PortfoliosLab logoPortfoliosLab logo
PHX.TO vs. TWC.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PHX.TO vs. TWC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in PHX Energy Services Corp. (PHX.TO) and TWC Enterprises Limited (TWC.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PHX.TO achieves a 60.09% return, which is significantly higher than TWC.TO's 4.20% return. Over the past 10 years, PHX.TO has outperformed TWC.TO with an annualized return of 20.96%, while TWC.TO has yielded a comparatively lower 11.58% annualized return.


PHX.TO

1D
2.11%
1M
-2.27%
YTD
60.09%
6M
57.61%
1Y
62.17%
3Y*
38.29%
5Y*
35.35%
10Y*
20.96%

TWC.TO

1D
0.00%
1M
4.12%
YTD
4.20%
6M
10.44%
1Y
27.99%
3Y*
14.34%
5Y*
0.68%
10Y*
11.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHX.TO vs. TWC.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHX.TO
PHX Energy Services Corp.
60.09%-11.22%27.44%15.42%87.66%84.92%-5.59%19.92%0.43%-42.82%
TWC.TO
TWC Enterprises Limited
4.20%34.17%14.39%-4.91%-0.89%13.12%22.62%0.58%8.97%15.18%

Correlation

The correlation between PHX.TO and TWC.TO 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

-0.02

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

0.01

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

0.03

Correlation (All Time)
Calculated using the full available price history since Dec 30, 1997

0.03

Fundamentals

Market Cap

PHX.TO:

CA$529.65M

TWC.TO:

CA$608.61M

EPS

PHX.TO:

CA$0.93

TWC.TO:

CA$2.58

PE Ratio

PHX.TO:

12.46

TWC.TO:

9.78

PEG Ratio

PHX.TO:

0.28

TWC.TO:

0.63

PS Ratio

PHX.TO:

0.77

TWC.TO:

2.75

PB Ratio

PHX.TO:

2.37

TWC.TO:

0.99

Total Revenue (TTM)

PHX.TO:

CA$699.78M

TWC.TO:

CA$222.69M

Gross Profit (TTM)

PHX.TO:

CA$101.04M

TWC.TO:

CA$141.82M

EBITDA (TTM)

PHX.TO:

CA$85.39M

TWC.TO:

CA$46.70M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PHX Energy Services Corp.

TWC Enterprises Limited

Return for Risk

PHX.TO vs. TWC.TO — Risk / Return Rank

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

PHX.TO
PHX.TO Risk / Return Rank: 8282
Overall Rank
PHX.TO Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
PHX.TO Sortino Ratio Rank: 8585
Sortino Ratio Rank
PHX.TO Omega Ratio Rank: 8282
Omega Ratio Rank
PHX.TO Calmar Ratio Rank: 8282
Calmar Ratio Rank
PHX.TO Martin Ratio Rank: 7878
Martin Ratio Rank

TWC.TO
TWC.TO Risk / Return Rank: 7373
Overall Rank
TWC.TO Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
TWC.TO Sortino Ratio Rank: 6767
Sortino Ratio Rank
TWC.TO Omega Ratio Rank: 7575
Omega Ratio Rank
TWC.TO Calmar Ratio Rank: 7676
Calmar Ratio Rank
TWC.TO Martin Ratio Rank: 7777
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.

PHX.TO vs. TWC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PHX Energy Services Corp. (PHX.TO) and TWC Enterprises Limited (TWC.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.


PHX.TOTWC.TODifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+1.14

Omega ratioGain probability vs. loss probability

1.33

1.26

+0.07

Calmar ratioReturn relative to maximum drawdown

2.97

2.17

+0.80

Martin ratioReturn relative to average drawdown

6.01

5.56

+0.45

PHX.TO vs. TWC.TO - Sharpe Ratio Comparison

The current PHX.TO Sharpe Ratio is 1.75, which is higher than the TWC.TO Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of PHX.TO and TWC.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...

