +7.94 |
| Martin ratioReturn relative to average drawdown | 24.21 | 2.52 | +21.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KEN | SR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.55 | 0.68 | +2.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.32 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.04 | 0.25 | +0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.44 | +0.34 |
Drawdowns
KEN vs. SR - Drawdown Comparison
The maximum KEN drawdown since its inception was -69.20%, which is greater than SR's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for KEN and SR.
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Drawdown Indicators
| KEN | SR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.20% | -45.00% | -24.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.63% | -15.20% | -0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -32.27% | -17.63% | -14.64% |
Max Drawdown (5Y)Largest decline over 5 years | -69.20% | -26.05% | -43.15% |
Max Drawdown (10Y)Largest decline over 10 years | -69.20% | -39.53% | -29.67% |
Current DrawdownCurrent decline from peak | -14.80% | -14.80% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -23.19% | -9.48% | -13.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.64% | 4.88% | +0.76% |
Volatility
KEN vs. SR - Volatility Comparison
Kenon Holdings Ltd. (KEN) has a higher volatility of 16.12% compared to Spire Inc. (SR) at 6.05%. This indicates that KEN's price experiences larger fluctuations and is considered to be riskier than SR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KEN | SR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.12% | 6.05% | +10.07% |
Volatility (6M)Calculated over the trailing 6-month period | 29.55% | 13.07% | +16.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.55% | 18.17% | +20.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.67% | 21.48% | +18.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.86% | 24.34% | +17.52% |
Dividends
KEN vs. SR - Dividend Comparison
KEN's dividend yield for the trailing twelve months is around 4.73%, more than SR's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KEN Kenon Holdings Ltd. | 4.73% | 7.24% | 11.18% | 11.46% | 25.00% | 7.35% | 7.41% | 5.75% | 96.34% | 0.00% | 0.00% | 45.52% |
SR Spire Inc. | 3.97% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
Financials
KEN vs. SR - Financials Comparison
This section allows you to compare key financial metrics between Kenon Holdings Ltd. and Spire 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
KEN and SR 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.
KEN has higher volatility (16.12%) compared to SR (6.05%). In terms of maximum drawdown, KEN dropped -69.20% vs SR's -45.00%.
KEN currently has the higher Sharpe Ratio (3.55 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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