PortfoliosLab logoPortfoliosLab logo
NSRGY vs. CP.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NSRGY vs. CP.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nestlé S.A. (NSRGY) and Canadian Pacific Railway Limited (CP.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

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

Returns By Period

In the year-to-date period, NSRGY achieves a 5.66% return, which is significantly lower than CP.TO's 22.22% return. Over the past 10 years, NSRGY has underperformed CP.TO with an annualized return of 6.67%, while CP.TO has yielded a comparatively higher 16.86% annualized return.


NSRGY

1D
-0.20%
1M
2.01%
YTD
5.66%
6M
6.71%
1Y
-0.82%
3Y*
-1.88%
5Y*
-1.61%
10Y*
6.67%

CP.TO

1D
0.66%
1M
5.02%
YTD
22.22%
6M
20.47%
1Y
12.33%
3Y*
6.28%
5Y*
2.97%
10Y*
16.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NSRGY vs. CP.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NSRGY
Nestlé S.A.
5.66%24.80%-27.05%2.88%-15.94%22.32%11.63%37.26%-2.74%27.45%
CP.TO
Canadian Pacific Railway Limited
22.22%2.59%-7.85%7.17%5.17%4.84%43.50%50.20%2.51%35.44%

Correlation

The correlation between NSRGY and CP.TO is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.19

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

0.22

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

0.21

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2007

0.20

The correlation between NSRGY and CP.TO shifts across timeframes, from 0.19 (3 years) to 0.31 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NSRGY:

$258.63B

CP.TO:

CA$112.95B

EPS

NSRGY:

CHF 7.72

CP.TO:

CA$4.49

PE Ratio

NSRGY:

10.34

CP.TO:

28.03

PS Ratio

NSRGY:

1.14

CP.TO:

7.63

PB Ratio

NSRGY:

6.27

CP.TO:

2.43

Total Revenue (TTM)

NSRGY:

CHF 181.02B

CP.TO:

CA$14.98B

Gross Profit (TTM)

NSRGY:

CHF 83.86B

CP.TO:

CA$6.94B

EBITDA (TTM)

NSRGY:

CHF 36.34B

CP.TO:

CA$8.23B

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

NSRGY vs. CP.TO — Risk / Return Rank

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

NSRGY
NSRGY Risk / Return Rank: 3838
Overall Rank
NSRGY Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
NSRGY Sortino Ratio Rank: 3535
Sortino Ratio Rank
NSRGY Omega Ratio Rank: 3434
Omega Ratio Rank
NSRGY Calmar Ratio Rank: 4141
Calmar Ratio Rank
NSRGY Martin Ratio Rank: 4141
Martin Ratio Rank

CP.TO
CP.TO Risk / Return Rank: 6262
Overall Rank
CP.TO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CP.TO Sortino Ratio Rank: 6060
Sortino Ratio Rank
CP.TO Omega Ratio Rank: 5656
Omega Ratio Rank
CP.TO Calmar Ratio Rank: 6565
Calmar Ratio Rank
CP.TO Martin Ratio Rank: 6363
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.

NSRGY vs. CP.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NSRGY) and Canadian Pacific Railway Limited (CP.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.

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.


NSRGYCP.TODifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.84

Omega ratioGain probability vs. loss probability

1.01

1.11

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.05

0.77

-0.82

Martin ratioReturn relative to average drawdown

-0.10

1.46

-1.56

NSRGY vs. CP.TO - Sharpe Ratio Comparison

The current NSRGY Sharpe Ratio is -0.04, which is lower than the CP.TO Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of NSRGY and CP.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...

Drawdowns

NSRGY vs. CP.TO - Drawdown Comparison

The maximum NSRGY drawdown since its inception was -75.68%, which is greater than CP.TO's maximum drawdown of -66.07%. Use the drawdown chart below to compare losses from any high point for NSRGY and CP.TO.


Loading charts...

Drawdown Indicators


NSRGYCP.TODifference

Max Drawdown

Largest peak-to-trough decline

-75.68%

-66.07%

-9.61%

Max Drawdown (1Y)

Largest decline over 1 year

-15.71%

-16.04%

+0.33%

Max Drawdown (3Y)

Largest decline over 3 years

-32.79%

-25.70%

-7.09%

Max Drawdown (5Y)

Largest decline over 5 years

-38.24%

-25.70%

-12.54%

Max Drawdown (10Y)

Largest decline over 10 years

-38.24%

-33.22%

-5.02%

Current Drawdown

Current decline from peak

-17.25%

-1.56%

-15.69%

Average Drawdown

Average peak-to-trough decline

-24.16%

-12.84%

-11.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.31%

8.44%

+0.87%

Volatility

NSRGY vs. CP.TO - Volatility Comparison

Nestlé S.A. (NSRGY) and Canadian Pacific Railway Limited (CP.TO) have volatilities of 5.46% and 5.22%, 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


NSRGYCP.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

5.22%

+0.24%

Volatility (6M)

Calculated over the trailing 6-month period

15.05%

17.42%

-2.37%

Volatility (1Y)

Calculated over the trailing 1-year period

22.89%

22.53%

+0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.90%

23.54%

-3.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.44%

24.69%

-6.25%

Dividends

NSRGY vs. CP.TO - Dividend Comparison

NSRGY's dividend yield for the trailing twelve months is around 4.00%, more than CP.TO's 0.72% yield.


PositionTTM20252024202320222021202020192018201720162015
CP.TO
Canadian Pacific Railway Limited
0.72%0.86%0.73%0.72%0.75%1.67%4.03%4.74%5.19%4.76%4.83%3.96%
NSRGY
Nestlé S.A.
4.00%3.44%4.01%2.86%2.57%2.18%2.34%2.28%3.12%5.64%6.54%3.13%

Financials

NSRGY vs. CP.TO - Financials Comparison

This section allows you to compare key financial metrics between Nestlé S.A. and Canadian Pacific Railway 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


0.0010.00B20.00B30.00B40.00B50.00B202120222023202420252026
44.89B
3.70B
(NSRGY) Total Revenue
(CP.TO) Total Revenue
Please note, different currencies. NSRGY values in CHF, CP.TO values in CAD

NSRGY vs. CP.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Nestlé S.A. and Canadian Pacific Railway Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%60.0%65.0%70.0%202120222023202420252026
44.6%
36.8%
Portfolio components
NSRGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.

CP.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Pacific Railway Limited reported a gross profit of 1.36B and revenue of 3.70B. Therefore, the gross margin over that period was 36.8%.

NSRGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.

CP.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Pacific Railway Limited reported an operating income of 1.27B and revenue of 3.70B, resulting in an operating margin of 34.2%.

NSRGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.

CP.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Pacific Railway Limited reported a net income of 846.00M and revenue of 3.70B, resulting in a net margin of 22.9%.


Frequently Asked Questions


NSRGY and CP.TO have a correlation of 0.31, 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 NSRGY and CP.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