NI vs. AQN.TO
Compare and contrast key facts about NiSource Inc. (NI) and Algonquin Power & Utilities Corp. (AQN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NI or AQN.TO.
Key characteristics
NI | AQN.TO | |
---|---|---|
YTD Return | 6.91% | 2.55% |
1Y Return | 3.17% | -20.99% |
3Y Return (Ann) | 6.80% | -20.57% |
5Y Return (Ann) | 3.63% | -6.44% |
10Y Return (Ann) | 10.44% | 5.84% |
Sharpe Ratio | 0.10 | -0.78 |
Daily Std Dev | 19.55% | 27.88% |
Max Drawdown | -65.58% | -78.58% |
Current Drawdown | -6.94% | -54.84% |
Fundamentals
NI | AQN.TO | |
---|---|---|
Market Cap | $12.36B | CA$5.63B |
EPS | $1.48 | CA$0.04 |
PE Ratio | 18.64 | 204.25 |
PEG Ratio | 3.35 | 1.41 |
Revenue (TTM) | $5.51B | CA$2.70B |
Gross Profit (TTM) | $2.26B | CA$1.05B |
EBITDA (TTM) | $2.09B | CA$944.79M |
Correlation
The correlation between NI and AQN.TO is 0.26, 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.
Performance
NI vs. AQN.TO - Performance Comparison
In the year-to-date period, NI achieves a 6.91% return, which is significantly higher than AQN.TO's 2.55% return. Over the past 10 years, NI has outperformed AQN.TO with an annualized return of 10.44%, while AQN.TO has yielded a comparatively lower 5.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NI vs. AQN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) and Algonquin Power & Utilities Corp. (AQN.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.
Dividends
NI vs. AQN.TO - Dividend Comparison
NI's dividend yield for the trailing twelve months is around 3.61%, less than AQN.TO's 6.89% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NiSource Inc. | 2.72% | 3.77% | 3.43% | 3.19% | 3.66% | 2.87% | 3.08% | 2.73% | 2.89% | 2.68% | 2.51% | 3.11% |
Algonquin Power & Utilities Corp. | 6.89% | 6.94% | 10.63% | 4.61% | 3.90% | 3.96% | 4.82% | 4.27% | 4.82% | 4.50% | 3.83% | 4.53% |
Drawdowns
NI vs. AQN.TO - Drawdown Comparison
The maximum NI drawdown since its inception was -65.58%, smaller than the maximum AQN.TO drawdown of -78.58%. Use the drawdown chart below to compare losses from any high point for NI and AQN.TO. For additional features, visit the drawdowns tool.
Volatility
NI vs. AQN.TO - Volatility Comparison
The current volatility for NiSource Inc. (NI) is 4.31%, while Algonquin Power & Utilities Corp. (AQN.TO) has a volatility of 9.62%. This indicates that NI experiences smaller price fluctuations and is considered to be less risky than AQN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NI vs. AQN.TO - Financials Comparison
This section allows you to compare key financial metrics between NiSource Inc. and Algonquin Power & Utilities Corp.. 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