PEGRY vs. EXE.TO
PEGRY (Pennon Group PLC ADR) and EXE.TO (Extendicare Inc.) are both stocks. PEGRY operates in Utilities - Regulated Water (Utilities), while EXE.TO operates in Medical Care Facilities (Healthcare). Over the past 5 years, PEGRY returned -4.51%/yr vs 38.34%/yr for EXE.TO. At a 0.11 correlation, their price movements are largely independent.
Performance
PEGRY vs. EXE.TO - Performance Comparison
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Different Trading Currencies
PEGRY 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, PEGRY achieves a -7.14% return, which is significantly lower than EXE.TO's 69.15% return.
PEGRY
- 1D
- 1.11%
- 1M
- -0.20%
- 6M
- -11.96%
- YTD
- -7.14%
- 1Y
- 3.51%
- 3Y*
- 1.19%
- 5Y*
- -4.51%
- 10Y*
- —
EXE.TO
- 1D
- -0.10%
- 1M
- 11.84%
- 6M
- 67.02%
- YTD
- 69.15%
- 1Y
- 176.81%
- 3Y*
- 76.40%
- 5Y*
- 38.34%
- 10Y*
- 22.16%
PEGRY vs. EXE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEGRY Pennon Group PLC ADR | -7.14% | 25.47% | -19.73% | -3.62% | -30.48% | 128.51% | 11.91% | 23.00% | -1.16% | -4.11% |
EXE.TO Extendicare Inc. | 69.15% | 118.08% | 42.81% | 22.21% | -9.59% | 17.32% | -12.84% | 47.00% | -31.83% | -2.07% |
Correlation
The correlation between PEGRY and EXE.TO 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 | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2017 | 0.11 |
Fundamentals
PEGRY:
$1.50B
EXE.TO:
CA$3.51B
PEGRY:
£0.40
EXE.TO:
CA$1.35
PEGRY:
23.44
EXE.TO:
27.40
PEGRY:
0.00
EXE.TO:
0.38
PEGRY:
0.54
EXE.TO:
1.91
PEGRY:
0.79
EXE.TO:
9.09
PEGRY:
£2.09B
EXE.TO:
CA$1.75B
PEGRY:
£1.68B
EXE.TO:
CA$553.60M
PEGRY:
£645.41M
EXE.TO:
CA$205.13M
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Return for Risk
PEGRY vs. EXE.TO — Risk / Return Rank
PEGRY
EXE.TO
PEGRY vs. EXE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pennon Group PLC ADR (PEGRY) 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.
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.
| PEGRY | EXE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.18 | ||
| Sortino ratioReturn per unit of downside risk | -6.56 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.85 | -0.82 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 16.24 | -16.20 |
| Martin ratioReturn relative to average drawdown | 0.08 | 54.87 | -54.80 |
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Drawdowns
PEGRY vs. EXE.TO - Drawdown Comparison
The maximum PEGRY drawdown since its inception was -64.05%, smaller than the maximum EXE.TO drawdown of -82.31%. Use the drawdown chart below to compare losses from any high point for PEGRY and EXE.TO.
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Drawdown Indicators
| PEGRY | EXE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.05% | -82.31% | +18.26% |
Max Drawdown (1Y)Largest decline over 1 year | -24.77% | -10.95% | -13.82% |
Max Drawdown (3Y)Largest decline over 3 years | -34.98% | -26.03% | -8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -64.05% | -29.17% | -34.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.96% | — |
Current DrawdownCurrent decline from peak | -48.30% | -0.77% | -47.53% |
Average DrawdownAverage peak-to-trough decline | -34.03% | -24.40% | -9.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.53% | 3.24% | +7.29% |
Volatility
PEGRY vs. EXE.TO - Volatility Comparison
Pennon Group PLC ADR (PEGRY) has a higher volatility of 7.83% compared to Extendicare Inc. (EXE.TO) at 7.38%. This indicates that PEGRY's price experiences larger fluctuations and is considered to be riskier than EXE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEGRY | EXE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 7.38% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 23.31% | 23.63% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.18% | 34.36% | -5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.94% | 25.16% | +17.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.77% | 26.58% | +19.19% |
Dividends
PEGRY vs. EXE.TO - Dividend Comparison
PEGRY's dividend yield for the trailing twelve months is around 6.15%, more than EXE.TO's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXE.TO Extendicare Inc. | 1.38% | 2.34% | 4.52% | 6.59% | 7.32% | 6.58% | 7.23% | 5.69% | 7.56% | 5.25% | 4.86% | 4.97% |
PEGRY Pennon Group PLC ADR | 6.15% | 27.47% | 7.56% | 5.41% | 4.43% | 80.45% | 2.60% | 1.16% | 1.39% | 0.00% | 0.00% | 0.00% |
Financials
PEGRY vs. EXE.TO - Financials Comparison
This section allows you to compare key financial metrics between Pennon Group PLC ADR 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.
Total Revenue: Total amount of money received from sales and other business activities
PEGRY vs. EXE.TO - Profitability Comparison
PEGRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Pennon Group PLC ADR reported a gross profit of 474.12M and revenue of 642.81M. Therefore, the gross margin over that period was 73.8%.
EXE.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
PEGRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Pennon Group PLC ADR reported an operating income of 164.54M and revenue of 642.81M, resulting in an operating margin of 25.6%.
EXE.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Extendicare Inc. reported an operating income of 42.70M and revenue of 465.22M, resulting in an operating margin of 9.2%.
PEGRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Pennon Group PLC ADR reported a net income of 34.82M and revenue of 642.81M, resulting in a net margin of 5.4%.
EXE.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
PEGRY and EXE.TO 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.
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