Sharpe Ratios by Period


PHX.TOTWC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

1.02

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

0.03

+0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.43

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.00

+0.10

Drawdowns

PHX.TO vs. TWC.TO - Drawdown Comparison

The maximum PHX.TO drawdown since its inception was -98.18%, which is greater than TWC.TO's maximum drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for PHX.TO and TWC.TO.


Loading charts...

Drawdown Indicators


PHX.TOTWC.TODifference

Max Drawdown

Largest peak-to-trough decline

-98.18%

-59.31%

-38.87%

Max Drawdown (1Y)

Largest decline over 1 year

-20.84%

-13.05%

-7.79%

Max Drawdown (3Y)

Largest decline over 3 years

-25.88%

-14.88%

-11.00%

Max Drawdown (5Y)

Largest decline over 5 years

-41.88%

-40.86%

-1.02%

Max Drawdown (10Y)

Largest decline over 10 years

-87.29%

-48.89%

-38.40%

Current Drawdown

Current decline from peak

-15.54%

-0.41%

-15.13%

Average Drawdown

Average peak-to-trough decline

-45.77%

-14.87%

-30.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.28%

5.09%

+5.19%

Volatility

PHX.TO vs. TWC.TO - Volatility Comparison

PHX Energy Services Corp. (PHX.TO) has a higher volatility of 11.25% compared to TWC Enterprises Limited (TWC.TO) at 3.53%. This indicates that PHX.TO's price experiences larger fluctuations and is considered to be riskier than TWC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PHX.TOTWC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.25%

3.53%

+7.72%

Volatility (6M)

Calculated over the trailing 6-month period

29.13%

18.29%

+10.84%

Volatility (1Y)

Calculated over the trailing 1-year period

35.33%

27.86%

+7.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.14%

23.41%

+14.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.43%

26.94%

+20.49%

Dividends

PHX.TO vs. TWC.TO - Dividend Comparison

PHX.TO's dividend yield for the trailing twelve months is around 8.59%, more than TWC.TO's 1.51% yield.


PositionTTM20252024202320222021202020192018201720162015
PHX.TO
PHX Energy Services Corp.
8.59%10.67%10.09%9.23%6.11%4.26%3.75%0.00%0.00%0.00%0.00%13.35%
TWC.TO
TWC Enterprises Limited
1.51%1.48%1.62%1.22%0.80%0.45%0.63%0.62%0.62%0.67%1.29%2.86%

Financials

PHX.TO vs. TWC.TO - Financials Comparison

This section allows you to compare key financial metrics between PHX Energy Services Corp. and TWC Enterprises 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


0.0050.00M100.00M150.00M200.00M20222023202420252026
183.89M
36.99M
(PHX.TO) Total Revenue
(TWC.TO) Total Revenue
Values in CAD except per share items

PHX.TO vs. TWC.TO - Profitability Comparison

The chart below illustrates the profitability comparison between PHX Energy Services Corp. and TWC Enterprises 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%40.0%60.0%80.0%100.0%20222023202420252026
16.5%
35.1%
Portfolio components
PHX.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PHX Energy Services Corp. reported a gross profit of 30.37M and revenue of 183.89M. Therefore, the gross margin over that period was 16.5%.

TWC.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TWC Enterprises Limited reported a gross profit of 12.98M and revenue of 36.99M. Therefore, the gross margin over that period was 35.1%.

PHX.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PHX Energy Services Corp. reported an operating income of 2.47M and revenue of 183.89M, resulting in an operating margin of 1.3%.

TWC.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TWC Enterprises Limited reported an operating income of 5.43M and revenue of 36.99M, resulting in an operating margin of 14.7%.

PHX.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PHX Energy Services Corp. reported a net income of 8.94M and revenue of 183.89M, resulting in a net margin of 4.9%.

TWC.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TWC Enterprises Limited reported a net income of 6.09M and revenue of 36.99M, resulting in a net margin of 16.5%.


Frequently Asked Questions


PHX.TO and TWC.TO 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.

Portfolio Optimizer

Find the right allocation for PHX.TO and TWC.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