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NFG vs. CDUAF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NFG vs. CDUAF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Fuel Gas Company (NFG) and Canadian Utilities Limited (CDUAF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NFG achieves a -2.59% return, which is significantly lower than CDUAF's 21.00% return. Over the past 10 years, NFG has underperformed CDUAF with an annualized return of 6.84%, while CDUAF has yielded a comparatively higher 7.46% annualized return.


NFG

1D
0.98%
1M
-4.53%
YTD
-2.59%
6M
-4.55%
1Y
-5.57%
3Y*
18.18%
5Y*
10.46%
10Y*
6.84%

CDUAF

1D
-0.18%
1M
5.13%
YTD
21.00%
6M
24.57%
1Y
38.10%
3Y*
17.71%
5Y*
10.10%
10Y*
7.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NFG vs. CDUAF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NFG
National Fuel Gas Company
-2.59%35.31%25.38%-17.71%1.87%60.66%-7.58%-5.94%-3.74%-0.20%
CDUAF
Canadian Utilities Limited
21.00%35.10%6.34%-6.25%-1.87%25.16%-14.69%37.49%-19.67%15.55%

Correlation

The correlation between NFG and CDUAF is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.23

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

0.25

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

0.22

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.17

Fundamentals

Market Cap

NFG:

$7.27B

CDUAF:

$10.05B

EPS

NFG:

$7.46

CDUAF:

CA$0.29

PE Ratio

NFG:

10.40

CDUAF:

177.34

PS Ratio

NFG:

7.22

CDUAF:

4.05

PB Ratio

NFG:

1.90

CDUAF:

2.81

Total Revenue (TTM)

NFG:

$988.24M

CDUAF:

CA$3.46B

Gross Profit (TTM)

NFG:

$576.67M

CDUAF:

CA$1.39B

EBITDA (TTM)

NFG:

$1.41B

CDUAF:

CA$1.76B

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Return for Risk

NFG vs. CDUAF — Risk / Return Rank

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

NFG
NFG Risk / Return Rank: 3030
Overall Rank
NFG Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
NFG Sortino Ratio Rank: 2525
Sortino Ratio Rank
NFG Omega Ratio Rank: 2626
Omega Ratio Rank
NFG Calmar Ratio Rank: 3434
Calmar Ratio Rank
NFG Martin Ratio Rank: 3232
Martin Ratio Rank

CDUAF
CDUAF Risk / Return Rank: 9393
Overall Rank
CDUAF Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
CDUAF Sortino Ratio Rank: 9292
Sortino Ratio Rank
CDUAF Omega Ratio Rank: 9292
Omega Ratio Rank
CDUAF Calmar Ratio Rank: 9696
Calmar Ratio Rank
CDUAF Martin Ratio Rank: 9595
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.

NFG vs. CDUAF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for National Fuel Gas Company (NFG) and Canadian Utilities Limited (CDUAF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NFGCDUAFDifference
Sharpe ratioReturn per unit of total volatility

-2.67

Sortino ratioReturn per unit of downside risk

-3.53

Omega ratioGain probability vs. loss probability

0.97

1.46

-0.49

Calmar ratioReturn relative to maximum drawdown

-0.27

7.16

-7.43

Martin ratioReturn relative to average drawdown

-0.58

17.76

-18.34

NFG vs. CDUAF - Sharpe Ratio Comparison

The current NFG Sharpe Ratio is -0.29, which is lower than the CDUAF Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of NFG and CDUAF, 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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Drawdowns

NFG vs. CDUAF - Drawdown Comparison

The maximum NFG drawdown since its inception was -55.49%, smaller than the maximum CDUAF drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for NFG and CDUAF.


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Drawdown Indicators


NFGCDUAFDifference

Max Drawdown

Largest peak-to-trough decline

-55.49%

-71.22%

+15.73%

Max Drawdown (1Y)

Largest decline over 1 year

-20.45%

-5.35%

-15.10%

Max Drawdown (3Y)

Largest decline over 3 years

-20.45%

-20.91%

+0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-35.74%

-31.94%

-3.80%

Max Drawdown (10Y)

Largest decline over 10 years

-44.28%

-41.92%

-2.36%

Current Drawdown

Current decline from peak

-19.20%

-16.18%

-3.02%

Average Drawdown

Average peak-to-trough decline

-14.34%

-39.86%

+25.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.67%

2.15%

+7.52%

Volatility

NFG vs. CDUAF - Volatility Comparison

The current volatility for National Fuel Gas Company (NFG) is 5.73%, while Canadian Utilities Limited (CDUAF) has a volatility of 6.26%. This indicates that NFG experiences smaller price fluctuations and is considered to be less risky than CDUAF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NFGCDUAFDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.73%

6.26%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

14.17%

11.73%

+2.44%

Volatility (1Y)

Calculated over the trailing 1-year period

19.83%

16.06%

+3.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.24%

19.07%

+3.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.03%

25.58%

-1.55%

Dividends

NFG vs. CDUAF - Dividend Comparison

NFG's dividend yield for the trailing twelve months is around 2.76%, less than CDUAF's 3.62% yield.


PositionTTM20252024202320222021202020192018201720162015
CDUAF
Canadian Utilities Limited
3.62%4.21%5.47%6.05%5.03%4.85%5.32%4.24%4.49%4.82%4.82%5.11%
NFG
National Fuel Gas Company
2.76%2.65%3.36%3.91%2.97%2.83%4.30%3.72%3.30%3.00%2.84%3.67%

Financials

NFG vs. CDUAF - Financials Comparison

This section allows you to compare key financial metrics between National Fuel Gas Company and Canadian Utilities Limited. 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


-500.00M0.00500.00M1.00B20222023202420252026
-651.51M
1.08B
(NFG) Total Revenue
(CDUAF) Total Revenue
Please note, different currencies. NFG values in USD, CDUAF values in CAD

NFG vs. CDUAF - Profitability Comparison

The chart below illustrates the profitability comparison between National Fuel Gas Company and Canadian Utilities Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
46.2%
70.2%
Portfolio components
NFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Fuel Gas Company reported a gross profit of -300.89M and revenue of -651.51M. Therefore, the gross margin over that period was 46.2%.

CDUAF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a gross profit of 761.00M and revenue of 1.08B. Therefore, the gross margin over that period was 70.2%.

NFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Fuel Gas Company reported an operating income of 347.14M and revenue of -651.51M, resulting in an operating margin of -53.3%.

CDUAF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported an operating income of 393.00M and revenue of 1.08B, resulting in an operating margin of 36.3%.

NFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Fuel Gas Company reported a net income of 247.67M and revenue of -651.51M, resulting in a net margin of -38.0%.

CDUAF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a net income of 224.00M and revenue of 1.08B, resulting in a net margin of 20.7%.


Frequently Asked Questions


NFG and CDUAF have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CDUAF has higher volatility (6.26%) compared to NFG (5.73%). In terms of maximum drawdown, NFG dropped -55.49% vs CDUAF's -71.22%.

CDUAF currently has the higher Sharpe Ratio (2.39 vs -0.29), 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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